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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
XLESelect Sector Spdr Tr
Recent Activity
Increased 2.72%
2.96%
$6.321M
73,796 shares@ $85.66 avg price
SPGMSpdr Index Shs Fds
Recent Activity
Increased 0.38%
1.05%
$2.239M
35,359 shares@ $63.34 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.26%
0.96%
$2.036M
18,925 shares@ $107.57 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 107.07%
0.89%
$1.894M
83,433 shares@ $22.7 avg price
TSLATesla Inc
Recent Activity
0.82%
$1.737M
4,302 shares@ $403.83 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.33%
0.65%
$1.382M
3,049 shares@ $453.34 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
INTUIntuit
Recent Activity
0.38%
$795,053
1,265 shares@ $628.51 avg price
VVisa Inc
Recent Activity
0.36%
$750,595
2,375 shares@ $316.04 avg price