Act Wealth Management, LLC has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $203 Million distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Extended Market ETF with a value of $31.6M, Schwab Strategic Tr Intl Eqty with a value of $29.9M, Vanguard Whitehall Fds (Vangua with a value of $28.1M, Ishares Tr Russell 1000 ETF with a value of $22.3M, and Spdr Gold Trust with a value of $19.6M.
Examining the 13F form we can see an increase of $4.83M in the current position value, from $198M to 203M.
Below you can find more details about Act Wealth Management, LLC portfolio as well as his latest detailed transactions.