0001883134-22-000002
Activest Wealth Management
Total Value: $155,474,000
Total Holdings: 354
QuarterFilling ID
Q4 250002002654-26-000001
Q3 250002002654-25-000006
Q2 250002002654-25-000004
Q1 250002002654-25-000003
Q4 240002002654-25-000001
Q3 240002002654-24-000005
Q2 240002002654-24-000004
Q1 240002002654-24-000002
Q4 230002002654-24-000001
Q3 230002002654-23-000008
Q2 230002002654-23-000007
Q1 230002002654-23-000006
Q4 220002002654-23-000005
Q3 220002002654-23-000004
Q2 220002002654-23-000003
Q1 220002002654-23-000002
Q4 210002002654-23-000001
Compare Quarter:
NameTitleCUSIPTickerValueSharesShare PriceInvestment% of Portfolio
SPDR S&P 500 ETF TRTR UNIT78462F103$49,208108,933SOLE
INVESCO QQQ TRUNIT SER 146090E103$20,77857,315SOLE
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V357$15,53298,487SOLE
VANGUARD INDEX FDSS&P 500 ETF SHS922908363$10,44525,157SOLE
VANECK ETF TRUSTMRNGSTR WDE MOAT92189F643$10,264137,416SOLE
SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209$8,29660,560SOLE
APPLE INCCOM37833100$3,56720,429SOLE
AMAZON COM INCCOM23135106$2,487764SOLE
ISHARES TRRUSSELL 2000 ETF464287655$1,7778,658SOLE
TD SYNNEX CORPORATIONCOM87162W100$1,74816,937SOLE
SELECT SECTOR SPDR TRFINANCIAL81369Y605$1,55440,552SOLE
ALPHABET INCCAP STK CL A02079K305$1,120403SOLE
INVESCO EXCH TRADED FD TR IIVAR RATE PFD46138G870$1,11645,655SOLE
SELECT SECTOR SPDR TRSBI CONS STPLS81369Y308$1,05513,901SOLE
ISHARES TRMSCI AC ASIA ETF464288182$88511,791SOLE
WISDOMTREE TREUROPE HEDGED EQ97717X701$88311,992SOLE
ISHARES TRIBOXX HI YD ETF464288513$86110,466SOLE
BERKSHIRE HATHAWAY INC DELCL B NEW84670702$8312,354SOLE
ALPHABET INCCAP STK CL C02079K107$826296SOLE
GLOBAL X FDSUS PFD ETF37954Y657$79333,758SOLE
ISHARES TRMSCI ACWI ETF464288257$7927,941SOLE
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858$75816,436SOLE
KRANESHARES TRCSI CHI INTERNET500767306$73325,704SOLE
META PLATFORMS INCCL A30303M102$7303,284SOLE
ISHARES TRJPMORGAN USD EMG464288281$6786,937SOLE
VANGUARD INDEX FDSVALUE ETF922908744$6664,510SOLE
SELECT SECTOR SPDR TRSBI INT-INDS81369Y704$6656,453SOLE
SELECT SECTOR SPDR TRSBI CONS DISCR81369Y407$6513,518SOLE
MICROSOFT CORPCOM594918104$5891,910SOLE
TESLA INCCOM88160R101$539500SOLE
FIRST TR EXCHANGE-TRADED FDDJ INTERNT IDX33733E302$5132,730SOLE
PRINCIPAL EXCHANGE-TRADED FDSPECTRUM PFD74255Y888$50426,558SOLE
SELECT SECTOR SPDR TRTECHNOLOGY81369Y803$4923,094SOLE
ISHARES INCJP MRG EM CRP BD464286251$47910,334SOLE
SPDR GOLD TRGOLD SHS78463V107$4682,591SOLE
NVIDIA CORPORATIONCOM67066G104$4351,595SOLE
ISHARES TRRUS 1000 GRW ETF464287614$4171,503SOLE
ARK ETF TRINNOVATION ETF00214Q104$4166,275SOLE
ISHARES TRU.S. MED DVC ETF464288810$4136,772SOLE
ISHARES TRCORE S&P SCP ETF464287804$3863,574SOLE
ISHARES SILVER TRISHARES46428Q109$31213,615SOLE
VANGUARD INDEX FDSTOTAL STK MKT922908769$2991,315SOLE
DBX ETF TRXTRACK MSCI EURP233051853$2757,997SOLE
VANGUARD WORLD FDSHEALTH CAR ETF92204A504$2701,061SOLE
ISHARES TRCORE S&P500 ETF464287200$245541SOLE
ISHARES TRISHARES SEMICDTR464287523$240507SOLE
SALESFORCE COM INCCOM79466L302$2321,092SOLE
BURGERFI INTERNATIONAL INCCOM12122L101$22153,000SOLE
VANECK ETF TRUSTSEMICONDUCTR ETF92189F676$217806SOLE
VANGUARD ADMIRAL FDS INCSMLLCP 600 IDX921932828$197995SOLE