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  Name: ACT WEALTH MANAGEMENT LLC
  City: PLANO
  State: TX
  Zip: 75024-7215
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $198,411,000
  Total Value Change : $13,046,000
  Securities Held Change : -1
   
All Securities Held : 44
  New Positions : 4
  Closed Positions : 6
  Increased Positions : 14
  Unchanged Positions : 9
  Decreased Positions : 17

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 35 New $188.70 $238,000 1,321 0.12% 238,000 1,321 0    Internet Software & S...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 37 New $921.40 $221,000 244 0.11% 221,000 244 0    Semiconductor - Speci...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 39 New $60.15 $214,000 3,508 0.11% 214,000 3,508 0.002    Closed - End Fund - Debt
   (FSR)1 Year Chart         FSR Fisker Inc. 44 New $0.05 $0 12,000 0% 0 12,000 0.008    N/A

      4 Records Found
  1    
Page 1 of 1
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