Portfolio (Quarterly)
Guide ↗
Activest Wealth Management
· CIK 0001883134| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 57 | $20K | 0.00% | SOLD |
| 22 | SLB | SCHLUMBERGER LTD | Energy | 570 | $20K | 0.00% | SOLD |
| 23 | — | TILRAY BRANDS INC | — | 10,000 | $17K | 0.00% | SOLD |
| 24 | CTAS | CINTAS CORP | Industrials | 82 | $17K | 0.00% | SOLD |
| 25 | EXC | EXELON CORP | Utilities | 359 | $16K | 0.00% | SOLD |
| 26 | AMGN | AMGEN INC | Healthcare | 50 | $14K | 0.00% | SOLD |
| 27 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 43 | $13K | 0.00% | SOLD |
| 28 | — | BLACKROCK LONG-TERM MUN ADVA | — | 1,383 | $13K | 0.00% | SOLD |
| 29 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 162 | $13K | 0.00% | SOLD |
| 30 | CMCSA | COMCAST CORP NEW | Communication Services | 407 | $13K | 0.00% | SOLD |
| 31 | VMC | VULCAN MATLS CO | Basic Materials | 40 | $12K | 0.00% | SOLD |
| 32 | APD | AIR PRODS & CHEMS INC | Basic Materials | 45 | $12K | 0.00% | SOLD |
| 33 | HXL | HEXCEL CORP NEW | Industrials | 193 | $12K | 0.00% | SOLD |
| 34 | — | ETF OPPORTUNITIES TRUST | — | 2,591 | $12K | 0.00% | SOLD |
| 35 | TOST | TOAST INC | Technology | 326 | $12K | 0.00% | SOLD |
| 36 | DJIA | GLOBAL X FDS | — | 531 | $12K | 0.00% | SOLD |
| 37 | AXON | AXON ENTERPRISE INC | Industrials | 16 | $11K | 0.00% | SOLD |
| 38 | D | DOMINION ENERGY INC | Utilities | 181 | $11K | 0.00% | SOLD |
| 39 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 158 | $11K | 0.00% | SOLD |
| 40 | FFIV | F5 INC | Technology | 32 | $10K | 0.00% | 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%