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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.07T
$346 Million 0.12% of portfolio
2,240
Q1 2025 Reduced 42.27%
$139B
$310 Million 0.11% of portfolio
3,251
Q3 2024 Reduced 3.47%
$95.7B
$301 Million 0.11% of portfolio
13,272
Q1 2025 Reduced 18.44%
$281B
$282 Million 0.1% of portfolio
538
Q1 2024 Reduced 3.58%
$240B
$269 Million 0.1% of portfolio
1,000
Q1 2025 Reduced 66.67%
$27.3B
$273 Million 0.1% of portfolio
2,500
Q4 2023 Reduced 1.15%
$39.4B
$263 Million 0.09% of portfolio
3,500
Q1 2022 Reduced 0.71%
$80.2B
$246 Million 0.09% of portfolio
480
Q4 2019 Reduced 8.57%
-
$210 Million 0.08% of portfolio
-
Q1 2023 New
$25.9B
$209 Million 0.08% of portfolio
366
Q1 2023 New
$760B
$217 Million 0.08% of portfolio
263
Q3 2024 Reduced 26.33%
$26.5B
$220 Million 0.08% of portfolio
1,250
Q1 2024 Reduced 4.36%
$300B
$218 Million 0.08% of portfolio
3,045
Q3 2021 Reduced 1.62%
$74.1B
$233 Million 0.08% of portfolio
2,486
Q3 2021 Reduced 1.19%
$44.2B
$207 Million 0.07% of portfolio
493
Q1 2023 New
$104B
$207 Million 0.07% of portfolio
3,452
Q3 2020 Reduced 22.77%
$39.7B
$183 Million 0.07% of portfolio
792
Q2 2023 Reduced 3.18%
$14B
$166 Million 0.06% of portfolio
1,579
Q1 2023 New
$43B
$177 Million 0.06% of portfolio
1,244
Q3 2021 Reduced 13.85%
$280B
$178 Million 0.06% of portfolio
1,123
Q3 2020 Reduced 76.19%
$101B
$138 Million 0.05% of portfolio
1,500
Q2 2023 Reduced 5.0%
$54B
$134 Million 0.05% of portfolio
1,224
Q1 2019 New
$847B
$140 Million 0.05% of portfolio
569
Q1 2023 Added 23.97%
$44.9B
$146 Million 0.05% of portfolio
3,200
Q1 2019 New
$434B
$114 Million 0.04% of portfolio
121
Q1 2024 Reduced 21.43%
$147B
$113 Million 0.04% of portfolio
1,592
Q2 2024 Reduced 36.85%
$143B
$120 Million 0.04% of portfolio
508
Q1 2025 Reduced 56.66%
$119B
$101 Million 0.04% of portfolio
1,125
Q4 2021 Reduced 64.0%
$19.2B
$125 Million 0.04% of portfolio
916
Q1 2019 New
$38.4B
$88.2 Million 0.03% of portfolio
317
Q1 2022 Reduced 8.12%
$60.9B
$90.7 Million 0.03% of portfolio
383
Q1 2020 Reduced 24.9%
$64.1B
$82.4 Million 0.03% of portfolio
1,300
Q3 2023 Reduced 22.11%
$116B
$79.7 Million 0.03% of portfolio
264
Q1 2023 Added 28.16%
$45.6B
$86.5 Million 0.03% of portfolio
153
Q1 2023 New
$1.62T
$79 Million 0.03% of portfolio
137
Q2 2023 Reduced 19.41%
$175B
$47.2 Million 0.02% of portfolio
1,040
Q1 2025 Reduced 72.92%
$71.4B
$53 Million 0.02% of portfolio
1,800
Q2 2021 Added 200.0%
$41.7B
$67.1 Million 0.02% of portfolio
650
Q3 2023 Reduced 22.06%
$409B
$44.4 Million 0.02% of portfolio
410
Q2 2024 Added 900.0%
$90.8B
$44.9 Million 0.02% of portfolio
368
Q2 2023 Reduced 11.96%
$62.1B
$61.7 Million 0.02% of portfolio
500
Q4 2023 Reduced 80.0%
$144B
$37.9 Million 0.01% of portfolio
185
Q1 2025 Reduced 84.39%
$83.5B
$28.7 Million 0.01% of portfolio
66
Q1 2021 Reduced 17.5%
$108B
$25.6 Million 0.01% of portfolio
261
Q1 2021 Reduced 13.0%
$13.1B
$20.6 Million 0.01% of portfolio
455
Q4 2019 New
$5.85B
$40.1 Million 0.01% of portfolio
28
Q1 2023 Added 115.38%
$84.8B
$17.9 Million 0.01% of portfolio
100
Q2 2024 Reduced 75.06%
$42.6B
$3.12 Million 0.0% of portfolio
46
Q1 2019 New
$194B
$3.28 Million 0.0% of portfolio
116
Q4 2020 Reduced 75.11%

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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