ACT WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$226M
Signature - Title
Aryn Sands - Agent
Location
Plano, TX
Summary
This page shows a list of all the recent 13F filings made by ACT WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ACT WEALTH MANAGEMENT, LLC reported 49 stock holdings with total value $226M as of Q3 2024. Top holdings included VXF, SCHF, VYM, IWB, and GLD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 49 $226M +$9.53M -$1.65M +$7.88M VXF, SCHF, VYM, IWB, GLD 13F-HR 10/8/2024, 03:51 PM
Q2 2024 43 $203M +$9.98M -$4.97M +$5.01M VXF, SCHF, VYM, IWB, GLD 13F-HR 7/11/2024, 10:07 AM
Q1 2024 44 $198M +$3.91M -$2.45M +$1.46M VXF, SCHF, VYM, IWB, GLD 13F-HR 4/9/2024, 06:18 PM
Q4 2023 45 $185M +$24.5M -$1.4M +$23.1M VXF, SCHF, VYM, IWB, GLD 13F-HR 1/17/2024, 07:45 PM
Q3 2023 37 $149M +$1.98M -$26M -$24M VXF, SCHF, VYM, IWB, CEMB 13F-HR 10/10/2023, 05:41 PM
Q2 2023 47 $178M +$5.62M -$1.58M +$4.04M VXF, SCHF, VYM, IWB, GLD 13F-HR 7/14/2023, 01:38 PM
Q1 2023 46 $168M +$4.36M -$2.31M +$2.05M VXF, SCHF, VYM, IWB, GLD 13F-HR 4/13/2023, 01:20 PM
Q4 2022 40 $158M +$6.33M -$440K +$5.89M SCHF, VXF, VYM, GLD, IWB 13F-HR 1/19/2023, 06:33 PM
Q3 2022 39 $140M +$18.5M -$23M -$4.43M VXF, SCHF, VYM, GLD, IWB 13F-HR 10/24/2022, 03:58 PM
Q2 2022 39 $153M +$4.33M -$2.98M +$1.36M VXF, SCHF, TDTF, VYM, GLD 13F-HR 7/8/2022, 12:39 PM
Q1 2022 41 $176M +$19M -$11.2M +$7.77M VXF, SCHF, VYM, TDTF, IWB 13F-HR 4/12/2022, 03:47 PM
Q4 2021 36 $174M +$7.19M -$768K +$6.42M VXF, VYM, IWB, SCHF, TDTF 13F-HR 1/28/2022, 07:56 PM
Q3 2021 33 $162M $0 -$342K -$342K VXF, SCHF, IWB, VYM, TDTF 13F-HR 10/12/2021, 11:35 AM
Q2 2021 34 $162M +$1.82M -$2.57M -$755K VXF, SCHF, IWB, VYM, TDTF 13F-HR 7/20/2021, 02:14 PM
Q1 2021 34 $155M +$6.01M -$12.8M -$6.81M VXF, SCHF, VYM, IWB, TDTF 13F-HR 4/8/2021, 02:00 PM
Q4 2020 30 $156M $0 $0 VXF, SCHF, VYM, IWB, TDTF 13F-HR 2/3/2021, 10:58 AM