The Analysis of ACT Advisors, LLC.'s Holdings
Currently, ACT Advisors, LLC. holds 65 types of securities in its portfolio with a total value $253.7M. In the most recent quarter, they have increased their positions in SRLN (+205.3K shares, valued at $8.5M), DFAU (+36.7K shares, valued at $1.7M), MMIN (+53.0K shares, valued at $1.3M); decreased their positions in JPST (-27.4K shares, valued at $1.4M), IVV (-669 shares, valued at $458.2K), TBLL (-1.9K shares, valued at $201.5K); initiated new positions in SRLN (+205.3K shares, valued at $8.5M), FSEP (+12.5K shares, valued at $642.9K), AGL (+24.6K shares, valued at $16.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST656.2K shares5.93%2025-12-312026-01-14
QQQM INVESCO EXCH TRADED FD TR II108.8K shares-0.56%2025-12-312026-01-14 AVDE AMERICAN CENTY ETF TR311.1K shares0.91%2025-12-312026-01-14 AVEM AMERICAN CENTY ETF TR307.5K shares3.45%2025-12-312026-01-14 DGRW WISDOMTREE TR229.6K shares0.09%2025-12-312026-01-14 IVV ISHARES TR29.6K shares-2.21%2025-12-312026-01-14 CGDV CAPITAL GROUP DIVIDEND VALUE449.1K shares0.79%2025-12-312026-01-14 MMIN NEW YORK LIFE INVTS ACTIVE E550.7K shares10.64%2025-12-312026-01-14 TFI SPDR SERIES TRUST186.3K shares1.06%2025-12-312026-01-14 SPAB SPDR SERIES TRUST330.8K shares0.83%2025-12-312026-01-14 SRLN SSGA ACTIVE ETF TR205.3K sharesnew addition2025-12-312026-01-14 VTI VANGUARD INDEX FDS18.8K shares-2.80%2025-12-312026-01-14 SPYM SPDR SERIES TRUST50.9K shares-2.38%2025-12-312026-01-14 AAPL APPLE INC8.8K shares5.22%2025-12-312026-01-14 USMV ISHARES TR23.2K shares-1.90%2025-12-312026-01-14 SPDW SPDR INDEX SHS FDS48.9K shares-2.68%2025-12-312026-01-14 BBAG J P MORGAN EXCHANGE TRADED F45.6K shares-1.13%2025-12-312026-01-14 NVDA NVIDIA CORPORATION9.9K shares4.54%2025-12-312026-01-14 MSFT MICROSOFT CORP3.7K shares-0.19%2025-12-312026-01-14 MTUM ISHARES TR6.1K shares-2.20%2025-12-312026-01-14 BBMC J P MORGAN EXCHANGE TRADED F13.9K shares-2.14%2025-12-312026-01-14 GJUN FIRST TR EXCHNG TRADED FD VI35.8K shares0.00%2025-12-312026-01-14 BROADCOM INC BROADCOM INC4.1K shares-2.27%2025-12-312026-01-14 TBLL INVESCO EXCH TRADED FD TR II10.0K shares-16.01%2025-12-312026-01-14 HYMB SPDR SERIES TRUST42.3K shares6.47%2025-12-312026-01-14 FLIA FRANKLIN TEMPLETON ETF TR49.6K shares-0.84%2025-12-312026-01-14 KO COCA COLA CO13.6K shares0.30%2025-12-312026-01-14 NTSX WISDOMTREE TR16.1K shares-2.96%2025-12-312026-01-14 AMZN AMAZON COM INC3.7K shares3.18%2025-12-312026-01-14 META META PLATFORMS INC1.2K shares-1.46%2025-12-312026-01-14 DDFL INNOVATOR ETFS TRUST37.8K shares24.94%2025-12-312026-01-14 ALPHABET INC ALPHABET INC2.3K shares4.83%2025-12-312026-01-14 FSEP FIRST TR EXCHNG TRADED FD VI12.5K sharesnew addition2025-12-312026-01-14 ALPHABET INC ALPHABET INC2.0K shares20.47%2025-12-312026-01-14 TSLA TESLA INC1.3K shares2.88%2025-12-312026-01-14 AIRR FIRST TR EXCHANGE TRADED FD5.6K shares0.00%2025-12-312026-01-14 SPSM SPDR SERIES TRUST10.1K shares-2.24%2025-12-312026-01-14 SPEM SPDR INDEX SHS FDS10.1K shares-2.95%2025-12-312026-01-14 DJAN FIRST TR EXCHNG TRADED FD VI10.6K shares0.00%2025-12-312026-01-14 PYLD PIMCO ETF TR16.9K shares2.60%2025-12-312026-01-14 BALT INNOVATOR ETFS TRUST13.4K shares0.00%2025-12-312026-01-14 BOND PIMCO ETF TR4.7K shares2.70%2025-12-312026-01-14 OMFL INVESCO EXCH TRD SLF IDX FD6.4K shares-11.30%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.1.1K shares2.05%2025-12-312026-01-14 LLY ELI LILLY & CO326 shares13.99%2025-12-312026-01-14 JPST J P MORGAN EXCHANGE TRADED F6.9K shares-79.91%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC1.9K shares5.09%2025-12-312026-01-14 BA BOEING CO1.5K shares1.89%2025-12-312026-01-14 PM PHILIP MORRIS INTL INC2.0K shares-4.96%2025-12-312026-01-14 V VISA INC828 shares34.85%2025-12-312026-01-14 XOM EXXON MOBIL CORP2.4K shares21.60%2025-12-312026-01-14 ABBV ABBVIE INC1.2K shares-18.34%2025-12-312026-01-14 WMT WALMART INC2.3K shares6.99%2025-12-312026-01-14 XMLV INVESCO EXCH TRADED FD TR II4.0K shares-1.61%2025-12-312026-01-14 VV VANGUARD INDEX FDS720 shares0.56%2025-12-312026-01-14 ALL ALLSTATE CORP985 shares0.41%2025-12-312026-01-14 ORCL ORACLE CORP1.0K shares4.32%2025-12-312026-01-14 PML PIMCO MUN INCOME FD II20.6K shares96.76%2025-12-312026-01-14 CXE MFS HIGH INCOME MUN TR17.7K shares0.45%2025-12-312026-01-14 HRTX HERON THERAPEUTICS INC25.8K shares0.89%2025-12-312026-01-14 RANI RANI THERAPEUTICS HLDGS INC16.1K shares8.48%2025-12-312026-01-14 WTI W & T OFFSHORE INC11.1K shares-2.55%2025-12-312026-01-14 AGL AGILON HEALTH INC24.6K sharesnew addition2025-12-312026-01-14 RLYB RALLYBIO CORP13.2K sharesnew addition2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available