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Home > Institutional Investor > Activest Wealth Management > Profile

Instuitional Investor - Activest Wealth Management

Fund Profile
Filing Period:
Fund Name: Activest Wealth Management
Portfolio Value $357,709,061
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 121,125 $70,989,059 19.84%
2.
Apple Inc.
 AAPL 128,391 $32,151,731 8.98%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 179,994 $31,540,405 8.81%
4.
Vaneck Etf Trust
 249,052 $23,093,398 6.45%
5.
Invesco Qqq Tr
 35,801 $18,302,402 5.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)