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Tactive Advisors, LLC

SEC CIK
0002002409
Latest filing
Jul 8, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Feb 2, 2024. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
68
+15 vs. Q1 2023
Portfolio value
$131.0M
−$3.58M (−2.7%) vs. Q1 2023
Filed
Feb 2, 2024
SEC
Holdings of Tactive Advisors, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Invesco QQQ Trust Series I46090E103ETF34,950$12.9M9.9%−2,272−6.1%Reduced–
ProShares Tr74347R206PSHS ULTRA QQQ186,214$12.0M9.2%+135,278+265.6%Added–
Vanguard S&P 500 ETF922908363ETF27,708$11.3M8.6%+3,249+13.3%Added–
ProShares Tr74347R107PSHS ULT S&P 500190,075$11.1M8.4%+63,084+49.7%Added–
SPYSPDR S&P 500 ETF TrustETF21,833$9.68M7.4%+9,713+80.1%AddedHistory
iShares Tr46435G474FALN ANGLS USD254,510$6.46M4.9%−82,944−24.6%Reduced–
VanEck ETF Trust92189F437FALLEN ANGEL HG231,639$6.43M4.9%−72,717−23.9%Reduced–
iShares S&P 500 Growth ETF464287309ETF90,634$6.39M4.9%−27,691−23.4%Reduced–
State Street SPDR S&P Homebuilders ETF78464A888ETF71,642$5.75M4.4%+71,642New–
iShares Tr464287390LATN AMER 40 ETF182,635$4.96M3.8%+182,635New–
WisdomTree Tr97717Y527FLOATNG RAT TREA72,045$3.63M2.8%+32,643+82.8%Added–
ProShares Tr74347R693PSHS ULTRA TECH58,999$2.66M2.0%−44,256−42.9%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF26,641$2.61M2.0%+6,937+35.2%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF28,027$2.57M2.0%−8,259−22.8%Reduced–
iShares Tr464287689RUSSELL 3000 ETF7,751$1.97M1.5%+7,751New–
AAPLApple Inc.Stock10,046$1.95M1.5%+1,029+11.4%AddedHistory
iShares S&P 500 Value ETF464287408ETF10,847$1.75M1.3%+4,811+79.7%Added–
iShares Russell 2000 ETF464287655ETF8,985$1.68M1.3%+3,649+68.4%Added–
iShares Tr46434V860TRS FLT RT BD32,554$1.65M1.3%+20,290+165.4%Added–
iShares MSCI Eafe ETF464287465ETF21,217$1.54M1.2%+21,217New–
ProShares Tr74347R842PSHS ULTRUSS200036,843$1.27M1.0%+8,077+28.1%Added–
iShares Tr464287838U.S. BAS MTL ETF9,185$1.22M0.9%+9,185New–
iShares Tr464287234MSCI EMG MKT ETF28,765$1.14M0.9%+28,765New–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF15,012$1.13M0.9%+15,012New–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,613$898.6K0.7%+643+32.6%AddedHistory
PANWPalo Alto Networks IncStock3,221$823.0K0.6%+1,373+74.3%AddedHistory
NVDANVIDIA CorpStock1,904$805.5K0.6%−585−23.5%ReducedHistory
RCLRoyal Caribbean Cruises LtdCOM6,728$697.9K0.5%+6,728NewHistory
UNPUnion Pacific CorpStock3,287$672.6K0.5%00.0%UnchangedHistory
SPDR Series Trust78468R200ST STR RATE ETF20,974$643.7K0.5%+7,594+56.8%Added–
ProShares Tr74347R669PSHS ULT SEMICDT14,606$616.8K0.5%−76,234−83.9%Reduced–
MSFTMicrosoft CorpStock1,690$575.5K0.4%−44−2.5%ReducedHistory
VXXBarclays Bank PLCIPTH SR B S&P22,169$554.2K0.4%+22,169NewHistory
METAMeta Platforms, Inc.Stock1,897$544.4K0.4%+737+63.5%AddedHistory
EFREaton Vance Senior Floating-Rate TrustCOM44,915$527.8K0.4%+13,244+41.8%AddedHistory
RBB FD Inc74933W460US TRSRY 6 MNTH10,100$506.7K0.4%00.0%Unchanged–
Flexshares Tr33939L886ULTR SHO INC FD6,235$467.3K0.4%+6,235New–
PHMPultegroup IncCOM5,796$450.2K0.3%−2,896−33.3%ReducedHistory
AMZNAmazon Com IncStock3,427$446.7K0.3%+3,427NewHistory
CCLCarnival Corp Ltd.UNIT 99/99/999923,525$443.0K0.3%+23,525NewHistory
VanEck Semiconductor ETF92189F676ETF2,781$423.4K0.3%−1,681−37.7%ReducedConverted for a 2-for-1 split–
State Street Technology Select Sector SPDR ETF81369Y803ETF2,400$417.3K0.3%+327+15.8%Added–
AMDAdvanced Micro Devices IncStock3,603$410.4K0.3%+3,603NewHistory
Vanguard Total World Stock ETF922042742ETF3,850$373.4K0.3%−976−20.2%Reduced–
RBB FD Inc74933W452F/M US TREASURY7,000$350.7K0.3%00.0%Unchanged–
iShares Tr4642874407-10 YR TRSY BD3,602$348.0K0.3%−106,033−96.7%Reduced–
SYKStryker CorpStock1,075$328.0K0.3%+1,075NewHistory
CELHCelsius Holdings, Inc.COM NEW2,141$319.4K0.2%+2,141NewHistory
Vanguard Real Estate ETF922908553ETF3,814$318.7K0.2%+3,814New–
UBERUber Technologies, IncStock7,000$302.2K0.2%+7,000NewHistory
iShares Core MSCI Total International Stock ETF46432F834ETF4,744$297.1K0.2%+1,272+36.6%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF1,453$289.0K0.2%+1,453New–
ABNBAirbnb, Inc.Stock2,200$282.0K0.2%+50+2.3%AddedHistory
COSTCostco Wholesale CorpStock515$277.4K0.2%+1+0.2%AddedHistory
Vanguard World FD921910816MEGA GRWTH IND1,139$268.0K0.2%+1,139New–
TSLATesla, Inc.Stock1,013$265.2K0.2%+1,013NewHistory
GNRCGenerac Holdings Inc.Stock1,680$250.5K0.2%+1,680NewHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF1,137$250.3K0.2%+1,137New–
LRCXLam Research CorpCOM386$248.1K0.2%00.0%UnchangedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF5,840$244.5K0.2%+5,840New–
TXNTexas Instruments IncStock1,332$239.8K0.2%00.0%UnchangedHistory
SWAVShockwave Medical, Inc.COM840$239.7K0.2%+840NewHistory
MRKMerck & Co., Inc.Stock1,990$229.7K0.2%+1,990NewHistory
URIUnited Rentals, Inc.COM490$218.2K0.2%+490NewHistory
GOOGAlphabet Inc.Stock1,656$200.3K0.2%+1,656NewHistory
STEWSRH Total Return Fund, Inc.COM10,402$138.1K0.1%00.0%UnchangedHistory
FSCOFS Credit Opportunities Corp.COMMON STOCK11,400$54.1K<0.1%+11,400NewHistory
HLHecla Mining CoCOM10,100$52.0K<0.1%+10,100NewHistory

Sold out since Q1 2023 (14)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Tactive Advisors, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
ProShares Tr74347R172ULTRA 20YR TRE561,267$15.2M11.3%–
iShares Tr46428743220 YR TR BD ETF74,700$7.95M5.9%–
VanEck ETF Trust92189F106GOLD MINERS ETF129,370$4.19M3.1%–
GLDSPDR Gold TrustETF20,427$3.74M2.8%History
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF56,673$3.45M2.6%–
ANETArista Networks, Inc.COM3,003$504.1K0.4%History
ALGNAlign Technology IncCOM1,417$473.5K0.4%History
MKTXMarketaxess Holdings IncCOM1,183$462.9K0.3%History
GEGeneral Electric CoStock4,828$461.6K0.3%History
FSLRFirst Solar, Inc.Stock2,114$459.8K0.3%History
GOOGLAlphabet Inc.Stock2,674$277.4K0.2%History
State Street Materials Select Sector SPDR ETF81369Y100ETF2,588$208.7K0.2%–
NFLXNetflix IncStock580$200.4K0.1%History
Schwab U.S. REIT ETF808524847ETF10,259$200.0K0.1%–