Acima Private Wealth, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $272 Billion distributed in 183 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 $21.2B, Goldman Sachs ETF Tr Activebet with a value of $20.7B, Ishares Core S&P Mid Cap ETF with a value of $16.9B, Invesco Actively Managed ETF T with a value of $11.5B, and J P Morgan Exchange Traded Fd with a value of $11.5B.

Examining the 13F form we can see an increase of $944M in the current position value, from $271B to 272B.

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 $272 Billion
ETFs: $213 Billion
Technology: $18.9 Billion
Healthcare: $9.63 Billion
Consumer Cyclical: $7.66 Billion
Industrials: $5.8 Billion
Financial Services: $5.71 Billion
Consumer Defensive: $3.66 Billion
Basic Materials: $2.05 Billion
Other: $3.61 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $272 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Acima Private Wealth, LLC Portfolio

Follow Acima Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acima Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acima Private Wealth, LLC with notifications on news.