Abich Financial Wealth Management LLC Portfolio Holdings

Abich Financial Wealth Management LLC

  • $147 Billion
  • Q2 2024

Abich Financial Wealth Management LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 916 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 $65.5B, Invesco Qqq Trust, Series 1 with a value of $11.1B, Vanguard Ftse Europe ETF Ftse with a value of $10.5B, Spdr Portfolio with a value of $9.09B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $5.94B.

Examining the 13F form we can see an increase of $17.6B in the current position value, from $129B to 147B.

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 $147 Billion
ETFs: $126 Billion
Financial Services: $3.75 Billion
Technology: $3.72 Billion
Energy: $2.61 Billion
Industrials: $2.55 Billion
Consumer Cyclical: $1.75 Billion
Consumer Defensive: $1.59 Billion
Communication Services: $1.45 Billion
Other: $2.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.75B
$3.56 Million 0.0% of portfolio
178
Q2 2024 Added 947.06%
$17.2B
$286,000 0.0% of portfolio
1
Q2 2024 New
$1.3B
$1.01 Million 0.0% of portfolio
61
Q2 2024 New
$1.72B
$897,000 0.0% of portfolio
29
Q2 2024 Added 866.67%
$701M
$713,000 0.0% of portfolio
79
Q2 2024 New
$4.28B
$733,000 0.0% of portfolio
6
Q2 2024 New
$7.21B
$1.31 Million 0.0% of portfolio
10
Q2 2024 Added 900.0%
$43.2B
$2.56 Million 0.0% of portfolio
60
Q1 2024 New
$1.13B
$736,000 0.0% of portfolio
21
Q2 2024 New
$12.6B
$1.51 Million 0.0% of portfolio
27
Q2 2024 Reduced 98.18%
$5.11B
$917,000 0.0% of portfolio
7
Q2 2024 New
$74B
$3.72 Million 0.0% of portfolio
6
Q2 2024 Reduced 60.0%
$25.1B
$509,000 0.0% of portfolio
10
Q4 2023 New
$2.25B
$919,000 0.0% of portfolio
81
Q2 2024 New
$1.65B
$1.76 Million 0.0% of portfolio
220
Q2 2024 Added 1,122.22%
$6.83B
$2.15 Million 0.0% of portfolio
45
Q2 2024 Added 1,025.0%
$396M
$1.45 Million 0.0% of portfolio
278
Q2 2024 New
$2.57B
$630,000 0.0% of portfolio
11
Q2 2024 New
$3.83B
$662,000 0.0% of portfolio
8
Q2 2024 New
$26.4B
$7.14 Million 0.0% of portfolio
211
Q2 2024 New
$36.6B
$1.01 Million 0.0% of portfolio
10
Q2 2024 Reduced 85.92%
$214M
$886,000 0.0% of portfolio
253
Q2 2024 New
$20.2B
$817,000 0.0% of portfolio
11
Q2 2024 New
$55.1B
$3.13 Million 0.0% of portfolio
97
Q1 2024 New
$1.45B
$130,000 0.0% of portfolio
4
Q2 2024 New
$19.9B
$1.1 Million 0.0% of portfolio
3
Q2 2024 New
$17.5B
$160,000 0.0% of portfolio
1
Q2 2024 Reduced 96.97%
$74.7B
$1.42 Million 0.0% of portfolio
6
Q1 2024 New
$20.4B
$3.13 Million 0.0% of portfolio
30
Q2 2024 Added 900.0%
$67.5B
$2.88 Million 0.0% of portfolio
168
Q1 2024 New
$5.68B
$669,000 0.0% of portfolio
5
Q2 2024 New
$19.7B
$5.35 Million 0.0% of portfolio
10
Q2 2024 Reduced 16.67%
$10.1B
$3.02 Million 0.0% of portfolio
16
Q1 2024 Added 6.67%
$5.31B
$2.46 Million 0.0% of portfolio
79
Q2 2024 Reduced 94.99%
$6.89B
$2.55 Million 0.0% of portfolio
31
Q2 2024 New
$31B
$597,000 0.0% of portfolio
2
Q2 2024 Reduced 89.47%
$235M
$75,000 0.0% of portfolio
50
Q1 2024 New
$6.76B
$1.31 Million 0.0% of portfolio
7
Q2 2024 New
$15.8B
$493,000 0.0% of portfolio
2
Q2 2024 Reduced 89.47%
$17.4B
$4.8 Million 0.0% of portfolio
72
Q2 2024 New
$6B
$756,000 0.0% of portfolio
6
Q2 2024 New
$6.08B
$1.19 Million 0.0% of portfolio
20
Q2 2024 New
$3.5B
$1.81 Million 0.0% of portfolio
34
Q2 2024 New
$97.2B
$3.29 Million 0.0% of portfolio
25
Q2 2024 Added 733.33%
$103B
$0 0.0% of portfolio
0
Q2 2024 New
$169B
$5.54 Million 0.0% of portfolio
57
Q1 2024 New
$11.6B
$2.45 Million 0.0% of portfolio
5
Q2 2024 New
$21.3B
$1.31 Million 0.0% of portfolio
9
Q2 2024 Added 800.0%
$20.9B
$6.07 Million 0.0% of portfolio
57
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 916
  • Current Value $147 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 351 stocks
  • Additional Purchases 240 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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