13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011645
Total reported value
$280.9M
$280.9M
379 檔
8.3%
The Q3 2024 SEC filing reveals that Abich Financial Wealth Management LLC held a total portfolio value of $280.9M, covering 379 public equity positions.
During Q3 2024, Abich Financial Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 379 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 19.28% | — | -86.91% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 11.69% | — | -53.47% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.25% | — | -67.45% | |
| 4 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.75% | — | -53.86% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.55% | — | -69.93% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 5.30% | — | -39.94% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 5.21% | — | -60.57% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 4.03% | — | -64.48% | |
| 9 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 3.21% | — | -68.79% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 0.80% | — | -3.53% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | — | -13.47% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 0.63% | — | +7.28% | |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 0.58% | — | — | |
| 14 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.55% | — | +4.67% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | — | +554.29% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | — | -12.79% | |
| 17 | TGT | Target CORP | Stock-Consumer Disc | 0.53% | — | +19.44% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.52% | — | -36.99% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | +167.79% | |
| 20 | GE | General Electric | Stock-Industrials | 0.51% | — | — | |
| 21 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.50% | — | +171.05% | |
| 22 | SYY | Sysco CORP | Stock-Consumer Staples | 0.45% | — | +19.21% | |
| 23 | PAYX | Paychex Inc | Stock-Tech | 0.45% | — | +22.50% | |
| 24 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.44% | — | +36.95% | |
| 25 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.44% | — | +15.92% | |
| 26 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.42% | — | +51.60% | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 0.40% | — | +24.79% | |
| 28 | CMS | Cms Energy CORP | Stock-Utilities | 0.38% | — | — | |
| 29 | MET | Metlife Inc | Stock-Financials | 0.36% | — | -20.92% | |
| 30 | WRB | Wr Berkley CORP | Stock-Financials | 0.36% | — | — | |
| 31 | SNA | Snap-on Inc | Stock-Industrials | 0.34% | — | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | — | -72.06% | |
| 33 | BG | Bunge Global SA | Stock-Consumer Staples | 0.32% | — | +45.77% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | — | -44.39% | |
| 35 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.29% | — | +9.26% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.28% | — | -69.16% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | — | -63.92% | |
| 38 | OVV | Ovintiv Inc | Stock-Energy | 0.27% | — | — | |
| 39 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.24% | — | -40.97% | |
| 40 | PSX | Phillips 66 | Stock-Energy | 0.23% | — | -37.60% | |
| 41 | EWBC | East West Bancorp Inc | Stock-Financials | 0.23% | — | +21.04% | |
| 42 | BBWI | Bath & Body Works Inc | Stock-Consumer Disc | 0.23% | — | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.23% | — | -58.98% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.23% | — | — | |
| 45 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.22% | — | -19.65% | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.22% | — | -56.01% | |
| 47 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.21% | — | -60.29% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.21% | — | — | |
| 49 | PFG | Principal Financial Group | Stock-Financials | 0.21% | — | -27.32% | |
| 50 | OMC | Omnicom Group | Stock-Comm Services | 0.20% | — | -34.59% |
According to official SEC Form 13F filings, Abich Financial Wealth Management LLC reported a total U.S. public equity portfolio value of $280.9M across 379 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, VGK, QQQ) accounted for 8.3% of total reported equity market value during Q3 2024.
During Q3 2024, Abich Financial Wealth Management LLC's top holdings by market value included BIL (19.3%)、VGK (11.7%)、QQQ (8.3%). The largest single position, BIL, represented 19.3% of total portfolio value.
In Q3 2024, Abich Financial Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.