$132 Million is the total value of ACT Advisors, LLC.'s 32 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | Sell | ISHARES TRmsci usa min vol | $4,866,000 | -2.1% | 65,306 | -5.7% | 3.69% | -6.0% |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $2,195,000 | -6.7% | 40,926 | -5.7% | 1.66% | -10.5% |
| ARKK | Sell | ARK ETF TRinnovation etf | $1,272,000 | -92.2% | 9,994 | -92.3% | 0.96% | -92.5% |
| MSFT | Sell | MICROSOFT CORP | $1,116,000 | +8.5% | 4,019 | -0.6% | 0.85% | +4.2% |
| LOW | Sell | LOWES COS INC | $1,038,000 | -4.2% | 5,331 | -3.6% | 0.79% | -8.2% |
| SMMV | Sell | ISHARES TRmsci usa smcp mn | $980,000 | -2.9% | 25,803 | -2.3% | 0.74% | -6.9% |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $765,000 | +2.0% | 7,393 | -0.1% | 0.58% | -2.2% |
| JIG | Sell | J P MORGAN EXCHANGE-TRADED Finternl gwt | $636,000 | -1.1% | 8,187 | -2.1% | 0.48% | -5.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 26.8% |
| J P MORGAN EXCHANGE-TRADED F | 12 | Q3 2023 | 31.0% |
| WISDOMTREE TR | 12 | Q3 2023 | 11.2% |
| ISHARES TR | 12 | Q3 2023 | 24.5% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 5.7% |
| INVESCO EXCH TRADED FD TR II | 12 | Q3 2023 | 2.3% |
| APPLE INC | 12 | Q3 2023 | 1.0% |
| MICROSOFT CORP | 12 | Q3 2023 | 1.1% |
| COCA COLA CO | 12 | Q3 2023 | 0.8% |
| ISHARES TR | 12 | Q3 2023 | 0.7% |
View ACT Advisors, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-21 |
View ACT Advisors, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.