$309 Million is the total value of Activest Wealth Management's 447 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 106.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -4 | -100.0% | 0.00% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -1 | -100.0% | 0.00% | – |
| SNDL | Exit | SUNDIAL GROWERS INC | $0 | – | -96 | -100.0% | 0.00% | – |
| TM | Exit | TOYOTA MOTOR CORPads | $0 | – | -2 | -100.0% | 0.00% | – |
| DE | Exit | DEERE & CO | $0 | – | -1 | -100.0% | 0.00% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -1 | -100.0% | 0.00% | – |
| DNMR | Exit | DANIMER SCIENTIFIC INC | $0 | – | -100 | -100.0% | 0.00% | – |
| EPP | Exit | ISHARES INCmsci pac jp etf | $0 | – | -10 | -100.0% | 0.00% | – |
| TEF | Exit | TELEFONICA S Asponsored adr | $0 | – | -45 | -100.0% | 0.00% | – |
| GGAL | Exit | GRUPO FINANCIERO GALICIA S.Asponsored adr | $0 | – | -50 | -100.0% | 0.00% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -85 | -100.0% | 0.00% | – |
| FUTY | Exit | FIDELITY COVINGTON TRUSTmsci utils index | $0 | – | -11 | -100.0% | -0.00% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -7 | -100.0% | -0.00% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -82 | -100.0% | -0.00% | – |
| Exit | BATH & BODY WORKS INC | $0 | – | -90 | -100.0% | -0.00% | – | |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -25 | -100.0% | -0.00% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -5 | -100.0% | -0.00% | – |
| CHKEL | Exit | CHESAPEAKE ENERGY CORP*w exp 02/09/202 | $0 | – | -46 | -100.0% | -0.00% | – |
| NWG | Exit | NATWEST GROUP PLCspons adr 2 ord | $0 | – | -155 | -100.0% | -0.00% | – |
| SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -32 | -100.0% | -0.00% | – |
| PRTK | Exit | PARATEK PHARMACEUTICALS INC | $0 | – | -939 | -100.0% | -0.00% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -142 | -100.0% | -0.00% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -5 | -100.0% | -0.00% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -733 | -100.0% | -0.00% | – |
| SUI | Exit | SUN CMNTYS INC | $0 | – | -10 | -100.0% | -0.00% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -16 | -100.0% | -0.00% | – |
| CUEN | Exit | CUENTAS INC | $0 | – | -45,355 | -100.0% | -0.00% | – |
| MUFG | Exit | MITSUBISHI UFJ FINL GROUP INsponsored ads | $0 | – | -300 | -100.0% | -0.00% | – |
| Exit | ROBINHOOD MKTS INC | $0 | – | -122 | -100.0% | -0.00% | – | |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -33 | -100.0% | -0.00% | – |
| CBSH | Exit | COMMERCE BANCSHARES INC | $0 | – | -30 | -100.0% | -0.00% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -65 | -100.0% | -0.00% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -28 | -100.0% | -0.00% | – |
| BEN | Exit | FRANKLIN RESOURCES INC | $0 | – | -82 | -100.0% | -0.00% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -30 | -100.0% | -0.00% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -27 | -100.0% | -0.00% | – |
| COG | Exit | COTERRA ENERGY INC | $0 | – | -120 | -100.0% | -0.00% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -18 | -100.0% | -0.00% | – |
| NET | Exit | CLOUDFLARE INC | $0 | – | -73 | -100.0% | -0.00% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -21 | -100.0% | -0.00% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -17 | -100.0% | -0.00% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -14 | -100.0% | -0.00% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -17 | -100.0% | -0.00% | – |
| CFR | Exit | CULLEN FROST BANKERS INC | $0 | – | -22 | -100.0% | -0.00% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -19 | -100.0% | -0.00% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -31 | -100.0% | -0.00% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -12 | -100.0% | -0.00% | – |
| RPM | Exit | RPM INTL INC | $0 | – | -35 | -100.0% | -0.00% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -42 | -100.0% | -0.00% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -21 | -100.0% | -0.00% | – |
| BE | Exit | BLOOM ENERGY CORP | $0 | – | -192 | -100.0% | -0.00% | – |
| ZI | Exit | ZOOMINFO TECHNOLOGIES INC | $0 | – | -99 | -100.0% | -0.00% | – |
| CVNA | Exit | CARVANA COcl a | $0 | – | -129 | -100.0% | -0.00% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -29 | -100.0% | -0.00% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -116 | -100.0% | -0.00% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -63 | -100.0% | -0.00% | – |
| SONY | Exit | SONY GROUP CORPORATIONsponsored adr | $0 | – | -49 | -100.0% | -0.00% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -219 | -100.0% | -0.00% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -54 | -100.0% | -0.00% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -16 | -100.0% | -0.00% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -133 | -100.0% | -0.00% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -15 | -100.0% | -0.00% | – |
| WYNN | Exit | WYNN RESORTS LTD | $0 | – | -75 | -100.0% | -0.00% | – |
| INTC | Exit | INTEL CORP | $0 | – | -130 | -100.0% | -0.00% | – |
| GRFS | Exit | GRIFOLS S Asp adr rep b nvt | $0 | – | -500 | -100.0% | -0.00% | – |
| FISV | Exit | FISERV INC | $0 | – | -51 | -100.0% | -0.00% | – |
| CND | Exit | CONCORD ACQUISITION CORP | $0 | – | -543 | -100.0% | -0.00% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -44 | -100.0% | -0.00% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -21 | -100.0% | -0.00% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -26 | -100.0% | -0.00% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -20 | -100.0% | -0.00% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -39 | -100.0% | -0.00% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -31 | -100.0% | -0.00% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -32 | -100.0% | -0.00% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -329 | -100.0% | -0.00% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -77 | -100.0% | -0.00% | – |
| SAM | Exit | BOSTON BEER INCcl a | $0 | – | -15 | -100.0% | -0.00% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -25 | -100.0% | -0.00% | – |
| NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | -107 | -100.0% | -0.01% | – |
| GNRC | Exit | GENERAC HLDGS INC | $0 | – | -35 | -100.0% | -0.01% | – |
| SQFL | Exit | SKYX PLATFORMS CORP | $0 | – | -3,428 | -100.0% | -0.01% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -51 | -100.0% | -0.01% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -40 | -100.0% | -0.01% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -14 | -100.0% | -0.01% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -23 | -100.0% | -0.01% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -84 | -100.0% | -0.01% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -55 | -100.0% | -0.01% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -156 | -100.0% | -0.01% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -56 | -100.0% | -0.01% | – |
| WMT | Exit | WALMART INC | $0 | – | -73 | -100.0% | -0.01% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -92 | -100.0% | -0.01% | – |
| EWW | Exit | ISHARES INCmsci mexico etf | $0 | – | -166 | -100.0% | -0.01% | – |
| HTGC | Exit | HERCULES CAPITAL INC | $0 | – | -765 | -100.0% | -0.01% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -38 | -100.0% | -0.01% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -50 | -100.0% | -0.01% | – |
| EWH | Exit | ISHARES INCmsci hong kg etf | $0 | – | -502 | -100.0% | -0.01% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -326 | -100.0% | -0.01% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -121 | -100.0% | -0.01% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -300 | -100.0% | -0.01% | – |
| MUNI | Exit | PIMCO ETF TRinter mun bd act | $0 | – | -256 | -100.0% | -0.01% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -95 | -100.0% | -0.01% | – |
| FMHI | Exit | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $0 | – | -266 | -100.0% | -0.01% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -229 | -100.0% | -0.01% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -471 | -100.0% | -0.01% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $0 | – | -1,826 | -100.0% | -0.01% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -254 | -100.0% | -0.01% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -164 | -100.0% | -0.01% | – |
| KO | Exit | COCA COLA CO | $0 | – | -245 | -100.0% | -0.01% | – |
| AMTB | Exit | AMERANT BANCORP INCcl a | $0 | – | -545 | -100.0% | -0.01% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -150 | -100.0% | -0.01% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -80 | -100.0% | -0.01% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -63 | -100.0% | -0.01% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -73 | -100.0% | -0.01% | – |
| EWZ | Exit | ISHARES INCmsci brazil etf | $0 | – | -670 | -100.0% | -0.01% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -364 | -100.0% | -0.01% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -180 | -100.0% | -0.01% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -266 | -100.0% | -0.01% | – |
| IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -472 | -100.0% | -0.01% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -461 | -100.0% | -0.01% | – |
| C | Exit | CITIGROUP INC | $0 | – | -442 | -100.0% | -0.01% | – |
| FDUS | Exit | FIDUS INVT CORP | $0 | – | -1,150 | -100.0% | -0.01% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -94 | -100.0% | -0.02% | – |
| AIA | Exit | ISHARES TRasia 50 etf | $0 | – | -349 | -100.0% | -0.02% | – |
| ILCV | Exit | ISHARES TRmorningstar valu | $0 | – | -374 | -100.0% | -0.02% | – |
| BKD | Exit | BROOKDALE SR LIVING INC | $0 | – | -5,000 | -100.0% | -0.02% | – |
| INTU | Exit | INTUIT | $0 | – | -60 | -100.0% | -0.02% | – |
| CNQ | Exit | CANADIAN NAT RES LTD | $0 | – | -419 | -100.0% | -0.02% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -610 | -100.0% | -0.02% | – |
| FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -210 | -100.0% | -0.02% | – |
| FLQM | Exit | FRANKLIN TEMPLETON ETF TRlibertyq us mid | $0 | – | -676 | -100.0% | -0.02% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -332 | -100.0% | -0.02% | – |
| CPT | Exit | CAMDEN PPTY TRsh ben int | $0 | – | -200 | -100.0% | -0.02% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -457 | -100.0% | -0.02% | – |
| IPO | Exit | RENAISSANCE CAP GREENWICH FDipo etf | $0 | – | -959 | -100.0% | -0.02% | – |
| AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -499 | -100.0% | -0.02% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -955 | -100.0% | -0.02% | – |
| TGT | Exit | TARGET CORP | $0 | – | -237 | -100.0% | -0.02% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -183 | -100.0% | -0.02% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -812 | -100.0% | -0.02% | – |
| CCL | Exit | CARNIVAL CORP | $0 | – | -3,703 | -100.0% | -0.02% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -595 | -100.0% | -0.02% | – |
| BA | Exit | BOEING CO | $0 | – | -247 | -100.0% | -0.02% | – |
| PPLT | Exit | ABRDN PLATINUM ETF TRUST | $0 | – | -409 | -100.0% | -0.02% | – |
| GT | Exit | GOODYEAR TIRE & RUBR CO | $0 | – | -3,225 | -100.0% | -0.02% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -87 | -100.0% | -0.03% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -301 | -100.0% | -0.03% | – |
| FMB | Exit | FIRST TR EXCH TRADED FD IIImanagd mun etf | $0 | – | -768 | -100.0% | -0.03% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -873 | -100.0% | -0.03% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -1,802 | -100.0% | -0.03% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -809 | -100.0% | -0.04% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -663 | -100.0% | -0.04% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -782 | -100.0% | -0.04% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -414 | -100.0% | -0.04% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -474 | -100.0% | -0.04% | – |
| RWJ | Exit | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $0 | – | -566 | -100.0% | -0.04% | – |
| JBLU | Exit | JETBLUE AWYS CORP | $0 | – | -7,511 | -100.0% | -0.04% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -1,999 | -100.0% | -0.05% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -528 | -100.0% | -0.05% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -699 | -100.0% | -0.05% | – |
| ISCG | Exit | ISHARES TRmrgstr sm cp gr | $0 | – | -2,244 | -100.0% | -0.06% | – |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -303 | -100.0% | -0.06% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -1,005 | -100.0% | -0.07% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -1,307 | -100.0% | -0.07% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -1,307 | -100.0% | -0.07% | – |
| IXC | Exit | ISHARES TRglobal energ etf | $0 | – | -3,337 | -100.0% | -0.08% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -3,050 | -100.0% | -0.09% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -719 | -100.0% | -0.10% | – |
| VIOO | Exit | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $0 | – | -995 | -100.0% | -0.12% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -508 | -100.0% | -0.13% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -543 | -100.0% | -0.14% | – |
| DBEU | Exit | DBX ETF TRxtrack msci eurp | $0 | – | -7,452 | -100.0% | -0.17% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,315 | -100.0% | -0.18% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -5,480 | -100.0% | -0.20% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,585 | -100.0% | -0.24% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -4,044 | -100.0% | -0.26% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -3,045 | -100.0% | -0.27% | – |
| CEMB | Exit | ISHARES INCjp mrg em crp bd | $0 | – | -10,334 | -100.0% | -0.31% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,990 | -100.0% | -0.36% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -6,272 | -100.0% | -0.38% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -4,512 | -100.0% | -0.42% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,394 | -100.0% | -0.46% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -9,380 | -100.0% | -0.49% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -8,573 | -100.0% | -0.51% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -17,653 | -100.0% | -0.52% | – |
| KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -27,743 | -100.0% | -0.64% | – |
| AAXJ | Exit | ISHARES TRmsci ac asia etf | $0 | – | -13,925 | -100.0% | -0.68% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -10,479 | -100.0% | -1.25% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -16,746 | -100.0% | -1.34% | – |
| AAPL | Exit | APPLE INC | $0 | – | -20,979 | -100.0% | -2.02% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -25,597 | -100.0% | -6.27% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -59,347 | -100.0% | -11.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 11 | Q3 2023 | 37.6% |
| SPDR GOLD TR | 11 | Q3 2023 | 4.4% |
| ISHARES SILVER TRUST | 11 | Q3 2023 | 1.9% |
| ALPHABET INC-CL C | 11 | Q3 2023 | 1.5% |
| META PLATFORMS INC | 11 | Q3 2023 | 0.8% |
| SPDR DOW JONES INDL AVERAGE | 11 | Q3 2023 | 1.6% |
| NVIDIA CORPORATION | 11 | Q3 2023 | 0.4% |
| ARK INNOVATION ETF | 11 | Q3 2023 | 1.0% |
| VISA INC-CLASS A SHARES | 11 | Q3 2023 | 0.9% |
| ALIBABA GROUP HOLDING-SP ADR | 11 | Q3 2023 | 0.7% |
View Activest Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-26 |
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.