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Sima Elimelech

@Activest Wealth Management

Latest period2024 - Q3ReportedManaged Assets$323.757MTotal holdings618
Assets growth rate6.53%Assets growth rate (2-Q avg)26.46%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Activest Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 618 positions.

Assets under management

The assets under management (AUM) of Activest Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 323.757M in assets, with a quarterly growth rate of 6.53% and a 2-quarter average growth rate of 26.46%. The portfolio is managed by Sima Elimelech, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
Exited
0%
$16.891M
35,256 shares@ $479.11 avg price
ARGTGlobal X Fds
Recent Activity
Exited
0%
$1.429M
25,155 shares@ $56.82 avg price
ABBVAbbvie Inc
Recent Activity
Exited
0%
$257,280
1,500 shares@ $171.52 avg price
AWPAbrdn Global Premier Pptys F
Recent Activity
Exited
0%
$114,600
30,000 shares@ $3.82 avg price
DALDelta Air Lines Inc Del
Recent Activity
Exited
0%
$94,880
2,000 shares@ $47.44 avg price
XCEMXClearbridge Mlp And Midstrm
Recent Activity
Exited
0%
$94,820
2,000 shares@ $47.41 avg price
FSDFirst Tr High Income Long
Recent Activity
Exited
0%
$71,350
5,782 shares@ $12.35 avg price
ABIOArca Biopharma Inc
Recent Activity
Exited
0%
$7,660
2,000 shares@ $3.83 avg price
DNAGinkgo Bioworks Holdings Inc
Recent Activity
Exited
0%
$519
1,551 shares@ $0.34 avg price
VBIVQVbi Vaccines Inc Cda
Recent Activity
Exited
0%
$440
666 shares@ $0.67 avg price