ACTIVEST WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ROOT | 3K | $268.53K |
 | OWL | 3K | $49.52K |
 | CELH | 3K | $167.81K |
 | CSCO | 3K | $196.57K |
 | CVX | 3K | $422.97K |
 | BCS | 2K | $51.57K |
 | KMI | 2K | $65.54K |
 | MFIC | 2K | $27.17K |
 | F | 2K | $26.87K |
 | ENB | 2K | $109.75K |
 | ORCL | 2K | $593.81K |
 | LMND | 2K | $112.52K |
 | VKTX | 2K | $55.06K |
 | AMD | 2K | $336.49K |
 | WDC | 2K | $242.64K |
 | ALT | 2K | $7.54K |
 | BCRX | 2K | $15.18K |
 | ALDX | 2K | $10.44K |
 | AKBA | 2K | $5.46K |
 | NOK | 2K | $9.62K |
Root, Inc.
ROOT
Shares Held
3K
Value
$268.53K
Blue Owl Capital Inc.
OWL
Shares Held
3K
Value
$49.52K
Celsius Holdings, Inc.
CELH
Shares Held
3K
Value
$167.81K
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$196.57K
Chevron Corporation
CVX
Shares Held
3K
Value
$422.97K
Barclays PLC
BCS
Shares Held
2K
Value
$51.57K
Kinder Morgan, Inc.
KMI
Shares Held
2K
Value
$65.54K
MidCap Financial Investment Corporation
MFIC
Shares Held
2K
Value
$27.17K
Ford Motor Company
F
Shares Held
2K
Value
$26.87K
Enbridge Inc.
ENB
Shares Held
2K
Value
$109.75K
Oracle Corporation
ORCL
Shares Held
2K
Value
$593.81K
Lemonade, Inc.
LMND
Shares Held
2K
Value
$112.52K
Viking Therapeutics, Inc.
VKTX
Shares Held
2K
Value
$55.06K
Advanced Micro Devices, Inc.
AMD
Shares Held
2K
Value
$336.49K
Western Digital Corporation
WDC
Shares Held
2K
Value
$242.64K
Altimmune, Inc.
ALT
Shares Held
2K
Value
$7.54K
BioCryst Pharmaceuticals, Inc.
BCRX
Shares Held
2K
Value
$15.18K
Aldeyra Therapeutics, Inc.
ALDX
Shares Held
2K
Value
$10.44K
Akebia Therapeutics, Inc.
AKBA
Shares Held
2K
Value
$5.46K
Nokia Oyj
NOK
Shares Held
2K
Value
$9.62K