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Aryn Sands

@Act Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$213.903MTotal holdings46
Assets growth rate-5.16%Assets growth rate (2-Q avg)2.91%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Act Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Act Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 213.903M in assets, with a quarterly growth rate of -5.16% and a 2-quarter average growth rate of 2.91%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VXFVanguard Index Fds
Recent Activity
Decreased -1.82%
16.61%
$35.511M
186,918 shares@ $189.99 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.83%
14.24%
$30.44M
238,579 shares@ $127.59 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -6.21%
9.76%
$20.863M
86,164 shares@ $242.13 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -4.1%
3.53%
$7.544M
156,091 shares@ $48.33 avg price
AAPLApple Inc
Recent Activity
Decreased -0.5%
3.25%
$6.939M
27,710 shares@ $250.43 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.26%
0.96%
$2.036M
18,925 shares@ $107.57 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.13%
0.59%
$1.261M
2,991 shares@ $421.44 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -89.26%
0.53%
$1.126M
32,804 shares@ $34.34 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.55%
0.35%
$727,375
5,416 shares@ $134.31 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.75%
0.31%
$647,174
4,468 shares@ $144.85 avg price