ACT Advisors, LLC.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in ACT Advisors, LLC.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | DFAU | DIMENSIONAL ETF TRUST | 13.68% | 32.173 M $ | 713055 | 2022/09/30 | -1.102 M $ | -3.59 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 11.49% | 27.012 M $ | 533732 | 2024/06/30 | 137.000 $ | 0.04 % |
| 2026/03/31 | AVDE | AMERICAN CENTY ETF TR | 11.27% | 26.502 M $ | 312372 | 2025/06/30 | 784.098 K $ | 3.06 % |
| 2026/03/31 | AVEM | AMERICAN CENTY ETF TR | 10.55% | 24.817 M $ | 307985 | 2025/09/30 | 1.095 M $ | 4.62 % |
| 2026/03/31 | DGRW | WISDOMTREE TR | 8.75% | 20.566 M $ | 234126 | 2024/03/31 | -365.040 K $ | -1.78 % |
| 2026/03/31 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.17% | 19.218 M $ | 451761 | 2025/09/30 | -494.015 K $ | -2.52 % |
| 2026/03/31 | IVV | ISHARES TR | 8.04% | 18.917 M $ | 28960 | 2022/09/30 | -937.907 K $ | -4.63 % |
| 2026/03/31 | MMIN | NEW YORK LIFE INVTS ACTIVE E | 5.60% | 13.169 M $ | 555403 | 2025/09/30 | -126.671 K $ | -0.96 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 2.57% | 6.032 M $ | 18802 | 2020/12/31 | -271.153 K $ | -4.31 % |
| 2026/03/31 | SPLG | SPDR SERIES TRUST | 1.61% | 3.792 M $ | 49543 | 2023/09/30 | -187.429 K $ | -4.59 % |
| 2026/03/31 | EAGL | 2023 ETF SERIES TRUST | 1.22% | 2.872 M $ | 94398 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AAPL | APPLE INC | 0.97% | 2.285 M $ | 9004 | 2020/12/31 | -158.184 K $ | -6.65 % |
| 2026/03/31 | J P MORGAN EXCHANGE TRADED F | 0.91% | 2.140 M $ | 46358 | 2023/09/30 | 110.773 K $ | 5.23 % | |
| 2026/03/31 | USMV | ISHARES TR | 0.91% | 2.138 M $ | 23055 | 2020/12/31 | -33.005 K $ | -1.51 % |
| 2026/03/31 | SPDW | SPDR INDEX SHS FDS | 0.88% | 2.064 M $ | 45214 | 2023/09/30 | 60.663 K $ | 2.79 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.76% | 1.779 M $ | 10199 | 2023/09/30 | -120.201 K $ | -6.49 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.75% | 1.755 M $ | 5670 | 2024/06/30 | -149.653 K $ | -10.57 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.68% | 1.603 M $ | 4331 | 2020/12/31 | -416.248 K $ | -23.46 % |
| 2026/03/31 | BBMC | J P MORGAN EXCHANGE TRADED F | 0.61% | 1.434 M $ | 13232 | 2023/09/30 | 24.811 K $ | 1.68 % |
| 2026/03/31 | GJUN | FIRST TR EXCHNG TRADED FD VI | 0.60% | 1.412 M $ | 35808 | 2025/09/30 | -6.445 K $ | -0.45 % |
| 2026/03/31 | MTUM | ISHARES TR | 0.59% | 1.390 M $ | 5793 | 2020/12/31 | -63.261 K $ | -4.12 % |
| 2026/03/31 | HYMB | SPDR SERIES TRUST | 0.47% | 1.113 M $ | 44872 | 2022/12/31 | -5.917 K $ | -0.56 % |
| 2026/03/31 | FLIA | FRANKLIN TEMPLETON ETF TR | 0.44% | 1.044 M $ | 51509 | 2023/09/30 | 3.969 K $ | 0.40 % |
| 2026/03/31 | KO | COCA COLA CO | 0.44% | 1.032 M $ | 13565 | 2020/12/31 | 83.405 K $ | 8.78 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.40% | 940.756 K $ | 4517 | 2023/09/30 | -84.224 K $ | -9.77 % |
| 2026/03/31 | NTSX | WISDOMTREE TR | 0.35% | 817.723 K $ | 15680 | 2020/12/31 | -42.847 K $ | -4.85 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.33% | 784.741 K $ | 1372 | 2023/09/30 | -106.695 K $ | -13.33 % |
| 2026/03/31 | INNOVATOR ETFS TRUST | 0.33% | 776.819 K $ | 37813 | 2025/09/30 | -378.000 $ | -0.05 % | |
| 2026/03/31 | GOOG | ALPHABET INC | 0.30% | 705.203 K $ | 2458 | 2024/03/31 | -54.849 K $ | -8.58 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.28% | 663.246 K $ | 2306 | 2023/12/31 | -57.952 K $ | -8.13 % |
| 2026/03/31 | PYLD | PIMCO ETF TR | 0.27% | 643.524 K $ | 24562 | 2025/03/31 | -8.119 K $ | -1.80 % |
| 2026/03/31 | FSEP | FIRST TR EXCHNG TRADED FD VI | 0.27% | 627.514 K $ | 12468 | 2025/12/31 | -15.335 K $ | -2.39 % |
| 2026/03/31 | BOND | PIMCO ETF TR | 0.27% | 627.319 K $ | 6798 | 2023/06/30 | -3.775 K $ | -0.86 % |
| 2026/03/31 | TBLL | INVESCO EXCH TRADED FD TR II | 0.24% | 552.554 K $ | 5235 | 2023/12/31 | -1.000 K $ | -0.09 % |
| 2026/03/31 | DDFJ | INNOVATOR ETFS TRUST | 0.22% | 525.017 K $ | 27986 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.21% | 497.493 K $ | 2932 | 2025/03/31 | 117.184 K $ | 40.98 % |
| 2026/03/31 | TSLA | TESLA INC | 0.20% | 473.981 K $ | 1275 | 2024/09/30 | -97.462 K $ | -17.34 % |
| 2026/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 0.20% | 462.584 K $ | 1947 | 2024/06/30 | -1.665 M $ | -6.05 % |
| 2026/03/31 | SPSM | SPDR SERIES TRUST | 0.20% | 462.249 K $ | 9566 | 2023/09/30 | 14.740 K $ | 3.12 % |
| 2026/03/31 | SPEM | SPDR INDEX SHS FDS | 0.19% | 452.801 K $ | 9653 | 2023/09/30 | 1.005 K $ | 0.21 % |
| 2026/03/31 | DJAN | FIRST TR EXCHNG TRADED FD VI | 0.19% | 451.584 K $ | 10618 | 2025/03/31 | -9.450 K $ | -2.05 % |
| 2026/03/31 | BALT | INNOVATOR ETFS TRUST | 0.19% | 448.029 K $ | 13388 | 2024/09/30 | -535.000 $ | -0.12 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.16% | 384.318 K $ | 802 | 2023/12/31 | -18.759 K $ | -4.67 % |
| 2026/03/31 | OMFL | INVESCO EXCH TRD SLF IDX FD | 0.16% | 378.590 K $ | 6297 | 2021/03/31 | -6.445 K $ | -1.65 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.15% | 358.156 K $ | 1647 | 2025/09/30 | -13.277 K $ | -4.81 % |
| 2026/03/31 | BA | BOEING CO | 0.15% | 353.079 K $ | 1774 | 2024/03/31 | -27.279 K $ | -8.33 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.14% | 339.085 K $ | 1153 | 2024/12/31 | -32.156 K $ | -8.71 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 0.14% | 337.025 K $ | 2038 | 2024/09/30 | 9.929 K $ | 3.08 % |
| 2026/03/31 | MS | MORGAN STANLEY | 0.14% | 336.556 K $ | 2045 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | WMB | WILLIAMS COS INC | 0.14% | 331.240 K $ | 4551 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DELL | DELL TECHNOLOGIES INC | 0.14% | 324.649 K $ | 1978 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.14% | 321.380 K $ | 349 | 2024/06/30 | -50.500 K $ | -14.40 % |
| 2026/03/31 | ETN | EATON CORP PLC | 0.14% | 321.191 K $ | 898 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | WMT | WALMART INC | 0.13% | 304.261 K $ | 2448 | 2024/12/31 | 28.957 K $ | 11.55 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.13% | 301.362 K $ | 425 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPAB | SPDR SERIES TRUST | 0.12% | 275.605 K $ | 10757 | 2025/03/31 | -42.998 K $ | -0.50 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.11% | 268.716 K $ | 1837 | 2025/06/30 | -59.163 K $ | -17.70 % |
| 2026/03/31 | SRLN | SSGA ACTIVE ETF TR | 0.11% | 257.313 K $ | 6410 | 2023/06/30 | -231.970 K $ | -2.74 % |
| 2026/03/31 | TFI | SPDR SERIES TRUST | 0.11% | 250.136 K $ | 5517 | 2025/09/30 | -68.946 K $ | -0.81 % |
| 2026/03/31 | V | VISA INC | 0.11% | 248.945 K $ | 824 | 2025/03/31 | -40.133 K $ | -13.83 % |
| 2026/03/31 | XMLV | INVESCO EXCH TRADED FD TR II | 0.11% | 248.760 K $ | 3950 | 2020/12/31 | 2.383 K $ | 0.96 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.10% | 232.510 K $ | 688 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.10% | 230.403 K $ | 231 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.09% | 217.935 K $ | 1053 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | VV | VANGUARD INDEX FDS | 0.09% | 215.848 K $ | 722 | 2022/03/31 | -11.483 K $ | -5.07 % |
| 2026/03/31 | SO | SOUTHERN CO | 0.09% | 212.494 K $ | 2202 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | COP | CONOCOPHILLIPS | 0.09% | 206.946 K $ | 1568 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ALL | ALLSTATE CORP | 0.09% | 206.303 K $ | 995 | 2025/09/30 | -797.000 $ | -0.39 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.09% | 205.376 K $ | 2136 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | PML | PIMCO MUN INCOME FD II | 0.07% | 162.055 K $ | 21408 | 2025/09/30 | 617.000 $ | 0.40 % |
| 2026/03/31 | CXE | MFS HIGH INCOME MUN TR | 0.03% | 65.626 K $ | 17689 | 2025/09/30 | 176.000 $ | 0.27 % |
| 2026/03/31 | WTI | W & T OFFSHORE INC | 0.02% | 37.725 K $ | 11063 | 2025/06/30 | 19.692 K $ | 109.20 % |
| 2026/03/31 | HRTX | HERON THERAPEUTICS INC | 0.01% | 22.757 K $ | 28443 | 2023/12/31 | -12.901 K $ | -38.45 % |
| 2026/03/31 | REI | RING ENERGY INC | 0.01% | 17.038 K $ | 11136 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RANI | RANI THERAPEUTICS HLDGS INC | 0.00% | 10.879 K $ | 14806 | 2025/09/30 | -9.881 K $ | -45.57 % |
| 2026/03/31 | WGRX | WELLGISTICS HEALTH INC | 0.00% | 3.412 K $ | 35389 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BTOC | ARMLOGI HOLDING CORP | 0.00% | 3.041 K $ | 12057 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SQFTW | PRESIDIO PPTY TR INC | 0.00% | 888.000 $ | 44634 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RLYB | RALLYBIO CORP | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | AIRR | FIRST TR EXCHANGE TRADED FD | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AGL | AGILON HEALTH INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |