Acima Private Wealth, LLC Purchases and Sells in Q3 2025

Acima Private Wealth, LLC

$319 Billion
Q3 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	1.44K + 3.41%	$620.67 - $670.08 $895K - $966K	43.7K $29.2B
JCPB	36.8K + 17.69%	$46.37 - $47.77 $1.71M - $1.76M	245K $11.6B
JPIB	33.9K + 16.03%	$48.32 - $49.13 $1.64M - $1.67M	245K $12B
AAPL	51 + 0.16%	$202.38 - $256.87 $10.3K - $13.1K	32K $8.16B
IEMG	2.3K + 1.04%	N/A	224K $14.7B
IEFA	12.3K + 18.84%	$81.7 - $87.53 $1.01M - $1.08M	77.8K $6.79B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	50 New	$300.96 - $355.47 $15K - $17.8K	50 $17.8M
SCHW	169 New	$91.03 - $98.69 $15.4K - $16.7K	169 $16.1M
ADI	50 New	$220.68 - $255.63 $11K - $12.8K	50 $12.3M
AMP	23 New	$486.13 - $544.55 $11.2K - $12.5K	23 $11.3M
TGT	112 New	$86.56 - $107.43 $9.69K - $12K	112 $10M
DHI	44 New	$129.82 - $184.04 $5.71K - $8.1K	44 $7.46M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
V	-32 - 0.82%	$332.09 - $358.86 $10.6K - $11.5K	3.86K $1.32B
UNH	-186 - 34.57%	$237.77 - $353.61 $44.2K - $65.8K	352 $122M
COST	-18 - 14.88%	$915.95 - $994.57 $16.5K - $17.9K	103 $95.3M
ESGV	-194 - 55.11%	$109.47 - $119.06 $21.2K - $23.1K	158 $18.7M
USMV	-32 - 14.55%	$92.18 - $95.14 $2.95K - $3.04K	188 $17.9M
QUAL	-85 - 4.55%	$182.33 - $194.5 $15.5K - $16.5K	1.78K $347M

Activity Summary All Purchases 48 New Holdings 10 Increased Positions 38 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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