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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$180B
$874 Million 0.31% of portfolio
2,800
Q4 2023 Reduced 0.88%
$2.14T
$819 Million 0.29% of portfolio
4,303
Q1 2024 Reduced 3.0%
$0
$795 Million 0.29% of portfolio
21,209
Q1 2025 Reduced 49.05%
$0
$810 Million 0.29% of portfolio
3,170
Q1 2019 New
$73.9B
$794 Million 0.28% of portfolio
3,200
Q1 2025 Reduced 30.43%
$178B
$781 Million 0.28% of portfolio
5,206
Q1 2025 Reduced 16.11%
$0
$720 Million 0.26% of portfolio
14,216
Q1 2025 Added 8.59%
$175B
$696 Million 0.25% of portfolio
1,815
Q1 2024 Reduced 1.36%
$149B
$655 Million 0.24% of portfolio
3,093
Q4 2023 Reduced 0.9%
$0
$660 Million 0.24% of portfolio
1,829
Q1 2024 Reduced 20.03%
$358B
$630 Million 0.23% of portfolio
1,720
Q1 2025 Reduced 3.1%
$0
$615 Million 0.22% of portfolio
3,081
Q1 2024 Reduced 56.4%
$216B
$622 Million 0.22% of portfolio
4,694
Q4 2023 Reduced 7.42%
$478B
$606 Million 0.22% of portfolio
5,092
Q2 2024 Reduced 1.93%
$155B
$589 Million 0.21% of portfolio
1,892
Q2 2023 Reduced 5.02%
$0
$559 Million 0.2% of portfolio
999
Q1 2019 New
$26.5B
$471 Million 0.17% of portfolio
252
Q1 2025 Reduced 8.7%
$3.9B
$472 Million 0.17% of portfolio
4,000
Q4 2022 New
$190B
$486 Million 0.17% of portfolio
1,473
Q2 2023 Reduced 0.34%
$60B
$442 Million 0.16% of portfolio
1,500
Q1 2025 Reduced 16.67%
$177B
$455 Million 0.16% of portfolio
2,530
Q4 2023 Reduced 1.4%
$233B
$449 Million 0.16% of portfolio
3,382
Q1 2025 Reduced 37.16%
$1.02T
$449 Million 0.16% of portfolio
2,873
Q1 2025 Reduced 8.03%
$107B
$459 Million 0.16% of portfolio
1,881
Q1 2019 New
$45.6B
$428 Million 0.15% of portfolio
5,904
Q2 2023 Reduced 2.67%
$293B
$405 Million 0.15% of portfolio
2,421
Q1 2024 Reduced 3.55%
$65.3B
$405 Million 0.15% of portfolio
3,638
Q1 2019 New
$200B
$428 Million 0.15% of portfolio
4,764
Q1 2024 Reduced 12.51%
$508B
$430 Million 0.15% of portfolio
784
Q1 2023 Added 1,468.0%
$0
$406 Million 0.15% of portfolio
4,970
Q3 2024 Reduced 43.04%
$27.6B
$416 Million 0.15% of portfolio
2,000
Q1 2024 Reduced 3.8%
$272B
$407 Million 0.15% of portfolio
6,591
Q4 2024 Reduced 6.39%
$164B
$420 Million 0.15% of portfolio
826
Q2 2023 Reduced 2.59%
$631B
$362 Million 0.13% of portfolio
679
Q4 2022 Reduced 54.49%
$156B
$359 Million 0.13% of portfolio
722
Q1 2024 Reduced 1.63%
$0
$350 Million 0.13% of portfolio
4,066
Q1 2025 Reduced 5.24%
Blackrock Inc Com
-
$359 Million 0.13% of portfolio
-
Q3 2024 New
$135B
$368 Million 0.13% of portfolio
14,542
Q2 2024 Reduced 7.58%
$54.7B
$351 Million 0.13% of portfolio
2,056
Q3 2020 Reduced 0.77%
$0
$355 Million 0.13% of portfolio
1,380
Q3 2023 Reduced 10.1%
$261B
$342 Million 0.12% of portfolio
3,900
Q1 2024 Added 200.0%
$0
$326 Million 0.12% of portfolio
2,585
Q4 2023 Reduced 76.35%
$48B
$321 Million 0.12% of portfolio
1,400
Q1 2025 Reduced 36.36%
$553B
$336 Million 0.12% of portfolio
2,400
Q1 2024 Reduced 2.68%
$995B
$346 Million 0.12% of portfolio
2,240
Q1 2025 Reduced 42.27%
$0
$328 Million 0.12% of portfolio
1,743
Q2 2024 Reduced 35.94%
$0
$319 Million 0.11% of portfolio
1,867
Q4 2023 Reduced 22.76%
$0
$312 Million 0.11% of portfolio
6,235
Q1 2025 Reduced 81.51%
$127B
$310 Million 0.11% of portfolio
3,251
Q3 2024 Reduced 3.47%

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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