Entity | Amount | Change
06/30/2024 to 09/30/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR SER TR (BIL) | 93,440 | -620,510 | $8,579 |
BIL | 93,440 | -620,510 | $8,579 |
VANGUARD INTL EQUITY INDEX F (VGK) | 73,184 | -84,097 | $5,203 |
VGK | 73,184 | -84,097 | $5,203 |
INVESCO QQQ TR | 7,519 | -15,583 | $3,670 |
QQQ | 7,519 | -15,583 | $3,670 |
SPDR INDEX SHS FDS (SPEM) | 72,752 | -84,923 | $3,003 |
SPEM | 72,752 | -84,923 | $3,003 |
SPDR SER TR (SPMD) | 53,302 | -123,982 | $2,915 |
SPMD | 53,302 | -123,982 | $2,915 |
VANGUARD INDEX FDS (VTV) | 13,520 | -8,989 | $2,360 |
VTV | 13,520 | -8,989 | $2,360 |
VANGUARD INDEX FDS (VUG) | 6,035 | -9,271 | $2,317 |
VUG | 6,035 | -9,271 | $2,317 |
SPDR SER TR (SPSM) | 39,403 | -71,542 | $1,793 |
SPSM | 39,403 | -71,542 | $1,793 |
FRANKLIN TEMPLETON ETF TR (FLJP) | 46,930 | -103,415 | $1,428 |
FLJP | 46,930 | -103,415 | $1,428 |
RTX CORPORATION | 2,952 | -108 | $358 |
RTX | 2,952 | -108 | $358 |
EXXON MOBIL CORP | 2,832 | -441 | $332 |
XOM | 2,832 | -441 | $332 |
CISCO SYS INC | 5,259 | +357 | $280 |
CSCO | 5,259 | +357 | $280 |
WELLS FARGO CO NEW | 4,599 | +4,599 | $260 |
WFC | 4,599 | +4,599 | $260 |
COMCAST CORP NEW | 5,829 | +260 | $243 |
CMCSA | 5,829 | +260 | $243 |
MERCK & CO INC | 2,133 | +1,807 | $242 |
MRK | 2,133 | +1,807 | $242 |
JOHNSON & JOHNSON | 1,459 | -214 | $236 |
JNJ | 1,459 | -214 | $236 |
TARGET CORP | 1,505 | +245 | $235 |
TGT | 1,505 | +245 | $235 |
ISHARES BITCOIN TRUST ETF (IBIT) | 6,450 | -3,786 | $233 |
IBIT | 6,450 | -3,786 | $233 |
ISHARES TR (IVV) | 399 | +250 | $230 |
IVV | 399 | +250 | $230 |
GE AEROSPACE | 1,206 | UNCH | $227 |
GE | 1,206 | UNCH | $227 |
TETRA TECH INC NEW | 4,765 | +3,007 | $225 |
TTEK | 4,765 | +3,007 | $225 |
SYSCO CORP | 2,581 | +416 | $201 |
SYY | 2,581 | +416 | $201 |
PAYCHEX INC | 1,481 | +272 | $199 |
PAYX | 1,481 | +272 | $199 |
ARCHER DANIELS MIDLAND CO | 3,284 | +886 | $196 |
ADM | 3,284 | +886 | $196 |
HEWLETT PACKARD ENTERPRISE C | 9,539 | +1,310 | $195 |
HPE | 9,539 | +1,310 | $195 |
DARDEN RESTAURANTS INC | 1,137 | +387 | $187 |
DRI | 1,137 | +387 | $187 |
VALERO ENERGY CORP | 1,309 | +260 | $177 |
VLO | 1,309 | +260 | $177 |
CMS ENERGY CORP | 2,419 | +2,419 | $171 |
CMS | 2,419 | +2,419 | $171 |
METLIFE INC | 1,969 | -521 | $162 |
MET | 1,969 | -521 | $162 |
BERKLEY W R CORP | 2,807 | +2,807 | $159 |
WRB | 2,807 | +2,807 | $159 |
SNAP ON INC | 526 | +526 | $152 |
SNA | 526 | +526 | $152 |
SPDR S&P 500 ETF TR (SPY) | 259 | -668 | $149 |
SPY | 259 | -668 | $149 |
BUNGE GLOBAL SA | 1,465 | +460 | $142 |
BG | 1,465 | +460 | $142 |
ABBVIE INC | 689 | -550 | $136 |
ABBV | 689 | -550 | $136 |
SKYWORKS SOLUTIONS INC | 1,322 | +112 | $131 |
SWKS | 1,322 | +112 | $131 |
CHEVRON CORP NEW | 842 | -1,888 | $124 |
CVX | 842 | -1,888 | $124 |
INTERNATIONAL BUSINESS MACHS | 551 | -976 | $122 |
IBM | 551 | -976 | $122 |
OVINTIV INC | 3,179 | +3,179 | $122 |
OVV | 3,179 | +3,179 | $122 |
SIMON PPTY GROUP INC NEW | 631 | -438 | $107 |
SPG | 631 | -438 | $107 |
EAST WEST BANCORP INC | 1,254 | +218 | $104 |
EWBC | 1,254 | +218 | $104 |
PHILLIPS 66 | 790 | -476 | $104 |
PSX | 790 | -476 | $104 |
BATH & BODY WORKS INC | 3,218 | +3,218 | $103 |
BBWI | 3,218 | +3,218 | $103 |
VERIZON COMMUNICATIONS INC | 2,274 | -3,269 | $102 |
VZ | 2,274 | -3,269 | $102 |
J P MORGAN EXCHANGE TRADED F (JPST) | 1,994 | UNCH | $101 |
JPST | 1,994 | UNCH | $101 |
PACKAGING CORP AMER | 462 | -113 | $100 |
PKG | 462 | -113 | $100 |
PNC FINL SVCS GROUP INC | 527 | -671 | $97 |
PNC | 527 | -671 | $97 |
GILEAD SCIENCES INC | 1,141 | -1,732 | $96 |
GILD | 1,141 | -1,732 | $96 |
LOWES COS INC | 350 | UNCH | $95 |
LOW | 350 | UNCH | $95 |
PRINCIPAL FINANCIAL GROUP IN | 1,064 | -400 | $91 |
PFG | 1,064 | -400 | $91 |
OMNICOM GROUP INC | 866 | -458 | $90 |
OMC | 866 | -458 | $90 |
See Full List: All Stocks Held By Abich Financial Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Abich Financial Wealth Management LLC
Size ($ in 1000's)
At 09/30/2024: $44,504 At 06/30/2024: $147,036 Abich Financial Wealth Management LLC AUM history Abich Financial Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Abich Financial Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |