Abich Financial Wealth Management LLC has filed its 13F form on June 21, 2024 for Q1 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 544 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $25.8B, Vanguard Ftse Europe ETF Ftse with a value of $17.5B, Invesco Qqq Trust, Series 1 with a value of $16.3B, Spdr Portfolio with a value of $9.62B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $9.3B.

Examining the 13F form we can see an increase of $24.7B in the current position value, from $105B to 129B.

Abich Financial Wealth Management LLC is based out at Ashburn, VA

Below you can find more details about Abich Financial Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $114 Billion
Financial Services: $2.82 Billion
Technology: $2.41 Billion
Energy: $1.83 Billion
Real Estate: $1.41 Billion
Industrials: $1.34 Billion
Consumer Cyclical: $1.23 Billion
Consumer Defensive: $1.19 Billion
Other: $2.42 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 544
  • Current Value $129 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q1 2024
  • Filing Date June 21, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 184 stocks
  • Additional Purchases 220 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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