ACT Advisors, LLC.
Q1 2025 13F Holdings
- Locationasheville, NC
- Num holdings
57
- Value ($000)
$184,259
- Date Filed04/10/2025
- Form type13F-HR
- CIK0001842554
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $26.79M | 15 % | 47,673 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $26.53M | 14 % | 289,170 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $22.65M | 12 % | 589,138 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $21.92M | 12 % | 274,498 | ||
SPHQ INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $20.11M | 11 % | 303,114 | ||
KRE SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | $7.84M | 4 % | 287,474 | ||
SPDR SER TR | PORTFLI TIPS ETF | 78464A656 | $7.62M | 4 % | 288,973 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $7.56M | 4 % | 296,023 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.09M | 4 % | 25,784 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $3.60M | 2 % | 54,756 |
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