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ACT Advisors, LLC.

SEC CIK
0001842554
Latest filing
Jul 22, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 7, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
32
+1 vs. Q1 2021
Portfolio value
$131.8M
+$5.33M (+4.2%) vs. Q1 2021
Filed
Jul 7, 2021
SEC
Holdings of ACT Advisors, LLC. in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF188,019$32.4M24.5%+3,837+2.1%Added–
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM606,745$28.1M21.3%+77,455+14.6%Added–
Schwab US Dividend Equity ETF808524797ETF207,657$15.6M11.9%+207,657New–
Kraneshares Tr500767736QUADRTC INT RT448,930$12.4M9.4%+19,734+4.6%Added–
Vanguard Total Bond Market ETF921937835ETF122,171$10.5M8.0%+1,186+1.0%Added–
Invesco QQQ Trust Series I46090E103ETF19,667$7.08M5.4%+595+3.1%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF65,306$4.87M3.7%−3,963−5.7%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF12,377$2.78M2.1%+20.0%Added–
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW40,926$2.19M1.7%−2,468−5.7%Reduced–
WisdomTree Tr97717Y790US EFFIC CORE FD36,265$1.50M1.1%+624+1.8%Added–
ARK Innovation ETF00214Q104ETF9,994$1.27M1.0%−120,599−92.3%Reduced–
PCIPIMCO Dynamic Credit & Mortgage Income FundCOM SHS51,605$1.16M0.9%+825+1.6%AddedHistory
MSFTMicrosoft CorpStock4,019$1.12M0.8%−25−0.6%ReducedHistory
LOWLowes Companies IncStock5,331$1.04M0.8%−200−3.6%ReducedHistory
AAPLApple Inc.Stock7,292$1.04M0.8%+190+2.7%AddedHistory
iShares Tr46435G433MSCI USA SMCP MN25,803$980.0K0.7%−612−2.3%Reduced–
KOCoca Cola CoStock15,337$826.0K0.6%00.0%UnchangedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF5,754$776.0K0.6%00.0%Unchanged–
iShares Inc464286525MSCI GBL MIN VOL7,393$765.0K0.6%−4−0.1%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF6,530$756.0K0.6%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q324INTERNL GWT8,187$636.0K0.5%−176−2.1%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF12,288$623.0K0.5%00.0%Unchanged–
MDTMedtronic plcStock4,304$546.0K0.4%00.0%UnchangedHistory
iShares Tr464288414NATIONAL MUN ETF4,240$497.0K0.4%00.0%Unchanged–
PFEPfizer IncStock10,748$422.0K0.3%00.0%UnchangedHistory
First Tr Exchange-Traded FD33734H106SHS8,085$322.0K0.2%+37+0.5%Added–
TAT&T Inc.Stock10,047$292.0K0.2%+2,385+31.1%AddedHistory
LPLALPL Financial Holdings Inc.COM2,000$274.0K0.2%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock2,695$266.0K0.2%00.0%UnchangedHistory
TGTTarget CorpStock1,000$245.0K0.2%00.0%UnchangedHistory
HDHome Depot, Inc.Stock753$240.0K0.2%00.0%UnchangedHistory
VZVerizon Communications IncStock4,111$232.0K0.2%00.0%UnchangedHistory