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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$559B
$315 Million 0.11% of portfolio
538
Q1 2024 Reduced 3.58%
$28.8B
$331 Million 0.11% of portfolio
2,500
Q4 2023 Reduced 1.15%
$171B
$329 Million 0.11% of portfolio
1,185
Q3 2023 Reduced 7.78%
$240B
$315 Million 0.11% of portfolio
3,900
Q1 2024 Added 200.0%
$0
$300 Million 0.1% of portfolio
3,404
Q2 2023 Reduced 19.79%
$614B
$313 Million 0.1% of portfolio
679
Q4 2022 Reduced 54.49%
$47.8B
$288 Million 0.1% of portfolio
2,056
Q3 2020 Reduced 0.77%
$147B
$289 Million 0.1% of portfolio
1,172
Q2 2024 Reduced 18.21%
$0
$266 Million 0.09% of portfolio
1,007
Q1 2024 Reduced 2.04%
$78.6B
$258 Million 0.09% of portfolio
2,486
Q3 2021 Reduced 1.19%
$127B
$261 Million 0.09% of portfolio
3,251
Q3 2024 Reduced 3.47%
$38B
$273 Million 0.09% of portfolio
3,500
Q1 2022 Reduced 0.71%
$76.4B
$253 Million 0.08% of portfolio
480
Q4 2019 Reduced 8.57%
$713B
$233 Million 0.08% of portfolio
263
Q3 2024 Reduced 26.33%
$34.8B
$249 Million 0.08% of portfolio
493
Q1 2023 New
$28.4B
$240 Million 0.08% of portfolio
1,250
Q1 2024 Reduced 4.36%
$276B
$219 Million 0.07% of portfolio
3,045
Q3 2021 Reduced 1.62%
$34.6B
$195 Million 0.07% of portfolio
366
Q1 2023 New
$30.1B
$166 Million 0.06% of portfolio
792
Q2 2023 Reduced 3.18%
$46.2B
$177 Million 0.06% of portfolio
1,244
Q3 2021 Reduced 13.85%
$178B
$172 Million 0.06% of portfolio
3,840
Q3 2024 Reduced 27.55%
$70.4B
$174 Million 0.06% of portfolio
1,275
Q1 2022 Reduced 12.07%
$100B
$176 Million 0.06% of portfolio
3,452
Q3 2020 Reduced 22.77%
$22.8B
$178 Million 0.06% of portfolio
916
Q1 2019 New
$40.5B
$144 Million 0.05% of portfolio
3,200
Q1 2019 New
$0
$155 Million 0.05% of portfolio
2,063
Q3 2024 Reduced 4.0%
$0
$151 Million 0.05% of portfolio
3,473
Q1 2021 New
$203B
$136 Million 0.05% of portfolio
1,123
Q3 2020 Reduced 76.19%
$152B
$135 Million 0.05% of portfolio
1,592
Q2 2024 Reduced 36.85%
$96B
$135 Million 0.05% of portfolio
1,500
Q2 2023 Reduced 5.0%
$0
$114 Million 0.04% of portfolio
1,275
Q4 2022 Reduced 40.97%
$0
$105 Million 0.04% of portfolio
1,622
Q4 2022 Added 14.47%
$423B
$107 Million 0.04% of portfolio
121
Q1 2024 Reduced 21.43%
$11.5B
$117 Million 0.04% of portfolio
1,579
Q1 2023 New
$50.4B
$126 Million 0.04% of portfolio
1,224
Q1 2019 New
$63.6B
$105 Million 0.04% of portfolio
1,300
Q3 2023 Reduced 22.11%
$718B
$120 Million 0.04% of portfolio
569
Q1 2023 Added 23.97%
$0
$97.1 Million 0.03% of portfolio
830
Q1 2024 Reduced 84.35%
$0
$79.2 Million 0.03% of portfolio
150
Q4 2022 Reduced 76.34%
$113B
$101 Million 0.03% of portfolio
1,125
Q4 2021 Reduced 64.0%
$118B
$76.1 Million 0.03% of portfolio
264
Q1 2023 Added 28.16%
$61.2B
$95.2 Million 0.03% of portfolio
383
Q1 2020 Reduced 24.9%
$46.5B
$89.2 Million 0.03% of portfolio
153
Q1 2023 New
$1.27T
$78.4 Million 0.03% of portfolio
137
Q2 2023 Reduced 19.41%
$31.5B
$46.5 Million 0.02% of portfolio
852
Q3 2020 Reduced 1.84%
$366B
$49.8 Million 0.02% of portfolio
410
Q2 2024 Added 900.0%
$38.4B
$71.4 Million 0.02% of portfolio
317
Q1 2022 Reduced 8.12%
$41.6B
$67.6 Million 0.02% of portfolio
650
Q3 2023 Reduced 22.06%
$0
$51.5 Million 0.02% of portfolio
217
Q1 2024 Reduced 9.58%

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
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