Portfolio (Quarterly)
Guide ↗
Activest Wealth Management
· CIK 0001883134| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | ACHC | ACADIA HEALTHCARE COMPANY IN | Healthcare | 64 | $2K | — | SOLD |
| 122 | WRB | BERKLEY W R CORP | Financial Services | 20 | $2K | — | SOLD |
| 123 | — | EXPAND ENERGY CORPORATION | — | 14 | $1K | — | SOLD |
| 124 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 47 | $1K | — | SOLD |
| 125 | GSSC | GOLDMAN SACHS ETF TR | — | 19 | $1K | — | SOLD |
| 126 | DTE | DTE ENERGY CO | Utilities | 10 | $1K | — | SOLD |
| 127 | — | KELLANOVA | — | 17 | $1K | — | SOLD |
| 128 | — | INTERPUBLIC GROUP COS INC | — | 49 | $1K | — | SOLD |
| 129 | NUE | NUCOR CORP | Basic Materials | 10 | $1K | — | SOLD |
| 130 | PBF | PBF ENERGY INC | Energy | 44 | $1K | — | SOLD |
| 131 | KRC | KILROY RLTY CORP | Real Estate | 30 | $1K | — | SOLD |
| 132 | CINF | CINCINNATI FINL CORP | Financial Services | 8 | $1K | — | SOLD |
| 133 | BIIB | BIOGEN INC | Healthcare | 9 | $1K | — | SOLD |
| 134 | GMUB | GOLDMAN SACHS ETF TR | — | 24 | $1K | — | SOLD |
| 135 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 26 | $1K | — | SOLD |
| 136 | DD | DUPONT DE NEMOURS INC | Basic Materials | 15 | $1K | — | SOLD |
| 137 | CLH | CLEAN HARBORS INC | Industrials | 5 | $1K | — | SOLD |
| 138 | MOH | MOLINA HEALTHCARE INC | Healthcare | 6 | $1K | — | SOLD |
| 139 | GEMD | GOLDMAN SACHS ETF TR | — | 27 | $1K | — | SOLD |
| 140 | GTIP | GOLDMAN SACHS ETF TR | — | 22 | $1K | — | 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%