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CIK: 0001761961
Total reported value
$344.3M
$344.3M
183 檔
23.8%
In Q2 2024, Acima Private Wealth, LLC's U.S. equity holdings reached a combined market value of $344.3M, distributed across 183 disclosed stock positions.
During Q2 2024, Acima Private Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.78% | +0.84% | -0.30% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.62% | +0.37% | -7.94% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.23% | -0.62% | +8.16% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.24% | -0.15% | +1.25% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.24% | -0.15% | +1.39% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.24% | -0.14% | +1.34% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.21% | +0.23% | +51.68% | |
| 8 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.49% | -0.15% | -26.30% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.89% | +0.13% | -8.46% | |
| 10 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.40% | +0.11% | +57.57% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.38% | -0.16% | +13.23% | |
| 12 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 2.27% | -0.57% | +0.62% | |
| 13 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.17% | -0.10% | +2.81% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.10% | +0.06% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.08% | +0.14% | -0.06% | |
| 16 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.85% | +0.45% | — | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.73% | -0.02% | -0.44% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.65% | -0.26% | +32.85% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.51% | +0.09% | — | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.43% | +0.01% | — | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.25% | -0.06% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.04% | -0.66% | |
| 23 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.17% | -0.05% | +1.56% | |
| 24 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.05% | — | +1.44% | |
| 25 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.96% | -0.21% | — | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.92% | -0.05% | — | |
| 27 | FLIA | Franklin International Aggre | ETF-Other | 0.87% | -0.04% | +2.70% | |
| 28 | VSLU | Applied Finance Valuat ETF | ETF-Other | 0.85% | +0.55% | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.75% | -0.02% | — | |
| 30 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.73% | +0.01% | +0.60% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.21% | — | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | -0.07% | — | |
| 33 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.71% | -0.33% | +43.21% | |
| 34 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.69% | -0.04% | +3.08% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | +0.01% | -0.65% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | — | +9.47% | |
| 37 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.63% | -0.28% | -13.58% | |
| 38 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.61% | +0.02% | -12.77% | |
| 39 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.55% | -0.04% | — | |
| 40 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.53% | +0.01% | — | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.51% | — | — | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.47% | -0.01% | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.02% | — | |
| 44 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.45% | — | — | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.03% | -3.13% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.02% | -14.01% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.06% | — | |
| 48 | ITW | Illinois Tool Works | Stock-Industrials | 0.40% | -0.01% | — | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.38% | -0.09% | — | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.05% | -13.88% |
According to official SEC Form 13F filings, Acima Private Wealth, LLC reported a total U.S. public equity portfolio value of $344.3M across 183 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, GSLC, IJH) accounted for 23.8% of total reported equity market value during Q2 2024.
During Q2 2024, Acima Private Wealth, LLC's top holdings by market value included IVV (7.8%)、GSLC (7.6%)、IJH (6.2%). The largest single position, IVV, represented 7.8% of total portfolio value.
In Q2 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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