Fund HoldingsActivest Wealth Management

Total Portfolio Value
$357.71M
Total Bought
$66.41M
Total Sold
$32.70M
Net Transaction
+$33.71M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
INVESCO QQQ TR035,801+35,801018,3025.12%+18,302
GLOBAL X FDS0101,027+101,02708,3522.33%+8,352
SPDR S&P 500 ETF TR(SPY)115,476121,125+5,64966,25570,98919.85%+4,734
APPLE INC(AAPL)125,615128,391+2,77629,26832,1528.99%+2,883
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
159,994179,994+20,00028,66431,5408.82%+2,876
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
0466,770+466,770017,4674.88%+17,467
AMAZON COM INC(AMZN)068,126+68,126014,9464.18%+14,946
YPF SOCIEDAD ANONIMA(YPF)6,78353,272+46,4891442,2650.63%+2,121
LOMA NEGRA C I A S A MTN0167,975+167,97502,0060.56%+2,006
GRUPO FINANCIERO GALICIA S.A(GGAL)9,60436,345+26,7414042,2650.63%+1,861
MORGAN STANLEY DIRECT LENDIN(MSDL)80,843164,060+83,2171,5993,3890.95%+1,790
TESLA INC(TSLA)8,8199,857+1,0382,3073,9811.11%+1,673
ALPHABET INC(GOOG)044,599+44,59908,4432.36%+8,443
BANCO BBVA ARGENTINA S A071,740+71,74001,3670.38%+1,367
VANGUARD INDEX FDS019,186+19,186010,3382.89%+10,338
ISHARES BITCOIN TRUST ETF(IBIT)36,56546,168+9,6031,3212,4490.68%+1,128
BANCO MACRO SA(BMA)010,134+10,13409810.27%+981
NVIDIA CORPORATION(NVDA)60,35161,428+1,0777,3298,2492.31%+920
NOVO-NORDISK A S(NVO)54210,766+10,224659260.26%+862
VISTA ENERGY S.A.B. DE C.V.(VIST)015,667+15,66708480.24%+848
DIMENSIONAL ETF TRUST
US TARGETED VLU
144,017154,758+10,7418,0128,6142.41%+602
META PLATFORMS INC(META)14,69714,943+2468,4138,7502.45%+336
ISHARES TR03,889+3,88904480.13%+448
SELECT SECTOR SPDR TR
ST STR FINL ETF
57,87161,054+3,1832,6232,9510.82%+328
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,933+1,93304490.13%+449
VANGUARD INDEX FDS01,127+1,12704630.13%+463
BLACKSTONE SECD LENDING FD(BXSL)0124,254+124,25404,0151.12%+4,015
SELECT SECTOR SPDR TR
ST STR INDL ETF
5,9058,028+2,1238001,0580.30%+258
COINBASE GLOBAL INC(COIN)03,112+3,11207730.22%+773
VANECK ETF TRUST
MRNGSTR WDE MOAT
236,134249,052+12,91822,89323,0936.46%+200
ALPHABET INC(GOOG)06,212+6,21201,1830.33%+1,183
SUPER MICRO COMPUTER INC(SMCI)04,761+4,76101450.04%+145
ISHARES TR3,2183,369+1511,2081,3530.38%+145
BLACKROCK INC(BLK)0131+13101350.04%+135
MICROSOFT CORP(MSFT)08,526+8,52603,5941.00%+3,594
SPDR SER TR
ST STR NYSE TECH
0602+60201210.03%+121
SPDR DOW JONES INDL AVERAGE(DIA)01,676+1,67607130.20%+713
CEMEX SAB DE CV(CX)020,000+20,00001130.03%+113
ROOT INC(ROOT)03,000+3,00002180.06%+218
VANGUARD ADMIRAL FDS INC0271+2710990.03%+99
BERKSHIRE HATHAWAY INC DEL2,5292,784+2551,1641,2620.35%+98
ETFIS SER TR I
VIRTUS INFRCAP
04,406+4,4060960.03%+96
BROADCOM INC(AVGO)01,036+1,03602400.07%+240
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
012,766+12,76607340.21%+734
SELECT SECTOR SPDR TR
ST STR UTIL ETF
2,4213,727+1,3061962820.08%+87
DEUTSCHE BANK A G
NAMEN AKT
05,000+5,0000860.02%+86
BLACKSTONE INC(BX)3,9153,896-196006720.19%+72
AMERICAN CENTY ETF TR10,41512,670+2,2556737450.21%+72
JPMORGAN CHASE & CO.(JPM)5,0654,731-3341,0681,1340.32%+66
UNIQURE NV(QURE)05,000+5,0000880.02%+88
SPDR SER TR
ST STR SP DIV
01,074+1,07401420.04%+142
ISHARES TR0628+6280580.02%+58
SCHWAB STRATEGIC TR1,7207,424+5,7041452030.06%+57
ISHARES TR
MSCI INDIA ETF
6751,819+1,14440960.03%+56
AMERICAN CENTY ETF TR6,9408,493+1,5534655210.15%+56
JANUS DETROIT STR TR
HENDRSON AAA CL
01,089+1,0890550.02%+55
RIGETTI COMPUTING INC(RGTI)03,400+3,4000520.01%+52
ARES CAPITAL CORP(ARCC)069,967+69,96701,5320.43%+1,532
GENERAL MTRS CO(GM)05,970+5,97003180.09%+318
ETF SER SOLUTIONS
DEFIA QUANT ETF
0605+6050490.01%+49
MOODYS CORP(MCO)0100+1000470.01%+47
SPDR SER TR
ST STR SP INS
0809+8090460.01%+46
LEMONADE INC(LMND)02,200+2,2000810.02%+81
ALPS ETF TR
ALERIAN MLP
042,453+42,45302,0450.57%+2,045
ISHARES TR
MSCI USA QLT FCT
0643+64301150.03%+115
ADVANCED MICRO DEVICES INC(AMD)01,038+1,03801250.04%+125
LAM RESEARCH CORP(LRCX)0554+5540400.01%+40
DISNEY WALT CO(DIS)02,545+2,54502830.08%+283
ISHARES TR011,131+11,13101,3080.37%+1,308
STRYKER CORPORATION(SYK)0101+1010360.01%+36
HCA HEALTHCARE INC(HCA)0135+1350400.01%+40
CELSIUS HLDGS INC(CELH)1,2472,790+1,54339730.02%+34
BARCLAYS PLC02,495+2,4950330.01%+33
MICROSTRATEGY INC(MSTR)0113+1130330.01%+33
PALANTIR TECHNOLOGIES INC(PLTR)0632+6320480.01%+48
VANECK ETF TRUST
PHARMACEUTCL ETF
0373+3730320.01%+32
DLOCAL LTD(DLO)02,657+2,6570300.01%+30
LISTED FD TR
ROUN MA SEVE ETF
0542+5420290.01%+29
GOLDMAN SACHS GROUP INC(GS)197222+25981270.04%+29
EATON CORP PLC(ETN)0101+1010340.01%+34
FEDEX CORP(FDX)0102+1020290.01%+29
MICRON TECHNOLOGY INC(MU)0410+4100340.01%+34
FIDELITY WISE ORIGIN BITCOIN(FBTC)0305+3050250.01%+25
SPDR S&P MIDCAP 400 ETF TR(MDY)133176+43761000.03%+24
ISHARES INC280440+16044680.02%+24
WILLIAMS SONOMA INC(WSM)0800+80001480.04%+148
TIDAL TR II0682+6820240.01%+24
ISHARES TR1,1151,127+126436640.19%+21
ANAVEX LIFE SCIENCES CORP04,001+4,0010430.01%+43
ETF OPPORTUNITIES TRUST02,591+2,5910200.01%+20
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
14,89514,89501,3241,3440.38%+19
SALESFORCE INC(CRM)0275+2750920.03%+92
FS KKR CAP CORP(FSK)023,394+23,39405080.14%+508
SPDR SER TR
ST STR SP BIOT
0231+2310210.01%+21
WALMART INC(WMT)01,634+1,63401480.04%+148
QUALCOMM INC(QCOM)0317+3170490.01%+49
DROPBOX INC(DBX)03,600+3,60001080.03%+108
GRAYSCALE BITCOIN TRUST ETF(GBTC)0404+4040300.01%+30
JANUS DETROIT STR TR
B-BBB CLO ETF
0305+3050150.00%+15
ISHARES GOLD TR(IAU)0300+3000150.00%+15
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