Acima Private Wealth, LLC Portfolio Holdings

Acima Private Wealth, LLC

  • $272 Billion
  • Q2 2024

Acima Private Wealth, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $272 Billion distributed in 183 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 $21.2B, Goldman Sachs ETF Tr Activebet with a value of $20.7B, Ishares Core S&P Mid Cap ETF with a value of $16.9B, Invesco Actively Managed ETF T with a value of $11.5B, and J P Morgan Exchange Traded Fd with a value of $11.5B.

Examining the 13F form we can see an increase of $944M in the current position value, from $271B to 272B.

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 $272 Billion
ETFs: $213 Billion
Technology: $18.9 Billion
Healthcare: $9.63 Billion
Consumer Cyclical: $7.66 Billion
Industrials: $5.8 Billion
Financial Services: $5.71 Billion
Consumer Defensive: $3.66 Billion
Basic Materials: $2.05 Billion
Other: $3.61 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$7.88 Billion 2.89% of portfolio
37,403
Q2 2024 Reduced 8.46%
$205B
$3.4 Billion 1.25% of portfolio
4,324
Q2 2023 Reduced 1.26%
$3.17T
$3.29 Billion 1.21% of portfolio
7,357
Q2 2024 Reduced 0.66%
$165B
$1.96 Billion 0.72% of portfolio
8,905
Q1 2024 Reduced 0.51%
$89.3B
$1.5 Billion 0.55% of portfolio
914
Q4 2023 Reduced 35.81%
$129B
$1.44 Billion 0.53% of portfolio
3,081
Q3 2023 Reduced 8.85%
$195B
$1.28 Billion 0.47% of portfolio
324
Q4 2020 Reduced 0.92%
$410B
$1.25 Billion 0.46% of portfolio
8,526
Q3 2023 Reduced 6.14%
$99.5B
$1.23 Billion 0.45% of portfolio
4,110
Q4 2023 Reduced 24.67%
$355B
$1.17 Billion 0.43% of portfolio
6,811
Q2 2024 Reduced 3.13%
$387B
$1.14 Billion 0.42% of portfolio
6,907
Q2 2024 Reduced 14.01%
$217B
$1.1 Billion 0.41% of portfolio
4,329
Q3 2019 Added 1.17%
$83.8B
$1.09 Billion 0.4% of portfolio
4,600
Q4 2023 Reduced 0.2%
$145B
$1.04 Billion 0.38% of portfolio
2,231
Q1 2019 New
$500B
$1.02 Billion 0.38% of portfolio
3,895
Q2 2024 Reduced 0.33%
$226B
$1.02 Billion 0.38% of portfolio
6,206
Q2 2024 Reduced 13.88%
$149B
$972 Million 0.36% of portfolio
4,680
Q3 2023 Reduced 1.04%
$127B
$928 Million 0.34% of portfolio
3,888
Q3 2019 Added 3.32%
$227B
$850 Million 0.31% of portfolio
2,800
Q4 2023 Reduced 0.88%
$2.14T
$832 Million 0.31% of portfolio
4,303
Q1 2024 Reduced 3.0%
$214B
$695 Million 0.26% of portfolio
3,000
Q4 2023 Reduced 1.83%
$1.08T
$707 Million 0.26% of portfolio
3,880
Q1 2024 Reduced 2.39%
$146B
$660 Million 0.24% of portfolio
3,093
Q4 2023 Reduced 0.9%
$505B
$586 Million 0.22% of portfolio
5,092
Q2 2024 Reduced 1.93%
$409B
$611 Million 0.22% of portfolio
1,775
Q1 2024 Reduced 3.11%
$172B
$591 Million 0.22% of portfolio
1,892
Q2 2023 Reduced 5.02%
$143B
$600 Million 0.22% of portfolio
5,250
Q2 2024 Reduced 3.67%
$256B
$590 Million 0.22% of portfolio
4,764
Q1 2024 Reduced 12.51%
$1.11T
$573 Million 0.21% of portfolio
3,124
Q1 2024 Reduced 39.03%
$202B
$559 Million 0.21% of portfolio
5,382
Q2 2024 Reduced 3.93%
$40.7B
$545 Million 0.2% of portfolio
5,904
Q2 2023 Reduced 2.67%
$64.8B
$514 Million 0.19% of portfolio
2,200
Q4 2023 Reduced 7.37%
$108B
$504 Million 0.19% of portfolio
16,272
Q2 2024 Reduced 0.61%
$215B
$491 Million 0.18% of portfolio
1,473
Q2 2023 Reduced 0.34%
$177B
$492 Million 0.18% of portfolio
2,530
Q4 2023 Reduced 1.4%
$177B
$471 Million 0.17% of portfolio
4,694
Q4 2023 Reduced 7.42%
$4.46B
$463 Million 0.17% of portfolio
4,000
Q4 2022 New
$69.4B
$464 Million 0.17% of portfolio
1,800
Q1 2021 Reduced 1.37%
$22.1B
$435 Million 0.16% of portfolio
276
Q1 2022 Reduced 37.13%
$154B
$407 Million 0.15% of portfolio
14,542
Q2 2024 Reduced 7.58%
$111B
$396 Million 0.15% of portfolio
1,881
Q1 2019 New
$218B
$399 Million 0.15% of portfolio
722
Q1 2024 Reduced 1.63%
$307B
$379 Million 0.14% of portfolio
2,421
Q1 2024 Reduced 3.55%
$162B
$368 Million 0.14% of portfolio
826
Q2 2023 Reduced 2.59%
$494B
$346 Million 0.13% of portfolio
784
Q1 2023 Added 1,468.0%
$67.9B
$325 Million 0.12% of portfolio
3,638
Q1 2019 New
$29.6B
$315 Million 0.12% of portfolio
2,500
Q4 2023 Reduced 1.15%
$758B
$323 Million 0.12% of portfolio
357
Q2 2024 Reduced 16.2%
$238B
$335 Million 0.12% of portfolio
7,041
Q1 2024 Reduced 1.44%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $272 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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