Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR SER TR (BIL) | 424,258 | +424,258 | $38,773 |
BIL | 424,258 | +424,258 | $38,773 |
INVESCO QQQ TR | 25,925 | +25,925 | $10,617 |
QQQ | 25,925 | +25,925 | $10,617 |
VANGUARD INTL EQUITY INDEX F (VGK) | 155,279 | +155,279 | $10,012 |
VGK | 155,279 | +155,279 | $10,012 |
SPDR INDEX SHS FDS (SPEM) | 224,022 | +224,022 | $7,933 |
SPEM | 224,022 | +224,022 | $7,933 |
FRANKLIN TEMPLETON ETF TR (FLJP) | 191,696 | +191,696 | $5,366 |
FLJP | 191,696 | +191,696 | $5,366 |
VANGUARD INDEX FDS (VUG) | 16,444 | +16,444 | $5,112 |
VUG | 16,444 | +16,444 | $5,112 |
VANGUARD INDEX FDS (VTV) | 33,095 | +33,095 | $4,948 |
VTV | 33,095 | +33,095 | $4,948 |
SPDR SER TR (SPSM) | 92,456 | +92,456 | $3,900 |
SPSM | 92,456 | +92,456 | $3,900 |
SPDR SER TR (SPMD) | 71,168 | +71,168 | $3,467 |
SPMD | 71,168 | +71,168 | $3,467 |
MICROSOFT CORP | 1,693 | +1,693 | $637 |
MSFT | 1,693 | +1,693 | $637 |
APPLE INC | 2,783 | +2,783 | $536 |
AAPL | 2,783 | +2,783 | $536 |
SPDR SER TR (SPTS) | 13,471 | +13,471 | $391 |
SPTS | 13,471 | +13,471 | $391 |
ISHARES TR (SGOV) | 3,662 | +3,662 | $367 |
SGOV | 3,662 | +3,662 | $367 |
CHEVRON CORP NEW | 2,013 | +2,013 | $300 |
CVX | 2,013 | +2,013 | $300 |
SPDR SER TR (SPTI) | 10,217 | +10,217 | $292 |
SPTI | 10,217 | +10,217 | $292 |
BOEING CO | 1,047 | +1,047 | $273 |
BA | 1,047 | +1,047 | $273 |
SPDR GOLD TR (GLD) | 1,396 | +1,396 | $267 |
GLD | 1,396 | +1,396 | $267 |
HONEYWELL INTL INC | 1,265 | +1,265 | $265 |
HON | 1,265 | +1,265 | $265 |
VANGUARD INDEX FDS (VTI) | 875 | +875 | $208 |
VTI | 875 | +875 | $208 |
SPDR SER TR (SPSB) | 6,631 | +6,631 | $197 |
SPSB | 6,631 | +6,631 | $197 |
META PLATFORMS INC | 519 | +519 | $184 |
META | 519 | +519 | $184 |
NVIDIA CORPORATION | 344 | +344 | $170 |
NVDA | 344 | +344 | $170 |
WALMART INC | 1,003 | +1,003 | $158 |
WMT | 1,003 | +1,003 | $158 |
EXXON MOBIL CORP | 1,544 | +1,544 | $154 |
XOM | 1,544 | +1,544 | $154 |
ISHARES TR (MBB) | 1,475 | +1,475 | $139 |
MBB | 1,475 | +1,475 | $139 |
INTERNATIONAL BUSINESS MACHS | 793 | +793 | $130 |
IBM | 793 | +793 | $130 |
SPDR SER TR (SPTL) | 4,051 | +4,051 | $118 |
SPTL | 4,051 | +4,051 | $118 |
ENERGY TRANSFER L P | 8,503 | +8,503 | $117 |
ET | 8,503 | +8,503 | $117 |
ISHARES TR (TIP) | 1,072 | +1,072 | $115 |
TIP | 1,072 | +1,072 | $115 |
MCDONALDS CORP | 371 | +371 | $110 |
MCD | 371 | +371 | $110 |
CVS HEALTH CORP | 1,376 | +1,376 | $109 |
CVS | 1,376 | +1,376 | $109 |
CONOCOPHILLIPS | 930 | +930 | $108 |
COP | 930 | +930 | $108 |
ANNALY CAPITAL MANAGEMENT IN | 5,598 | +5,598 | $108 |
NLY | 5,598 | +5,598 | $108 |
PNC FINL SVCS GROUP INC | 693 | +693 | $107 |
PNC | 693 | +693 | $107 |
SPDR SER TR (SPHY) | 4,594 | +4,594 | $107 |
SPHY | 4,594 | +4,594 | $107 |
INVESCO DB COMMDY INDX TRCK | 4,690 | +4,690 | $103 |
DBC | 4,690 | +4,690 | $103 |
ABBVIE INC | 657 | +657 | $102 |
ABBV | 657 | +657 | $102 |
PHILLIPS 66 | 765 | +765 | $102 |
PSX | 765 | +765 | $102 |
BRISTOL MYERS SQUIBB CO | 1,944 | +1,944 | $100 |
BMY | 1,944 | +1,944 | $100 |
MEDTRONIC PLC | 1,208 | +1,208 | $100 |
MDT | 1,208 | +1,208 | $100 |
VERIZON COMMUNICATIONS INC | 2,654 | +2,654 | $100 |
VZ | 2,654 | +2,654 | $100 |
AT&T INC | 5,924 | +5,924 | $99 |
T | 5,924 | +5,924 | $99 |
3M CO | 897 | +897 | $98 |
MMM | 897 | +897 | $98 |
US BANCORP DEL | 2,265 | +2,265 | $98 |
USB | 2,265 | +2,265 | $98 |
GILEAD SCIENCES INC | 1,178 | +1,178 | $95 |
GILD | 1,178 | +1,178 | $95 |
ISHARES TR (IWD) | 577 | +577 | $95 |
IWD | 577 | +577 | $95 |
SIMON PPTY GROUP INC NEW | 657 | +657 | $94 |
SPG | 657 | +657 | $94 |
TRUIST FINL CORP | 2,511 | +2,511 | $93 |
TFC | 2,511 | +2,511 | $93 |
DIAMONDBACK ENERGY INC | 596 | +596 | $92 |
FANG | 596 | +596 | $92 |
EOG RES INC | 752 | +752 | $91 |
EOG | 752 | +752 | $91 |
See Full List: All Stocks Held By Abich Financial Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Abich Financial Wealth Management LLC
Size ($ in 1000's)
At 12/31/2023: $104,683 At 09/30/2023: $0 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 |