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CIK: 0001842554
Total reported value
$300.8M
$300.8M
57 檔
39.2%
During the Q1 2025 filing period, ACT Advisors, LLC. (CIK: 0001842554) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $300.8M across 57 reported positions.
In Q1 2025, ACT Advisors, LLC. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.54% | -0.89% | -4.24% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 14.40% | — | — | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 12.29% | +0.33% | +12.91% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 11.90% | -1.01% | -0.85% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 10.91% | — | -2.08% | |
| 6 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 4.25% | — | — | |
| 7 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 4.14% | — | — | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.10% | -0.12% | EXIT | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.85% | -0.29% | +2.44% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | -0.19% | +1.96% | |
| 11 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.37% | -0.03% | — | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.29% | -0.20% | -5.40% | |
| 13 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 1.25% | -0.11% | — | |
| 14 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.12% | -0.19% | +1.36% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.06% | -0.14% | +2.57% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.03% | +3.55% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.73% | +0.07% | -1.74% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.18% | -7.62% | |
| 19 | BBMC | JPM Betabuilders US Mid Cap | ETF-Other | 0.69% | -0.07% | +1.85% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.68% | -3.08% | -85.97% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | +0.18% | +12.34% | |
| 22 | FLIA | Franklin International Aggre | ETF-Other | 0.54% | -0.09% | +0.98% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.10% | — | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.49% | -0.06% | -0.35% | |
| 25 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.46% | -0.07% | -9.72% | |
| 26 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.40% | -0.13% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.09% | +0.36% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.01% | +3.73% | |
| 29 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.29% | — | — | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.23% | -0.03% | +3.31% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.02% | — | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.23% | -0.01% | +2.33% | |
| 33 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.23% | -0.04% | — | |
| 34 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.20% | -0.12% | -24.16% | |
| 35 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.20% | -0.12% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | +0.03% | +32.28% | |
| 37 | AIRR | First Trust Rba American Ind | ETF-Other | 0.18% | — | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | -0.04% | +14.39% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | — | -1.37% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.17% | — | +3.20% | |
| 41 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.16% | -0.11% | EXIT | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.16% | -0.01% | +0.17% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | +0.01% | -2.52% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | -0.01% | +6.95% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | -0.01% | -4.29% | |
| 46 | BA | Boeing Co/the | Stock-Industrials | 0.13% | -0.02% | +1.68% | |
| 47 | FVD | First Trust Value Line Dvd | ETF-Other | 0.12% | +0.07% | NEW | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | — | -4.97% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.07% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.03% | -2.93% |
According to official SEC Form 13F filings, ACT Advisors, LLC. reported a total U.S. public equity portfolio value of $300.8M across 57 disclosed positions in Q1 2025.
During Q1 2025, ACT Advisors, LLC.'s top holdings by market value included IVV (14.5%)、BIL (14.4%)、DFAU (12.3%). The largest single position, IVV, represented 14.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BIL, DFAU) accounted for 39.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $26.8M
In Q1 2025, ACT Advisors, LLC. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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