Act Wealth Management, LLC Reduced Holdings in Q3 2025

Act Wealth Management, LLC

  • $284 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.04K
- 32.38%
$459.11 - $506.91 $478K - $528K
2.18K $1.09M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-18.2K
- 20.34%
$22.9 - $23.58 $418K - $430K
71.4K $1.68M
AMZN
Amazon Com Inc

Consumer Cyclical
-796
- 40.65%
$211.65 - $238.24 $168K - $190K
1.16K $255K
V
Visa Inc.

Financial Services
-393
- 14.33%
$332.09 - $358.86 $131K - $141K
2.35K $802K
NVDA
Nvidia Corp

Technology
-1.01K
- 27.74%
$153.3 - $186.58 $155K - $188K
2.63K $489K
UBER
Uber Technologies, Inc

Technology
-750
- 26.79%
$86.91 - $99.57 $65.2K - $74.7K
2.05K $200K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-171
- 20.85%
$420.11 - $472.68 $71.8K - $80.8K
649 $298K
LUV
Southwest Airlines CO

Industrials
-1.08K
- 7.31%
$29.06 - $37.7 $31.2K - $40.5K
13.6K $435K
UAL
United Airlines Holdings, Inc.

Industrials
-1.05K
- 28.16%
$80.05 - $109.36 $83.9K - $115K
2.67K $258K
MSFT
Microsoft Corp

Technology
-141
- 5.15%
$491.09 - $535.64 $69.2K - $75.5K
2.6K $1.34M
CVX
Chevron Corp

Energy
-447
- 9.49%
$145.57 - $161.83 $65.1K - $72.3K
4.26K $662K
MUB
Ishares National Muni Bond ETF

ETFs
-50
- 2.32%
$103.24 - $106.68 $5.16K - $5.33K
2.11K $224K
PLUG
Plug Power Inc

Industrials
-10K
- 23.81%
$1.37 - $2.65 $13.7K - $26.5K
32K $74K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-144
- 2.25%
$128.6 - $136.01 $18.5K - $19.6K
6.25K $845K
MO
Altria Group, Inc.

Consumer Defensive
-75
- 1.53%
$57.75 - $67.68 $4.33K - $5.08K
4.83K $318K
INTC
Intel Corp

Technology
-1K
- 11.11%
$19.31 - $35.5 $19.3K - $35.5K
8K $268K
XOM
Exxon Mobil Corp

Energy
-180
- 0.96%
$105.83 - $117.22 $19K - $21.1K
18.7K $2.1M
NEM
Newmont Corp

Basic Materials
-860
- 14.46%
$57.35 - $85.25 $49.3K - $73.3K
5.09K $428K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-395
- 1.1%
$42.28 - $45.71 $16.7K - $18.1K
35.6K $1.62M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-140
- 0.35%
$68.95 - $75.02 $9.65K - $10.5K
39.4K $2.95M
TSLA
Tesla, Inc.

Consumer Cyclical
-578
- 10.69%
$293.94 - $444.72 $170K - $257K
4.83K $2.15M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-600
- 1.09%
$10.78 - $19.82 $6.47K - $11.9K
54.4K $1.06M
AAPL
Apple Inc.

Technology
-1.84K
- 6.88%
$202.38 - $256.87 $373K - $473K
24.9K $6.35M
VXF
Vanguard Extended Market ETF

ETFs
-748
- 0.37%
$193.58 - $213.07 $145K - $159K
199K $41.7M
Activity Summary
Buys All Purchases 22 New Holdings 6 Increased Positions 16 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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