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CIK: 0001814191
Total reported value
$340.3M
$340.3M
52 檔
38.9%
In Q1 2025, Act Wealth Management, LLC's U.S. equity holdings reached a combined market value of $340.3M, distributed across 52 disclosed stock positions.
In Q1 2025, Act Wealth Management, 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 | VXF | Vanguard Extended Market ETF | ETF-Other | 14.52% | +1.37% | -0.36% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 14.37% | -0.81% | +3.22% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 11.32% | -0.62% | +0.73% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 10.25% | +0.50% | -1.35% | |
| 5 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 9.51% | -0.72% | +4.25% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.15% | -0.14% | +5.52% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 8.09% | -0.23% | +2.69% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.70% | -0.34% | -3.48% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 3.35% | — | -4.69% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 3.33% | -1.37% | +6.58% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.63% | -0.04% | -5.51% | |
| 12 | SPGM | State Street Spdr Portfolio | ETF-Other | 1.03% | — | +3.09% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.30% | +0.18% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.92% | -0.06% | +5.17% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.09% | +5.81% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.66% | -0.08% | +210.53% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | +0.04% | +24.80% | |
| 18 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.53% | -0.06% | -1.20% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.04% | -4.15% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | — | -1.05% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.09% | +7.36% | |
| 22 | INTU | Intuit Inc | Stock-Tech | 0.35% | -0.08% | — | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.31% | — | +0.27% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | -0.01% | +3.69% | |
| 25 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.24% | — | +17.71% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.23% | -0.01% | +1.17% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.22% | — | +4.16% | |
| 28 | ET | Energy Transfer LP | Stock-Energy | 0.18% | -0.02% | +8.76% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.17% | +0.02% | +1.44% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 0.16% | -0.01% | +1.93% | |
| 31 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.15% | +0.01% | — | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.15% | — | -3.64% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.13% | — | — | |
| 34 | NEM | Newmont CORP | Stock-Materials | 0.13% | -0.05% | — | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.13% | — | -2.50% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | -0.01% | -4.90% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.12% | — | — | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.11% | — | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | +13.38% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.10% | — | +0.45% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.01% | — | |
| 42 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.10% | +0.03% | -23.95% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.10% | — | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | — | -9.26% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.09% | +0.15% | — | |
| 46 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.09% | — | — | |
| 47 | PLUG | Plug Power Inc | Stock-Industrials | 0.02% | — | +58.33% | |
| 48 | POWW | Outdoor Holding Co | Stock-Other | 0.01% | — | — | |
| 49 | FTHM | Fathom Holdings Inc | Stock-Other | 0.01% | — | — | |
| 50 | HUMA | Humacyte Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Act Wealth Management, LLC reported a total U.S. public equity portfolio value of $340.3M across 52 disclosed positions in Q1 2025.
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 VXF, VYM, GLD) accounted for 38.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VXF
市值: $32.1M
During Q1 2025, Act Wealth Management, LLC's top holdings by market value included VXF (14.5%)、VYM (14.4%)、GLD (11.3%). The largest single position, VXF, represented 14.5% of total portfolio value.
In Q1 2025, Act Wealth Management, 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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