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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$266 Million 0.09% of portfolio
1,007
Q1 2024 Reduced 2.04%
$0
$155 Million 0.05% of portfolio
2,063
Q3 2024 Reduced 4.0%
$0
$151 Million 0.05% of portfolio
3,473
Q1 2021 New
$0
$114 Million 0.04% of portfolio
1,275
Q4 2022 Reduced 40.97%
$0
$105 Million 0.04% of portfolio
1,622
Q4 2022 Added 14.47%
$0
$97.1 Million 0.03% of portfolio
830
Q1 2024 Reduced 84.35%
$0
$79.2 Million 0.03% of portfolio
150
Q4 2022 Reduced 76.34%
$0
$51.5 Million 0.02% of portfolio
217
Q1 2024 Reduced 9.58%
$0
$50.1 Million 0.02% of portfolio
465
Q4 2023 Reduced 92.27%
$0
$65.6 Million 0.02% of portfolio
470
Q4 2023 Reduced 92.5%
$0
$29.4 Million 0.01% of portfolio
364
Q1 2020 Reduced 88.83%
$0
$26.5 Million 0.01% of portfolio
196
Q4 2021 Reduced 33.78%
$0
$35.8 Million 0.01% of portfolio
352
Q3 2024 Reduced 26.97%
$0
$17.5 Million 0.01% of portfolio
365
Q2 2022 Reduced 65.27%
$0
$43.4 Million 0.01% of portfolio
210
Q1 2024 Reduced 11.76%
$0
$20.1 Million 0.01% of portfolio
220
Q4 2023 Reduced 93.28%
$0
$4.75 Million 0.0% of portfolio
75
Q4 2023 Reduced 75.0%
$0
$12.8 Million 0.0% of portfolio
107
Q3 2024 Added 0.94%

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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