Act Wealth Management, LLC Purchases and Sells in Q2 2025

Act Wealth Management, LLC

$236 Million
Q2 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXF	13.8K + 7.41%	$150.43 - $192.71 $2.08M - $2.66M	200K $38.5M
IWB	2.98K + 4.03%	$272.36 - $339.57 $811K - $1.01M	76.8K $26.1M
VYM	6.55K + 2.66%	$114.78 - $133.31 $751K - $873K	253K $33.7M
CEMB	13.3K + 2.86%	$43.64 - $45.44 $580K - $604K	479K $21.7M
SPGM	3.1K + 8.49%	$55.5 - $69.0 $172K - $214K	39.5K $2.73M
SCHC	3.58K + 11.04%	$32.41 - $42.59 $116K - $152K	36K $1.53M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	1 New	$725400.0 - $809350.0 $725K - $809K	1 $728K
LUV	14.7K New	$24.04 - $34.36 $354K - $506K	14.7K $477K
UNH	912 New	$274.35 - $599.47 $250K - $547K	912 $284K
BA	1.08K New	$136.59 - $217.51 $147K - $234K	1.08K $225K
EW	2.72K New	$67.07 - $78.22 $182K - $213K	2.72K $212K
HIVE DIGITAL TECHNOLOGIES LT	12K New	N/A	12K $0

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	-12.5K - 14.44%	$273.71 - $316.29 $3.43M - $3.96M	74.3K $22.6M
MUB	-2.6K - 54.64%	$102.31 - $105.8 $266K - $275K	2.16K $225K
XOM	-124 - 0.65%	$99.93 - $119.04 $12.4K - $14.8K	18.8K $2.03M
BRK-B	-8 - 0.25%	$483.48 - $539.8 $3.87K - $4.32K	3.22K $1.56M
CVX	-86 - 1.79%	$133.73 - $168.51 $11.5K - $14.5K	4.71K $674K
MO	-908 - 15.63%	$55.56 - $60.91 $50.4K - $55.3K	4.9K $287K

Activity Summary All Purchases 27 New Holdings 6 Increased Positions 21 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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