Acima Private Wealth, LLC Portfolio Holdings

Acima Private Wealth, LLC

  • $279 Billion
  • Q1 2025

Acima Private Wealth, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $279 Billion distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $23.7B, Goldman Sachs ETF Tr Activebet with a value of $18.8B, Ishares Core S&P Mid Cap ETF with a value of $15.1B, Ishares Inc with a value of $12.1B, and J P Morgan Exchange Traded Fd with a value of $10.8B.

Examining the 13F form we can see an decrease of $18.4B in the current position value, from $297B to 279B.

Acima Private Wealth, LLC is based out at Richmond, VA

Below you can find more details about Acima Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $279 Billion
ETFs: $218 Billion
Technology: $15.8 Billion
Healthcare: $8.25 Billion
Consumer Cyclical: $7.75 Billion
Financial Services: $6.22 Billion
Industrials: $5.81 Billion
Consumer Defensive: $3.52 Billion
Basic Materials: $2.15 Billion
Other: $3.01 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.7 Billion 8.49% of portfolio
42,110
Q1 2025 Added 15.1%
$0
$18.8 Billion 6.74% of portfolio
170,675
Q1 2025 Reduced 4.59%
$0
$15.1 Billion 5.43% of portfolio
259,425
Q1 2025 Reduced 11.95%
$0
$12.1 Billion 4.33% of portfolio
223,476
Q1 2025 Added 27.07%
$0
$10.8 Billion 3.88% of portfolio
229,720
Q1 2025 Reduced 18.5%
$0
$10.8 Billion 3.88% of portfolio
116,923
Q1 2025 Reduced 18.61%
$0
$10.7 Billion 3.84% of portfolio
228,191
Q1 2025 Reduced 18.63%
$0
$10.4 Billion 3.74% of portfolio
217,735
Q1 2025 Added 18.16%
$0
$8.97 Billion 3.22% of portfolio
51,805
Q1 2025 Added 28.66%
$0
$7.52 Billion 2.7% of portfolio
75,972
Q1 2025 Reduced 0.28%
$0
$7.18 Billion 2.58% of portfolio
205,118
Q1 2025 Added 127.73%
$3.2T
$7.11 Billion 2.55% of portfolio
31,989
Q1 2025 Reduced 14.06%
$0
$6.83 Billion 2.45% of portfolio
286,457
Q1 2025 Reduced 9.3%
$0
$6.27 Billion 2.25% of portfolio
22,797
Q1 2025 Added 2.92%
$0
$6.23 Billion 2.24% of portfolio
103,560
Q1 2025 Added 129.56%
$0
$5.84 Billion 2.09% of portfolio
165,327
Q1 2025 Reduced 8.96%
$0
$5.39 Billion 1.93% of portfolio
89,623
Q1 2025 Added 0.16%
$0
$4.93 Billion 1.77% of portfolio
65,170
Q1 2025 Reduced 9.71%
$0
$4.84 Billion 1.74% of portfolio
53,400
Q1 2024 Added 500.0%
$0
$4.36 Billion 1.57% of portfolio
37,139
Q4 2023 Reduced 41.35%
$0
$4.1 Billion 1.47% of portfolio
82,253
Q1 2025 Reduced 13.06%
$0
$3.09 Billion 1.11% of portfolio
55,094
Q1 2025 Added 1.87%
$0
$2.66 Billion 0.96% of portfolio
32,625
Q4 2023 Reduced 24.64%
$198B
$2.65 Billion 0.95% of portfolio
3,324
Q3 2024 Reduced 23.13%
$0
$2.5 Billion 0.9% of portfolio
123,739
Q1 2025 Reduced 2.93%
$0
$2.48 Billion 0.89% of portfolio
49,917
Q1 2025 Reduced 6.06%
$0
$2.36 Billion 0.85% of portfolio
17,944
Q1 2024 Reduced 0.05%
$0
$2.15 Billion 0.77% of portfolio
20,352
Q1 2025 Added 3.89%
$3.25T
$2.07 Billion 0.74% of portfolio
5,505
Q1 2025 Reduced 25.17%
$0
$2.04 Billion 0.73% of portfolio
28,524
Q1 2025 Reduced 2.6%
$0
$1.98 Billion 0.71% of portfolio
10,225
Q2 2024 Reduced 0.65%
$0
$1.8 Billion 0.64% of portfolio
8,701
Q1 2021 Reduced 20.9%
$113B
$1.72 Billion 0.62% of portfolio
884
Q3 2024 Reduced 3.28%
$0
$1.67 Billion 0.6% of portfolio
62,849
Q1 2025 Added 2.08%
$140B
$1.61 Billion 0.58% of portfolio
6,905
Q1 2025 Reduced 22.46%
$0
$1.51 Billion 0.54% of portfolio
27,785
Q1 2025 Reduced 13.23%
$206B
$1.49 Billion 0.54% of portfolio
324
Q4 2020 Reduced 0.92%
$93.2B
$1.44 Billion 0.52% of portfolio
4,110
Q4 2023 Reduced 24.67%
$347B
$1.43 Billion 0.51% of portfolio
6,811
Q2 2024 Reduced 3.13%
$570B
$1.37 Billion 0.49% of portfolio
3,895
Q2 2024 Reduced 0.33%
$165B
$1.32 Billion 0.48% of portfolio
4,680
Q3 2023 Reduced 1.04%
$0
$1.27 Billion 0.46% of portfolio
8,715
Q1 2025 Reduced 8.41%
$405B
$1.25 Billion 0.45% of portfolio
7,526
Q1 2025 Reduced 11.73%
$126B
$1.19 Billion 0.43% of portfolio
3,888
Q3 2019 Added 3.32%
$0
$1.15 Billion 0.41% of portfolio
49,103
Q1 2025 Added 3.44%
$124B
$997 Million 0.36% of portfolio
2,231
Q1 2019 New
$376B
$1.01 Billion 0.36% of portfolio
5,907
Q1 2025 Reduced 14.48%
$232B
$977 Million 0.35% of portfolio
3,129
Q1 2025 Reduced 27.72%
$128B
$876 Million 0.31% of portfolio
1,806
Q4 2024 Reduced 41.38%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $279 Billion
  • Prior Value $297 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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