Portfolio (Quarterly)
Guide ↗
Activest Wealth Management
· CIK 0001883134| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | TSLX | SIXTH STREET SPECIALTY LENDI | Financial Services | — | — | — | SOLD |
| 282 | SYM | SYMBOTIC INC | Industrials | — | — | — | SOLD |
| 283 | TEM | TEMPUS AI INC | Healthcare | — | — | — | SOLD |
| 284 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | — | — | — | SOLD |
| 285 | TRIP | TRIPADVISOR INC | Consumer Cyclical | — | — | — | SOLD |
| 286 | UPST | UPSTART HLDGS INC | Financial Services | — | — | — | SOLD |
| 287 | VWOB | VANGUARD WHITEHALL FDS | — | — | — | — | SOLD |
| 288 | VGK | VANGUARD INTL EQUITY INDEX F | — | — | — | — | SOLD |
| 289 | VMBS | VANGUARD SCOTTSDALE FDS | — | — | — | — | SOLD |
| 290 | VCIT | VANGUARD SCOTTSDALE FDS | — | — | — | — | SOLD |
| 291 | VXF | VANGUARD INDEX FDS | — | — | — | — | SOLD |
| 292 | COCO | VITA COCO CO INC | Consumer Defensive | — | — | — | SOLD |
| 293 | VOD | VODAFONE GROUP PLC NEW | Communication Services | — | — | — | SOLD |
| 294 | WBTN | WEBTOON ENTMT INC | Technology | — | — | — | SOLD |
| 295 | JOBY | JOBY AVIATION INC | Industrials | — | — | — | SOLD |
| 296 | RPRX | ROYALTY PHARMA PLC | Healthcare | — | — | — | SOLD |
| 297 | PRGO | PERRIGO CO PLC | Healthcare | — | — | — | SOLD |
| 298 | WIX | WIX COM LTD | Technology | — | — | — | SOLD |
Sector Allocation
Financial Services
59.8%
Technology
19.5%
Communication Services
8.4%
Consumer Cyclical
6.7%
Healthcare
1.5%
Industrials
1.0%
Energy
0.9%
Basic Materials
0.8%
Consumer Defensive
0.7%
Real Estate
0.3%