| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 14 | Q2 2024 | 37.6% |
| SPDR GOLD TR | 14 | Q2 2024 | 4.4% |
| META PLATFORMS INC | 14 | Q2 2024 | 2.4% |
| ALPHABET INC-CL C | 14 | Q2 2024 | 1.5% |
| NVIDIA CORPORATION | 14 | Q2 2024 | 2.3% |
| SPDR DOW JONES INDL AVERAGE | 14 | Q2 2024 | 1.6% |
| ARK INNOVATION ETF | 14 | Q2 2024 | 1.0% |
| VISA INC-CLASS A SHARES | 14 | Q2 2024 | 0.9% |
| ALIBABA GROUP HOLDING-SP ADR | 14 | Q2 2024 | 0.7% |
| MASTERCARD INCORPORATED | 14 | Q2 2024 | 0.4% |
View Activest Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-13 |
| 13F-HR/A | 2022-10-13 |
| 13F-HR | 2022-07-15 |
View Activest Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.