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CIK: 0001761961
Total reported value
$344.3M
$344.3M
198 檔
24.1%
As reported in its official Q1 2024 Form 13F filing, Acima Private Wealth, LLC's tracked investment portfolio stood at $344.3M with 198 total positions.
During Q1 2024, Acima Private Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, IVV, IJH) accounted for 24.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 8.06% | +0.37% | +60.60% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.53% | +0.84% | -2.29% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.99% | -0.62% | +421.32% | |
| 4 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 4.80% | -0.15% | — | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.24% | -0.15% | +1.35% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.24% | -0.14% | +1.32% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.22% | -0.15% | +1.37% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.68% | +0.23% | +0.12% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.58% | +0.13% | -6.80% | |
| 10 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 2.20% | -0.57% | +4.63% | |
| 11 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.18% | -0.10% | +50.50% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.13% | -0.16% | +0.74% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.03% | +0.14% | +0.43% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.78% | -0.02% | +0.10% | |
| 15 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.70% | +0.45% | +500.00% | |
| 16 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.60% | +0.11% | +18.56% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.56% | +0.09% | — | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.47% | +0.01% | — | |
| 19 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.38% | +0.87% | +38.73% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.29% | -0.26% | +1404.08% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.22% | -0.06% | — | |
| 22 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.17% | -0.05% | +38.36% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.04% | -5.03% | |
| 24 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.05% | — | +1.34% | |
| 25 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.02% | -0.21% | -0.05% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.92% | -0.05% | — | |
| 27 | FMUSD | Ishares Msci Frontier 100 | ETF-Other | 0.87% | — | +43.10% | |
| 28 | FLIA | Franklin International Aggre | ETF-Other | 0.86% | -0.04% | — | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.84% | -0.07% | -0.51% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.76% | -0.02% | +5.62% | |
| 31 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.76% | +0.01% | +24.69% | |
| 32 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.70% | +0.02% | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | +0.01% | +0.66% | |
| 34 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.68% | -0.28% | +12.85% | |
| 35 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.68% | -0.04% | +46.82% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.21% | — | |
| 37 | INDA | Ishares Msci India ETF | ETF-Other | 0.63% | — | +1.55% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | — | +9.52% | |
| 39 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.59% | — | +37.87% | |
| 40 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.53% | — | +41.55% | |
| 41 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.53% | — | — | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.52% | — | — | |
| 43 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.51% | -0.04% | — | |
| 44 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.51% | -0.33% | +12.09% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.02% | — | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.02% | -4.29% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.47% | +0.01% | — | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.03% | — | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.05% | -2.70% | |
| 50 | ITW | Illinois Tool Works | Stock-Industrials | 0.46% | -0.01% | — |
According to official SEC Form 13F filings, Acima Private Wealth, LLC reported a total U.S. public equity portfolio value of $344.3M across 198 disclosed positions in Q1 2024.
During Q1 2024, Acima Private Wealth, LLC's top holdings by market value included GSLC (8.1%)、IVV (7.5%)、IJH (6.0%). The largest single position, GSLC, represented 8.1% of total portfolio value.
In Q1 2024, Acima Private Wealth, 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.
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