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CIK: 0001761961
Total reported value
$344.3M
$344.3M
180 檔
23.4%
At the close of Q1 2025, Acima Private Wealth, LLC disclosed equity holdings valued at approximately $344.3M, spread across 180 reported holdings.
In Q1 2025, Acima Private Wealth, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.49% | +0.84% | +15.10% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.74% | +0.37% | -4.59% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.43% | -0.62% | -11.95% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.33% | +0.23% | +27.07% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.88% | -0.15% | -18.61% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.88% | -0.15% | -18.50% | |
| 7 | GTO | Invesco Total Return Bond Et | ETF-Other | 3.84% | -0.14% | -18.63% | |
| 8 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.74% | -0.15% | +18.16% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.22% | -0.26% | +28.66% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.70% | -0.16% | -0.28% | |
| 11 | VSLU | Applied Finance Valuat ETF | ETF-Other | 2.58% | +0.55% | +127.73% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.55% | +0.13% | -14.06% | |
| 13 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.45% | -0.10% | -9.30% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.25% | +0.14% | +2.92% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.24% | +0.06% | +129.56% | |
| 16 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 2.09% | -0.57% | -8.96% | |
| 17 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.07% | +0.11% | -38.93% | |
| 18 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.93% | -0.05% | +0.16% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.77% | -0.02% | -9.71% | |
| 20 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.74% | +0.45% | — | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.57% | +0.09% | — | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.47% | +0.01% | -13.06% | |
| 23 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.11% | +0.01% | +1.87% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.96% | -0.05% | — | |
| 25 | NOW | Servicenow Inc | Stock-Tech | 0.95% | -0.06% | — | |
| 26 | FLIA | Franklin International Aggre | ETF-Other | 0.90% | -0.04% | -2.93% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.89% | -0.02% | -6.06% | |
| 28 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.85% | -0.21% | — | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.77% | — | +3.89% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.04% | -25.17% | |
| 31 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.73% | -0.04% | -2.60% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | +0.01% | — | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.64% | +0.21% | — | |
| 34 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.62% | -0.04% | — | |
| 35 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.60% | -0.33% | +2.08% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.58% | -0.07% | -22.46% | |
| 37 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.54% | -0.28% | -13.23% | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.54% | -0.01% | — | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.52% | — | — | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.03% | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.02% | — | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.48% | +0.01% | — | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | — | -8.41% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.02% | -11.73% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.43% | — | — | |
| 46 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.41% | -0.04% | +3.44% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.02% | -14.48% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.36% | -0.09% | — | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.06% | -27.72% | |
| 50 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.31% | +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 180 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, GSLC, IJH) accounted for 23.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $23.7M
During Q1 2025, Acima Private Wealth, LLC's top holdings by market value included IVV (8.5%)、GSLC (6.7%)、IJH (5.4%). The largest single position, IVV, represented 8.5% of total portfolio value.
In Q1 2025, Acima Private Wealth, LLC made 50 total portfolio adjustments, initiating 50 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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