Acima Private Wealth, LLC Portfolio Holdings

Acima Private Wealth, LLC

  • $298 Billion
  • Q3 2024

Acima Private Wealth, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $298 Billion distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $22.6B, Goldman Sachs ETF Tr Activebet with a value of $22.1B, Ishares Core S&P Mid Cap ETF with a value of $18.3B, Ishares Inc with a value of $12.6B, and Pimco Active Bond Exchange Tra with a value of $12.4B.

Examining the 13F form we can see an increase of $26.2B in the current position value, from $272B to 298B.

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 $298 Billion
ETFs: $235 Billion
Technology: $19.3 Billion
Healthcare: $9.92 Billion
Consumer Cyclical: $8.84 Billion
Industrials: $6.66 Billion
Financial Services: $6.09 Billion
Consumer Defensive: $3.91 Billion
Basic Materials: $2.48 Billion
Other: $3.46 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$8.71 Billion 2.92% of portfolio
37,403
Q2 2024 Reduced 8.46%
$3.12T
$3.17 Billion 1.06% of portfolio
7,357
Q2 2024 Reduced 0.66%
$213B
$2.97 Billion 1.0% of portfolio
3,324
Q3 2024 Reduced 23.13%
$171B
$2.41 Billion 0.81% of portfolio
8,905
Q1 2024 Reduced 0.51%
$106B
$1.81 Billion 0.61% of portfolio
884
Q3 2024 Reduced 3.28%
$104B
$1.57 Billion 0.53% of portfolio
4,110
Q4 2023 Reduced 24.67%
$119B
$1.43 Billion 0.48% of portfolio
3,081
Q3 2023 Reduced 8.85%
$407B
$1.38 Billion 0.46% of portfolio
8,526
Q3 2023 Reduced 6.14%
$203B
$1.36 Billion 0.46% of portfolio
324
Q4 2020 Reduced 0.92%
$313B
$1.35 Billion 0.45% of portfolio
6,811
Q2 2024 Reduced 3.13%
$218B
$1.32 Billion 0.44% of portfolio
4,329
Q3 2019 Added 1.17%
$137B
$1.3 Billion 0.44% of portfolio
2,231
Q1 2019 New
$420B
$1.2 Billion 0.4% of portfolio
6,907
Q2 2024 Reduced 14.01%
$84.9B
$1.21 Billion 0.4% of portfolio
4,600
Q4 2023 Reduced 0.2%
$156B
$1.19 Billion 0.4% of portfolio
4,680
Q3 2023 Reduced 1.04%
$512B
$1.07 Billion 0.36% of portfolio
3,895
Q2 2024 Reduced 0.33%
$225B
$1.06 Billion 0.35% of portfolio
6,206
Q2 2024 Reduced 13.88%
$228B
$990 Million 0.33% of portfolio
2,800
Q4 2023 Reduced 0.88%
$241B
$940 Million 0.31% of portfolio
1,815
Q1 2024 Reduced 1.36%
$2.05T
$802 Million 0.27% of portfolio
4,303
Q1 2024 Reduced 3.0%
$228B
$814 Million 0.27% of portfolio
3,000
Q4 2023 Reduced 1.83%
$439B
$719 Million 0.24% of portfolio
1,775
Q1 2024 Reduced 3.11%
$1.01T
$643 Million 0.22% of portfolio
3,880
Q1 2024 Reduced 2.39%
$155B
$639 Million 0.21% of portfolio
3,093
Q4 2023 Reduced 0.9%
$207B
$614 Million 0.21% of portfolio
5,382
Q2 2024 Reduced 3.93%
$500B
$597 Million 0.2% of portfolio
5,092
Q2 2024 Reduced 1.93%
$157B
$610 Million 0.2% of portfolio
1,892
Q2 2023 Reduced 5.02%
$174B
$569 Million 0.19% of portfolio
4,694
Q4 2023 Reduced 7.42%
$214B
$576 Million 0.19% of portfolio
1,473
Q2 2023 Reduced 0.34%
$135B
$553 Million 0.19% of portfolio
5,250
Q2 2024 Reduced 3.67%
$256B
$541 Million 0.18% of portfolio
4,764
Q1 2024 Reduced 12.51%
$64.3B
$530 Million 0.18% of portfolio
2,200
Q4 2023 Reduced 7.37%
$74.1B
$536 Million 0.18% of portfolio
1,800
Q1 2021 Reduced 1.37%
$1.03T
$522 Million 0.18% of portfolio
3,124
Q1 2024 Reduced 39.03%
$177B
$523 Million 0.18% of portfolio
2,530
Q4 2023 Reduced 1.4%
$4.65B
$520 Million 0.17% of portfolio
4,000
Q4 2022 New
$23.8B
$433 Million 0.15% of portfolio
276
Q1 2022 Reduced 37.13%
$201B
$447 Million 0.15% of portfolio
722
Q1 2024 Reduced 1.63%
$114B
$420 Million 0.14% of portfolio
1,881
Q1 2019 New
$507B
$409 Million 0.14% of portfolio
2,400
Q1 2024 Reduced 2.68%
$170B
$427 Million 0.14% of portfolio
826
Q2 2023 Reduced 2.59%
$147B
$421 Million 0.14% of portfolio
14,542
Q2 2024 Reduced 7.58%
$71.5B
$407 Million 0.14% of portfolio
3,638
Q1 2019 New
$44.1B
$390 Million 0.13% of portfolio
5,904
Q2 2023 Reduced 2.67%
$102B
$382 Million 0.13% of portfolio
16,272
Q2 2024 Reduced 0.61%
$502B
$387 Million 0.13% of portfolio
784
Q1 2023 Added 1,468.0%
$241B
$375 Million 0.13% of portfolio
7,041
Q1 2024 Reduced 1.44%
$314B
$357 Million 0.12% of portfolio
2,421
Q1 2024 Reduced 3.55%
$21.4B
$328 Million 0.11% of portfolio
2,000
Q1 2024 Reduced 3.8%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $298 Billion
  • Prior Value $272 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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