Act Advisors, Llc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $181 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29.3M, Invesco Exchange Traded Fd Tr with a value of $27.2M, Wisdomtree Tr Us Quality Divid with a value of $22.4M, Dimensional ETF Tr with a value of $21.1M, and Invesco Exchange Traded Fd Tr with a value of $20.7M.

Examining the 13F form we can see an decrease of $25M in the current position value, from $206M to 181M.

Below you can find more details about Act Advisors, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
ETFs: $170 Million
Technology: $5.17 Million
Communication Services: $1.34 Million
Consumer Cyclical: $1.33 Million
Consumer Defensive: $1.28 Million
Financial Services: $604,000
Healthcare: $332,000
Industrials: $242,000
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $181 Million
  • Prior Value $206 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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