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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 Q2 2023 · Filed April 18, 2023 · Accession 0001883134-23-000002

Total Value
$155.9M
Positions
319
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (319)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY107,979$43.7M28.04%
2INVESCO EXCHANGE TRADED FD TIVZ151,260$21.7M13.89%
3VANECK ETF TRUST92189F643200,990$14.7M9.41%
4INVESCO QQQ TRIVZ34,296$10.9M6.96%
5SELECT SECTOR SPDR TR81369Y20974,055$9.5M6.10%
6INVESCO EXCHANGE TRADED FD TIVZ33,771$9.2M5.89%
7DIMENSIONAL ETF TRUST25434V609125,724$5.6M3.56%
8VANGUARD INDEX FDS92290836313,991$5.2M3.33%
9APPLE INCAAPL22,650$3.7M2.35%
10PRINCIPAL EXCHANGE TRADED FD74255Y888116,826$2.0M1.27%
11VANGUARD INTL EQUITY INDEX F92204285844,322$1.8M1.15%
12AMAZON COM INCAMZN17,116$1.7M1.11%
13ISHARES TR46428825719,172$1.7M1.11%
14ISHARES TR46428818222,745$1.5M0.99%
15TD SYNNEX CORPORATIONSNX15,306$1.4M0.93%
16VANGUARD WORLD FDS92204A5045,230$1.2M0.79%
17SELECT SECTOR SPDR TR81369Y60534,747$1.1M0.72%
18ISHARES TR4642876556,380$1.1M0.72%
19ALPHABET INCGOOG8,413$849,4120.54%
20SPDR GOLD TRGLD4,547$835,2540.54%
21ISHARES TR46428851310,542$794,5550.51%
22SELECT SECTOR SPDR TR81369Y30810,355$768,7940.49%
23BERKSHIRE HATHAWAY INC DELBRK-A2,364$726,6520.47%
24ISHARES TR4642882818,297$712,4480.46%
25INVESCO EXCH TRADED FD TR IIIVZ31,057$703,3870.45%
26GLOBAL X FDS37954Y65733,156$657,2570.42%
27NVIDIA CORPORATIONNVDA2,142$586,5660.38%
28MICROSOFT CORPMSFT1,899$539,7160.35%
29META PLATFORMS INCMETA2,499$520,9570.33%
30ISHARES INC46428625110,334$450,1490.29%
31ISHARES TR4642872001,108$449,1600.29%
32BLACKSTONE MORTGAGE TRUST IN09257WAC4380,000$386,9060.25%
33VANGUARD INDEX FDS9229087442,802$384,0080.25%
34SELECT SECTOR SPDR TR81369Y7043,769$376,3310.24%
35TESLA INCTSLA1,783$354,9120.23%
36SELECT SECTOR SPDR TR81369Y4072,314$337,0990.22%
37ALPHABET INCGOOG2,672$268,7090.17%
38ISHARES TR4642888104,436$236,6760.15%
39ISHARES SILVER TRSLV10,669$234,5760.15%
40ISHARES TR464287523513$226,7940.15%
41ISHARES TR464287614896$215,5060.14%
42VANGUARD INDEX FDS922908736836$204,8860.13%
43SPDR SER TR78464A4746,808$201,0450.13%
44VANGUARD SCOTTSDALE FDS92206C4092,633$199,8580.13%
45VANGUARD ADMIRAL FDS INC9219328281,872$163,0970.10%
46WISDOMTREE TRWT1,969$161,7810.10%
47ISHARES TR4642878041,610$153,9110.10%
48ISHARES TR4642873413,759$141,9400.09%
49VANGUARD BD INDEX FDS9219378351,819$133,6110.09%
50VANECK ETF TRUST92189F676446$116,4610.07%
51UNITEDHEALTH GROUP INCUNH248$116,4420.07%
52COHEN & STEERS TAX ADVAN PFD19249X1086,662$115,2580.07%
53DISNEY WALT CO2546871061,117$109,9800.07%
54FIRST TR VALUE LINE DIVID IN33734H1062,669$107,1870.07%
55SELECT SECTOR SPDR TR81369Y1001,343$106,6220.07%
56MASTERCARD INCORPORATEDMA265$95,4310.06%
57SPDR DOW JONES INDL AVERAGE78467X109290$95,2590.06%
58INVESCO EXCHANGE TRADED FD TIVZ1,374$93,8850.06%
59ISHARES TR46434V4072,180$90,8620.06%
60ALIBABA GROUP HLDG LTDBBAAY977$89,8100.06%
61KRANESHARES TR5007673062,816$88,8220.06%
62DBX ETF TR2330518532,407$87,9960.06%
63SPDR SER TR78468R622904$83,9090.05%
64VANGUARD INDEX FDS922908769394$79,2330.05%
65DROPBOX INCDBX3,600$77,8320.05%
66SELECT SECTOR SPDR TR81369Y506940$77,4770.05%
67ISHARES TR4642886872,482$76,7930.05%
68SELECT SECTOR SPDR TR81369Y8861,136$76,3760.05%
69COSTCO WHSL CORP NEW22160K105154$75,7800.05%
70PIMCO INCOME STRATEGY FD72201H1088,600$74,3040.05%
71SPDR INDEX SHS FDS78463X301729$73,2090.05%
72ISHARES TR4642872341,676$66,2300.04%
73INVESCO EXCH TRADED FD TR IIIVZ1,636$66,0160.04%
74WALMART INCWMT447$65,2450.04%
75VISA INCV285$63,6050.04%
76DOUBLELINE YIELD OPPORTUNITIDLY4,552$62,7200.04%
77ISHARES TR464287556474$60,7640.04%
78GLOBAL X FDS37954Y855937$59,1300.04%
79ETF MANAGERS TR26924G8701,275$57,5290.04%
80ISHARES TR464287598373$56,0400.04%
81BANK AMERICA CORP0605051041,795$54,4090.03%
82SALESFORCE INCCRM268$52,6890.03%
83ADOBE SYSTEMS INCORPORATEDADBE135$51,4290.03%
84ASPEN TECHNOLOGY INC29109X106234$50,8560.03%
85BOEING COBA-PA247$50,5740.03%
86REALTY INCOME CORPO782$49,5160.03%
87NETFLIX INCNFLX144$49,0590.03%
88ALPS ETF TR00162Q726870$47,3890.03%
89FIRST TR EXCHANGE-TRADED FD33733E302316$45,4980.03%
90FTC SOLAR INCFTCI21,628$45,4190.03%
91PROCTER AND GAMBLE CO742718109301$44,4370.03%
92LAM RESEARCH CORPLRCX83$44,0930.03%
93BANCO SANTANDER S.A.BCDRF11,487$43,9270.03%
94SIMON PPTY GROUP INC NEW828806109385$42,9760.03%
95FIDELITY MERRIMACK STR TR316188309893$40,8530.03%
96ISHARES TR46434V613886$40,6820.03%
97ISHARES TR464287226376$37,3800.02%
98LI AUTO INCLAAOF1,452$36,2270.02%
99MODERNA INCMRNA238$35,0910.02%
100ISHARES TR464287242301$32,9930.02%
101SPDR SER TR78464A763270$32,9400.02%
102MARATHON PETE CORPMARA241$32,4940.02%
103MONDELEZ INTL INC609207105457$32,0380.02%
104ABRDN PLATINUM ETF TRUSTPPLT346$31,5550.02%
105ISHARES TR464289859499$31,4120.02%
106WALGREENS BOOTS ALLIANCE INC931427108866$30,7670.02%
107WELLS FARGO CO NEW949746101812$30,3530.02%
108ISHARES TR464288109463$29,2130.02%
109BLACKROCK INNOVATION AND GRWBLK3,740$28,5740.02%
110INVESCO EXCH TRADED FD TR IIIVZ364$27,5730.02%
111ENERGY TRANSFER L PET-PI2,173$27,0970.02%
112INTUITINTU60$26,5410.02%
113TILRAY BRANDS INCTLRY10,153$25,5860.02%
114ALBEMARLE CORPALB-PA114$25,3580.02%
115SHOPIFY INCSHOP531$24,7550.02%
116PROSPECT CAP CORPPSEC-PA25,000$24,4020.02%
117GENWORTH FINL INC37247D1064,838$24,2870.02%
118ADVANCED MICRO DEVICES INCAMD245$23,9730.02%
119SPDR SER TR78464A649915$23,5980.02%
120CANADIAN NAT RES LTD136385101419$23,4690.02%
121GLOBAL X FDS37954Y491798$23,4210.02%
122CITIGROUP INCC-PR448$22,4950.01%
123FIDUS INVT CORP3165001071,150$21,9310.01%
124CAMDEN PPTY TR133131102200$21,1680.01%
125ALIGN TECHNOLOGY INCALGN63$19,6470.01%
126COINBASE GLOBAL INCCOIN305$19,5690.01%
127GOLDMAN SACHS GROUP INCGSCE59$18,8940.01%
128GENERAL DYNAMICS CORPGD80$18,2180.01%
129BURGERFI INTERNATIONAL INC12122L10116,000$18,0800.01%
130ILLUMINA INCILMN80$18,0210.01%
131SPDR INDEX SHS FDS78463X202399$17,8890.01%
132INTEL CORPINTC674$17,7620.01%
133AT&T INCT-PC907$17,2990.01%
134ISHARES TR46428768973$16,9320.01%
135TEVA PHARMACEUTICAL INDS LTD8816242091,826$16,1600.01%
136ARES CAPITAL CORPARCC869$15,8420.01%
137QUALCOMM INCQCOM123$15,6410.01%
138SCHLUMBERGER LTDSLB310$15,2990.01%
139ABBOTT LABSABLZF152$15,0450.01%
140BOSTON SCIENTIFIC CORPBSX301$14,9790.01%
141EXXON MOBIL CORPXOM128$14,0460.01%
142AGNC INVT CORP00123Q1041,314$13,4030.01%
143ARK ETF TR00214Q609784$13,4000.01%
144PAYPAL HLDGS INCPYPL179$13,3460.01%
145JOHNSON CTLS INTL PLCG51502105224$13,3240.01%
146CROWDSTRIKE HLDGS INCCRWD100$13,1720.01%
147JPMORGAN CHASE & COVYLD102$13,0790.01%
148DOCUSIGN INCDOCU229$12,9390.01%
149SELECT SECTOR SPDR TR81369Y80386$12,8240.01%
150LOMA NEGRA C I A S A MTN54150E1041,754$12,7170.01%
151SEA LTDSE145$12,5570.01%
152MERCADOLIBRE INCMELI10$12,2650.01%
153ETF SER SOLUTIONS26922A842650$11,9110.01%
154AIRBNB INCABNB96$11,7390.01%
155FEDEX CORPFDX52$11,7370.01%
156AMERANT BANCORP INCAMTB549$11,6850.01%
157AST SPACEMOBILE INCASTS1,693$10,8690.01%
158SPDR S&P MIDCAP 400 ETF TRMDY24$10,8100.01%
159TERNIUM SATX255$10,5090.01%
160ISHARES INC464286871502$10,3660.01%
161ARK ETF TR00214Q104256$10,1990.01%
162CHIPOTLE MEXICAN GRILL INCCMG6$10,0330.01%
163ISHARES INC464286822166$9,8850.01%
164ISHARES TR46428747393$9,7450.01%
165AMERICAN EXPRESS COAXP56$9,7430.01%
166BAKER HUGHES COMPANYBKR318$9,1770.01%
167CONOCOPHILLIPSCOP87$8,6760.01%
168ZIMMER BIOMET HOLDINGS INCZBH67$8,6720.01%
169CENTRAL PUERTO S ACEPU1,538$8,5820.01%
170CHEVRON CORP NEWCVX52$8,4190.01%
171PALO ALTO NETWORKS INCPANW42$8,3890.01%
172MICRON TECHNOLOGY INCMU133$8,3840.01%
173ALTRIA GROUP INCMO187$8,3430.01%
174STARBUCKS CORPSBUX81$8,2090.01%
175WYNN RESORTS LTDWYNN75$8,1750.01%
176VANGUARD WORLD FD92191081640$8,0330.01%
177PETROLEO BRASILEIRO SA PETRO71654V408770$8,0310.01%
178NEW RELIC INC64829B100110$7,9680.01%
179ISHARES TR46428740853$7,9360.01%
180PDD HOLDINGS INCPDD103$7,9110.01%
181NATIONAL GRID PLCNMPWP113$7,5850.00%
182ISHARES TR46428763056$7,5560.00%
183FIRST TR EXCHANGE-TRADED FD33736G106422$7,4940.00%
184LAS VEGAS SANDS CORPLVS133$7,3870.00%
185TAIWAN SEMICONDUCTOR MFG LTD87403910078$7,2380.00%
186LULULEMON ATHLETICA INCLULU20$7,1620.00%
187INVESCO EXCHANGE TRADED FD TIVZ148$7,1520.00%
188ISHARES TR46429B671142$7,1440.00%
189ADVISORSHARES TR00768Y4531,203$6,9440.00%
190GRUPO FINANCIERO GALICIA S.AGGAL609$6,9430.00%
191CARNIVAL CORPCUKPF680$6,9090.00%
1923-D SYS CORP DEL88554D205644$6,9040.00%
193SELECT SECTOR SPDR TR81369Y852120$6,8450.00%
194CVS HEALTH CORPCVS90$6,7300.00%
195INVESCO EXCHANGE TRADED FD TIVZ150$6,7190.00%
196MARSH & MCLENNAN COS INC57174810240$6,6570.00%
197VODAFONE GROUP PLC NEW92857W308594$6,5580.00%
198UBER TECHNOLOGIES INCUBER209$6,5190.00%
199ISHARES TR464288224329$6,4150.00%
200PACER FDS TR69374H881136$6,3830.00%
201AFFIRM HLDGS INCAFRM586$6,1010.00%
202SCHWAB STRATEGIC TR80852479783$6,0050.00%
203OVINTIV INCOVV165$5,9530.00%
204DRAFTKINGS INC NEWDKNG311$5,9250.00%
205FISERV INCFISV51$5,7650.00%
206DOLLAR GEN CORP NEW25667710526$5,4720.00%
207NIKE INCNKE44$5,3410.00%
208ARCUS BIOSCIENCES INCRCUS303$5,2900.00%
209INTERNATIONAL BUSINESS MACHSINTR40$5,1250.00%
210ONEOK INC NEWOKE79$5,0200.00%
211UNITED PARCEL SERVICE INCUPS26$4,9450.00%
212BOSTON BEER INCSAM15$4,9060.00%
213DEVON ENERGY CORP NEW25179M10395$4,8080.00%
214NIO INCNIOIF459$4,8010.00%
215ZOOM VIDEO COMMUNICATIONS INZM66$4,7550.00%
216SELECT SECTOR SPDR TR81369Y860125$4,6610.00%
217TELECOM ARGENTINA SATCMFF917$4,6490.00%
218CATERPILLAR INCCAT19$4,3750.00%
219MARTIN MARIETTA MATLS INC57328410612$4,2280.00%
220FUTU HLDGS LTDFUTU81$4,1930.00%
221BIOGEN INCBIIB15$4,1270.00%
222MARVELL TECHNOLOGY INCMRVL94$4,0580.00%
223COMPANHIA SIDERURGICA NACION20440W1051,270$3,9100.00%
224FISKER INC33813J106650$3,8870.00%
225EXACT SCIENCES CORP30063P10557$3,7770.00%
226PROLOGIS INC.PLDGP31$3,7540.00%
227TWILIO INCTWLO59$3,7390.00%
228GRIFOLS S AGIKLY500$3,7350.00%
229ARK ETF TR00214Q708200$3,6410.00%
230CHEGG INCCHGG219$3,5570.00%
231PLAINS GP HLDGS L PPAGP262$3,4370.00%
232DELTA AIR LINES INC DELDAL100$3,4110.00%
233FRANKLIN RESOURCES INCBEN130$3,4060.00%
234CERTARA INCCERT131$3,1180.00%
235RHRH13$3,0890.00%
236COURSERA INCCOUR274$2,9540.00%
237BLOCK INCBSQKZ42$2,8770.00%
238DENALI THERAPEUTICS INCDNLI131$2,8700.00%
239APPIAN CORPAPPN64$2,7080.00%
240ALPS ETF TR00162Q45270$2,6950.00%
241PHILIP MORRIS INTL INC71817210928$2,6570.00%
242STARWOOD PPTY TR INCSTHO153$2,6360.00%
243CHESAPEAKE ENERGY CORPEXE46$2,5920.00%
244CROWN CASTLE INCCCI19$2,5720.00%
245SUNRUN INCRUN127$2,5590.00%
246PINTEREST INCPINS97$2,5550.00%
247LOCKHEED MARTIN CORPLMT5$2,3820.00%
248CREDIT SUISSE GROUP2254011082,728$2,3760.00%
249BLACKSTONE INCBX27$2,3470.00%
250SCOTTS MIRACLE-GRO COSMG32$2,1680.00%
251VANGUARD SPECIALIZED FUNDS92190884414$2,1400.00%
25210X GENOMICS INCTXG41$2,1340.00%
253WAYFAIR INCW64$2,0790.00%
254BRITISH AMERN TOB PLC11044810758$2,0490.00%
255CHESAPEAKE ENERGY CORPEXE27$2,0170.00%
256VANGUARD TAX-MANAGED FDS92194385843$1,9400.00%
257TELADOC HEALTH INCTDOC79$1,9300.00%
258GINKGO BIOWORKS HOLDINGS INCDNABW1,551$1,9080.00%
259GOL LINHAS AEREAS INTELIGENT38045R206723$1,9010.00%
260FORD MTR CO DEL345370860153$1,8770.00%
261SPDR SER TR78464A69842$1,8420.00%
262FIDELITY COVINGTON TRUST31609286542$1,8090.00%
263INVESCO DB MULTI-SECTOR COMMIVZ85$1,7320.00%
264SNOWFLAKE INCSNOW11$1,6970.00%
265REDFIN CORP75737F108189$1,5420.00%
266ETF MANAGERS TR26924G40936$1,4760.00%
267AMERICAN AIRLS GROUP INC02376R102100$1,4470.00%
268BROADCOM INCAVGO2$1,4350.00%
269HOME DEPOT INCHD5$1,4270.00%
270HCA HEALTHCARE INCHCA5$1,4110.00%
271LOWES COS INC5486611077$1,3940.00%
272LEMONADE INCLMND98$1,3440.00%
273BEYOND MEAT INCBYND82$1,3030.00%
274CANOPY GROWTH CORPCGC733$1,2900.00%
275PELOTON INTERACTIVE INCPTON120$1,2680.00%
276GENERAL MTRS CO37045V10035$1,2670.00%
277VORNADO RLTY TR92904210983$1,2500.00%
278RECURSION PHARMACEUTICALS INRXRX186$1,2000.00%
279CARVANA COCVNA129$1,1420.00%
280ISHARES TR4642876485$1,1260.00%
281ETF MANAGERS TR26924G508306$1,0740.00%
282ROBINHOOD MKTS INC770700102108$1,0220.00%
283ARK ETF TR00214Q80773$1,0220.00%
284SNAP INCSNAP93$1,0150.00%
285FARFETCH LTD30744W107206$9580.00%
286WARBY PARKER INCWRBY85$8830.00%
287ADIENT PLCADNT21$8470.00%
288NUCANA PLCNCNA836$8280.00%
289META MATERIALS INC59134N1041,886$7730.00%
290COMCAST CORP NEWCCZ20$7430.00%
291ARK ETF TR00214Q30225$7170.00%
292JUMIA TECHNOLOGIES AGJMIA217$6680.00%
293ISHARES TR46435U13518$6420.00%
294OATLY GROUP ABOTLY267$6380.00%
295QUANTUMSCAPE CORPQS82$6340.00%
296CYMABAY THERAPEUTICS INC23257D10369$6200.00%
297VANGUARD WHITEHALL FDS9219468859$5440.00%
298WASTE MGMT INC DEL94106L1093$4850.00%
299ISHARES INC46428666511$4610.00%
300DEERE & CODE1$4080.00%
301ASENSUS SURGICAL INC04367G103462$2880.00%
302TOYOTA MOTOR CORPTOYOF2$2790.00%
303RIO TINTO PLCRTNTF4$2720.00%
304ANHEUSER BUSCH INBEV SA/NVBUDFF4$2660.00%
305FUELCELL ENERGY INCFCELB76$2170.00%
306TELEFONICA S ATELFY45$1930.00%
307DIREXION SHS ETF TR25490K32341$1910.00%
308ANALOG DEVICES INCADI1$1530.00%
309PERMIANVILLE RTY TR71425H10050$1200.00%
310ISHARES GOLD TRIAU3$1130.00%
311VANECK ETF TRUST92189H4092$1040.00%
312VANGUARD INDEX FDS9229085531$820.00%
313VANGUARD INTL EQUITY INDEX F9220426762$810.00%
314WEWORK INC96209A10474$570.00%
315VANGUARD INDEX FDS9229085950$240.00%
316WISDOMTREE TRWT1$230.00%
317DIREXION SHS ETF TR25460G6090$220.00%
318CUENTAS INCCUEN41,868$00.00%
319OZON HLDGS PLC69269L10479$00.00%