Portfolio (Quarterly)
Guide ↗
Activest Wealth Management
· CIK 0001883134| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | — | PRAXIS PRECISION MEDICINES I | — | 68 | $20K | 0.00% | SOLD |
| 62 | PAA | PLAINS ALL AMERN PIPELINE L | Energy | 1,000 | $18K | 0.00% | SOLD |
| 63 | — | STRATEGY INC | — | 205 | $16K | 0.00% | SOLD |
| 64 | ARM | ARM HOLDINGS PLC | Technology | 146 | $16K | 0.00% | SOLD |
| 65 | EWZ | ISHARES INC | — | 411 | $13K | 0.00% | SOLD |
| 66 | CDP | COPT DEFENSE PROPERTIES | Real Estate | 467 | $13K | 0.00% | SOLD |
| 67 | NOK | NOKIA CORP | Technology | 2,000 | $13K | 0.00% | SOLD |
| 68 | HASI | HA SUSTAINABLE INFRA CAP INC | Financial Services | 373 | $12K | 0.00% | SOLD |
| 69 | — | FRONTIER COMMUNICATIONS PARE | — | 297 | $11K | 0.00% | SOLD |
| 70 | STAG | STAG INDL INC | Real Estate | 276 | $10K | 0.00% | SOLD |
| 71 | MSTU | ETF OPPORTUNITIES TRUST | — | 1,109 | $9K | 0.00% | SOLD |
| 72 | PBW | INVESCO EXCHANGE TRADED FD T | — | 300 | $9K | 0.00% | SOLD |
| 73 | CACI | CACI INTL INC | Technology | 17 | $9K | 0.00% | SOLD |
| 74 | — | AMRIZE LTD | — | 158 | $9K | 0.00% | SOLD |
| 75 | — | TIDAL TRUST II | — | 2,183 | $8K | 0.00% | SOLD |
| 76 | ETH | GRAYSCALE ETHEREUM MINI TR E | Financial Services | 244 | $7K | 0.00% | SOLD |
| 77 | — | DAYFORCE INC | — | 92 | $6K | 0.00% | SOLD |
| 78 | LPX | LOUISIANA PAC CORP | Basic Materials | 75 | $6K | 0.00% | SOLD |
| 79 | PSEC | PROSPECT CAP CORP | Financial Services | 2,300 | $6K | 0.00% | SOLD |
| 80 | — | AIR LEASE CORP | — | 91 | $6K | 0.00% | SOLD |
Sector Allocation
Financial Services
57.7%
Technology
24.4%
Communication Services
8.1%
Consumer Cyclical
5.2%
Healthcare
1.8%
Industrials
0.7%
Energy
0.7%
Basic Materials
0.5%
Real Estate
0.4%
Utilities
0.3%