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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 $414,704,288
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 144,012 $88,977,621 21.46%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 243,547 $44,262,300 10.67%
3.
Invesco Qqq Tr
 79,645 $43,935,319 10.59%
4.
Apple Inc.
 AAPL 135,609 $27,822,824 6.71%
5.
Vaneck Etf Trust
 230,122 $21,583,155 5.2%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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