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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Activest Wealth Management

Quarter ended Q3 2023 · Filed July 21, 2023 · Accession 0001879757-23-000004

Total Value
$144.5M
Positions
291
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (291)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY106,070$36.1M24.98%
2INVESCO EXCHANGE TRADED FD TIVZ191,732$32.2M22.27%
3VANECK ETF TRUST92189F106210,700$14.4M9.94%
4SELECT SECTOR SPDR TR81369Y100141,343$13.5M9.33%
5INVESCO QQQ TRIVZ34,394$9.1M6.29%
6ISHARES TR46428710187,637$7.9M5.46%
7VANGUARD INDEX FDS92290836317,997$5.5M3.79%
8DIMENSIONAL ETF TRUST25434V104112,432$5.1M3.53%
9AMAZON COM INCAMZN17,311$2.0M1.37%
10APPLE INCAAPL20,678$1.5M1.02%
11INVESCO EXCH TRADED FD TR IIIVZ58,712$1.5M1.01%
12VANGUARD INTL EQUITY INDEX F92204267628,847$1.3M0.87%
13PRINCIPAL EXCHANGE TRADED FD74255Y10262,662$1.1M0.77%
14FS KKR CAP CORPFSK45,312$904,7300.63%
15GLOBAL X FDS37950E10234,604$874,9410.61%
16SPDR GOLD TRGLD4,547$774,5200.54%
17ALPHABET INCGOOG9,900$734,7600.51%
18ISHARES INC46428610311,014$532,0630.37%
19META PLATFORMS INCMETA1,834$473,4620.33%
20BERKSHIRE HATHAWAY INC DELBRK-A2,052$407,8590.28%
21MICROSOFT CORPMSFT1,610$385,9130.27%
22SPDR SER TR78464A1028,374$346,6390.24%
23FTC SOLAR INCFTCI46,136$249,0690.17%
24ISHARES SILVER TRSLV10,669$242,1240.17%
25VANGUARD SCOTTSDALE FDS92206C1022,652$204,3260.14%
26TESLA INCTSLA1,311$190,7010.13%
27SALESFORCE INCCRM835$180,1910.12%
28DISNEY WALT CO2546871061,163$175,8840.12%
29BURGERFI INTERNATIONAL INC12122L10116,000$169,7100.12%
30COHEN & STEERS TAX ADVAN PFD19249X1086,876$166,3130.12%
31NVIDIA CORPORATIONNVDA744$151,6830.10%
32VANGUARD ADMIRAL FDS INC9219325051,872$150,1460.10%
33VANGUARD WORLD FDS92204A108802$147,7620.10%
34VANGUARD BD INDEX FDS9219377931,833$139,3950.10%
35WISDOMTREE TRWT1,917$135,0140.09%
36ALIBABA GROUP HLDG LTDBBAAY977$113,3320.08%
37KRANESHARES TR5007672071,889$109,2390.08%
38SPDR INDEX SHS FDS78463X1031,135$103,6290.07%
39SPDR DOW JONES INDL AVERAGE78467X109456$102,7090.07%
40DROPBOX INCDBX3,600$100,0080.07%
41PIMCO INCOME STRATEGY FD72201H1088,600$97,9840.07%
42PROCAPS GROUPL7756P10210,000$96,3880.07%
43CUENTAS INCCUEN266$95,4250.07%
44UNITEDHEALTH GROUP INCUNH242$93,8800.06%
45SIMON PPTY GROUP INC NEW8288061091,047$93,8230.06%
46ADOBE SYSTEMS INCORPORATEDADBE195$92,1030.06%
47DOUBLELINE YIELD OPPORTUNITIDLY4,707$89,9910.06%
48ETF MANAGERS TR26924G1021,619$80,3610.06%
49MASTERCARD INCORPORATEDMA372$79,4220.05%
50BLACKROCK INNOVATION AND GRWBLK3,839$72,5810.05%
51VISA INCV461$72,2740.05%
52DBX ETF TR2330511012,082$69,0740.05%
53FIRST TR EXCHANGE-TRADED FD33719L106741$68,8520.05%
54MODERNA INCMRNA550$66,9890.05%
55NETFLIX INCNFLX155$64,2120.04%
56COINBASE GLOBAL INCCOIN303$61,9440.04%
57BIOGEN INCBIIB218$60,4330.04%
58BANK AMERICA CORP0605051041,710$60,1260.04%
59INTUITINTU133$60,0700.04%
60J P MORGAN EXCHANGE TRADED F46641Q1181,197$60,0130.04%
61LAM RESEARCH CORPLRCX93$59,1590.04%
62ROYAL CARIBBEAN GROUPV7780T103596$56,1850.04%
63BOEING COBA-PA247$56,0510.04%
64ABBOTT LABSABLZF526$53,5080.04%
65QUALCOMM INCQCOM465$52,9590.04%
66FIDELITY MERRIMACK STR TR3161881011,001$52,5580.04%
67BOSTON SCIENTIFIC CORPBSX1,039$52,2920.04%
68ASPEN TECHNOLOGY INC29109X106234$50,0000.03%
693-D SYS CORP DEL88554D205644$49,8650.03%
70MICRON TECHNOLOGY INCMU714$49,0850.03%
71REALTY INCOME CORPO782$48,8490.03%
72PROCTER AND GAMBLE CO742718109303$48,1580.03%
73ADVANCED MICRO DEVICES INCAMD437$47,1840.03%
74ARK ETF TR00214Q1041,338$46,5190.03%
75AMERICAN TOWER CORP NEW03027X100237$46,0810.03%
76SHOPIFY INCSHOP608$45,0630.03%
77FIRST TR VALUE LINE DIVID IN33734H1061,278$45,0540.03%
78FISERV INCFISV384$44,8520.03%
79BROADCOM INCAVGO51$43,4820.03%
80ANALOG DEVICES INCADI214$40,0990.03%
81LEIDOS HOLDINGS INCLDOS466$40,0150.03%
82PAYCOM SOFTWARE INCPAYC124$39,9910.03%
83CORTEVA INCCTVA708$39,9910.03%
84PTC INCPTC282$39,9900.03%
85WESTERN DIGITAL CORP.WDC1,026$39,9880.03%
86ZOETIS INCZTS236$39,9760.03%
87CERIDIAN HCM HLDG INC15677JAD0594$39,9690.03%
88REGENERON PHARMACEUTICALSREGN51$39,9680.03%
89MERCK & CO INCMRK361$39,9450.03%
90FORTINET INCFTNT557$39,9420.03%
91ACTIVISION BLIZZARD INC00507V109488$39,9400.03%
92MICROCHIP TECHNOLOGY INC.MCHPP473$39,9390.03%
93FIDELITY NATL INFORMATION SV31620M106728$39,9130.03%
94SOLAREDGE TECHNOLOGIES INCSEDG157$39,9070.03%
95TAKE-TWO INTERACTIVE SOFTWARTTWO287$39,8910.03%
96ELECTRONIC ARTS INCEA315$39,8800.03%
97LILLY ELI & COLLY88$39,8690.03%
98ZEBRA TECHNOLOGIES CORPORATIZBRA144$39,8580.03%
99ENPHASE ENERGY INCENPH234$39,8460.03%
100KLA CORPKLAC86$39,8390.03%
101VERTEX PHARMACEUTICALS INCVRTX116$39,8380.03%
102CADENCE DESIGN SYSTEM INCCDNS172$39,7960.03%
103ROPER TECHNOLOGIES INCROP87$39,6830.03%
104TYLER TECHNOLOGIES INCTYL101$39,6380.03%
105ADVISORSHARES TR00768Y2062,403$39,5760.03%
106BOOKING HOLDINGS INCBKNG15$39,4050.03%
107WALMART INCWMT441$37,7440.03%
108ILLUMINA INCILMN80$36,8800.03%
109THE CIGNA GROUP125523100130$34,2440.02%
110TILRAY BRANDS INCTLRY10,153$33,5340.02%
111PETROLEO BRASILEIRO SA PETRO71654V101770$30,0150.02%
112OPENDOOR TECHNOLOGIES INCOPENZ1,000$29,7560.02%
113CITIGROUP INCC-PR448$28,9800.02%
114ALPHA TAU MEDICAL LTDDRTSW4,053$28,3860.02%
115SPOTIFY TECHNOLOGY S ASPOT106$28,2700.02%
116PAYPAL HLDGS INCPYPL179$26,8770.02%
117DOCUSIGN INCDOCU229$26,1790.02%
118WAYFAIR INCW152$24,9830.02%
119MONDELEZ INTL INC609207105457$24,6830.02%
120HCA HEALTHCARE INCHCA85$23,7800.02%
121COSTCO WHSL CORP NEW22160K105154$23,5790.02%
122CROWDSTRIKE HLDGS INCCRWD100$23,5650.02%
123CANOPY GROWTH CORPCGC733$23,5090.02%
124AST SPACEMOBILE INCASTS1,693$19,9440.01%
125ENERGY TRANSFER L PET-PI2,173$19,8880.01%
126CHEGG INCCHGG219$19,8640.01%
127CAMDEN PPTY TR133131102200$19,3930.01%
128ASENSUS SURGICAL INC04367G103462$19,2750.01%
129LOGITECH INTL S AH50430232200$17,9590.01%
130ALIGN TECHNOLOGY INCALGN63$17,5250.01%
131CARNIVAL CORPCUKPF680$17,3770.01%
132AFFIRM HLDGS INCAFRM586$17,3370.01%
133FORD MTR CO DEL345370CZ11,208$17,1980.01%
134ZIM INTEGRATED SHIPPING SERVZIM1,000$17,1570.01%
135TWILIO INCTWLO59$16,5960.01%
136CARVANA COCVNA129$16,5260.01%
137AIRBNB INCABNB96$16,3480.01%
138BOSTON BEER INCSAM15$16,1830.01%
139ARES CAPITAL CORPARCC892$15,8960.01%
140MERCADOLIBRE INCMELI10$15,5620.01%
141TEVA PHARMACEUTICAL INDS LTD8816242091,826$15,3840.01%
142APPIAN CORPAPPN64$15,2210.01%
143BEYOND MEAT INCBYND82$15,1880.01%
144NEXTERA ENERGY INCNEE-PW199$15,0000.01%
145NIO INCNIOIF459$14,5710.01%
146JPMORGAN CHASE & COVYLD107$13,8630.01%
147AGNC INVT CORP00123Q1041,314$13,2440.01%
148FEDEX CORPFDX52$13,2260.01%
149ETF SER SOLUTIONS26922A131650$12,9190.01%
150WASTE MGMT INC DEL94106L10981$12,7030.01%
151SEA LTDSE145$12,6800.01%
152BLACKSTONE INCBX142$12,6700.01%
153LOMA NEGRA C I A S A MTN54150E1041,852$12,6390.01%
154GINKGO BIOWORKS HOLDINGS INCDNABW1,551$12,5310.01%
155WALGREENS BOOTS ALLIANCE INC9314271081,215$12,4160.01%
156ZOOM VIDEO COMMUNICATIONS INZM66$12,2660.01%
157GENERAL DYNAMICS CORPGD81$11,9250.01%
158FIDUS INVT CORP3165001071,150$11,6030.01%
159PELOTON INTERACTIVE INCPTON120$11,5510.01%
160JUMIA TECHNOLOGIES AGJMIA217$11,4420.01%
161REDFIN CORP75737FAA6189$11,1800.01%
162COMPANHIA SIDERURGICA NACION20440W1051,429$11,0540.01%
163UBS GROUP AGUBS121$10,7040.01%
164WELLS FARGO CO NEW9497461017$10,6890.01%
165FISKER INC33813J106650$10,6440.01%
166TAIWAN SEMICONDUCTOR MFG LTD87403910079$10,5300.01%
167JOHNSON CTLS INTL PLCG51502105226$10,4500.01%
168DRAFTKINGS INC NEWDKNG311$10,4490.01%
169GOLDMAN SACHS GROUP INCGSCE27$10,2850.01%
170CANADIAN NAT RES LTD136385101419$10,0260.01%
171SONOS INCSONO600$10,0110.01%
172UBER TECHNOLOGIES INCUBER209$10,0040.01%
173PDD HOLDINGS INCPDD103$10,0000.01%
174NORWEGIAN CRUISE LINE HLDG LNCLH352$9,9620.01%
175BLOCK INCBSQKZ42$9,9160.01%
176GRIFOLS S AGIKLY500$9,9150.01%
177ON HLDG AGH5919C104268$9,8990.01%
178TELADOC HEALTH INCTDOC79$9,8900.01%
179MARATHON PETE CORPMARA241$9,8730.01%
180NABRIVA THERAPEUTICS PLCG6363713913$9,7570.01%
181VODAFONE GROUP PLC NEW92857W308594$9,6440.01%
182DELTA AIR LINES INC DELDAL224$9,4480.01%
183ALTRIA GROUP INCMO191$9,3800.01%
184CONOCOPHILLIPSCOP87$8,8380.01%
185STARBUCKS CORPSBUX76$8,6040.01%
186ZIMMER BIOMET HOLDINGS INCZBH67$8,2090.01%
187MARVELL TECHNOLOGY INCMRVL94$8,2080.01%
188OVINTIV INCOVV165$7,9240.01%
189ALBEMARLE CORPALB-PA114$7,8780.01%
190BAKER HUGHES COMPANYBKR318$7,8280.01%
191COURSERA INCCOUR274$7,8160.01%
192SCOTTS MIRACLE-GRO COSMG33$7,5690.01%
193LEMONADE INCLMND98$7,5450.01%
194GOL LINHAS AEREAS INTELIGENT38045R206723$7,5160.01%
19510X GENOMICS INCTXG41$7,4660.01%
196EXACT SCIENCES CORP30063PAA357$7,4530.01%
197ASML HOLDING N VASMLF10$7,3010.01%
198NEW RELIC INC64829BAB6110$7,2510.01%
199LULULEMON ATHLETICA INCLULU20$7,1270.00%
200GRUPO FINANCIERO GALICIA S.AGGAL626$7,0690.00%
201NATIONAL GRID PLCNMPWP113$7,0580.00%
202MARSH & MCLENNAN COS INC57174810240$7,0330.00%
203PINTEREST INCPINS97$6,9450.00%
204DENALI THERAPEUTICS INCDNLI131$6,9360.00%
205INTEL CORPINTC675$6,5120.00%
206SCHWAB STRATEGIC TR80852410284$6,4190.00%
207EXXON MOBIL CORPXOM128$5,9470.00%
208ARCUS BIOSCIENCES INCRCUS303$5,8810.00%
209BANCO BRADESCO S A0594603036,219$5,8560.00%
210CVS HEALTH CORPCVS75$5,6400.00%
211SPDR S&P MIDCAP 400 ETF TRMDY24$5,5950.00%
212NIKE INCNKE45$5,4300.00%
213ALPS ETF TR00162Q10672$5,3150.00%
214OZON HLDGS PLC69269L10479$5,2270.00%
215UNITED PARCEL SERVICE INCUPS26$5,2030.00%
216AMERICAN EXPRESS COAXP56$5,1020.00%
217LILIUM N VLILMF523$5,0990.00%
218SCHLUMBERGER LTDSLB310$5,0960.00%
219NUCANA PLCNCNA836$5,0910.00%
220FUTU HLDGS LTDFUTU81$5,0790.00%
221QUANTUMSCAPE CORPQS82$5,0380.00%
222RECURSION PHARMACEUTICALS INRXRX186$5,0240.00%
223OSCAR HEALTH INCOSCR572$5,0220.00%
224OATLY GROUP ABOTLY267$5,0070.00%
225FARFETCH LTD30744WAD9206$5,0010.00%
226FLOOR & DECOR HLDGS INCFND52$5,0000.00%
227SAMSARA INCIOT166$5,0000.00%
228ADVANCED DRAIN SYS INC DEL00790R10447$5,0000.00%
229WARBY PARKER INCWRBY85$4,9730.00%
230AT&T INCT-PC174$4,9520.00%
231DOLLAR GEN CORP NEW25667710526$4,9250.00%
232ROBINHOOD MKTS INC770700102108$4,8890.00%
233NOVOCURE LTDNVCR32$4,8780.00%
234PALO ALTO NETWORKS INCPANW42$4,8250.00%
235MARTIN MARIETTA MATLS INC57328410612$4,8130.00%
236CERTARA INCCERT131$4,7300.00%
237DIREXION SHS ETF TR25459W10241$4,6520.00%
238CHEVRON CORP NEWCVX52$4,5750.00%
239TELECOM ARGENTINA SATCMFF956$4,2000.00%
240TEXAS INSTRS INC88250810423$4,0000.00%
241HONEYWELL INTL INC43851610621$4,0000.00%
242LINDE PLCLIN11$4,0000.00%
243VANGUARD WORLD FD92191069140$3,9860.00%
244SNAP INCSNAP93$3,8280.00%
245FRANKLIN RESOURCES INCBEN136$3,6760.00%
246VORNADO RLTY TR92904210983$3,5960.00%
247SUNRUN INCRUN127$3,5870.00%
248CROWN CASTLE INCCCI20$3,2880.00%
249PROLOGIS INC.PLDGP31$3,0960.00%
250RHRH13$3,0850.00%
251STARWOOD PPTY TR INCSTHO158$3,0110.00%
252META MATERIALS INC59134N1041,886$2,9990.00%
253PLAINS GP HLDGS L PPAGP262$2,9070.00%
254CHIPOTLE MEXICAN GRILL INCCMG4$2,7970.00%
255FIDELITY COVINGTON TRUST31609212179$2,6370.00%
256PHILIP MORRIS INTL INC71817210928$2,6040.00%
257BRITISH AMERN TOB PLC11044810759$2,4770.00%
258VANGUARD SPECIALIZED FUNDS92190884414$2,1360.00%
259ICAHN ENTERPRISES LPIEP39$2,0920.00%
260ONEOK INC NEWOKE79$2,0700.00%
261GENERAL MTRS CO37045V10035$2,0490.00%
262AMERICAN AIRLS GROUP INC02376R102100$2,0420.00%
263VITAL ENERGY INC51680620538$2,0380.00%
264VANGUARD TAX-MANAGED FDS92194385844$1,8740.00%
265INVESCO DB MULTI-SECTOR COMMIVZ85$1,4940.00%
266LOCKHEED MARTIN CORPLMT5$1,4600.00%
267WARNER BROS DISCOVERY INCWBD39$1,4360.00%
268AURORA INNOVATION INCAUROW217$1,4030.00%
269LOWES COS INC5486611077$1,2500.00%
270DEVON ENERGY CORP NEW25179M10395$1,0950.00%
271SYLVAMO CORPSLVM42$1,0680.00%
272HOME DEPOT INCHD5$1,0200.00%
273ADIENT PLCADNT21$9780.00%
274CYMABAY THERAPEUTICS INC23257D10369$9270.00%
275WEWORK INC96209A10474$8570.00%
276PACER FDS TR69374H10518$8300.00%
277VANGUARD WHITEHALL FDS9219464069$6780.00%
278COMCAST CORP NEWCCZ20$6630.00%
279ANHEUSER BUSCH INBEV SA/NVBUDFF4$5060.00%
280NATWEST GROUP PLCRBSPF149$4540.00%
281DEERE & CODE1$3450.00%
282TOYOTA MOTOR CORPTOYOF2$2580.00%
283RIO TINTO PLCRTNTF4$2030.00%
284NORTH EUROPEAN OIL RTY TR65931010611$1730.00%
285PERMIANVILLE RTY TR71425H10051$1540.00%
286ISHARES GOLD TRIAU3$1080.00%
287TELEFONICA S ATELFY45$50.00%
288XP INCXP100$00.00%
289AMERANT BANCORP INCAMTB550$00.00%
290TD SYNNEX CORPORATIONSNX15,368$00.00%
291CHESAPEAKE ENERGY CORPEXE73$00.00%