|
Entity | Shares/Amount Change | Position Value Change |
GTO |
+242,272 | +$11,445 | BOND |
+123,486 | +$11,416 | JCPB |
+242,321 | +$11,410 | IAGG |
+147,464 | +$7,344 | CGCP |
+125,535 | +$2,849 | GXC |
+11,054 | +$753 | BND |
+2,512 | +$185 | ILF |
+2,292 | +$67 | VB |
+240 | +$51 | MGC |
+238 | +$40 |
Entity | Shares/Amount Change | Position Value Change |
SPSB |
-289,706 | -$8,494 | GIGB |
-184,433 | -$7,969 | IEF |
-77,675 | -$7,114 | TLT |
-48,796 | -$4,328 | JMBS |
-90,145 | -$3,912 | MBB |
-39,541 | -$3,511 | JMST |
-18,804 | -$949 | WFC |
-1,687 | -$69 | FIS |
-479 | -$26 | D |
-500 | -$22 |
Entity | Shares/Amount Change | Position Value Change |
AGG |
+48,937 | +$4,907 | GSLC |
+39,434 | +$4,579 | IEMG |
+21,892 | +$1,463 | IJH |
+13,408 | +$4,771 | EZU |
+10,250 | +$805 | HYEM |
+9,331 | +$412 | PICB |
+7,656 | +$1,122 | INDA |
+6,931 | +$456 | IVV |
+4,596 | +$3,889 | VTEB |
+4,364 | +$324 |
Entity | Shares/Amount Change | Position Value Change |
IWP |
-26,182 | -$1,904 | XLP |
-10,667 | -$629 | IWS |
-8,346 | -$840 | MCHI |
-7,364 | -$424 | MUB |
-6,997 | -$635 | IJT |
-5,798 | -$628 | AAPL |
-5,581 | -$20 | XOP |
-5,572 | -$1,022 | IJS |
-5,548 | -$488 |
Size ($ in 1000's)
At 12/31/2023: $256,120 At 09/30/2023: $224,765
Acima Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Acima Private Wealth LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, we find all stocks held by Acima Private Wealth LLC to be as follows, presented in the
table below with each row detailing each Acima Private Wealth LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Acima Private Wealth LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Acima Private Wealth LLC as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 | ILLINOIS TOOL WKS INC COM |
4,600 |
-9 |
$1,205 | ITW | 4,600 | -9 | $1,205 | BOOKING HOLDINGS INC COM |
324 |
UNCH |
$1,149 | BKNG | 324 | UNCH | $1,149 | ADOBE INC COM |
1,840 |
UNCH |
$1,098 | ADBE | 1,840 | UNCH | $1,098 | ABBVIE INC COM |
7,031 |
-300 |
$1,090 | ABBV | 7,031 | -300 | $1,090 | VISA INC COM CL A |
3,999 |
-66 |
$1,041 | V | 3,999 | -66 | $1,041 | LOCKHEED MARTIN CORP COM |
2,231 |
UNCH |
$1,011 | LMT | 2,231 | UNCH | $1,011 | ISHARES MSCI INDONESIA ETF (EIDO) |
44,989 |
+1,709 |
$1,004 | EIDO | 44,989 | +1,709 | $1,004 | ACCENTURE PLC IRELAND SHS CLASS A |
2,800 |
-25 |
$983 | ACN | 2,800 | -25 | $983 | AUTOMATIC DATA PROCESSING INC COM |
3,888 |
UNCH |
$906 | ADP | 3,888 | UNCH | $906 | INTEL CORP COM |
17,372 |
-101 |
$873 | INTC | 17,372 | -101 | $873 | ISHARES RUSSELL 2000 GROWTH ETF (IWO) |
3,170 |
UNCH |
$800 | IWO | 3,170 | UNCH | $800 | JPMORGAN ULTRA SHORT INCOME ETF (JPST) |
15,627 |
UNCH |
$785 | JPST | 15,627 | UNCH | $785 | SPDR S&P CHINA ETF (GXC) |
11,054 |
+11,054 |
$753 | GXC | 11,054 | +11,054 | $753 | PROGRESSIVE CORP COM |
4,680 |
UNCH |
$745 | PGR | 4,680 | UNCH | $745 | ALPHABET INC CAP STK CL C |
5,124 |
UNCH |
$722 | GOOG | 5,124 | UNCH | $722 | ISHARES RUSSELL 1000 GROWTH ETF (IWF) |
2,287 |
UNCH |
$693 | IWF | 2,287 | UNCH | $693 | KRANESHARES CSI CHINA INTERNET ETF (KWEB) |
25,103 |
-2,027 |
$678 | KWEB | 25,103 | -2,027 | $678 | AMAZON COM INC COM |
4,436 |
-100 |
$674 | AMZN | 4,436 | -100 | $674 | ISHARES MSCI EAFE ETF (EFA) |
8,725 |
UNCH |
$657 | EFA | 8,725 | UNCH | $657 | HONEYWELL INTL INC COM |
3,093 |
-28 |
$649 | HON | 3,093 | -28 | $649 | CONOCOPHILLIPS COM |
5,584 |
UNCH |
$648 | COP | 5,584 | UNCH | $648 | HOME DEPOT INC COM |
1,832 |
-150 |
$635 | HD | 1,832 | -150 | $635 | ABBOTT LABS COM |
5,602 |
UNCH |
$617 | ABT | 5,602 | UNCH | $617 | MERCK & CO INC COM |
5,445 |
-448 |
$594 | MRK | 5,445 | -448 | $594 | ISHARES CORE S&P SMALL CAP ETF (IJR) |
5,302 |
UNCH |
$574 | IJR | 5,302 | UNCH | $574 | AMERICAN EXPRESS CO COM |
3,000 |
-56 |
$562 | AXP | 3,000 | -56 | $562 | ALPHABET INC CAP STK CL A |
3,975 |
UNCH |
$555 | GOOGL | 3,975 | UNCH | $555 | AMGEN INC COM |
1,892 |
UNCH |
$545 | AMGN | 1,892 | UNCH | $545 | BECTON DICKINSON & CO COM |
2,200 |
-175 |
$536 | BDX | 2,200 | -175 | $536 | EXXON MOBIL CORP COM |
5,192 |
UNCH |
$519 | XOM | 5,192 | UNCH | $519 | NVIDIA CORPORATION COM |
1,041 |
UNCH |
$516 | NVDA | 1,041 | UNCH | $516 | AIR PRODS & CHEMS INC COM |
1,800 |
UNCH |
$493 | APD | 1,800 | UNCH | $493 | SPDR S&P 500 ETF TRUST (SPY) |
999 |
UNCH |
$475 | SPY | 999 | UNCH | $475 | PFIZER INC COM |
15,735 |
UNCH |
$453 | PFE | 15,735 | UNCH | $453 | EDWARDS LIFESCIENCES CORP COM |
5,904 |
UNCH |
$450 | EW | 5,904 | UNCH | $450 | ISHARES RUSSELL 1000 VALUE ETF (IWD) |
2,721 |
UNCH |
$450 | IWD | 2,721 | UNCH | $450 | CATERPILLAR INC COM |
1,473 |
UNCH |
$436 | CAT | 1,473 | UNCH | $436 | TEXAS INSTRS INC COM |
2,530 |
-36 |
$431 | TXN | 2,530 | -36 | $431 | ENERGY SELECT SECTOR SPDR ETF (XLE) |
4,922 |
UNCH |
$413 | XLE | 4,922 | UNCH | $413 | INTEGER HLDGS CORP COM |
4,000 |
UNCH |
$396 | ITGR | 4,000 | UNCH | $396 | RTX CORPORATION COM |
4,694 |
-376 |
$395 | RTX | 4,694 | -376 | $395 | MARKEL GROUP INC COM |
276 |
UNCH |
$392 | MKL | 276 | UNCH | $392 | THERMO FISHER SCIENTIFIC INC COM |
734 |
UNCH |
$390 | TMO | 734 | UNCH | $390 | CHEVRON CORP NEW COM |
2,510 |
UNCH |
$374 | CVX | 2,510 | UNCH | $374 | PPG INDS INC COM |
2,500 |
-29 |
$374 | PPG | 2,500 | -29 | $374 | S&P GLOBAL INC COM |
826 |
UNCH |
$364 | SPGI | 826 | UNCH | $364 | CISCO SYS INC COM |
7,144 |
UNCH |
$361 | CSCO | 7,144 | UNCH | $361 | MARSH & MCLENNAN COS INC COM |
1,881 |
UNCH |
$356 | MMC | 1,881 | UNCH | $356 | UNION PAC CORP COM |
1,433 |
UNCH |
$352 | UNP | 1,433 | UNCH | $352 | DARDEN RESTAURANTS INC COM |
2,079 |
UNCH |
$342 | DRI | 2,079 | UNCH | $342 | MASTERCARD INCORPORATED CL A |
784 |
UNCH |
$334 | MA | 784 | UNCH | $334 | VANGUARD REAL ESTATE ETF (VNQ) |
3,650 |
+188 |
$323 | VNQ | 3,650 | +188 | $323 | BLACKROCK INC COM |
379 |
UNCH |
$308 | BLK | 379 | UNCH | $308 | ISHARES RUSSELL MID CAP VALUE ETF (IWS) |
2,585 |
-8,346 |
$301 | IWS | 2,585 | -8,346 | $301 | VANGUARD LARGE CAP ETF (VV) |
1,380 |
UNCH |
$301 | VV | 1,380 | UNCH | $301 | AFLAC INC COM |
3,638 |
UNCH |
$300 | AFL | 3,638 | UNCH | $300 | UNITEDHEALTH GROUP INC COM |
558 |
-17 |
$294 | UNH | 558 | -17 | $294 | ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) |
1,867 |
-550 |
$275 | QUAL | 1,867 | -550 | $275 | DANAHER CORPORATION COM |
1,185 |
UNCH |
$274 | DHR | 1,185 | UNCH | $274 | IDEXX LABS INC COM |
493 |
UNCH |
$274 | IDXX | 493 | UNCH | $274 | ISHARES RUSSELL MID CAP ETF (IWR) |
3,404 |
UNCH |
$265 | IWR | 3,404 | UNCH | $265 | SHOPIFY INC CL A |
3,368 |
UNCH |
$262 | SHOP | 3,368 | UNCH | $262 | BOEING CO COM |
1,000 |
UNCH |
$261 | BA | 1,000 | UNCH | $261 | ORACLE CORP COM |
2,466 |
UNCH |
$260 | ORCL | 2,466 | UNCH | $260 | SYSCO CORP COM |
3,500 |
UNCH |
$256 | SYY | 3,500 | UNCH | $256 | ELI LILLY & CO COM |
429 |
-219 |
$250 | LLY | 429 | -219 | $250 | BERKSHIRE HATHAWAY INC DEL CL B NEW |
|
|
$242 | BRK.B | 679 | UNCH | $242 | VANGUARD MID CAP ETF (VO) |
1,028 |
+213 |
$239 | VO | 1,028 | +213 | $239 | BIOGEN INC COM |
916 |
UNCH |
$237 | BIIB | 916 | UNCH | $237 | DISCOVER FINL SVCS COM |
2,056 |
UNCH |
$231 | DFS | 2,056 | UNCH | $231 | NORTHROP GRUMMAN CORP COM |
480 |
UNCH |
$225 | NOC | 480 | UNCH | $225 | INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) |
1,372 |
UNCH |
$217 | RSP | 1,372 | UNCH | $217 | HUBSPOT INC COM |
366 |
UNCH |
$212 | HUBS | 366 | UNCH | $212 | WALMART INC COM |
1,300 |
UNCH |
$205 | WMT | 1,300 | UNCH | $205 | DOVER CORP COM |
1,307 |
UNCH |
$201 | DOV | 1,307 | UNCH | $201 | VERIZON COMMUNICATIONS INC COM |
5,300 |
UNCH |
$200 | VZ | 5,300 | UNCH | $200 | COLGATE PALMOLIVE CO COM |
2,486 |
UNCH |
$198 | CL | 2,486 | UNCH | $198 | VANGUARD TOTAL BOND MARKET ETF (BND) |
2,512 |
+2,512 |
$185 | BND | 2,512 | +2,512 | $185 | COCA COLA CO COM |
3,045 |
UNCH |
$179 | KO | 3,045 | UNCH | $179 | NEXTERA ENERGY INC COM |
2,521 |
-540 |
$153 | NEE | 2,521 | -540 | $153 | VEEVA SYS INC CL A COM |
792 |
UNCH |
$152 | VEEV | 792 | UNCH | $152 | KIMBERLY CLARK CORP COM |
1,244 |
UNCH |
$151 | KMB | 1,244 | UNCH | $151 | OKTA INC CL A |
1,579 |
UNCH |
$143 | OKTA | 1,579 | UNCH | $143 | HEICO CORP NEW CL A |
|
|
$142 | HEI.A | 994 | UNCH | $142 | 3M CO COM |
1,275 |
UNCH |
$139 | MMM | 1,275 | UNCH | $139 | ALTRIA GROUP INC COM |
3,452 |
UNCH |
$139 | MO | 3,452 | UNCH | $139 | DEFIANCE 5G NEXT GEN CONNECTIVITY ETF (FIVG) |
3,473 |
UNCH |
$124 | FIVG | 3,473 | UNCH | $124 | PHILIP MORRIS INTL INC COM |
1,123 |
UNCH |
$106 | PM | 1,123 | UNCH | $106 | SOUTHERN CO COM |
1,500 |
UNCH |
$105 | SO | 1,500 | UNCH | $105 | VANGUARD RUSSELL 2000 ETF (VTWO) |
1,275 |
UNCH |
$103 | VTWO | 1,275 | UNCH | $103 | COSTCO WHSL CORP NEW COM |
154 |
-19 |
$102 | COST | 154 | -19 | $102 | AMERICAN ELEC PWR CO INC COM |
1,224 |
UNCH |
$99 | AEP | 1,224 | UNCH | $99 | CORNING INC COM |
3,200 |
UNCH |
$97 | GLW | 3,200 | UNCH | $97 | JPMORGAN CHASE & CO COM |
569 |
UNCH |
$97 | JPM | 569 | UNCH | $97 | MEDTRONIC PLC SHS |
1,125 |
UNCH |
$93 | MDT | 1,125 | UNCH | $93 | NORFOLK SOUTHN CORP COM |
383 |
UNCH |
$91 | NSC | 383 | UNCH | $91 | SPDR PORTFOLIO MSCI GLOBAL STK MKT ETF (SPGM) |
1,622 |
UNCH |
$90 | SPGM | 1,622 | UNCH | $90 | MSCI INC COM |
153 |
UNCH |
$87 | MSCI | 153 | UNCH | $87 | MICRON TECHNOLOGY INC COM |
1,000 |
UNCH |
$85 | MU | 1,000 | UNCH | $85 | CARRIER GLOBAL CORPORATION COM |
1,300 |
UNCH |
$75 | CARR | 1,300 | UNCH | $75 | ISHARES LATIN AMERICA 40 ETF (ILF) |
2,292 |
+2,292 |
$67 | ILF | 2,292 | +2,292 | $67 | PHILLIPS 66 COM |
500 |
-2,000 |
$67 | PSX | 500 | -2,000 | $67 | VANGUARD S&P 500 ETF (VOO) |
150 |
UNCH |
$66 | VOO | 150 | UNCH | $66 | CSX CORP COM |
1,800 |
UNCH |
$62 | CSX | 1,800 | UNCH | $62 | CHUBB LIMITED COM |
264 |
UNCH |
$60 | CB | 264 | UNCH | $60 | MCKESSON CORP COM |
130 |
UNCH |
$60 | MCK | 130 | UNCH | $60 | ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) |
470 |
-5,798 |
$59 | IJT | 470 | -5,798 | $59 | OTIS WORLDWIDE CORP COM |
650 |
UNCH |
$58 | OTIS | 650 | UNCH | $58 | CENCORA INC COM |
317 |
UNCH |
$57 | ABC | 317 | UNCH | $57 | CAPITAL ONE FINL CORP COM |
401 |
UNCH |
$53 | COF | 401 | UNCH | $53 | VANGUARD SMALL CAP ETF (VB) |
240 |
+240 |
$51 | VB | 240 | +240 | $51 | ISHARES S&P SMALL CAP 600 VALUE ETF (IJS) |
465 |
-5,548 |
$48 | IJS | 465 | -5,548 | $48 | META PLATFORMS INC CL A |
137 |
UNCH |
$48 | META | 137 | UNCH | $48 | DOW INC COM |
852 |
UNCH |
$47 | DOW | 852 | UNCH | $47 | UBS GROUP AG SHS |
1,378 |
UNCH |
$43 | UBS | 1,378 | UNCH | $43 | VANGUARD ESG US STOCK ETF (ESGV) |
482 |
-390 |
$41 | ESGV | 482 | -390 | $41 | UNITED AIRLS HLDGS INC COM |
1,000 |
UNCH |
$41 | UAL | 1,000 | UNCH | $41 | VANGUARD MEGA CAP ETF (MGC) |
238 |
+238 |
$40 | MGC | 238 | +238 | $40 | DUKE ENERGY CORP NEW COM NEW |
368 |
UNCH |
$36 | DUK | 368 | UNCH | $36 | GENERAL MTRS CO COM |
1,000 |
UNCH |
$36 | GM | 1,000 | UNCH | $36 | ELEVANCE HEALTH INC COM |
66 |
UNCH |
$31 | ELV | 66 | UNCH | $31 | FORD MTR CO DEL COM |
2,500 |
UNCH |
$30 | F | 2,500 | UNCH | $30 | ISHARES MSCI JAPAN ETF (EWJ) |
430 |
UNCH |
$28 | EWJ | 430 | UNCH | $28 | OREILLY AUTOMOTIVE INC COM |
28 |
UNCH |
$27 | ORLY | 28 | UNCH | $27 | STARBUCKS CORP COM |
261 |
UNCH |
$25 | SBUX | 261 | UNCH | $25 | RIVIAN AUTOMOTIVE INC COM CL A |
1,000 |
UNCH |
$23 | RIVN | 1,000 | UNCH | $23 | UTILITIES SELECT SECTOR SPDR ETF (XLU) |
364 |
UNCH |
$23 | XLU | 364 | UNCH | $23 | NIKE INC CL B |
200 |
-70 |
$22 | NKE | 200 | -70 | $22 | COMMUNICATION SERVICES SEL SECT SPDRETF (XLC) |
308 |
UNCH |
$22 | XLC | 308 | UNCH | $22 | INDUSTRIAL SELECT SECTOR SPDR ETF (XLI) |
196 |
UNCH |
$22 | XLI | 196 | UNCH | $22 | EATON CORP PLC SHS |
89 |
UNCH |
$21 | ETN | 89 | UNCH | $21 | NXP SEMICONDUCTORS N V COM |
85 |
UNCH |
$20 | NXPI | 85 | UNCH | $20 | QUALCOMM INC COM |
140 |
UNCH |
$20 | QCOM | 140 | UNCH | $20 | SNAP INC CL A |
1,000 |
UNCH |
$17 | SNAP | 1,000 | UNCH | $17 | UDR INC COM |
455 |
UNCH |
$17 | UDR | 455 | UNCH | $17 | ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) |
220 |
-3,055 |
$17 | USMV | 220 | -3,055 | $17 | COMCAST CORP NEW CL A |
360 |
UNCH |
$16 | CMCSA | 360 | UNCH | $16 | LINDE PLC SHS |
38 |
UNCH |
$16 | LIN | 38 | UNCH | $16 | CONSTRUCTION PARTNERS INC COM CL A |
369 |
UNCH |
$16 | ROAD | 369 | UNCH | $16 | CENTENE CORP DEL COM |
200 |
UNCH |
$15 | CNC | 200 | UNCH | $15 | SYNOPSYS INC COM |
29 |
UNCH |
$15 | SNPS | 29 | UNCH | $15 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
365 |
UNCH |
$15 | VWO | 365 | UNCH | $15 | AMERICAN AIRLS GROUP INC COM |
1,000 |
UNCH |
$14 | AAL | 1,000 | UNCH | $14 | LULULEMON ATHLETICA INC COM |
27 |
UNCH |
$14 | LULU | 27 | UNCH | $14 | JPMORGAN BETABUILDERS CANADA ETF (BBCA) |
207 |
+69 |
$13 | BBCA | 207 | +69 | $13 | ZOETIS INC CL A |
64 |
UNCH |
$13 | ZTS | 64 | UNCH | $13 | THE CIGNA GROUP COM |
40 |
UNCH |
$12 | CI | 40 | UNCH | $12 | QUANTA SVCS INC COM |
56 |
UNCH |
$12 | PWR | 56 | UNCH | $12 | ROPER TECHNOLOGIES INC COM |
21 |
UNCH |
$11 | ROP | 21 | UNCH | $11 | US BANCORP DEL COM NEW |
252 |
UNCH |
$11 | USB | 252 | UNCH | $11 | BRISTOL MYERS SQUIBB CO COM |
200 |
-104 |
$10 | BMY | 200 | -104 | $10 | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM |
200 |
UNCH |
$10 | FNF | 200 | UNCH | $10 | AZENTA INC COM |
145 |
UNCH |
$9 | AZTA | 145 | UNCH | $9 | LANDSTAR SYS INC COM |
47 |
UNCH |
$9 | LSTR | 47 | UNCH | $9 | PRIMERICA INC COM |
42 |
UNCH |
$9 | PRI | 42 | UNCH | $9 | CME GROUP INC COM |
37 |
UNCH |
$8 | CME | 37 | UNCH | $8 | GENERAL DYNAMICS CORP COM |
32 |
UNCH |
$8 | GD | 32 | UNCH | $8 | RELMADA THERAPEUTICS INC COM |
1,844 |
UNCH |
$8 | RLMD | 1,844 | UNCH | $8 | SITEONE LANDSCAPE SUPPLY INC COM |
52 |
UNCH |
$8 | SITE | 52 | UNCH | $8 | THOR INDS INC COM |
69 |
UNCH |
$8 | THO | 69 | UNCH | $8 | TOTALENERGIES SE SPONSORED ADS |
125 |
UNCH |
$8 | TTE | 125 | UNCH | $8 | ARROW ELECTRS INC COM |
58 |
UNCH |
$7 | ARW | 58 | UNCH | $7 | CHEESECAKE FACTORY INC COM |
204 |
UNCH |
$7 | CAKE | 204 | UNCH | $7 | RYANAIR HOLDINGS PLC SPONSORED ADS |
49 |
-67 |
$7 | RYAAY | 49 | -67 | $7 | TOWNEBANK PORTSMOUTH VA COM |
250 |
UNCH |
$7 | TOWN | 250 | UNCH | $7 | AON PLC SHS CL A |
21 |
UNCH |
$6 | AON | 21 | UNCH | $6 | CITIGROUP INC COM NEW |
110 |
UNCH |
$6 | C | 110 | UNCH | $6 | MONSTER BEVERAGE CORP NEW COM |
108 |
-108 |
$6 | MNST | 108 | -108 | $6 | OCCIDENTAL PETE CORP COM |
|
|
$6 | OXY | 100 | UNCH | $6 | OXY.WT | 12 | UNCH | $0 | APPLIED MATLS INC COM |
31 |
UNCH |
$5 | AMAT | 31 | UNCH | $5 | BOSTON SCIENTIFIC CORP COM |
89 |
UNCH |
$5 | BSX | 89 | UNCH | $5 | MARRIOTT INTL INC NEW CL A |
21 |
UNCH |
$5 | MAR | 21 | UNCH | $5 | NOVO NORDISK A S ADR |
52 |
-150 |
$5 | NVO | 52 | -150 | $5 | VERALTO CORP COM SHS |
61 |
+61 |
$5 | VLTO | 61 | +61 | $5 | ARCHER DANIELS MIDLAND CO COM |
60 |
UNCH |
$4 | ADM | 60 | UNCH | $4 | FIRST TRUST CNSMR DISCRET ALPHADEX ETF (FXD) |
75 |
-225 |
$4 | FXD | 75 | -225 | $4 | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS |
478 |
-1,759 |
$4 | MUFG | 478 | -1,759 | $4 | PLUG POWER INC COM NEW |
1,000 |
UNCH |
$4 | PLUG | 1,000 | UNCH | $4 | HARTFORD FINL SVCS GROUP INC COM |
42 |
UNCH |
$3 | HIG | 42 | UNCH | $3 | EBAY INC. COM |
46 |
UNCH |
$2 | EBAY | 46 | UNCH | $2 | ISHARES CORE S&P US VALUE ETF (IUSV) |
19 |
UNCH |
$2 | IUSV | 19 | UNCH | $2 | MORGAN STANLEY COM NEW |
26 |
UNCH |
$2 | MS | 26 | UNCH | $2 | AT&T INC COM |
116 |
UNCH |
$2 | T | 116 | UNCH | $2 | PRICE T ROWE GROUP INC COM |
17 |
UNCH |
$2 | TROW | 17 | UNCH | $2 | VANGUARD VALUE ETF (VTV) |
15 |
UNCH |
$2 | VTV | 15 | UNCH | $2 | KELLANOVA COM |
22 |
UNCH |
$1 | K | 22 | UNCH | $1 | VIATRIS INC COM |
124 |
UNCH |
$1 | VTRS | 124 | UNCH | $1 | ALIBABA GROUP HLDG LTD SPONSORED ADS |
0 |
-4,820 |
$0 | BABA | 0 | -4,820 | $0 | EVERSOURCE ENERGY COM |
0 |
-1,800 |
$0 | ES | 0 | -1,800 | $0 | BANK AMERICA CORP COM |
|
|
$0 (exited) | BAC | 0 | UNCH | $0 | BADGER METER INC COM |
|
|
$0 (exited) | BMI | 0 | -35 | $0 | BORGWARNER INC COM |
|
|
$0 (exited) | BWA | 0 | -110 | $0 | DOMINION ENERGY INC COM |
|
|
$0 (exited) | D | 0 | -500 | $0 | DUPONT DE NEMOURS INC COM |
|
|
$0 (exited) | DD | 0 | -38 | $0 | F&G ANNUITIES & LIFE INC COMMON STOCK |
|
|
$0 (exited) | FG | 0 | -13 | $0 | FIDELITY NATL INFORMATION SVCS COM |
|
|
$0 (exited) | FIS | 0 | -479 | $0 | GOLDMAN SACHS ACSS INVMT GRD CORP BD ETF |
|
|
$0 (exited) | GIGB | 0 | -184,433 | $0 | ISHARES 7 10 YEAR TREASURY BOND ETF |
|
|
$0 (exited) | IEF | 0 | -77,675 | $0 | ILLUMINA INC COM |
|
|
$0 (exited) | ILMN | 0 | -99 | $0 | JOHNSON CTLS INTL PLC SHS |
|
|
$0 (exited) | JCI | 0 | -71 | $0 | JANUS HENDERSON MORTGAGE BACKED SEC ETF |
|
|
$0 (exited) | JMBS | 0 | -90,145 | $0 | JPMORGAN ULTRA SHORT MUNICIPAL INC ETF |
|
|
$0 (exited) | JMST | 0 | -18,804 | $0 | ISHARES MBS ETF |
|
|
$0 (exited) | MBB | 0 | -39,541 | $0 | MONDELEZ INTL INC CL A |
|
|
$0 (exited) | MDLZ | 0 | -116 | $0 | PIONEER NAT RES CO COM |
|
|
$0 (exited) | PXD | 0 | -50 | $0 | RBC BEARINGS INC COM |
|
|
$0 (exited) | RBC | 0 | -34 | $0 | RLI CORP COM |
|
|
$0 (exited) | RLI | 0 | -60 | $0 | SPDR PORTFOLIO SHORT TERM CORP BD ETF |
|
|
$0 (exited) | SPSB | 0 | -289,706 | $0 | ISHARES 20 YEAR TREASURY BOND ETF |
|
|
$0 (exited) | TLT | 0 | -48,796 | $0 | WELLS FARGO CO NEW COM |
0 |
-1,687 |
$0 (exited) | WFC | 0 | -1,687 | $0 |
See Summary: Acima Private Wealth LLC Top Holdings
See Details: Top 10 Stocks Held By Acima Private Wealth LLC
|
|