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Size ($ in 1000's)
At 12/31/2023: $256,120
At 09/30/2023: $224,765
Acima Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Acima Private Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Acima Private Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Acima Private Wealth LLC.
In the Acima Private Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Acima Private Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Acima Private Wealth LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES CORE S&P 500 ETF (IVV) |
39,742 |
+4,596 |
$18,982 | | IVV | 39,742 | +4,596 | $18,982 | | ISHARES CORE S&P MID CAP ETF (IJH) |
51,350 |
+13,408 |
$14,232 | | IJH | 51,350 | +13,408 | $14,232 | | GOLDMAN SACHS ACTIVEBETA US LGCP EQ ETF (GSLC) |
131,207 |
+39,434 |
$12,309 | | GSLC | 131,207 | +39,434 | $12,309 | | INVESCO TOTAL RETURN BOND ETF (GTO) |
242,272 |
+242,272 |
$11,445 | | GTO | 242,272 | +242,272 | $11,445 | | PIMCO ACTIVE BOND ETF (BOND) |
123,486 |
+123,486 |
$11,416 | | BOND | 123,486 | +123,486 | $11,416 | | JPMORGAN CORE PLUS BOND ETF (JCPB) |
242,321 |
+242,321 |
$11,410 | | JCPB | 242,321 | +242,321 | $11,410 | | INVESCO INTERNATIONAL CORPORATE BOND ETF (PICB) |
427,627 |
+7,656 |
$9,857 | | PICB | 427,627 | +7,656 | $9,857 | | APPLE INC COM |
43,840 |
-5,581 |
$8,441 | | AAPL | 43,840 | -5,581 | $8,441 | | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) |
147,464 |
+147,464 |
$7,344 | | IAGG | 147,464 | +147,464 | $7,344 | | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) |
140,915 |
+21,892 |
$7,127 | | IEMG | 140,915 | +21,892 | $7,127 | | VANECK EM HIGH YIELD BOND ETF (HYEM) |
356,189 |
+9,331 |
$6,593 | | HYEM | 356,189 | +9,331 | $6,593 | | ISHARES CORE US AGGREGATE BOND ETF (AGG) |
58,515 |
+48,937 |
$5,808 | | AGG | 58,515 | +48,937 | $5,808 | | IPATH BLOOMBERG CMDTY TR ETN |
183,232 |
+3,058 |
$5,568 | | DJP | 183,232 | +3,058 | $5,568 | | VANGUARD TOTAL STOCK MARKET ETF (VTI) |
21,115 |
+376 |
$5,009 | | VTI | 21,115 | +376 | $5,009 | | ISHARES CORE MSCI EAFE ETF (IEFA) |
64,977 |
+602 |
$4,571 | | IEFA | 64,977 | +602 | $4,571 | | VANECK JPMORGAN EMLCL CCY BD ETF (EMLC) |
160,162 |
+4,056 |
$4,060 | | EMLC | 160,162 | +4,056 | $4,060 | | ISHARES EXPANDED TECH SECTOR ETF (IGM) |
8,900 |
UNCH |
$3,989 | | IGM | 8,900 | UNCH | $3,989 | | ISHARES RUSSELL MID CAP GROWTH ETF (IWP) |
37,139 |
-26,182 |
$3,880 | | IWP | 37,139 | -26,182 | $3,880 | | FINANCIAL SELECT SECTOR SPDR ETF (XLF) |
94,607 |
UNCH |
$3,557 | | XLF | 94,607 | UNCH | $3,557 | | ISHARES MSCI EUROZONE ETF (EZU) |
71,633 |
+10,250 |
$3,398 | | EZU | 71,633 | +10,250 | $3,398 | | INVESCO CURRENCYSHARES EURO CURRENCY (FXE) |
29,984 |
+743 |
$3,060 | | FXE | 29,984 | +743 | $3,060 | | SERVICENOW INC COM |
4,324 |
UNCH |
$3,055 | | NOW | 4,324 | UNCH | $3,055 | | MICROSOFT CORP COM |
7,798 |
-1,392 |
$2,932 | | MSFT | 7,798 | -1,392 | $2,932 | | CAPITAL GROUP CORE PLUS INCOME ETF (CGCP) |
125,535 |
+125,535 |
$2,849 | | CGCP | 125,535 | +125,535 | $2,849 | | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ) |
39,732 |
+1,001 |
$2,645 | | AAXJ | 39,732 | +1,001 | $2,645 | | SPDR S&P OIL & GAS EXPLOR & PRODTN ETF (XOP) |
17,953 |
-5,572 |
$2,458 | | XOP | 17,953 | -5,572 | $2,458 | | CONSUMER STAPLES SELECT SECTOR SPDR ETF (XLP) |
32,625 |
-10,667 |
$2,350 | | XLP | 32,625 | -10,667 | $2,350 | | ISHARES CORE MSCI EUROPE ETF (IEUR) |
39,789 |
+545 |
$2,189 | | IEUR | 39,789 | +545 | $2,189 | | LOWES COS INC COM |
8,951 |
UNCH |
$1,992 | | LOW | 8,951 | UNCH | $1,992 | | VANGUARD TAX EXEMPT BOND ETF (VTEB) |
38,569 |
+4,364 |
$1,969 | | VTEB | 38,569 | +4,364 | $1,969 | | JPMORGAN MUNICIPAL ETF (JMUB) |
37,643 |
UNCH |
$1,918 | | JMUB | 37,643 | UNCH | $1,918 | | VANGUARD DIVIDEND APPRECIATION ETF (VIG) |
10,225 |
UNCH |
$1,742 | | VIG | 10,225 | UNCH | $1,742 | | ISHARES MSCI CHINA ETF (MCHI) |
41,408 |
-7,364 |
$1,687 | | MCHI | 41,408 | -7,364 | $1,687 | | TECHNOLOGY SELECT SECTOR SPDR ETF (XLK) |
8,701 |
UNCH |
$1,675 | | XLK | 8,701 | UNCH | $1,675 | | ISHARES MSCI INDIA ETF (INDA) |
32,472 |
+6,931 |
$1,585 | | INDA | 32,472 | +6,931 | $1,585 | | ISHARES NATIONAL MUNI BOND ETF (MUB) |
14,116 |
-6,997 |
$1,530 | | MUB | 14,116 | -6,997 | $1,530 | | ISHARES FRONTIER AND SELECT EM ETF (FM) |
57,612 |
-730 |
$1,515 | | FM | 57,612 | -730 | $1,515 | | JPMORGAN BETABUILDERS JAPAN ETF (BBJP) |
28,146 |
+86 |
$1,478 | | BBJP | 28,146 | +86 | $1,478 | | MERCADOLIBRE INC COM |
914 |
-510 |
$1,436 | | MELI | 914 | -510 | $1,436 | | ISHARES RUSSELL 2000 ETF (IWM) |
7,066 |
UNCH |
$1,418 | | IWM | 7,066 | UNCH | $1,418 | | JOHNSON & JOHNSON COM |
8,526 |
UNCH |
$1,336 | | JNJ | 8,526 | UNCH | $1,336 | | HEALTH CARE SELECT SECTOR SPDR ETF (XLV) |
9,515 |
UNCH |
$1,298 | | XLV | 9,515 | UNCH | $1,298 | | MCDONALDS CORP COM |
4,329 |
UNCH |
$1,284 | | MCD | 4,329 | UNCH | $1,284 | | SHERWIN WILLIAMS CO COM |
4,110 |
-1,346 |
$1,282 | | SHW | 4,110 | -1,346 | $1,282 | | PEPSICO INC COM |
7,406 |
-78 |
$1,258 | | PEP | 7,406 | -78 | $1,258 | | VERTEX PHARMACEUTICALS INC COM |
3,081 |
UNCH |
$1,254 | | VRTX | 3,081 | UNCH | $1,254 | | ISHARES MSCI BRAZIL ETF (EWZ) |
35,657 |
-1,637 |
$1,247 | | EWZ | 35,657 | -1,637 | $1,247 | | ISHARES MSCI AUSTRALIA ETF (EWA) |
50,611 |
+766 |
$1,232 | | EWA | 50,611 | +766 | $1,232 | | PROCTER AND GAMBLE CO COM |
8,392 |
UNCH |
$1,230 | | PG | 8,392 | UNCH | $1,230 | | XTRACKERS HARVEST CSI 300 CHINA A ETF (ASHR) |
51,058 |
-4,279 |
$1,221 | | ASHR | 51,058 | -4,279 | $1,221 |
See Full List: All Stocks Held By Acima Private Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Acima Private Wealth LLC
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