Acima Private Wealth, LLC Portfolio Holdings

Acima Private Wealth, LLC

  • $297 Billion
  • Q4 2024

Acima Private Wealth, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $297 Billion distributed in 184 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 $21.5B, Goldman Sachs ETF Tr Activebet with a value of $20.6B, Ishares Core S&P Mid Cap ETF with a value of $18.4B, Invesco Actively Managed ETF T with a value of $13B, and J P Morgan Exchange Traded Fd with a value of $13B.

Examining the 13F form we can see an decrease of $1.29B in the current position value, from $298B to 297B.

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 $297 Billion
ETFs: $234 Billion
Technology: $20.3 Billion
Consumer Cyclical: $8.65 Billion
Healthcare: $8.43 Billion
Industrials: $6.35 Billion
Financial Services: $6.34 Billion
Consumer Defensive: $3.73 Billion
Basic Materials: $2.25 Billion
Other: $3.47 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$9.32 Billion 3.14% of portfolio
37,221
Q4 2024 Reduced 0.49%
$198B
$3.52 Billion 1.19% of portfolio
3,324
Q3 2024 Reduced 23.13%
$3.05T
$3.1 Billion 1.04% of portfolio
7,357
Q2 2024 Reduced 0.66%
$155B
$2.2 Billion 0.74% of portfolio
8,905
Q1 2024 Reduced 0.51%
$199B
$1.61 Billion 0.54% of portfolio
324
Q4 2020 Reduced 0.92%
$102B
$1.5 Billion 0.51% of portfolio
884
Q3 2024 Reduced 3.28%
$92.1B
$1.4 Billion 0.47% of portfolio
4,110
Q4 2023 Reduced 24.67%
$405B
$1.23 Billion 0.42% of portfolio
8,526
Q3 2023 Reduced 6.14%
$226B
$1.25 Billion 0.42% of portfolio
4,329
Q3 2019 Added 1.17%
$341B
$1.21 Billion 0.41% of portfolio
6,811
Q2 2024 Reduced 3.13%
$575B
$1.23 Billion 0.41% of portfolio
3,895
Q2 2024 Reduced 0.33%
$78.7B
$1.17 Billion 0.39% of portfolio
4,600
Q4 2023 Reduced 0.2%
$402B
$1.16 Billion 0.39% of portfolio
6,907
Q2 2024 Reduced 14.01%
$150B
$1.12 Billion 0.38% of portfolio
4,680
Q3 2023 Reduced 1.04%
$127B
$1.14 Billion 0.38% of portfolio
3,888
Q3 2019 Added 3.32%
$116B
$1.08 Billion 0.36% of portfolio
2,231
Q1 2019 New
$2.33T
$944 Million 0.32% of portfolio
4,303
Q1 2024 Reduced 3.0%
$198B
$944 Million 0.32% of portfolio
6,206
Q2 2024 Reduced 13.88%
$229B
$890 Million 0.3% of portfolio
3,000
Q4 2023 Reduced 1.83%
$215B
$807 Million 0.27% of portfolio
1,815
Q1 2024 Reduced 1.36%
$1.1T
$734 Million 0.25% of portfolio
3,880
Q1 2024 Reduced 2.39%
$138B
$699 Million 0.24% of portfolio
3,093
Q4 2023 Reduced 0.9%
$116B
$727 Million 0.24% of portfolio
1,806
Q4 2024 Reduced 41.38%
$417B
$690 Million 0.23% of portfolio
1,775
Q1 2024 Reduced 3.11%
$229B
$609 Million 0.2% of portfolio
5,382
Q2 2024 Reduced 3.93%
$1.13T
$595 Million 0.2% of portfolio
3,124
Q1 2024 Reduced 39.03%
$68.8B
$522 Million 0.18% of portfolio
1,800
Q1 2021 Reduced 1.37%
$125B
$521 Million 0.18% of portfolio
5,250
Q2 2024 Reduced 3.67%
$447B
$548 Million 0.18% of portfolio
5,092
Q2 2024 Reduced 1.93%
$186B
$534 Million 0.18% of portfolio
1,473
Q2 2023 Reduced 0.34%
$4.55B
$530 Million 0.18% of portfolio
4,000
Q4 2022 New
$186B
$543 Million 0.18% of portfolio
4,694
Q4 2023 Reduced 7.42%
$64.4B
$499 Million 0.17% of portfolio
2,200
Q4 2023 Reduced 7.37%
$158B
$493 Million 0.17% of portfolio
1,892
Q2 2023 Reduced 5.02%
$177B
$474 Million 0.16% of portfolio
2,530
Q4 2023 Reduced 1.4%
$25.7B
$476 Million 0.16% of portfolio
276
Q1 2022 Reduced 37.13%
$217B
$474 Million 0.16% of portfolio
4,764
Q1 2024 Reduced 12.51%
$46.9B
$437 Million 0.15% of portfolio
5,904
Q2 2023 Reduced 2.67%
$539B
$413 Million 0.14% of portfolio
784
Q1 2023 Added 1,468.0%
$173B
$411 Million 0.14% of portfolio
826
Q2 2023 Reduced 2.59%
$65B
$376 Million 0.13% of portfolio
3,638
Q1 2019 New
$114B
$400 Million 0.13% of portfolio
1,881
Q1 2019 New
$256B
$390 Million 0.13% of portfolio
6,591
Q4 2024 Reduced 6.39%
$23.8B
$373 Million 0.13% of portfolio
2,000
Q1 2024 Reduced 3.8%
$211B
$376 Million 0.13% of portfolio
722
Q1 2024 Reduced 1.63%
$143B
$386 Million 0.13% of portfolio
14,542
Q2 2024 Reduced 7.58%
$464B
$400 Million 0.13% of portfolio
2,400
Q1 2024 Reduced 2.68%
$51.6B
$356 Million 0.12% of portfolio
2,056
Q3 2020 Reduced 0.77%
$143B
$346 Million 0.12% of portfolio
3,251
Q3 2024 Reduced 3.47%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $297 Billion
  • Prior Value $298 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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