ACT Advisors, LLC.

Q4 2024 13F Holdings

  • Location
    asheville, NC
  • Num holdings

    58

  • Value ($000)

    $185,765

  • Date Filed
    01/13/2025
  • Form type
    13F-HR
  • CIK
    0001842554
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$29.31M
16 %

49,783

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$27.22M
15 %

129,329

DGRW
DGRW

WISDOMTREE TR

US QTLY DIV GRT
$22.40M
12 %

276,841

DFAU
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
$21.13M
11 %

521,796

SPHQ
SPHQ

INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY
$20.75M
11 %

309,555

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$8.90M
5 %

176,666

SRLN
SRLN

SSGA ACTIVE ETF TR

BLACKSTONE SENR
$7.95M
4 %

190,454

---

SPDR SER TR

BBG CONV SEC ETF
$7.64M
4 %

98,092

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$7.29M
4 %

25,171

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
$3.70M
2 %

53,702

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