Act Advisors, Llc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $179 Million distributed in 57 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 $26.6M, Spdr Bloomberg 1 3 Month T Bil with a value of $26.5M, Dimensional ETF Tr with a value of $22.5M, Wisdomtree Tr Us Quality Divid with a value of $21.7M, and Invesco Exchange Traded Fd Tr with a value of $19.9M.

Examining the 13F form we can see an decrease of $2.44M in the current position value, from $181M to 179M.

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

Portfolio value $179 Million
ETFs: $168 Million
Technology: $4.54 Million
Consumer Defensive: $1.47 Million
Communication Services: $1.21 Million
Consumer Cyclical: $1.18 Million
Financial Services: $857,000
Healthcare: $336,000
Industrials: $237,000
Other: $411,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $179 Million
  • Prior Value $181 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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