Act Wealth Management, LLC Purchases in Q2 2025

Act Wealth Management, LLC

  • $236 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
13.8K
+ 7.41%
$150.43 - $192.71 $2.08M - $2.66M
200K $38.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.98K
+ 4.03%
$272.36 - $339.57 $811K - $1.01M
76.8K $26.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.55K
+ 2.66%
$114.78 - $133.31 $751K - $873K
253K $33.7M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
13.3K
+ 2.86%
$43.64 - $45.44 $580K - $604K
479K $21.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$725400.0 - $809350.0 $725K - $809K
1 $728K
LUV
Southwest Airlines CO

Industrials
14.7K
New
$24.04 - $34.36 $354K - $506K
14.7K $477K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
3.1K
+ 8.49%
$55.5 - $69.0 $172K - $214K
39.5K $2.73M
SCHC
Schwab Strategic Tr Intl Small

ETFs
3.58K
+ 11.04%
$32.41 - $42.59 $116K - $152K
36K $1.53M
TSLA
Tesla, Inc.

Consumer Cyclical
36
+ 0.67%
$221.86 - $362.89 $7.99K - $13.1K
5.41K $1.72M
UNH
Unitedhealth Group Inc

Healthcare
912
New
$274.35 - $599.47 $250K - $547K
912 $284K
EW
Edwards Lifesciences Corp

Healthcare
2.72K
New
$67.07 - $78.22 $182K - $213K
2.72K $212K
AMZN
Amazon Com Inc

Consumer Cyclical
712
+ 57.14%
$167.32 - $223.3 $119K - $159K
1.96K $429K
EEM
Ishares Msci Emerging Markets

ETFs
2.58K
+ 29.72%
$38.52 - $48.28 $99.4K - $125K
11.3K $543K
V
Visa Inc.

Financial Services
393
+ 16.72%
$308.27 - $373.31 $121K - $147K
2.74K $973K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
375
+ 6.23%
$101.93 - $128.63 $38.2K - $48.2K
6.4K $822K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
904
+ 1.09%
$96.84 - $99.46 $87.5K - $89.9K
83.5K $8.29M
WBD
Warner Bros. Discovery, Inc.

Communication Services
6.5K
+ 13.4%
$7.69 - $11.46 $50K - $74.5K
55K $630K
UAL
United Airlines Holdings, Inc.

Industrials
547
+ 17.23%
$56.15 - $84.23 $30.7K - $46.1K
3.72K $296K
IWF
Ishares Russell 1000 Gr ETF

ETFs
24
+ 3.02%
$320.42 - $424.58 $7.69K - $10.2K
820 $345K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.94K
+ 2.21%
$22.68 - $23.28 $43.9K - $45.1K
89.7K $2.08M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
447
+ 4.16%
$19.1 - $23.83 $8.54K - $10.7K
11.2K $266K
PLUG
Plug Power Inc

Industrials
4K
+ 10.53%
$0.7 - $1.49 $2.8K - $5.96K
42K $62K
Hive Digital Technologies Lt
12K
New
N/A
12K $0
Fidelity Covington Trust
13
+ 0.12%
N/A
10.7K $0
XLE
Energy Sector Spdr

ETFs
5.61K
+ 7.13%
$76.44 - $94.13 $429K - $528K
84.3K $7.15M
AAPL
Apple Inc.

Technology
602
+ 2.3%
$172.42 - $223.89 $104K - $135K
26.8K $5.5M
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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