Acima Private Wealth, LLC Closed Holding Positions

Acima Private Wealth, LLC

  • $293 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2023 Filed on Feb 28, 2024
116
$61.04 - $73.11 $7.08K - $8.48K
LESL
Leslie'S, Inc.

Consumer Cyclical
Q2 2023 Filed on Feb 28, 2024
574
$9.24 - $11.31 $5.3K - $6.49K
LCII
Lci Industries

Consumer Cyclical
Q3 2023 Filed on Feb 28, 2024
19
$114.27 - $136.27 $2.17K - $2.59K
LKFN
Lakeland Financial Corp

Financial Services
Q2 2023 Filed on Feb 28, 2024
85
$43.12 - $62.51 $3.67K - $5.31K
GIGB
Goldman Sachs ETF Access Invt
Q4 2023 Filed on Feb 28, 2024
184,433
N/A
KLAC
Kla Corp

Technology
Q2 2023 Filed on Feb 28, 2024
6
$357.36 - $485.02 $2.14K - $2.91K
JCI
Johnson Controls International PLC

Industrials
Q4 2023 Filed on Feb 28, 2024
71
$48.1 - $57.7 $3.42K - $4.1K
JMBS
Janus Detroit Str Tr Henderson

ETFs
Q4 2023 Filed on Feb 28, 2024
90,145
$41.84 - $46.15 $3.77M - $4.16M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
Q2 2023 Filed on Feb 28, 2024
643
$41.71 - $54.55 $26.8K - $35.1K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q3 2023 Filed on Feb 28, 2024
312
$366.06 - $435.87 $114K - $136K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2022 Filed on Feb 28, 2024
1,451
$21.59 - $24.95 $31.3K - $36.2K
UNF
Unifirst Corp

Industrials
Q2 2023 Filed on Feb 28, 2024
40
$155.01 - $181.22 $6.2K - $7.25K
RLI
Rli Corp

Financial Services
Q4 2023 Filed on Feb 28, 2024
60
$126.53 - $140.23 $7.59K - $8.41K
ROLL
Rbc Bearings Inc

Industrials
Q4 2023 Filed on Feb 28, 2024
34
N/A
GS
Goldman Sachs Group Inc

Financial Services
Q3 2023 Filed on Feb 28, 2024
62
$313.0 - $358.93 $19.4K - $22.3K
GIS
General Mills Inc

Consumer Defensive
Q2 2023 Filed on Feb 28, 2024
86
$76.3 - $90.61 $6.56K - $7.79K
STT
State Street Corp

Financial Services
Q2 2023 Filed on Feb 28, 2024
30
$66.54 - $80.03 $2K - $2.4K
PXD
Pioneer Natural Resources CO

Energy
Q4 2023 Filed on Feb 28, 2024
50
$214.96 - $255.33 $10.7K - $12.8K
PKG
Packaging Corp Of America

Consumer Cyclical
Q2 2023 Filed on Feb 28, 2024
0
$124.03 - $144.91 $0 - $0
MBB
Ishares Tr

ETFs
Q4 2023 Filed on Feb 28, 2024
39,541
$85.82 - $94.55 $3.39M - $3.74M
HLI
Houlihan Lokey, Inc.

Financial Services
Q3 2023 Filed on Feb 28, 2024
104
$94.84 - $110.06 $9.86K - $11.4K
HLMN
Hillman Solutions Corp.

Industrials
Q2 2023 Filed on Feb 28, 2024
641
$7.77 - $9.28 $4.98K - $5.95K
AWI
Armstrong World Industries Inc

Industrials
Q2 2023 Filed on Feb 28, 2024
80
$62.23 - $73.46 $4.98K - $5.88K
BCS
Barclays PLC

Financial Services
Q2 2023 Filed on Feb 28, 2024
0
$7.33 - $8.17 $0 - $0
Ge Healthcare Technologies Inc Common Stock
Q2 2023 Filed on Feb 28, 2024
16
N/A
SLB
Schlumberger Limited

Energy
Q3 2022 Filed on Feb 28, 2024
315
$31.33 - $40.38 $9.87K - $12.7K
CVS
Cvs Health Corp

Healthcare
Q2 2023 Filed on Feb 28, 2024
115
$66.65 - $77.75 $7.66K - $8.94K
CS
Credit Suisse Group Ag

Financial Services
Q2 2023 Filed on Feb 28, 2024
10,000
$0.82 - $0.96 $8.2K - $9.6K
CSGP
Costar Group, Inc.

Real Estate
Q3 2023 Filed on Feb 28, 2024
3,612
$76.3 - $91.8 $276K - $332K
BWA
Borgwarner Inc

Consumer Cyclical
Q4 2023 Filed on Feb 28, 2024
110
$32.02 - $39.97 $3.52K - $4.4K
CNI
Canadian National Railway CO

Industrials
Q2 2023 Filed on Feb 28, 2024
0
$112.73 - $124.4 $0 - $0
NCR
Ncr Corp

Technology
Q2 2023 Filed on Feb 28, 2024
25
$19.6 - $25.4 $490 - $635
ALL
Allstate Corp

Financial Services
Q2 2023 Filed on Feb 28, 2024
33
$107.53 - $119.0 $3.55K - $3.93K
AMP
Ameriprise Financial Inc

Financial Services
Q2 2023 Filed on Feb 28, 2024
145
$282.02 - $332.16 $40.9K - $48.2K
F&G Annuities & Life Inc Common Stock
Q4 2023 Filed on Feb 28, 2024
13
N/A
CWST
Casella Waste Systems Inc

Industrials
Q3 2023 Filed on Feb 28, 2024
1,760
$76.3 - $88.37 $134K - $156K
BMI
Badger Meter Inc

Technology
Q4 2023 Filed on Feb 28, 2024
35
$134.79 - $157.1 $4.72K - $5.5K
EMB
Ishares Tr

ETFs
Q1 2023 Filed on Feb 28, 2024
5,378
$83.99 - $89.55 $452K - $482K
INTU
Intuit Inc

Technology
Q3 2023 Filed on Feb 28, 2024
24
$448.19 - $553.61 $10.8K - $13.3K
IAU
Ishares Gold Trust

ETFs
Q1 2022 Filed on May 02, 2022
1,941
$34.0 - $38.98 $66K - $75.7K
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2022 Filed on May 02, 2022
59
$33.24 - $38.0 $1.96K - $2.24K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 02, 2022
12,085
$40.54 - $62.63 $490K - $757K
SYK
Stryker Corp

Healthcare
Q1 2022 Filed on May 02, 2022
10
$245.33 - $277.77 $2.45K - $2.78K
Vaneck Russia ETF
Q1 2022 Filed on May 02, 2022
46,324
N/A
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q1 2022 Filed on May 02, 2022
2
$172.02 - $194.71 $344 - $389
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 02, 2022
500
$74.08 - $93.14 $37K - $46.6K
CTVA
Corteva, Inc.

Basic Materials
Q1 2022 Filed on May 02, 2022
103
$45.44 - $59.79 $4.68K - $6.16K
SKYY
First Trust Cloud Computing Et

ETFs
Q4 2021 Filed on Mar 10, 2022
170
$101.46 - $119.56 $17.2K - $20.3K
FDN
First Tr Fd Dow Jones

ETFs
Q4 2021 Filed on Mar 10, 2022
70
$219.19 - $250.48 $15.3K - $17.5K
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