Acima Private Wealth, LLC Portfolio Holdings

Acima Private Wealth, LLC

  • $298 Billion
  • Q3 2024

Acima Private Wealth, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $298 Billion distributed in 184 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 $22.6B, Goldman Sachs ETF Tr Activebet with a value of $22.1B, Ishares Core S&P Mid Cap ETF with a value of $18.3B, Ishares Inc with a value of $12.6B, and Pimco Active Bond Exchange Tra with a value of $12.4B.

Examining the 13F form we can see an increase of $26.2B in the current position value, from $272B to 298B.

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 $298 Billion
ETFs: $235 Billion
Technology: $19.3 Billion
Healthcare: $9.92 Billion
Consumer Cyclical: $8.84 Billion
Industrials: $6.66 Billion
Financial Services: $6.09 Billion
Consumer Defensive: $3.91 Billion
Basic Materials: $2.48 Billion
Other: $3.46 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.6 Billion 7.56% of portfolio
39,124
Q3 2024 Added 1.06%
$0
$22.1 Billion 7.42% of portfolio
195,955
Q3 2024 Added 1.01%
$0
$18.3 Billion 6.14% of portfolio
293,945
Q3 2024 Added 1.52%
$0
$12.6 Billion 4.23% of portfolio
219,682
Q3 2024 Added 2.65%
$0
$12.4 Billion 4.15% of portfolio
130,845
Q3 2024 Added 3.26%
$0
$12.4 Billion 4.15% of portfolio
256,612
Q3 2024 Added 3.16%
$0
$12.4 Billion 4.15% of portfolio
256,924
Q3 2024 Added 3.16%
$0
$8.86 Billion 2.97% of portfolio
182,047
Q3 2024 Reduced 9.7%
$4.09T
$8.71 Billion 2.92% of portfolio
37,403
Q2 2024 Reduced 8.46%
$0
$8.06 Billion 2.7% of portfolio
154,339
Q3 2024 Added 15.34%
$0
$7.58 Billion 2.54% of portfolio
298,484
Q3 2024 Added 20.45%
$0
$6.99 Billion 2.34% of portfolio
69,014
Q3 2024 Added 3.39%
$0
$6.5 Billion 2.18% of portfolio
201,520
Q3 2024 Added 4.46%
$0
$6.12 Billion 2.05% of portfolio
94,773
Q3 2024 Added 1.53%
$0
$6.1 Billion 2.04% of portfolio
21,533
Q3 2024 Added 1.6%
$0
$5.44 Billion 1.82% of portfolio
69,647
Q3 2024 Added 7.55%
$0
$5.12 Billion 1.72% of portfolio
53,400
Q1 2024 Added 500.0%
$0
$4.77 Billion 1.6% of portfolio
78,241
Q3 2024 Added 39.94%
$0
$4.36 Billion 1.46% of portfolio
37,139
Q4 2023 Reduced 41.35%
$0
$4.29 Billion 1.44% of portfolio
94,607
Q3 2020 New
$3.25T
$3.17 Billion 1.06% of portfolio
7,357
Q2 2024 Reduced 0.66%
$220B
$2.97 Billion 1.0% of portfolio
3,324
Q3 2024 Reduced 23.13%
$0
$2.91 Billion 0.98% of portfolio
49,139
Q3 2024 Added 39.18%
$0
$2.71 Billion 0.91% of portfolio
32,625
Q4 2023 Reduced 24.64%
$0
$2.64 Billion 0.89% of portfolio
114,257
Q3 2024 Reduced 11.47%
$0
$2.56 Billion 0.86% of portfolio
123,120
Q3 2024 Added 4.55%
$0
$2.47 Billion 0.83% of portfolio
68,639
Q3 2024 Added 0.95%
$154B
$2.41 Billion 0.81% of portfolio
8,905
Q1 2024 Reduced 0.51%
$0
$2.43 Billion 0.81% of portfolio
33,617
Q3 2024 Added 5,210.74%
$0
$2.38 Billion 0.8% of portfolio
83,333
Q3 2024 Added 1.67%
$0
$2.36 Billion 0.79% of portfolio
17,944
Q1 2024 Reduced 0.05%
$0
$2.34 Billion 0.78% of portfolio
45,761
Q3 2024 Added 12.33%
$0
$2.1 Billion 0.71% of portfolio
41,323
Q3 2024 Added 2.33%
$0
$2.05 Billion 0.69% of portfolio
75,609
Q3 2024 Reduced 1.28%
$0
$2.03 Billion 0.68% of portfolio
10,225
Q2 2024 Reduced 0.65%
$0
$2 Billion 0.67% of portfolio
18,415
Q3 2024 Added 8.81%
$0
$1.96 Billion 0.66% of portfolio
8,701
Q1 2021 Reduced 20.9%
$86.6B
$1.81 Billion 0.61% of portfolio
884
Q3 2024 Reduced 3.28%
$0
$1.73 Billion 0.58% of portfolio
33,727
Q3 2024 Added 2.71%
$89.5B
$1.57 Billion 0.53% of portfolio
4,110
Q4 2023 Reduced 24.67%
$0
$1.47 Billion 0.49% of portfolio
9,515
Q1 2022 Reduced 17.37%
$102B
$1.43 Billion 0.48% of portfolio
3,081
Q3 2023 Reduced 8.85%
$378B
$1.38 Billion 0.46% of portfolio
8,526
Q3 2023 Reduced 6.14%
$200B
$1.36 Billion 0.46% of portfolio
324
Q4 2020 Reduced 0.92%
$310B
$1.35 Billion 0.45% of portfolio
6,811
Q2 2024 Reduced 3.13%
$215B
$1.32 Billion 0.44% of portfolio
4,329
Q3 2019 Added 1.17%
$128B
$1.3 Billion 0.44% of portfolio
2,231
Q1 2019 New
$398B
$1.2 Billion 0.4% of portfolio
6,907
Q2 2024 Reduced 14.01%
$79.5B
$1.21 Billion 0.4% of portfolio
4,600
Q4 2023 Reduced 0.2%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $298 Billion
  • Prior Value $272 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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