Abich Financial Wealth Management LLC Portfolio Holdings

Abich Financial Wealth Management LLC

  • $44.5 Billion
  • Q3 2024

Abich Financial Wealth Management LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $44.5 Billion distributed in 462 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $8.58B, Vanguard Ftse Europe ETF Ftse with a value of $5.2B, Invesco Qqq Trust, Series 1 with a value of $3.67B, Spdr Ser Tr Fds Spdr Portfolio with a value of $3B, and Spdr Portfolio with a value of $2.91B.

Examining the 13F form we can see an decrease of $103B in the current position value, from $147B to 44.5B.

Abich Financial Wealth Management LLC is based out at Ashburn, VA

Below you can find more details about Abich Financial Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $44.5 Billion
ETFs: $33 Billion
Financial Services: $1.91 Billion
Industrials: $1.56 Billion
Energy: $1.39 Billion
Technology: $1.34 Billion
Consumer Cyclical: $1.17 Billion
Healthcare: $1.04 Billion
Consumer Defensive: $838 Million
Other: $1.58 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$332 Million 0.75% of portfolio
2,832
Q3 2024 Reduced 13.47%
$246B
$280 Million 0.63% of portfolio
5,259
Q3 2024 Added 7.28%
$272B
$260 Million 0.58% of portfolio
4,599
Q3 2024 New
$252B
$242 Million 0.54% of portfolio
2,133
Q3 2024 Added 554.29%
$381B
$236 Million 0.53% of portfolio
1,459
Q3 2024 Reduced 12.79%
$318B
$136 Million 0.31% of portfolio
689
Q3 2024 Reduced 44.39%
$282B
$124 Million 0.28% of portfolio
842
Q3 2024 Reduced 69.16%
$201B
$122 Million 0.27% of portfolio
551
Q3 2024 Reduced 63.92%
$1.46T
$79.8 Million 0.18% of portfolio
305
Q3 2024 Added 136.43%
$349B
$49.3 Million 0.11% of portfolio
406
Q3 2024 Reduced 82.7%
$1.2T
$35.1 Million 0.08% of portfolio
210
Q3 2024 Added 12.9%
$597B
$30.8 Million 0.07% of portfolio
67
Q3 2024 Reduced 81.69%
$1.37T
$24.6 Million 0.06% of portfolio
43
Q3 2024 Reduced 90.67%
$2.33T
$25.7 Million 0.06% of portfolio
138
Q3 2024 Reduced 68.2%
$204B
$25.9 Million 0.06% of portfolio
158
Q3 2024 Reduced 28.18%
$1.07T
$22.4 Million 0.05% of portfolio
129
Q3 2024 Reduced 37.98%
$4.15T
$13.5 Million 0.03% of portfolio
58
Q3 2024 Reduced 98.27%
$711B
$8.22 Million 0.02% of portfolio
39
Q3 2024 Reduced 64.55%
$223B
$8.05 Million 0.02% of portfolio
9
Q3 2024 Added 125.0%
$415B
$9.22 Million 0.02% of portfolio
13
Q3 2024 Reduced 27.78%
$462B
$10.5 Million 0.02% of portfolio
62
Q3 2024 Reduced 89.4%
$228B
$6.72 Million 0.02% of portfolio
19
Q3 2024 Reduced 45.71%
$272B
$8.05 Million 0.02% of portfolio
112
Q3 2024 Reduced 37.08%
$227B
$6.51 Million 0.01% of portfolio
24
Q3 2024 Reduced 60.66%
$406B
$3.65 Million 0.01% of portfolio
9
Q3 2024 Reduced 98.78%
$1.17T
$3.98 Million 0.01% of portfolio
24
Q3 2024 Reduced 94.59%
$524B
$6.05 Million 0.01% of portfolio
22
Q3 2024 Reduced 85.33%
$511B
$5.93 Million 0.01% of portfolio
12
Q3 2024 Reduced 62.5%
$205B
$1.83 Million 0.0% of portfolio
19
Q3 2024 Reduced 81.73%

Summary

  • Portfolio
  • No. of Stocks 462
  • Current Value $44.5 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 63 stocks
  • Additional Purchases 120 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 180 stocks
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