The Analysis of ACT WEALTH MANAGEMENT, LLC's Holdings
Currently, ACT WEALTH MANAGEMENT, LLC holds 61 types of securities in its portfolio with a total value $305.7M. In the most recent quarter, they have increased their positions in VNQ (+100.2K shares, valued at $8.9M), XLE (+98.0K shares, valued at $4.4M), PWB (+13.4K shares, valued at $1.7M); decreased their positions in GLD (-7.3K shares, valued at $2.9M), IWB (-2.1K shares, valued at $782.7K), WBD (-24.1K shares, valued at $693.2K); initiated new positions in VNQ (+100.2K shares, valued at $8.9M), HYD (+10.7K shares, valued at $545.0K), PYPL (+8.9K shares, valued at $522.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VXF VANGUARD INDEX FDS203.4K shares2.07%2025-12-312026-01-15
VYM VANGUARD WHITEHALL FDS270.7K shares2.46%2025-12-312026-01-15 IWB ISHARES TR76.1K shares-2.68%2025-12-312026-01-15 GLD SPDR GOLD TR71.6K shares-9.23%2025-12-312026-01-15 PWB INVESCO EXCHANGE TRADED FD T208.1K shares6.91%2025-12-312026-01-15 CEMB ISHARES INC543.7K shares6.02%2025-12-312026-01-15 SCHF SCHWAB STRATEGIC TR926.7K shares2.19%2025-12-312026-01-15 HEFA ISHARES TR519.9K shares-0.39%2025-12-312026-01-15 VNQ VANGUARD INDEX FDS100.2K sharesnew addition2025-12-312026-01-15 XLF SELECT SECTOR SPDR TR161.0K shares3.41%2025-12-312026-01-15 AGG ISHARES TR87.9K shares1.76%2025-12-312026-01-15 XLE SELECT SECTOR SPDR TR187.5K shares109.58%2025-12-312026-01-15 AAPL APPLE INC24.5K shares-1.87%2025-12-312026-01-15 SPGM SPDR INDEX SHS FDS39.5K shares0.13%2025-12-312026-01-15 XOM EXXON MOBIL CORP19.4K shares3.73%2025-12-312026-01-15 VTEB VANGUARD MUN BD FDS44.1K shares29.34%2025-12-312026-01-15 TSLA TESLA INC4.9K shares1.89%2025-12-312026-01-15 SCHZ SCHWAB STRATEGIC TR70.9K shares-0.72%2025-12-312026-01-15 SCHC SCHWAB STRATEGIC TR34.9K shares-1.89%2025-12-312026-01-15 MSFT MICROSOFT CORP2.5K shares-1.77%2025-12-312026-01-15 WBD WARNER BROS DISCOVERY INC30.4K shares-44.20%2025-12-312026-01-15 XMMO INVESCO EXCHANGE TRADED FD T6.3K shares0.16%2025-12-312026-01-15 INTU INTUIT1.3K shares0.00%2025-12-312026-01-15 EEM ISHARES TR14.7K shares27.21%2025-12-312026-01-15 V VISA INC2.3K shares-2.77%2025-12-312026-01-15 IGIB ISHARES TR14.8K shares0.00%2025-12-312026-01-15 MUB ISHARES TR6.5K shares211.12%2025-12-312026-01-15 CVX CHEVRON CORP NEW4.2K shares-0.84%2025-12-312026-01-15 HYD VANECK ETF TRUST10.7K sharesnew addition2025-12-312026-01-15 SCHE SCHWAB STRATEGIC TR16.5K shares-4.82%2025-12-312026-01-15 PYPL PAYPAL HLDGS INC8.9K sharesnew addition2025-12-312026-01-15 UAL UNITED AIRLS HLDGS INC4.3K shares60.47%2025-12-312026-01-15 NVDA NVIDIA CORPORATION2.4K shares-6.93%2025-12-312026-01-15 FELG FIDELITY COVINGTON TRUST10.7K shares0.09%2025-12-312026-01-15 GS GOLDMAN SACHS GROUP INC496 shares-2.36%2025-12-312026-01-15 NEM NEWMONT CORP4.0K shares-21.23%2025-12-312026-01-15 CLSE TRUST FOR PROFESSIONAL MANAG14.4K shares35.29%2025-12-312026-01-15 BA BOEING CO1.6K sharesnew addition2025-12-312026-01-15 IWF ISHARES TR649 shares0.00%2025-12-312026-01-15 MO ALTRIA GROUP INC5.3K shares10.38%2025-12-312026-01-15 INTC INTEL CORP8.0K shares0.00%2025-12-312026-01-15 PM PHILIP MORRIS INTL INC1.8K shares34.64%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.902 shares-0.55%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON1.4K shares3.86%2025-12-312026-01-15 SLB SLB LIMITED7.5K sharesnew addition2025-12-312026-01-15 ADP AUTOMATIC DATA PROCESSING IN1.1K shares0.00%2025-12-312026-01-15 ET ENERGY TRANSFER L P16.5K shares-20.97%2025-12-312026-01-15 AMZN AMAZON COM INC1.2K shares0.00%2025-12-312026-01-15 GRNY TIDAL TRUST I10.6K shares-28.53%2025-12-312026-01-15 UNP UNION PAC CORP1.1K shares0.00%2025-12-312026-01-15 MS MORGAN STANLEY1.4K sharesnew addition2025-12-312026-01-15 SCHB SCHWAB STRATEGIC TR8.8K shares-21.14%2025-12-312026-01-15 EW EDWARDS LIFESCIENCES CORP2.7K shares0.00%2025-12-312026-01-15 WFC WELLS FARGO CO NEW2.2K sharesnew addition2025-12-312026-01-15 BTCS BTCS INC20.0K shares66.67%2025-12-312026-01-15 HIVE HIVE DIGITAL TECHNOLOGIES LT16.0K shares33.33%2025-12-312026-01-15 PLUG PLUG POWER INC12.0K shares-62.50%2025-12-312026-01-15 ATOM ATOMERA INC10.0K sharesnew addition2025-12-312026-01-15 HUMA HUMACYTE INC11.4K shares0.00%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available