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.
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 |