Acima Private Wealth, LLC Portfolio Holdings

Acima Private Wealth, LLC

  • $271 Billion
  • Q1 2024

Acima Private Wealth, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $271 Billion distributed in 198 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $21.9B, Ishares Core S&P 500 ETF with a value of $20.4B, Ishares Core S&P Mid Cap ETF with a value of $16.3B, Jpmorgan International Bond Op with a value of $13B, and Invesco Actively Managed ETF T with a value of $11.5B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $256B to 271B. Also it can be appreciated an additional of 2 stocks purchases and 3 closed positions.

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 $271 Billion
ETFs: $213 Billion
Technology: $18 Billion
Healthcare: $9.94 Billion
Consumer Cyclical: $7.92 Billion
Industrials: $6.1 Billion
Financial Services: $5.83 Billion
Consumer Defensive: $4 Billion
Basic Materials: $2.28 Billion
Other: $3.56 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.9 Billion 8.06% of portfolio
210,722
Q1 2024 Added 60.6%
$0
$20.4 Billion 7.53% of portfolio
38,830
Q1 2024 Reduced 2.29%
$0
$16.3 Billion 5.99% of portfolio
267,698
Q1 2024 Added 421.32%
$0
$13 Billion 4.8% of portfolio
273,556
Q1 2024 New
$0
$11.5 Billion 4.24% of portfolio
245,471
Q1 2024 Added 1.32%
$0
$11.5 Billion 4.24% of portfolio
125,151
Q1 2024 Added 1.35%
$0
$11.5 Billion 4.22% of portfolio
245,632
Q1 2024 Added 1.37%
$0
$7.28 Billion 2.68% of portfolio
141,089
Q1 2024 Added 0.12%
$3.09T
$7.01 Billion 2.58% of portfolio
40,860
Q1 2024 Reduced 6.8%
$0
$5.96 Billion 2.2% of portfolio
191,715
Q1 2024 Added 4.63%
$0
$5.91 Billion 2.18% of portfolio
241,037
Q1 2024 Added 50.5%
$0
$5.77 Billion 2.13% of portfolio
58,950
Q1 2024 Added 0.74%
$0
$5.51 Billion 2.03% of portfolio
21,206
Q1 2024 Added 0.43%
$0
$4.83 Billion 1.78% of portfolio
65,043
Q1 2024 Added 0.1%
$0
$4.6 Billion 1.7% of portfolio
53,400
Q1 2024 Added 500.0%
$0
$4.34 Billion 1.6% of portfolio
84,925
Q1 2024 Added 18.56%
$0
$3.98 Billion 1.47% of portfolio
94,607
Q3 2020 New
$0
$3.73 Billion 1.38% of portfolio
55,119
Q1 2024 Added 38.73%
$0
$3.5 Billion 1.29% of portfolio
20,636
Q1 2024 Added 1,404.08%
$133B
$3.3 Billion 1.22% of portfolio
4,324
Q2 2023 Reduced 1.26%
$0
$3.18 Billion 1.17% of portfolio
55,052
Q1 2024 Added 38.36%
$3.09T
$3.12 Billion 1.15% of portfolio
7,406
Q1 2024 Reduced 5.03%
$0
$2.86 Billion 1.05% of portfolio
127,221
Q1 2024 Added 1.34%
$0
$2.78 Billion 1.02% of portfolio
17,944
Q1 2024 Reduced 0.05%
$0
$2.49 Billion 0.92% of portfolio
32,625
Q4 2023 Reduced 24.64%
$0
$2.36 Billion 0.87% of portfolio
82,440
Q1 2024 Added 43.1%
$0
$2.32 Billion 0.86% of portfolio
114,660
Q1 2024 New
$137B
$2.27 Billion 0.84% of portfolio
8,905
Q1 2024 Reduced 0.51%
$0
$2.05 Billion 0.76% of portfolio
35,094
Q1 2024 Added 24.69%
$0
$2.06 Billion 0.76% of portfolio
40,738
Q1 2024 Added 5.62%
$0
$1.91 Billion 0.7% of portfolio
37,643
Q2 2023 Reduced 3.83%
$0
$1.88 Billion 0.69% of portfolio
10,292
Q1 2024 Added 0.66%
$0
$1.86 Billion 0.68% of portfolio
46,729
Q1 2024 Added 12.85%
$0
$1.83 Billion 0.68% of portfolio
74,305
Q1 2024 Added 46.82%
$0
$1.81 Billion 0.67% of portfolio
8,701
Q1 2021 Reduced 20.9%
$0
$1.7 Billion 0.63% of portfolio
32,975
Q1 2024 Added 1.55%
$0
$1.66 Billion 0.61% of portfolio
15,460
Q1 2024 Added 9.52%
$0
$1.59 Billion 0.59% of portfolio
49,161
Q1 2024 Added 37.87%
$0
$1.43 Billion 0.53% of portfolio
63,683
Q1 2024 Added 41.55%
$78.7B
$1.43 Billion 0.53% of portfolio
4,110
Q4 2023 Reduced 24.67%
$0
$1.41 Billion 0.52% of portfolio
9,515
Q1 2022 Reduced 17.37%
$0
$1.38 Billion 0.51% of portfolio
57,232
Q1 2024 Added 12.09%
$86.9B
$1.38 Billion 0.51% of portfolio
914
Q4 2023 Reduced 35.81%
$383B
$1.35 Billion 0.5% of portfolio
8,526
Q3 2023 Reduced 6.14%
$390B
$1.3 Billion 0.48% of portfolio
8,032
Q1 2024 Reduced 4.29%
$285B
$1.28 Billion 0.47% of portfolio
7,031
Q4 2023 Reduced 4.09%
$117B
$1.29 Billion 0.47% of portfolio
3,081
Q3 2023 Reduced 8.85%
$238B
$1.26 Billion 0.46% of portfolio
7,206
Q1 2024 Reduced 2.7%
$74.6B
$1.23 Billion 0.46% of portfolio
4,600
Q4 2023 Reduced 0.2%

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $271 Billion
  • Prior Value $256 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 32 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 36 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