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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
VTESVanguard Wellington Fd
Recent Activity
Exited
0%
$615,721
6,071 shares@ $101.43 avg price
KOCoca Cola Co
Recent Activity
Exited
0%
$254,419
3,540 shares@ $71.87 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$226,758
3,017 shares@ $75.17 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$218,295
1,347 shares@ $162.07 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$211,140
9,000 shares@ $23.46 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Exited
0%
$210,314
340 shares@ $618.58 avg price
NEMNewmont Corp
Recent Activity
Exited
0%
$203,377
3,805 shares@ $53.45 avg price