Act Wealth Management, LLC Incresed Positions in Q3 2024

Act Wealth Management, LLC

$225 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
VXF Vanguard Extended Market ETF ETFs	2.99K + 1.6%	$163.98 - $182.92 $490K - $547K	190K $34.6M
SCHF Schwab Strategic Tr Intl Eqty ETFs	19.5K + 2.51%	$36.98 - $41.55 $723K - $812K	798K $32.8M
VYM Vanguard Whitehall Fds (Vangua ETFs	3.86K + 1.63%	$117.9 - $128.2 $455K - $495K	241K $30.8M
GLD Spdr Gold Trust ETFs	538 + 0.59%	$215.56 - $246.98 $116K - $133K	91.9K $22.3M
AGG Ishares Core U.S. Aggregate Bo ETFs	23.6K + 38.49%	$96.25 - $101.98 $2.27M - $2.4M	84.8K $8.59M
SCHC Schwab Strategic Tr Intl Small ETFs	13.6K + 4.67%	$34.48 - $38.87 $470K - $530K	306K $11.8M
CEMB Ishares J.P. Morgan Em Corpora ETFs	8.83K + 2.08%	$43.98 - $46.02 $388K - $406K	433K $19.9M
XLF Financial Sector Spdr ETFs	1.5K + 0.93%	$40.84 - $45.74 $61.1K - $68.4K	163K $7.38M
BRK-B Berkshire Hathaway Inc Class B Financial Services	535 + 21.37%	$405.19 - $478.57 $217K - $256K	3.04K $1.4M
EEM Ishares Msci Emerging Markets ETFs	1.18K + 17.07%	$40.42 - $46.7 $47.7K - $55.1K	8.09K $371K
SCHE Schwab Strategic Tr Us Emergin ETFs	400 + 2.3%	$25.45 - $29.53 $10.2K - $11.8K	17.8K $520K
MO Altria Group, Inc. Consumer Defensive	240 + 4.48%	$45.95 - $54.71 $11K - $13.1K	5.6K $285K
KO Coca Cola CO Consumer Defensive	30 + 0.85%	$62.69 - $73.01 $1.88K - $2.19K	3.54K $254K
MUB Ishares National Muni Bond ETF ETFs	54 + 1.33%	$106.13 - $108.7 $5.73K - $5.87K	4.1K $445K
INTC Intel Corp Technology	1K + 12.5%	$18.9 - $34.87 $18.9K - $34.9K	9K $211K
CVX Chevron Corp Energy	32 + 0.72%	$137.88 - $161.97 $4.41K - $5.18K	4.5K $662K
XLE Energy Sector Spdr ETFs	1.22K + 1.73%	$84.35 - $93.39 $103K - $114K	71.8K $6.31M

Activity Summary All Purchases 24 New Holdings 7 Increased Positions 17 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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