Notify me when Activest Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,127 | $493,842,746 | +$61,431,314 | -$12,556,811 | +$48,874,503 | SPY, QQQ, RSP, AAPL, MOAT | 13F-HR | 03 Nov 2025, 12:58 |
| Q2 2025 | 1,033 | $414,700,250 | +$41,244,252 | -$32,905,650 | +$8,338,602 | SPY, RSP, QQQ, AAPL, MOAT | 13F-HR | 29 Jul 2025, 08:08 |
| Q1 2025 | 1,035 | $372,816,892 | +$48,518,310 | -$11,720,753 | +$36,797,557 | SPY, RSP, AAPL, MOAT, RSPT | 13F-HR | 15 May 2025, 09:45 |
| Q4 2024 | 887 | $357,680,626 | +$57,149,505 | -$25,868,201 | +$31,281,304 | SPY, AAPL, RSP, MOAT, QQQ | 13F-HR | 28 Jan 2025, 16:39 |
| Q3 2024 | 562 | $317,697,425 | +$29,537,659 | -$29,371,468 | +$166,191 | SPY, AAPL, RSP, MOAT, RSPT | 13F-HR | 12 Nov 2024, 07:50 |
| Q2 2024 | 523 | $303,900,880 | +$100,751,408 | -$8,190,144 | +$92,561,264 | SPY, AAPL, RSP, MOAT, QQQ | 13F-HR | 30 Jul 2024, 09:32 |
| Q1 2024 | 365 | $207,596,078 | +$27,955,177 | -$14,370,942 | +$13,584,235 | SPY, RSP, MOAT, RSPT, QQQ | 13F-HR | 24 Apr 2024, 15:24 |
| Q4 2023 | 319 | $181,278,162 | +$17,363,733 | -$16,141,613 | +$1,222,120 | SPY, RSP, MOAT, RSPT, QQQ | 13F-HR | 19 Jan 2024, 10:00 |
| Q3 2023 | 340 | $162,427,299 | +$88,489,704 | -$19,006,849 | +$69,482,855 | SPY, RSP, MOAT, QQQ, RSPT | 13F-HR | 10 Oct 2023, 10:19 |
| Q2 2023 | 287 | $27,620,227 | $0 | $0 | $0 | XLB, AMZN, GOVI, VNQI, YLD | 13F-HR | 21 Jul 2023, 11:26 |
| Q1 2023 | 315 | $155,862,549 | +$45,873,836 | -$233,162,004 | -$187,288,168 | SPY, RSP, MOAT, QQQ, XLV | 13F-HR | 18 Apr 2023, 09:40 |
| Q4 2022 | 450 | $326,337,661 | +$15,464,764 | -$8,490,707 | +$6,974,057 | SPY, RSP, XLV, MOAT, XLP | 13F-HR | 18 Jan 2023, 13:36 |
| Q3 2022 | 427 | $307,463,000 | +$216,831,488 | -$44,385,763 | +$172,445,725 | SPY, RSP, MOAT, XLV, XLP | 13F-HR | 13 Oct 2022, 11:53 |
| Q2 2022 | 369 | $141,580,000 | +$15,461,205 | -$1,568,411 | +$13,892,794 | SPY, QQQ, RSP, MOAT, XLV | Restatement | 13 Oct 2022, 10:25 |
| Q1 2022 | 334 | $155,440,000 | +$26,815,364 | -$23,157,449 | +$3,657,915 | SPY, QQQ, RSP, VOO, MOAT | 13F-HR | 26 Apr 2022, 11:10 |
| Q4 2021 | 320 | $161,732,000 | +$25,532,910 | -$25,319,161 | +$213,749 | SPY, QQQ, MOAT, VOO, RSP | 13F-HR | 13 Jan 2022, 10:54 |
| Q3 2021 | 382 | $150,157,000 | +$25,443,487 | -$5,910,812 | +$19,532,675 | SPY, QQQ, MOAT, FDN, VOO | 13F-HR | 12 Oct 2021, 10:10 |
| Q2 2021 | 334 | $133,066,000 | +$15,064,034 | -$14,155,280 | +$908,754 | SPY, QQQ, VOO, MOAT, FDN | Restatement | 20 Sep 2021, 15:50 |
| Q1 2021 | 302 | $122,312,000 | $0 | $0 | $0 | SPY, QQQ, VOO, FDN, GLD | 13F-HR | 20 Sep 2021, 16:03 |