0001754960-23-000032.txt : 20230120 0001754960-23-000032.hdr.sgml : 20230120 20230119183338 ACCESSION NUMBER: 0001754960-23-000032 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230119 EFFECTIVENESS DATE: 20230120 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ACT WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001814191 IRS NUMBER: 274100156 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20544 FILM NUMBER: 23538511 BUSINESS ADDRESS: STREET 1: 7160 DALLAS PARKWAY STREET 2: SUITE 230 CITY: PLANO STATE: TX ZIP: 75024-7215 BUSINESS PHONE: 214-618-2022 MAIL ADDRESS: STREET 1: 7160 DALLAS PARKWAY STREET 2: SUITE 230 CITY: PLANO STATE: TX ZIP: 75024-7215 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001814191 XXXXXXXX 12-31-2022 12-31-2022 ACT WEALTH MANAGEMENT, LLC
7160 DALLAS PARKWAY SUITE 230 PLANO TX 75024-7215
13F HOLDINGS REPORT 028-20544 000155131 801-71924 N
Aryn Sands Agent 844-844-3453 Aryn Sands Reno NV 01-19-2023 0 40 158298814 false
INFORMATION TABLE 2 InformationTableOutput.xml ALTRIA GROUP INCCOM02209S103209679 4587 SH SOLE 0 0 4587 AMAZON COM INCCOM023135106227556 2709 SH SOLE 0 0 2709 APPLE INCCOM0378331004349008 33472 SH SOLE 0 0 33472 AUTOMATIC DATA PROCESSING INCOM053015103262746 1100 SH SOLE 0 0 1100 BERKSHIRE HATHAWAY INC DELCL B NEW084670702538014 1742 SH SOLE 0 0 1742 BLACKSTONE INCCOM09260D107253979 3423 SH SOLE 0 0 3423 CATERPILLAR INCCOM149123101241394 1008 SH SOLE 0 0 1008 CHEVRON CORP NEWCOM166764100767951 4279 SH SOLE 0 0 4279 COCA COLA COCOM191216100216818 3409 SH SOLE 0 0 3409 EDWARDS LIFESCIENCES CORPCOM28176E108231291 3100 SH SOLE 0 0 3100 ENERGY TRANSFER L PCOM UT LTD PTN29273V100228003 19208 SH SOLE 0 0 19208 EXXON MOBIL CORPCOM30231G1022099182 19032 SH SOLE 0 0 19032 INTEL CORPCOM458140100211440 8000 SH SOLE 0 0 8000 INTUITCOM461202103525447 1350 SH SOLE 0 0 1350 INVESCO EXCHANGE TRADED FD TS&P MDCP MOMNTUM46137V464465262 6179 SH SOLE 0 0 6179 ISHARES INCJP MRG EM CRP BD46428625113422694 313908 SH SOLE 0 0 313908 ISHARES TRMSCI EMG MKT ETF464287234264531 6980 SH SOLE 0 0 6980 ISHARES TRRUS 1000 GRW ETF464287614268853 1255 SH SOLE 0 0 1255 ISHARES TRRUS 1000 ETF46428762217495187 83105 SH SOLE 0 0 83105 ISHARES TRNATIONAL MUN ETF464288414224230 2125 SH SOLE 0 0 2125 JPMORGAN CHASE & COCOM46625H100296485 2211 SH SOLE 0 0 2211 JOHNSON & JOHNSONCOM478160104305605 1730 SH SOLE 0 0 1730 MICROSOFT CORPCOM5949181041061782 4427 SH SOLE 0 0 4427 PEPSICO INCCOM713448108302064 1672 SH SOLE 0 0 1672 PROCTER AND GAMBLE COCOM742718109411232 2713 SH SOLE 0 0 2713 SPDR GOLD TRGOLD SHS78463V10718335200 108083 SH SOLE 0 0 108083 SPDR INDEX SHS FDSPORTFLI MSCI GBL78463X4751374741 29482 SH SOLE 0 0 29482 SSGA ACTIVE ETF TRBLACKSTONE SENR78467V608288877 7063 SH SOLE 0 0 7063 SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706454464 19200 SH SOLE 0 0 19200 SCHWAB STRATEGIC TRINTL EQTY ETF80852480525104456 779399 SH SOLE 0 0 779399 SCHWAB STRATEGIC TRINTL SCEQT ETF8085248887798939 247821 SH SOLE 0 0 247821 SELECT SECTOR SPDR TRENERGY81369Y5065567872 63655 SH SOLE 0 0 63655 SELECT SECTOR SPDR TRFINANCIAL81369Y6054715970 137894 SH SOLE 0 0 137894 TESLA INCCOM88160R101634605 5152 SH SOLE 0 0 5152 UNION PAC CORPCOM907818108225913 1091 SH SOLE 0 0 1091 UNITED PARCEL SERVICE INCCL B911312106204957 1179 SH SOLE 0 0 1179 VANGUARD WHITEHALL FDSHIGH DIV YLD92194640623534844 217492 SH SOLE 0 0 217492 VANGUARD INDEX FDSEXTEND MKT ETF92290865224392008 183592 SH SOLE 0 0 183592 VISA INCCOM CL A92826C839542695 2612 SH SOLE 0 0 2612 WALGREENS BOOTS ALLIANCE INCCOM931427108242840 6500 SH SOLE 0 0 6500