Acima Private Wealth, LLC Closed Holding Positions

Acima Private Wealth, LLC

  • $293 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MCK
Mckesson Corp

Healthcare
Q1 2024 Filed on May 14, 2024
130
$473.42 - $539.26 $61.5K - $70.1K
MAR
Marriott International Inc

Consumer Cyclical
Q1 2024 Filed on May 14, 2024
21
$219.04 - $255.27 $4.6K - $5.36K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
Q1 2024 Filed on May 14, 2024
427,627
$21.89 - $22.7 $9.36M - $9.71M
OGN
Organon & Co.

Healthcare
Q3 2023 Filed on Feb 28, 2024
458
$16.59 - $23.77 $7.6K - $10.9K
GE
General Electric CO

Industrials
Q2 2023 Filed on Feb 28, 2024
48
$93.6 - $109.85 $4.49K - $5.27K
SPLK
Splunk Inc

Technology
Q3 2023 Filed on Feb 28, 2024
2,468
$97.02 - $146.57 $239K - $362K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2022 Filed on Feb 28, 2024
78
$38.25 - $43.54 $2.98K - $3.4K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2022 Filed on Feb 28, 2024
446
$42.25 - $48.16 $18.8K - $21.5K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2022 Filed on Feb 28, 2024
0
$31.0 - $38.49 $0 - $0
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q3 2022 Filed on Feb 28, 2024
30
$28.01 - $33.61 $840 - $1.01K
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2022 Filed on Feb 28, 2024
240
$48.43 - $56.6 $11.6K - $13.6K
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2022 Filed on Feb 28, 2024
416
$25.15 - $29.74 $10.5K - $12.4K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2022 Filed on Feb 28, 2024
443
$122.51 - $142.75 $54.3K - $63.2K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2022 Filed on Feb 28, 2024
104
$146.67 - $178.24 $15.3K - $18.5K
EMBC
Embecta Corp.

Healthcare
Q4 2022 Filed on Feb 28, 2024
475
$25.29 - $35.48 $12K - $16.9K
ILMN
Illumina, Inc.

Healthcare
Q4 2023 Filed on Feb 28, 2024
99
$92.79 - $142.53 $9.19K - $14.1K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2023 Filed on Feb 28, 2024
2
$92.63 - $109.67 $185 - $219
VT
Vanguard Total World Stk Index

ETFs
Q4 2022 Filed on Feb 28, 2024
196
$78.67 - $91.07 $15.4K - $17.8K
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2023 Filed on Feb 28, 2024
479
$47.16 - $60.8 $22.6K - $29.1K
ES
Eversource Energy

Utilities
Q4 2023 Filed on Feb 28, 2024
1,800
$52.46 - $63.53 $94.4K - $114K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2023 Filed on Feb 28, 2024
48,796
$82.77 - $100.51 $4.04M - $4.9M
INDO
Indonesia Energy Corp LTD

Energy
Q2 2022 Filed on Feb 28, 2024
1,675
$6.55 - $26.4 $11K - $44.2K
CE
Celanese Corp

Basic Materials
Q2 2023 Filed on Feb 28, 2024
140
$100.46 - $117.77 $14.1K - $16.5K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q3 2022 Filed on Feb 28, 2024
390
$23.43 - $26.69 $9.14K - $10.4K
EWY
Ishares Inc Msci South Korea E

ETFs
Q3 2022 Filed on Feb 28, 2024
17,497
$47.36 - $62.19 $829K - $1.09M
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q2 2022 Filed on Feb 28, 2024
31,054
$45.27 - $55.36 $1.41M - $1.72M
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2023 Filed on Feb 28, 2024
38
$111.58 - $130.25 $4.24K - $4.95K
BKI
Black Knight, Inc.

Technology
Q2 2023 Filed on Feb 28, 2024
122
$53.4 - $59.95 $6.51K - $7.31K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q4 2022 Filed on Feb 28, 2024
282
$36.91 - $43.5 $10.4K - $12.3K
TFC
Truist Financial Corp

Financial Services
Q3 2023 Filed on Feb 28, 2024
150
$27.97 - $35.59 $4.2K - $5.34K
DIS
Walt Disney CO

Communication Services
Q3 2022 Filed on Feb 28, 2024
1,500
$91.84 - $124.96 $138K - $187K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2023 Filed on Feb 28, 2024
38
$66.92 - $77.04 $2.54K - $2.93K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q4 2023 Filed on Feb 28, 2024
289,706
$29.14 - $29.78 $8.44M - $8.63M
CDK
Cdk Global, Inc.

Technology
Q3 2022 Filed on Feb 28, 2024
496
$0.0 - $54.84 $0 - $27.2K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2023 Filed on Feb 28, 2024
4,820
$71.37 - $87.78 $344K - $423K
IEF
Ishares Barclays

ETFs
Q4 2023 Filed on Feb 28, 2024
77,675
$88.95 - $97.0 $6.91M - $7.53M
WFC
Wells Fargo & Company

Financial Services
Q4 2023 Filed on Feb 28, 2024
1,687
$38.67 - $50.51 $65.2K - $85.2K
FTCS
First Trust Capital Strength E

ETFs
Q2 2022 Filed on Feb 28, 2024
450
$67.19 - $78.97 $30.2K - $35.5K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2022 Filed on Feb 28, 2024
3,199
$36.19 - $43.78 $116K - $140K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q4 2023 Filed on Feb 28, 2024
18,804
$50.29 - $50.88 $946K - $957K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2023 Filed on Feb 28, 2024
3,970
$104.89 - $111.81 $416K - $444K
APA
Apa Corp

Energy
Q1 2023 Filed on Feb 28, 2024
3,620
$31.74 - $45.73 $115K - $166K
TGT
Target Corp

Consumer Defensive
Q1 2023 Filed on Feb 28, 2024
50
$151.69 - $181.02 $7.58K - $9.05K
SUB
Ishares Short Term National Mu

ETFs
Q2 2022 Filed on Feb 28, 2024
8,001
$103.31 - $104.87 $827K - $839K
EUFN
Ishares Msci Europe Financials

ETFs
Q2 2022 Filed on Feb 28, 2024
71,956
$15.57 - $19.14 $1.12M - $1.38M
WBD
Warner Bros. Discovery, Inc.

Communication Services
Q3 2023 Filed on Feb 28, 2024
28
$10.66 - $14.47 $298 - $405
CERN
Cerner Corporation

Healthcare
Q2 2022 Filed on Feb 28, 2024
30
$93.1 - $94.97 $2.79K - $2.85K
Natwest Group PLC Spons Adr
Q3 2023 Filed on Feb 28, 2024
973
N/A
DEO
Diageo PLC

Consumer Defensive
Q2 2023 Filed on Feb 28, 2024
0
$167.1 - $189.25 $0 - $0
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