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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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