$155 Million is the total value of ACT Advisors, LLC.'s 26 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VV | New | VANGUARD INDEX FDSlarge cap etf | $452,000 | – | 2,169 | +100.0% | 0.29% | – |
CVX | New | CHEVRON CORP NEW | $235,000 | – | 1,441 | +100.0% | 0.15% | – |
SSO | New | PROSHARES TR | $209,000 | – | 3,189 | +100.0% | 0.13% | – |
UP | New | WHEELS UP EXPERIENCE INC | $124,000 | – | 40,000 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-28
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.