Act Wealth Management, LLC Purchases in Q4 2025

Act Wealth Management, LLC

  • $308 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
98K
+ 109.58%
$85.22 - $92.02 $8.35M - $9.02M
188K $17.3M
VNQ
Vanguard Specialized Funds Van

ETFs
100K
New
$88.13 - $92.69 $8.83M - $9.29M
100K $8.98M
PWB
Invesco Exchange Traded Fd Tr

ETFs
13.4K
+ 6.91%
$124.19 - $131.31 $1.67M - $1.77M
208K $26.2M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
30.9K
+ 6.02%
$45.78 - $46.3 $1.41M - $1.43M
544K $25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.8K
+ 2.19%
$23.02 - $24.23 $457K - $481K
927K $22.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.5K
+ 2.46%
$137.47 - $143.13 $893K - $930K
271K $38.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
8.94K
New
$61.89 - $76.13 $554K - $681K
8.94K $553K
HYD
Vaneck High Yield Muni ETF

ETFs
10.7K
New
$50.62 - $51.21 $540K - $546K
10.7K $540K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10K
+ 29.34%
$49.98 - $50.59 $500K - $506K
44.1K $2.22M
MUB
Ishares National Muni Bond ETF

ETFs
4.44K
+ 211.12%
$106.36 - $107.61 $473K - $478K
6.55K $700K
SLB
Schlumberger Limited

Energy
7.5K
New
$31.72 - $37.61 $238K - $282K
7.5K $277K
MS
Morgan Stanley

Financial Services
1.41K
New
$151.86 - $169.92 $214K - $240K
1.41K $225K
EEM
Ishares Msci Emerging Markets

ETFs
3.15K
+ 27.21%
$51.94 - $56.01 $164K - $176K
14.7K $808K
WFC
Wells Fargo & Company

Financial Services
2.17K
New
$77.62 - $87.3 $168K - $189K
2.17K $180K
XOM
Exxon Mobil Corp

Energy
695
+ 3.73%
$110.64 - $119.78 $76.9K - $83.2K
19.4K $2.28M
UAL
United Airlines Holdings, Inc.

Industrials
1.62K
+ 60.47%
$90.77 - $104.05 $147K - $168K
4.29K $407K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.52K
+ 1.76%
$99.87 - $101.27 $152K - $154K
87.9K $8.79M
PM
Philip Morris International Inc.

Consumer Defensive
468
+ 34.64%
$144.33 - $160.86 $67.5K - $75.3K
1.82K $277K
XLF
Financial Sector Spdr

ETFs
5.32K
+ 3.41%
$51.76 - $53.77 $275K - $286K
161K $8.45M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
51
+ 0.13%
$73.54 - $77.36 $3.75K - $3.95K
39.5K $3M
JNJ
Johnson & Johnson

Healthcare
52
+ 3.86%
$185.98 - $199.58 $9.67K - $10.4K
1.4K $279K
ATOM
Atomera Inc

Technology
10K
New
$2.23 - $5.11 $22.3K - $51.1K
10K $22K
Trust For Professional Manag
3.75K
+ 35.29%
N/A
14.4K $0
Fidelity Covington Trust
10
+ 0.09%
N/A
10.7K $0
Hive Digital Technologies Lt
4K
+ 33.33%
N/A
16K $0
BTCS
Btcs Inc.

Financial Services
8K
+ 66.67%
$2.69 - $5.96 $21.5K - $47.7K
20K $55K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.16%
$132.67 - $138.39 $1.33K - $1.38K
6.26K $839K
MO
Altria Group, Inc.

Consumer Defensive
501
+ 10.38%
$56.38 - $66.65 $28.2K - $33.4K
5.33K $309K
BX
Blackstone Inc.

Financial Services
112
+ 8.65%
$138.42 - $168.45 $15.5K - $18.9K
1.41K $194K
TSLA
Tesla, Inc.

Consumer Cyclical
91
+ 1.89%
$401.99 - $468.37 $36.6K - $42.6K
4.92K $2.01M
VXF
Vanguard Extended Market ETF

ETFs
4.13K
+ 2.07%
$204.22 - $215.05 $842K - $887K
203K $41.5M
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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