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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Acima Private Wealth, LLC Portfolio

Follow Acima Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acima Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acima Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email