Activest Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Activest Wealth Management | Institutional Filer | ▲ 6.32% | $569.2M | 1359 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1359)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 171K | $111.5M | 19.58% |
| 2 | QQQ | Invesco QQQ Trust | — | 110K | $63.6M | 11.18% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | — | 250K | $48.1M | 8.44% |
| 4 | AAPL | Apple Inc. | Technology | 117K | $29.6M | 5.20% |
| 5 | NVDA | NVIDIA Corporation | Technology | 120K | $20.9M | 3.67% |
| 6 | MOAT | VANECK ETF TRUST | — | 199K | $19.3M | 3.38% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 80K | $16.7M | 2.94% |
| 8 | GOOGL | Alphabet Inc. | Technology | 55K | $15.8M | 2.77% |
| 9 | META | Meta Platforms, Inc. | Technology | 25K | $14.3M | 2.51% |
| 10 | VOO | VANGUARD INDEX FDS | — | 23K | $13.9M | 2.44% |
| 11 | AVDE | AMERICAN CENTY ETF TR | — | 152K | $12.9M | 2.27% |
| 12 | MU | Micron Technology, Inc. | Technology | 32K | $10.7M | 1.88% |
| 13 | IVV | ISHARES TR | — | 14K | $8.8M | 1.55% |
| 14 | AAXJ | ISHARES TR | — | 80K | $7.7M | 1.35% |
| 15 | RSPT | INVESCO EXCHANGE TRADED FD T | — | 150K | $6.8M | 1.19% |
Showing 1 to 15 of 1000 holdings