Top 50 Activest Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 19.58% | 171.4K | $111.5M | +7.19%(+11.49K) | $464.27(+60.42%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 11.18% | 110.2K | $63.6M | +2.36%(+2.54K) | $483.41(+47.41%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 8.44% | 250.4K | $48.1M | +11.20%(+25.21K) | $157.69(+36.29%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.2% | 116.6K | $29.6M | -6.68%(-8.34K) | $186.88(+65.15%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.67% | 119.8K | $20.9M | +80.64%(+53.48K) | $141.26(+37.93%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 3.38% | 199.1K | $19.3M | -15.50%(-36.53K) | $70.73(+50.27%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.94% | 80.3K | $16.7M | +21.26%(+14.08K) | $188.31(+28.87%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.77% | 54.9K | $15.8M | +21.57%(+9.74K) | $182.36(+97.37%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.51% | 25.0K | $14.3M | +59.18%(+9.28K) | $531.20(+9.73%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.44% | 23.3K | $13.9M | -2.72%(-650) | $466.81(+46.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.87% | +43.80% |
| Top 20 Holdings Unweighted | +9.97% | +33.00% |
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