Activest Wealth Management
Q1 2025 13F Holdings
- Locationaventure, FL
- Num holdings
1,336
- Value ($000)
$372,820
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001883134
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $80.46M | 22 % | 143,830 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $42.25M | 11 % | 243,915 | ||
AAPL APPLE INC | COM | 037833100 | $28.73M | 8 % | 129,324 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $20.52M | 6 % | 233,225 | ||
RSPT INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | $18.23M | 5 % | 533,033 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $16.09M | 4 % | 34,304 | ||
AMZN AMAZON COM INC | COM | 023135106 | $13.54M | 4 % | 71,165 | ||
META META PLATFORMS INC | CL A | 30303M102 | $8.66M | 2 % | 15,028 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $8.27M | 2 % | 160,687 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $7.84M | 2 % | 50,696 |
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