Act Wealth Management, LLC Portfolio Holdings
Act Wealth Management, LLC
- $236 Million
- Q2 2025
Act Wealth Management, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $236 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Extended Market ETF with a value of $38.5M, Vanguard Whitehall Fds (Vangua with a value of $33.7M, Ishares Tr Russell 1000 ETF with a value of $26.1M, Spdr Gold Trust with a value of $22.6M, and Ishares J.P. Morgan Em Corpora with a value of $21.7M.
Examining the 13F form we can see an increase of $15.8M in the current position value, from $220M to 236M.
Below you can find more details about Act Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$236 Million
ETFs: $214 Million
Technology: $8.89 Million
Financial Services: $3.92 Million
Energy: $3.08 Million
Consumer Cyclical: $2.15 Million
Industrials: $1.66 Million
Healthcare: $724,000
Communication Services: $630,000
Other: $906,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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