Portfolio (Quarterly)
Guide ↗
Activest Wealth Management
· CIK 0001883134| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | MUB | ISHARES TR | — | 42 | $4K | 0.00% | SOLD |
| 82 | CIK | CREDIT SUISSE ASSET MGMT INC | Financial Services | 1,500 | $4K | 0.00% | SOLD |
| 83 | NVG | NUVEEN AMT FREE MUN CR INC F | Financial Services | 350 | $4K | 0.00% | SOLD |
| 84 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 72 | $4K | 0.00% | SOLD |
| 85 | LPLA | LPL FINL HLDGS INC | Financial Services | 12 | $4K | 0.00% | SOLD |
| 86 | NRG | NRG ENERGY INC | Utilities | 24 | $4K | 0.00% | SOLD |
| 87 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 28 | $4K | 0.00% | SOLD |
| 88 | LH | LABCORP HOLDINGS INC | Healthcare | 13 | $4K | 0.00% | SOLD |
| 89 | — | BLACKROCK MUNIHLDGS NY QLTY | — | 350 | $4K | 0.00% | SOLD |
| 90 | CF | CF INDS HLDGS INC | Basic Materials | 39 | $3K | 0.00% | SOLD |
| 91 | WDAY | WORKDAY INC | Technology | 13 | $3K | 0.00% | SOLD |
| 92 | PK | PARK HOTELS & RESORTS INC | Real Estate | 278 | $3K | 0.00% | SOLD |
| 93 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 110 | $3K | 0.00% | SOLD |
| 94 | FICO | FAIR ISAAC CORP | Technology | 2 | $3K | 0.00% | SOLD |
| 95 | VNT | VONTIER CORPORATION | Technology | 71 | $3K | 0.00% | SOLD |
| 96 | MTB | M & T BK CORP | Financial Services | 14 | $3K | 0.00% | SOLD |
| 97 | ATO | ATMOS ENERGY CORP | Utilities | 16 | $3K | 0.00% | SOLD |
| 98 | CSL | CARLISLE COS INC | Industrials | 8 | $3K | 0.00% | SOLD |
| 99 | CAVA | CAVA GROUP INC | Consumer Cyclical | 42 | $3K | 0.00% | SOLD |
| 100 | VAC | MARRIOTT VACATIONS WORLDWIDE | Consumer Cyclical | 35 | $2K | — | 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%