Acima Private Wealth, LLC Portfolio Holdings

Acima Private Wealth, LLC

  • $272 Billion
  • Q2 2024

Acima Private Wealth, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $272 Billion distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.2B, Goldman Sachs ETF Tr Activebet with a value of $20.7B, Ishares Core S&P Mid Cap ETF with a value of $16.9B, Invesco Actively Managed ETF T with a value of $11.5B, and J P Morgan Exchange Traded Fd with a value of $11.5B.

Examining the 13F form we can see an increase of $944M in the current position value, from $271B to 272B.

Acima Private Wealth, LLC is based out at Richmond, VA

Below you can find more details about Acima Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $272 Billion
ETFs: $213 Billion
Technology: $18.9 Billion
Healthcare: $9.63 Billion
Consumer Cyclical: $7.66 Billion
Industrials: $5.8 Billion
Financial Services: $5.71 Billion
Consumer Defensive: $3.66 Billion
Basic Materials: $2.05 Billion
Other: $3.61 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.2 Billion 7.78% of portfolio
38,715
Q2 2024 Reduced 0.3%
$0
$20.7 Billion 7.62% of portfolio
193,996
Q2 2024 Reduced 7.94%
$0
$16.9 Billion 6.23% of portfolio
289,534
Q2 2024 Added 8.16%
$0
$11.5 Billion 4.24% of portfolio
248,756
Q2 2024 Added 1.34%
$0
$11.5 Billion 4.24% of portfolio
249,047
Q2 2024 Added 1.39%
$0
$11.5 Billion 4.24% of portfolio
126,720
Q2 2024 Added 1.25%
$0
$11.5 Billion 4.21% of portfolio
214,001
Q2 2024 Added 51.68%
$0
$9.5 Billion 3.49% of portfolio
201,603
Q2 2024 Reduced 26.3%
$3.7T
$7.88 Billion 2.89% of portfolio
37,403
Q2 2024 Reduced 8.46%
$0
$6.53 Billion 2.4% of portfolio
133,815
Q2 2024 Added 57.57%
$0
$6.48 Billion 2.38% of portfolio
66,752
Q2 2024 Added 13.23%
$0
$6.18 Billion 2.27% of portfolio
192,907
Q2 2024 Added 0.62%
$0
$5.89 Billion 2.17% of portfolio
247,803
Q2 2024 Added 2.81%
$0
$5.7 Billion 2.1% of portfolio
93,349
Q2 2024 New
$0
$5.67 Billion 2.08% of portfolio
21,194
Q2 2024 Reduced 0.06%
$0
$5.04 Billion 1.85% of portfolio
53,400
Q1 2024 Added 500.0%
$0
$4.5 Billion 1.65% of portfolio
27,414
Q2 2024 Added 32.85%
$0
$4.1 Billion 1.51% of portfolio
37,139
Q4 2023 Reduced 41.35%
$0
$3.89 Billion 1.43% of portfolio
94,607
Q3 2020 New
$192B
$3.4 Billion 1.25% of portfolio
4,324
Q2 2023 Reduced 1.26%
$3.22T
$3.29 Billion 1.21% of portfolio
7,357
Q2 2024 Reduced 0.66%
$0
$3.18 Billion 1.17% of portfolio
55,912
Q2 2024 Added 1.56%
$0
$2.87 Billion 1.05% of portfolio
129,053
Q2 2024 Added 1.44%
$0
$2.61 Billion 0.96% of portfolio
17,944
Q1 2024 Reduced 0.05%
$0
$2.5 Billion 0.92% of portfolio
32,625
Q4 2023 Reduced 24.64%
$0
$2.37 Billion 0.87% of portfolio
117,761
Q2 2024 Added 2.7%
$0
$2.33 Billion 0.85% of portfolio
67,995
Q2 2024 New
$0
$2.04 Billion 0.75% of portfolio
40,738
Q1 2024 Added 5.62%
$0
$1.99 Billion 0.73% of portfolio
35,305
Q2 2024 Added 0.6%
$0
$1.97 Billion 0.72% of portfolio
8,701
Q1 2021 Reduced 20.9%
$162B
$1.96 Billion 0.72% of portfolio
8,905
Q1 2024 Reduced 0.51%
$0
$1.93 Billion 0.71% of portfolio
81,963
Q2 2024 Added 43.21%
$0
$1.87 Billion 0.69% of portfolio
10,225
Q2 2024 Reduced 0.65%
$0
$1.87 Billion 0.69% of portfolio
76,592
Q2 2024 Added 3.08%
$0
$1.8 Billion 0.66% of portfolio
16,924
Q2 2024 Added 9.47%
$0
$1.7 Billion 0.63% of portfolio
40,383
Q2 2024 Reduced 13.58%
$0
$1.65 Billion 0.61% of portfolio
32,837
Q2 2024 Reduced 12.77%
$102B
$1.5 Billion 0.55% of portfolio
914
Q4 2023 Reduced 35.81%
$122B
$1.44 Billion 0.53% of portfolio
3,081
Q3 2023 Reduced 8.85%
$0
$1.39 Billion 0.51% of portfolio
9,515
Q1 2022 Reduced 17.37%
$177B
$1.28 Billion 0.47% of portfolio
324
Q4 2020 Reduced 0.92%
$420B
$1.25 Billion 0.46% of portfolio
8,526
Q3 2023 Reduced 6.14%
$93.8B
$1.23 Billion 0.45% of portfolio
4,110
Q4 2023 Reduced 24.67%
$356B
$1.17 Billion 0.43% of portfolio
6,811
Q2 2024 Reduced 3.13%
$394B
$1.14 Billion 0.42% of portfolio
6,907
Q2 2024 Reduced 14.01%
$214B
$1.1 Billion 0.41% of portfolio
4,329
Q3 2019 Added 1.17%
$81.2B
$1.09 Billion 0.4% of portfolio
4,600
Q4 2023 Reduced 0.2%
$143B
$1.04 Billion 0.38% of portfolio
2,231
Q1 2019 New
$474B
$1.02 Billion 0.38% of portfolio
3,895
Q2 2024 Reduced 0.33%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $272 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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