Act Wealth Management, LLC Purchases and Sells in Q1 2025

Act Wealth Management, LLC

$220 Million
Q1 2025

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	629 + 0.73%	$243.19 - $288.14 $153K - $181K	86.8K $25M
SCHF	47.6K + 5.52%	$18.36 - $20.51 $875K - $977K	910K $18.2M
HEFA	12.9K + 2.69%	$34.83 - $37.52 $449K - $484K	493K $18M
CEMB	19K + 4.25%	$44.28 - $45.4 $840K - $862K	465K $21M
VTEB	20K + 210.53%	$49.25 - $50.66 $985K - $1.01M	29.5K $1.46M
VYM	7.68K + 3.22%	$126.11 - $135.06 $969K - $1.04M	246K $31.4M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEM	5.95K New	$37.79 - $48.39 $225K - $288K	5.95K $287K
PM	1.52K New	$117.15 - $158.79 $178K - $241K	1.52K $240K
JNJ	1.35K New	$142.06 - $167.7 $191K - $226K	1.35K $223K
UBER	2.9K New	$63.17 - $81.49 $183K - $236K	2.9K $211K
INTC	9K New	$19.1 - $27.39 $172K - $247K	9K $204K
CENNTRO INC	10K New	N/A	10K $0

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXF	-679 - 0.36%	$170.36 - $201.04 $116K - $137K	186K $32.2M
IWB	-1.01K - 1.35%	$302.31 - $337.54 $305K - $341K	73.9K $22.5M
AAPL	-1.53K - 5.51%	$209.68 - $247.1 $320K - $377K	26.2K $5.82M
XLF	-7.32K - 4.69%	$47.32 - $52.19 $346K - $382K	149K $7.32M
UAL	-1K - 23.95%	$69.05 - $110.52 $69.1K - $111K	3.18K $219K
MSFT	-124 - 4.15%	$375.39 - $447.2 $46.5K - $55.5K	2.87K $1.08M

Activity Summary All Purchases 33 New Holdings 8 Increased Positions 25 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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