Acima Private Wealth, LLC Portfolio Holdings

Acima Private Wealth, LLC

  • $279 Billion
  • Q1 2025

Acima Private Wealth, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $279 Billion distributed in 180 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 $23.7B, Goldman Sachs ETF Tr Activebet with a value of $18.8B, Ishares Core S&P Mid Cap ETF with a value of $15.1B, Ishares Inc with a value of $12.1B, and J P Morgan Exchange Traded Fd with a value of $10.8B.

Examining the 13F form we can see an decrease of $18.4B in the current position value, from $297B to 279B.

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 $279 Billion
ETFs: $218 Billion
Technology: $15.8 Billion
Healthcare: $8.25 Billion
Consumer Cyclical: $7.75 Billion
Financial Services: $6.22 Billion
Industrials: $5.81 Billion
Consumer Defensive: $3.52 Billion
Basic Materials: $2.15 Billion
Other: $3.01 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$358B
$44.4 Million 0.02% of portfolio
410
Q2 2024 Added 900.0%
$88.9B
$44.9 Million 0.02% of portfolio
368
Q2 2023 Reduced 11.96%
$60B
$61.7 Million 0.02% of portfolio
500
Q4 2023 Reduced 80.0%
$143B
$37.9 Million 0.01% of portfolio
185
Q1 2025 Reduced 84.39%
$0
$28.7 Million 0.01% of portfolio
364
Q1 2020 Reduced 88.83%
$89.9B
$28.7 Million 0.01% of portfolio
66
Q1 2021 Reduced 17.5%
$107B
$25.6 Million 0.01% of portfolio
261
Q1 2021 Reduced 13.0%
$13.4B
$20.6 Million 0.01% of portfolio
455
Q4 2019 New
$0
$16.5 Million 0.01% of portfolio
365
Q1 2025 Reduced 99.8%
$0
$20.6 Million 0.01% of portfolio
220
Q4 2023 Reduced 93.28%
$0
$25.7 Million 0.01% of portfolio
196
Q4 2021 Reduced 33.78%
$5.63B
$40.1 Million 0.01% of portfolio
28
Q1 2023 Added 115.38%
$76.1B
$17.9 Million 0.01% of portfolio
100
Q2 2024 Reduced 75.06%
$0
$34.5 Million 0.01% of portfolio
352
Q3 2024 Reduced 26.97%
Solventum Corp Com Shs
-
$22.8 Million 0.01% of portfolio
-
Q2 2024 New
$42.6B
$3.12 Million 0.0% of portfolio
46
Q1 2019 New
$75.3B
$12.7 Million 0.0% of portfolio
200
Q4 2023 Reduced 25.93%
$95.9B
$1.32 Million 0.0% of portfolio
4
Q1 2024 Reduced 90.0%
$40.1B
$5.2 Million 0.0% of portfolio
42
Q1 2019 New
$225B
$3.03 Million 0.0% of portfolio
26
Q1 2019 New
$152B
$13.3 Million 0.0% of portfolio
360
Q1 2023 New
$71.9B
$12.4 Million 0.0% of portfolio
29
Q1 2023 New
$152B
$7.81 Million 0.0% of portfolio
110
Q4 2022 Reduced 85.53%
$30.8B
$12.1 Million 0.0% of portfolio
200
Q3 2019 New
$15.1B
$13 Million 0.0% of portfolio
200
Q1 2020 Reduced 50.0%
$21B
$1.56 Million 0.0% of portfolio
17
Q1 2020 Reduced 96.36%
$0
$4.34 Million 0.0% of portfolio
75
Q4 2023 Reduced 75.0%
$64.3B
$10.6 Million 0.0% of portfolio
252
Q3 2020 Reduced 93.69%
Viking Holdings LTD Ord Shs
-
$3.98 Million 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $279 Billion
  • Prior Value $297 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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