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Tactive Advisors, LLC
Tactive Advisors, LLC is a registered investment adviser headquartered in Jacksonville, Florida. Founded in Delaware, the firm specializes in active investment management by offering institutional-quality, technology-driven investment strategies to individual investors. Tactive Advisors provides custom tactical financial planning through dedicated wealth advisors and aims to minimize portfolio drawdown while adapting to clients' unique goals. As a WealthTech company, it operates at the intersection of investment management and financial technology to democratize access to advanced investment methodologies.
Investment Strategy
Tactive Advisors employs a tactical investment approach, leveraging technology to provide tailored strategies that actively respond to market conditions. The firm focuses on customizing portfolios based on individual client risk profiles and financial goals. A key tenet of their philosophy is a drawdown-minimization strategy, aiming to protect client capital during market downturns while delivering growth. Tactive blends institutional-quality asset allocation techniques with ongoing risk assessment, targeting a responsive, adaptive investment process to meet diverse client needs.
Latest 13F Filing Activity
Tactive Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 242 equity positions and 1 options positions with a total 13F market value of $354M. The fund increased holdings in Fidelity Covington Trust, DBX Etf TR, Vanguard Index FDS among other positions. Tactive Advisors, LLC reduced exposure to SPDR Series Trust, Agf Invts TR, Direxion SHS Etf TR among others.
Top Holdings
Equity Positions (242)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RAVI | FLEXSHARES TR | 3.22% | $11.4M | 150,567 | $75.51 | $75.63 | -$1.2M |
S SPY | SPDR S&P 500 ETF TR | 3.07% | $10.9M | 16,288 | $624.96 | $666.18 | +$2.3M |
F FFLC | FIDELITY COVINGTON TRUST | 3.03% | $10.7M | 206,123 | $51.07 | $52.04 | +$7.7M |
V VOO | VANGUARD INDEX FDS | 2.78% | $9.8M | 16,042 | $592.34 | $612.38 | +$5.7M |
N NVDA | NVIDIA CORPORATION | 2.62% | $9.3M | 49,755 | $157.99 | $186.58 | +$595.9K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | New | Call | $293.8K | 4 | $734.38 | $734.38 | +4 | +$293.8K |
Industry Allocation
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