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Asset Manager ← All Institutions

Tactive Advisors, LLC

7400 BAYMEADOWS WAY, SUITE 300, JACKSONVILLE, FL 32256 • 855-282-2848

Q2 2024 · Filed 2024-06-04
Market Value
$0
-100.0%
Holdings
123
-20
New Purchases
0
Added To
0
Closed
123
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 74.7%
Technology 10.3%
Industrials 6.1%
Communication Services 2.7%
Consumer Cyclical 2.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 30 $0 0%
Large Cap 50 $0 0%
Mid Cap 20 $0 0%
Small Cap 19 $0 0%
Micro Cap 4 $0 0%

Portfolio Analytics

Avg Market Cap
$364.4B
Median Market Cap
$26.8B
Avg P/E
46.4
Median P/E
28.0
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
54
# ETFs / Funds
69

Top Holdings (123 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 STZ —% -$217K -800 -100.0% SOLD
2 HCI —% -$339K -2,922 -100.0% SOLD
3 MS —% -$254K -2,700 -100.0% SOLD
4 GS —% -$218K -521 -100.0% SOLD
5 HD —% -$756K -1,971 -100.0% SOLD
6 BLDR —% -$333K -1,598 -100.0% SOLD
7 AXP —% -$239K -1,050 -100.0% SOLD
8 EFR —% -$663K -50,866 -100.0% SOLD
9 ABBV —% -$342K -1,880 -100.0% SOLD
10 CRM —% -$453K -1,503 -100.0% SOLD
11 STEW —% -$157K -10,402 -100.0% SOLD
12 PFE —% -$370K -13,339 -100.0% SOLD
13 MA —% -$343K -712 -100.0% SOLD
14 ACMR —% -$350K -11,998 -100.0% SOLD
15 ANF —% -$364K -2,904 -100.0% SOLD
16 JXN —% -$771K -11,650 -100.0% SOLD
17 CCL —% -$232K -14,224 -100.0% SOLD
18 JPM —% -$678K -3,386 -100.0% SOLD
19 SCHW —% -$430K -5,951 -100.0% SOLD
20 V —% -$538K -1,929 -100.0% SOLD
21 EPD —% -$554K -18,991 -100.0% SOLD
22 UNP —% -$808K -3,287 -100.0% SOLD
23 DRLL —% -$275K -8,795 -100.0% SOLD
24 RCL —% -$206K -1,482 -100.0% SOLD
25 LLY —% -$961K -1,235 -100.0% SOLD
26 AMZN —% -$4M -22,558 -100.0% SOLD
27 MRK —% -$427K -3,233 -100.0% SOLD
28 O —% -$416K -7,697 -100.0% SOLD
29 HL —% -$516K -107,276 -100.0% SOLD
30 JNJ —% -$252K -1,595 -100.0% SOLD
31 FSCO —% -$68K -11,400 -100.0% SOLD
32 UNH —% -$307K -621 -100.0% SOLD
33 MOD —% -$373K -3,922 -100.0% SOLD
34 NMM —% -$442K -10,377 -100.0% SOLD
35 COST —% -$892K -1,218 -100.0% SOLD
36 AMD —% -$1M -5,741 -100.0% SOLD
37 MSTR —% -$917K -538 -100.0% SOLD
38 IBP —% -$346K -1,337 -100.0% SOLD
39 WM —% -$303K -1,422 -100.0% SOLD
40 AAPL —% -$5M -27,213 -100.0% SOLD
41 DKNG —% -$332K -7,301 -100.0% SOLD
42 ANGL —% -$1M -40,017 -100.0% SOLD
43 MTUM —% -$1M -5,881 -100.0% SOLD
44 IXUS —% -$313K -4,610 -100.0% SOLD
45 META —% -$3M -5,797 -100.0% SOLD
46 ADBE —% -$1M -2,708 -100.0% SOLD
47 CEMB —% -$1M -24,787 -100.0% SOLD
48 DBEF —% -$812K -19,849 -100.0% SOLD
49 GDXJ —% -$557K -14,367 -100.0% SOLD
50 PANW —% -$702K -2,471 -100.0% SOLD
51 IBIT —% -$1M -29,878 -100.0% SOLD
52 SMH —% -$3M -11,685 -100.0% SOLD
53 SPYV —% -$250K -5,000 -100.0% SOLD
54 VT —% -$426K -3,859 -100.0% SOLD
55 VOOG —% -$1M -3,774 -100.0% SOLD
56 TDSC —% -$234K -9,657 -100.0% SOLD
57 VB —% -$272K -1,188 -100.0% SOLD
58 TFLO —% -$918K -18,111 -100.0% SOLD
59 XLF —% -$273K -6,487 -100.0% SOLD
60 URNM —% -$1M -23,673 -100.0% SOLD
61 CSHI —% -$428K -8,597 -100.0% SOLD
62 AGG —% -$2M -18,133 -100.0% SOLD
63 BTAL —% -$13M -701,236 -100.0% SOLD
64 QQQ —% -$6M -13,993 -100.0% SOLD
65 IYW —% -$5M -36,543 -100.0% SOLD
66 IXN —% -$4M -54,982 -100.0% SOLD
67 IGM —% -$1M -11,948 -100.0% SOLD
68 IAU —% -$286K -6,796 -100.0% SOLD
69 IWY —% -$718K -3,680 -100.0% SOLD
70 ROM —% -$1M -19,757 -100.0% SOLD
71 SSO —% -$11M -138,715 -100.0% SOLD
72 SPYG —% -$336K -4,600 -100.0% SOLD
73 TLT —% -$506K -5,350 -100.0% SOLD
74 URA —% -$280K -9,696 -100.0% SOLD
75 SPY —% -$3M -6,201 -100.0% SOLD
76 NVDA —% -$4M -4,145 -100.0% SOLD
77 COWZ —% -$3M -59,562 -100.0% SOLD
78 XLC —% -$1M -13,137 -100.0% SOLD
79 VONG —% -$6M -70,547 -100.0% SOLD
80 AVGO —% -$289K -218 -100.0% SOLD
81 FALN —% -$1M -42,929 -100.0% SOLD
82 GOOGL —% -$784K -5,193 -100.0% SOLD
83 GOOG —% -$2M -10,485 -100.0% SOLD
84 GLD —% -$291K -1,415 -100.0% SOLD
85 BIL —% -$2M -23,335 -100.0% SOLD
86 IVW —% -$4M -47,957 -100.0% SOLD
87 MSFT —% -$3M -6,596 -100.0% SOLD
88 MGK —% -$7M -24,681 -100.0% SOLD
89 FLRN —% -$438K -14,220 -100.0% SOLD
90 QLD —% -$14M -158,388 -100.0% SOLD
91 PHO —% -$1M -20,162 -100.0% SOLD
92 TSLA —% -$569K -3,239 -100.0% SOLD
93 VO —% -$272K -1,088 -100.0% SOLD
94 TXN —% -$205K -1,179 -100.0% SOLD
95 XLK —% -$3M -12,005 -100.0% SOLD
96 XBI —% -$253K -2,666 -100.0% SOLD
97 AVUV —% -$353K -3,770 -100.0% SOLD
98 BAR —% -$646K -29,410 -100.0% SOLD
99 FFLC —% -$2M -54,564 -100.0% SOLD
100 IJK —% -$237K -2,594 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
IBP —%
HCI —%
MS —%
GS —%
HD —%
BLDR —%
AXP —%
EFR —%
ABBV —%
CRM —%
STEW —%
PFE —%
WM —%
STZ —%
ANF —%
View SEC EDGAR Filings for Tactive Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms