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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$226M
$11.8 Million 0.03% of portfolio
840
Q3 2024 Reduced 46.15%
$214M
$5.8 Million 0.01% of portfolio
5,742
Q3 2024 Reduced 41.04%

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
Track This Portfolio

Track Abich Financial Wealth Management LLC Portfolio

Follow Abich Financial Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abich Financial Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Abich Financial Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email