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CIK: 0001761961
Total reported value
$344.4M
$344.4M
184 檔
25.1%
During the Q4 2024 filing period, Acima Private Wealth, LLC (CIK: 0001761961) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $344.4M across 184 reported positions.
During Q4 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 | 7.25% | +0.26% | -6.49% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.94% | +0.10% | -8.71% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.18% | -0.32% | +0.23% | |
| 4 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.38% | -0.11% | +9.28% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.37% | -0.14% | +9.79% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.37% | -0.10% | +9.71% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.40% | -0.49% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.09% | -0.10% | -19.95% | |
| 9 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.93% | -0.14% | +1.22% | |
| 10 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.82% | -0.10% | +15.17% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.67% | — | +49222.47% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.48% | -0.15% | +10.39% | |
| 13 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.46% | -0.08% | +5.81% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.38% | -0.11% | +34.04% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.16% | +0.04% | +2.87% | |
| 16 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 1.96% | +0.32% | -9.89% | |
| 17 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.84% | +0.07% | — | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.71% | +0.15% | +3.64% | |
| 19 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.63% | -0.05% | +14.36% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.58% | -0.10% | — | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.54% | — | — | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.19% | +0.15% | — | |
| 23 | VSLU | Applied Finance Valuat ETF | ETF-Other | 1.11% | +0.20% | +31.22% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | +0.23% | — | |
| 25 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.00% | +0.04% | +10.06% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.90% | +0.03% | +16.11% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.89% | +0.15% | -52.40% | |
| 28 | FLIA | Franklin International Aggre | ETF-Other | 0.87% | -0.02% | +3.54% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.86% | -0.02% | — | |
| 30 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.80% | +0.12% | — | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.74% | -0.07% | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.70% | +0.04% | +6.38% | |
| 33 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.70% | +0.01% | -12.88% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.68% | +0.03% | — | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.01% | — | |
| 36 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.57% | — | — | |
| 37 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.55% | -0.03% | -26.12% | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.54% | -0.04% | — | |
| 39 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.51% | -0.20% | — | |
| 40 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.51% | — | -22.51% | |
| 41 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.47% | — | +85.05% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.47% | -0.02% | — | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.44% | +0.02% | — | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.03% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.01% | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.01% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | -0.01% | — | |
| 48 | ITW | Illinois Tool Works | Stock-Industrials | 0.39% | -0.01% | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.02% | — | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.38% | +0.04% | — |
According to official SEC Form 13F filings, Acima Private Wealth, LLC reported a total U.S. public equity portfolio value of $344.4M across 184 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, GSLC, IJH) accounted for 25.1% of total reported equity market value during Q4 2024.
During Q4 2024, Acima Private Wealth, LLC's top holdings by market value included IVV (7.3%)、GSLC (6.9%)、IJH (6.2%). The largest single position, IVV, represented 7.3% of total portfolio value.
In Q4 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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