Act Wealth Management, LLC Purchases in Q1 2025

Act Wealth Management, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
629
+ 0.73%
$243.19 - $288.14 $153K - $181K
86.8K $25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
47.6K
+ 5.52%
$18.36 - $20.51 $875K - $977K
910K $18.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
12.9K
+ 2.69%
$34.83 - $37.52 $449K - $484K
493K $18M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
19K
+ 4.25%
$44.28 - $45.4 $840K - $862K
465K $21M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20K
+ 210.53%
$49.25 - $50.66 $985K - $1.01M
29.5K $1.46M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.68K
+ 3.22%
$126.11 - $135.06 $969K - $1.04M
246K $31.4M
XLE
Energy Sector Spdr

ETFs
4.86K
+ 6.58%
$85.7 - $93.96 $416K - $456K
78.7K $7.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
177
+ 5.81%
$442.66 - $534.52 $78.4K - $94.6K
3.23K $1.69M
NEM
Newmont Corp

Basic Materials
5.95K
New
$37.79 - $48.39 $225K - $288K
5.95K $287K
PM
Philip Morris International Inc.

Consumer Defensive
1.52K
New
$117.15 - $158.79 $178K - $241K
1.52K $240K
XOM
Exxon Mobil Corp

Energy
35
+ 0.18%
$105.44 - $118.93 $3.69K - $4.16K
19K $2.25M
UBER
Uber Technologies, Inc

Technology
2.9K
New
$63.17 - $81.49 $183K - $236K
2.9K $211K
INTC
Intel Corp

Technology
9K
New
$19.1 - $27.39 $172K - $247K
9K $204K
CVX
Chevron Corp

Energy
329
+ 7.36%
$146.71 - $167.97 $48.3K - $55.3K
4.8K $802K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.31K
+ 5.17%
$22.46 - $23.26 $96.9K - $100K
87.7K $2.03M
WBD
Warner Bros. Discovery, Inc.

Communication Services
7.3K
+ 17.71%
$9.47 - $11.46 $69.1K - $83.7K
48.5K $503K
MO
Altria Group, Inc.

Consumer Defensive
110
+ 1.93%
$50.81 - $60.02 $5.59K - $6.6K
5.81K $348K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
716
+ 4.16%
$25.81 - $28.52 $18.5K - $20.4K
17.9K $495K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.09K
+ 3.09%
$61.91 - $66.79 $67.6K - $72.9K
36.5K $2.28M
EEM
Ishares Msci Emerging Markets

ETFs
123
+ 1.44%
$40.81 - $45.34 $5.02K - $5.58K
8.69K $380K
ET
Energy Transfer LP

Energy
1.75K
+ 8.76%
$17.26 - $21.08 $30.2K - $36.9K
21.7K $403K
Cenntro Inc
10K
New
N/A
10K $0
Energous Corp
4K
+ 20.0%
N/A
24K $0
Tidal ETF Tr
10.5K
New
N/A
10.5K $0
Fidelity Covington Trust
10.7K
New
N/A
10.7K $0
PLUG
Plug Power Inc

Industrials
14K
+ 58.33%
$1.34 - $3.15 $18.8K - $44.1K
38K $51K
MUB
Ishares National Muni Bond ETF

ETFs
55
+ 1.17%
$104.71 - $107.69 $5.76K - $5.92K
4.75K $499K
AMZN
Amazon Com Inc

Consumer Cyclical
147
+ 13.38%
$190.26 - $242.06 $28K - $35.6K
1.25K $237K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
48
+ 0.45%
$21.23 - $23.75 $1.02K - $1.14K
10.8K $230K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
16
+ 0.27%
$110.9 - $132.93 $1.77K - $2.13K
6.02K $681K
NVDA
Nvidia Corp

Technology
200
+ 3.69%
$106.98 - $149.43 $21.4K - $29.9K
5.62K $608K
TSLA
Tesla, Inc.

Consumer Cyclical
1.07K
+ 24.8%
$222.15 - $428.22 $237K - $457K
5.37K $1.39M
Activity Summary
Buys All Purchases 33 New Holdings 8 Increased Positions 25 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Act Wealth Management, LLC Portfolio

Follow Act Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Act Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Act Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email