Act Wealth Management, LLC Portfolio Holdings
Act Wealth Management, LLC
- $225 Million
- Q3 2024
Act Wealth Management, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $225 Million distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Extended Market ETF with a value of $34.6M, Schwab Strategic Tr Intl Eqty with a value of $32.8M, Vanguard Whitehall Fds (Vangua with a value of $30.8M, Ishares Tr Russell 1000 ETF with a value of $23.4M, and Spdr Gold Trust with a value of $22.3M.
Examining the 13F form we can see an increase of $21.7M in the current position value, from $203M to 225M.
Below you can find more details about Act Wealth Management, LLC portfolio as well as his latest detailed transactions.
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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