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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.8 Million 0.03% of portfolio
409
Q3 2024 Reduced 84.27%
$0
$13.2 Million 0.03% of portfolio
268
Q3 2024 Reduced 11.55%
$0
$10.7 Million 0.02% of portfolio
207
Q3 2024 New
$0
$11 Million 0.02% of portfolio
58
Q3 2024 Reduced 96.78%
$0
$8.43 Million 0.02% of portfolio
88
Q3 2024 New
$0
$6.81 Million 0.02% of portfolio
38
Q3 2024 New
$0
$7.8 Million 0.02% of portfolio
69
Q3 2024 Reduced 88.61%
$0
$7.77 Million 0.02% of portfolio
284
Q3 2024 Reduced 82.05%
$0
$7.33 Million 0.02% of portfolio
37
Q2 2024 New
$0
$6.98 Million 0.02% of portfolio
141
Q3 2024 New
$0
$5.54 Million 0.01% of portfolio
55
Q2 2024 New
$0
$5.41 Million 0.01% of portfolio
72
Q3 2024 Reduced 88.39%
$0
$5.72 Million 0.01% of portfolio
158
Q2 2024 New
$0
$4.54 Million 0.01% of portfolio
41
Q3 2024 Reduced 94.29%
$0
$3.29 Million 0.01% of portfolio
65
Q3 2024 New
$0
$3.35 Million 0.01% of portfolio
17
Q3 2024 New
$0
$2.74 Million 0.01% of portfolio
59
Q3 2024 New
$0
$4.85 Million 0.01% of portfolio
44
Q3 2024 Reduced 77.08%
$0
$3.17 Million 0.01% of portfolio
134
Q2 2024 New
$0
$3.24 Million 0.01% of portfolio
33
Q3 2024 Added 1,550.0%
$0
$1.65 Million 0.0% of portfolio
27
Q3 2024 New
$0
$2.11 Million 0.0% of portfolio
90
Q3 2024 New
$0
$2.21 Million 0.0% of portfolio
39
Q3 2024 Reduced 97.12%
$0
$2.13 Million 0.0% of portfolio
37
Q3 2024 New
$0
$1.03 Million 0.0% of portfolio
29
Q3 2024 New

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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