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| Happy Holidays!! thanks for using AUM13F!! |
| ACT Advisors LLC
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| CRD # | 173120 |
| SEC # | 801-80418 |
| CIK # | 0001842554 |
| AUM | $434.0 M (2025-03-26) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 828-398-2802 |
| Address | 521 College Street Asheville, NC 28801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001842554 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.8 | ||
| Apple Inc | 1.7 | ||
| Nvidia Corp | 1.5 | ||
| Coca Cola Co | 1.0 | ||
| Facebook Inc | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
| Broadcom Inc | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 117.0 |
| (b) Individuals (high net worth individuals) | 127 | 300.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.7 |
| (h) Charitable organizations | 2 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 13.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,027 | 434.0 |
| By Discretionary | ||
| Discretionary | 1,027 | 434.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,027 | 434.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 434.0 | |
| Total | 1,027 | 434.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001842554] |
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