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CIK: 0001842554
Total reported value
$300.8M
$300.8M
52 檔
39.2%
As reported in its official Q3 2024 Form 13F filing, ACT Advisors, LLC.'s tracked investment portfolio stood at $300.8M with 52 total positions.
In Q3 2024, ACT Advisors, LLC. displayed an active expansion posture, initiating 10 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 13.25% | — | +2449.46% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.61% | -0.89% | +12.93% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.75% | -1.01% | +1.11% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 9.90% | +0.33% | +6.86% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 9.11% | — | +2.28% | |
| 6 | PGX | Invesco Preferred ETF | ETF-Other | 8.20% | — | — | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 7.80% | — | — | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 7.69% | — | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.57% | -0.29% | -3.43% | |
| 10 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 1.66% | -0.11% | +603.42% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | -0.19% | -2.59% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.17% | -0.20% | -0.91% | |
| 13 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.09% | -0.19% | -2.34% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.08% | -0.14% | -2.29% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.87% | -3.08% | -94.35% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.03% | +3.94% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.18% | +6.24% | |
| 18 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.66% | -0.07% | -1.95% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.65% | +0.07% | -0.53% | |
| 20 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.60% | — | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.18% | +8.90% | |
| 22 | FLIA | Franklin International Aggre | ETF-Other | 0.48% | -0.09% | -2.28% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.10% | +0.29% | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.45% | -0.06% | -1.72% | |
| 25 | BBMC | JPM Betabuilders US Mid Cap | ETF-Other | 0.41% | -0.07% | -2.20% | |
| 26 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.38% | -0.13% | -2.11% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.31% | -0.03% | -2.41% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.09% | +1.89% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | -0.01% | +1.60% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.02% | +16.49% | |
| 31 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.19% | -0.04% | — | |
| 32 | VV | Vanguard Large-cap ETF | ETF-Other | 0.19% | -0.01% | -2.20% | |
| 33 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.19% | -0.11% | EXIT | |
| 34 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.18% | — | -19.51% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.16% | -0.01% | +1.94% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | — | +6.07% | |
| 37 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.14% | — | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | -0.04% | +954.36% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | +0.03% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.01% | +5.30% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.11% | — | +0.48% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.11% | -0.01% | -8.08% | |
| 43 | FVD | First Trust Value Line Dvd | ETF-Other | 0.11% | +0.07% | NEW | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.11% | — | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | — | — | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.11% | — | — | |
| 47 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.10% | -0.12% | +0.56% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.10% | — | — | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.10% | -0.02% | -4.53% | |
| 50 | HRTX | Heron Therapeutics Inc | Stock-Other | 0.02% | -0.01% | EXIT |
According to official SEC Form 13F filings, ACT Advisors, LLC. reported a total U.S. public equity portfolio value of $300.8M across 52 disclosed positions in Q3 2024.
During Q3 2024, ACT Advisors, LLC.'s top holdings by market value included SPMD (13.3%)、IVV (12.6%)、DGRW (10.8%). The largest single position, SPMD, represented 13.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPMD, IVV, DGRW) accounted for 39.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
PGX
市值: $17.4M
Top Position Liquidated / Trimmed
QQQM
前期市值: $27.0M
In Q3 2024, ACT Advisors, LLC. made 49 total portfolio adjustments, initiating 10 new buys, adding to 17 positions, trimming 18 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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