ACT WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed April 11, 2025
Portfolio Value
$221.0B
Holdings
52
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VXFVANGUARD INDEX FDS | 186,239 | $32.1B | 14.52% | |
| 2 | VYMVANGUARD WHITEHALL FDS | 246,259 | $31.8B | 14.37% | |
| 3 | GQ9SPDR GOLD TR | 86,793 | $25.0B | 11.32% | |
| 4 | IWBISHARES TR | 73,870 | $22.7B | 10.25% | |
| 5 | CEMBISHARES INC | 465,242 | $21.0B | 9.51% | |
| 6 | SCHFSCHWAB STRATEGIC TR | 910,178 | $18.0B | 8.15% | |
| 7 | HEFAISHARES TR | 492,706 | $17.9B | 8.09% | |
| 8 | AGGISHARES TR | 82,623 | $8.2B | 3.70% | |
| 9 | XLFSELECT SECTOR SPDR TR | 148,772 | $7.4B | 3.35% | |
| 10 | XLESELECT SECTOR SPDR TR | 78,651 | $7.3B | 3.33% | |
| 11 | AAPLAPPLE INC | 26,183 | $5.8B | 2.63% | |
| 12 | SPGMSPDR INDEX SHS FDS | 36,451 | $2.3B | 1.03% | |
| 13 | XOMEXXON MOBIL CORP | 18,960 | $2.3B | 1.02% | |
| 14 | SCHZSCHWAB STRATEGIC TR | 87,746 | $2.0B | 0.92% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,226 | $1.7B | 0.78% | |
| 16 | VTEBVANGUARD MUN BD FDS | 29,500 | $1.5B | 0.66% | |
| 17 | TSLATESLA INC | 5,369 | $1.4B | 0.63% | |
| 18 | SCHCSCHWAB STRATEGIC TR | 32,412 | $1.2B | 0.53% | |
| 19 | MSFTMICROSOFT CORP | 2,867 | $1.1B | 0.49% | |
| 20 | VVISA INC | 2,350 | $823.6M | 0.37% | |
| 21 | CVXCHEVRON CORP NEW | 4,797 | $802.5M | 0.36% | |
| 22 | INTUINTUIT | 1,265 | $776.7M | 0.35% | |
| 23 | XMMOINVESCO EXCHANGE TRADED FD T | 6,022 | $685.0M | 0.31% | |
| 24 | NVDANVIDIA CORPORATION | 5,616 | $608.7M | 0.28% | |
| 25 | WBDWARNER BROS DISCOVERY INC | 48,523 | $520.7M | 0.24% | |
| 26 | MUBISHARES TR | 4,751 | $500.9M | 0.23% | |
| 27 | SCHESCHWAB STRATEGIC TR | 17,943 | $494.7M | 0.22% | |
| 28 | ETENERGY TRANSFER L P | 21,719 | $403.7M | 0.18% | |
| 29 | EEMISHARES TR | 8,685 | $379.5M | 0.17% | |
| 30 | MOALTRIA GROUP INC | 5,808 | $348.6M | 0.16% | |
| 31 | FELGFIDELITY COVINGTON TRUST | 10,654 | $335.6M | 0.15% | |
| 32 | ADPAUTOMATIC DATA PROCESSING IN | 1,060 | $323.9M | 0.15% | |
| 33 | IWFISHARES TR | 796 | $287.6M | 0.13% | |
| 34 | NEMNEWMONT CORP | 5,947 | $287.1M | 0.13% | |
| 35 | GSGOLDMAN SACHS GROUP INC | 508 | $277.6M | 0.13% | |
| 36 | JPMJPMORGAN CHASE & CO. | 1,126 | $276.2M | 0.12% | |
| 37 | UNPUNION PAC CORP | 1,091 | $257.7M | 0.12% | |
| 38 | 4I1PHILIP MORRIS INTL INC | 1,516 | $240.6M | 0.11% | |
| 39 | AMZNAMAZON COM INC | 1,246 | $237.1M | 0.11% | |
| 40 | SCHBSCHWAB STRATEGIC TR | 10,753 | $231.5M | 0.10% | |
| 41 | JNJJOHNSON & JOHNSON | 1,347 | $223.4M | 0.10% | |
| 42 | UALUNITED AIRLS HLDGS INC | 3,175 | $219.2M | 0.10% | |
| 43 | UBERUBER TECHNOLOGIES INC | 2,900 | $211.3M | 0.10% | |
| 44 | PGPROCTER AND GAMBLE CO | 1,206 | $205.6M | 0.09% | |
| 45 | INTCINTEL CORP | 9,000 | $204.4M | 0.09% | |
| 46 | GRNYTIDAL ETF TR | 10,526 | $191.3M | 0.09% | |
| 47 | PLUNPLUG POWER INC | 38,000 | $51.3M | 0.02% | |
| 48 | POWWAMMO INC | 16,000 | $22.1M | 0.01% | |
| 49 | FTHMFATHOM HOLDINGS INC | 22,000 | $19.4M | 0.01% | |
| 50 | HUMAHUMACYTE INC | 11,379 | $19.4M | 0.01% | |
| 51 | CENNCENNTRO INC | 10,000 | $8.7M | 0.00% | |
| 52 | WATTEURENERGOUS CORP | 24,000 | $6.5M | 0.00% |