Act Wealth Management, LLC Portfolio Holdings
Act Wealth Management, LLC
- $214 Million
- Q4 2024
Act Wealth Management, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $214 Million distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Extended Market ETF with a value of $35.5M, Vanguard Whitehall Fds (Vangua with a value of $30.4M, Ishares Tr Russell 1000 ETF with a value of $24.1M, Spdr Gold Trust with a value of $20.9M, and Ishares J.P. Morgan Em Corpora with a value of $19.8M.
Examining the 13F form we can see an decrease of $11M in the current position value, from $225M to 214M.
Below you can find more details about Act Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$214 Million
ETFs: $194 Million
Technology: $9.72 Million
Energy: $3.07 Million
Financial Services: $2.92 Million
Consumer Cyclical: $1.98 Million
Industrials: $1.04 Million
Consumer Defensive: $519,000
Communication Services: $437,000
Other: $291,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|