Acima Private Wealth, LLC Sells in Q1 2025

Acima Private Wealth, LLC

  • $279 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-180K
- 99.8%
$42.5 - $46.71 $7.64M - $8.39M
365 $16.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-35.2K
- 11.95%
$57.21 - $65.8 $2.01M - $2.32M
259K $15.1B
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-69.2K
- 38.93%
$46.83 - $56.05 $3.24M - $3.88M
109K $5.78B
GTO
Invesco Actively Managed ETF T

ETFs
-52.2K
- 18.63%
$45.9 - $47.37 $2.4M - $2.47M
228K $10.7B
AAPL
Apple Inc.

Technology
-5.23K
- 14.06%
$209.68 - $247.1 $1.1M - $1.29M
32K $7.11B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-52.1K
- 18.5%
$45.56 - $47.23 $2.38M - $2.46M
230K $10.8B
BOND
Pimco Active Bond Exchange Tra

ETFs
-26.7K
- 18.61%
$89.27 - $92.9 $2.39M - $2.48M
117K $10.8B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-8.22K
- 4.59%
$108.02 - $120.45 $887K - $989K
171K $18.8B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-27.5K
- 81.51%
$49.69 - $50.76 $1.37M - $1.4M
6.24K $312M
MSFT
Microsoft Corp

Technology
-1.85K
- 25.17%
$375.39 - $447.2 $695K - $828K
5.51K $2.07B
AXP
American Express CO

Financial Services
-2K
- 66.67%
$255.39 - $325.87 $511K - $652K
1K $269M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-20.4K
- 49.05%
$33.37 - $38.01 $681K - $776K
21.2K $795M
LOW
Lowes Companies Inc

Consumer Cyclical
-2K
- 22.46%
$222.66 - $268.42 $445K - $537K
6.91K $1.61B
XLF
Financial Sector Spdr

ETFs
-12.4K
- 13.06%
$47.32 - $52.19 $585K - $645K
82.3K $4.1B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-29.4K
- 9.3%
$22.98 - $24.13 $675K - $709K
286K $6.83B
GOOGL
Alphabet Inc.

Communication Services
-1.64K
- 42.27%
$154.33 - $206.19 $253K - $338K
2.24K $346M
ITW
Illinois Tool Works Inc

Industrials
-1.4K
- 30.43%
$244.9 - $274.48 $343K - $384K
3.2K $794M
XLE
Energy Sector Spdr

ETFs
-3.91K
- 79.44%
$85.7 - $93.96 $335K - $367K
1.01K $94.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.2K
- 27.72%
$279.74 - $321.29 $336K - $386K
3.13K $977M
DHR
Danaher Corp

Healthcare
-1K
- 84.39%
$201.62 - $250.59 $202K - $251K
185 $37.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.22K
- 6.06%
$49.25 - $50.66 $158K - $163K
49.9K $2.48B
BDX
Becton Dickinson & CO

Healthcare
-800
- 36.36%
$222.79 - $249.08 $178K - $199K
1.4K $321M
PEP
Pepsico Inc

Consumer Defensive
-1K
- 16.11%
$142.64 - $156.42 $143K - $156K
5.21K $781M
ABT
Abbott Laboratories

Healthcare
-2K
- 37.16%
$111.1 - $140.22 $222K - $280K
3.38K $449M
PG
Procter & Gamble CO

Consumer Defensive
-1K
- 14.48%
$158.56 - $176.26 $159K - $176K
5.91K $1.01B
UNP
Union Pacific Corp

Industrials
-664
- 56.66%
$225.21 - $254.42 $150K - $169K
508 $120M
GOOG
Alphabet Inc.

Communication Services
-251
- 8.03%
$156.06 - $207.71 $39.2K - $52.1K
2.87K $449M
IEFA
Ishares Tr

ETFs
-7.01K
- 9.71%
$69.57 - $78.65 $488K - $551K
65.2K $4.93B
VZ
Verizon Communications Inc

Communication Services
-2.8K
- 72.92%
$37.81 - $46.49 $106K - $130K
1.04K $47.2M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
-3.74K
- 2.93%
$20.04 - $20.39 $74.9K - $76.2K
124K $2.5B
APD
Air Products & Chemicals, Inc.

Basic Materials
-300
- 16.67%
$283.24 - $338.07 $85K - $101K
1.5K $442M
HD
Home Depot, Inc.

Consumer Cyclical
-55
- 3.1%
$347.25 - $424.87 $19.1K - $23.4K
1.72K $630M
XLV
Select Sector Spdr Fund Health

ETFs
-800
- 8.41%
$137.61 - $149.68 $110K - $120K
8.72K $1.27B
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-762
- 2.6%
$69.15 - $74.69 $52.7K - $56.9K
28.5K $2.04B
INTC
Intel Corp

Technology
-3K
- 18.44%
$19.1 - $27.39 $57.3K - $82.2K
13.3K $301M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-198
- 11.42%
$71.17 - $73.66 $14.1K - $14.6K
1.54K $113M
MKL
Markel Corp

Financial Services
-24
- 8.7%
$1660.14 - $2059.83 $39.8K - $49.4K
252 $471M
DJP
Barclays Bank PLC

ETFs
-16.3K
- 8.96%
N/A
165K $5.84B
MCHI
Ishares Msci China ETF

ETFs
-4.24K
- 13.23%
$43.71 - $58.65 $185K - $249K
27.8K $1.51B
JNJ
Johnson & Johnson

Healthcare
-1K
- 11.73%
$142.06 - $167.7 $142K - $168K
7.53K $1.25B
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
-225
- 5.24%
$70.96 - $92.65 $16K - $20.8K
4.07K $350M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-214
- 0.28%
$95.85 - $99.25 $20.5K - $21.2K
76K $7.52B
Activity Summary
Buys All Purchases 14 New Holdings 0 Increased Positions 14 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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