ACT WEALTH MANAGEMENT, LLC holdings history

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54 is the total number of securities ACT WEALTH MANAGEMENT, LLC has owned. The longest ACT WEALTH MANAGEMENT, LLC has owned a single stock is 12 quarters.

ACT WEALTH MANAGEMENT, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VXF VANGUARD INDEX FDS121215.11%16.58%19.68%Q4 2020Q3 202312
SCHF SCHWAB STRATEGIC TR121214.46%15.41%16.95%Q4 2020Q3 202312
VYM VANGUARD WHITEHALL FDS121213.53%14.51%16.00%Q4 2020Q3 202312
IWB ISHARES TR121210.62%12.72%14.79%Q4 2020Q3 202312
SCHC SCHWAB STRATEGIC TR12123.54%4.28%5.55%Q4 2020Q3 202312
AAPL APPLE INC12122.62%3.18%3.56%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.55%0.99%1.47%Q4 2020Q3 202312
SPGM SPDR INDEX SHS FDS12120.55%0.76%1.15%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.62%0.70%0.82%Q4 2020Q3 202312
TSLA TESLA INC12120.39%0.59%0.85%Q4 2020Q3 202312
INTU INTUIT12120.33%0.38%0.50%Q4 2020Q3 202312
CVX CHEVRON CORP NEW12120.23%0.38%0.49%Q4 2020Q3 202312
V VISA INC12120.33%0.35%0.40%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.20%0.32%0.62%Q4 2020Q3 202312
INTC INTEL CORP12120.13%0.25%0.41%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO12120.19%0.24%0.27%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12120.16%0.20%0.25%Q4 2020Q3 202312
SCHE SCHWAB STRATEGIC TR12120.13%0.20%0.29%Q4 2020Q3 202312
EEM ISHARES TR12120.13%0.19%0.25%Q4 2020Q3 202312
BX BLACKSTONE INC12120.13%0.18%0.24%Q4 2020Q3 202312
ADP AUTOMATIC DATA PROCESS...12120.14%0.15%0.18%Q4 2020Q3 202312
UNP UNION PAC CORP12120.13%0.15%0.17%Q4 2020Q3 202312
GLD SPDR GOLD TR111110.08%11.15%11.64%Q4 2020Q2 202311
AMZN AMAZON COM INC11110.14%0.29%0.48%Q4 2020Q2 202311
JNJ JOHNSON & JOHNSON11110.16%0.19%0.22%Q4 2020Q2 202311
EW EDWARDS LIFESCIENCES CORP820.14%0.18%0.25%Q1 2021Q3 202310
WBA WALGREENS BOOTS ALLIAN...10100.13%0.18%0.23%Q4 2020Q1 202310
ZIOP ZIOPHARM ONCOLOGY INC820.01%0.04%0.08%Q4 2020Q2 202310
CAT CATERPILLAR INC540.13%0.14%0.15%Q1 2021Q3 20239
UPS UNITED PARCEL SERVICE INC630.12%0.14%0.15%Q1 2021Q2 20239
MO ALTRIA GROUP INC540.12%0.13%0.15%Q1 2021Q3 20239
PEP PEPSICO INC880.14%0.17%0.20%Q4 2021Q3 20238
TDTF FLEXSHARES TR7712.63%13.28%14.14%Q4 2020Q2 20227
XLE SELECT SECTOR SPDR TR772.84%3.40%4.24%Q1 2022Q3 20237
XLF SELECT SECTOR SPDR TR772.64%2.96%3.64%Q1 2022Q3 20237
ET ENERGY TRANSFER L P770.14%0.15%0.18%Q1 2022Q3 20237
FTHM FATHOM HOLDINGS INC430.06%0.11%0.26%Q4 2021Q3 20237
POWW AMMO INC430.02%0.03%0.04%Q4 2021Q3 20237
CEMB ISHARES INC558.06%8.98%10.51%Q3 2022Q3 20235
XMMO INVESCO EXCHANGE TRADE...550.23%0.28%0.34%Q3 2022Q3 20235
IWF ISHARES TR550.17%0.18%0.20%Q3 2022Q3 20235
KO COCA COLA CO320.12%0.13%0.14%Q1 2022Q2 20235
CENNTRO ELECTRIC GROUP...320.00%0.00%0.01%Q2 2022Q3 20235
MUB ISHARES TR440.13%0.14%0.16%Q3 2022Q2 20234
UAL UNITED AIRLS HLDGS INC310.12%0.13%0.14%Q1 2021Q2 20234
UBER UBER TECHNOLOGIES INC330.13%0.17%0.21%Q1 2023Q3 20233
QQQ INVESCO QQQ TR330.14%0.16%0.17%Q4 2021Q2 20223
BA BOEING CO330.13%0.14%0.15%Q1 2021Q3 20213
WATT ENERGOUS CORP210.00%0.01%0.01%Q4 2020Q2 20233
VTEB VANGUARD MUN BD FDS220.12%0.13%0.13%Q1 2023Q2 20232
WARNER BROS DISCOVERY INC220.08%0.10%0.12%Q2 2023Q3 20232
SRLN SSGA ACTIVE ETF TR110.18%0.18%0.18%Q4 2022Q4 20221
CNI CANADIAN NATL RY CO110.12%0.12%0.12%Q1 2022Q1 20221
AIM AIM IMMUNOTECH INC110.01%0.01%0.01%Q4 2020Q4 20201
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The securities at the top of the list , including VANGUARD INDEX FDS, SCHWAB STRATEGIC TR, and VANGUARD WHITEHALL FDS, are the highest-conviction holdings of ACT WEALTH MANAGEMENT, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by ACT WEALTH MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that ACT WEALTH MANAGEMENT, LLC owns currently or has owned in the past.