HoldingsChannel.com
All Stocks Held By Acima Private Wealth LLC
As of  12/31/2023, we find all stocks held by Acima Private Wealth LLC to be as follows, presented in the table below with each row detailing each Acima Private Wealth LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Acima Private Wealth LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Acima Private Wealth LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV) 39,742 +4,596 $18,982
     IVV39,742+4,596$18,982
ISHARES CORE S&P MID CAP ETF (IJH) 51,350 +13,408 $14,232
     IJH51,350+13,408$14,232
GOLDMAN SACHS ACTIVEBETA US LGCP EQ ETF (GSLC) 131,207 +39,434 $12,309
     GSLC131,207+39,434$12,309
INVESCO TOTAL RETURN BOND ETF (GTO) 242,272 +242,272 $11,445
     GTO242,272+242,272$11,445
PIMCO ACTIVE BOND ETF (BOND) 123,486 +123,486 $11,416
     BOND123,486+123,486$11,416
JPMORGAN CORE PLUS BOND ETF (JCPB) 242,321 +242,321 $11,410
     JCPB242,321+242,321$11,410
INVESCO INTERNATIONAL CORPORATE BOND ETF (PICB) 427,627 +7,656 $9,857
     PICB427,627+7,656$9,857
APPLE INC COM 43,840 -5,581 $8,441
     AAPL43,840-5,581$8,441
ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) 147,464 +147,464 $7,344
     IAGG147,464+147,464$7,344
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 140,915 +21,892 $7,127
     IEMG140,915+21,892$7,127
VANECK EM HIGH YIELD BOND ETF (HYEM) 356,189 +9,331 $6,593
     HYEM356,189+9,331$6,593
ISHARES CORE US AGGREGATE BOND ETF (AGG) 58,515 +48,937 $5,808
     AGG58,515+48,937$5,808
IPATH BLOOMBERG CMDTY TR ETN 183,232 +3,058 $5,568
     DJP183,232+3,058$5,568
VANGUARD TOTAL STOCK MARKET ETF (VTI) 21,115 +376 $5,009
     VTI21,115+376$5,009
ISHARES CORE MSCI EAFE ETF (IEFA) 64,977 +602 $4,571
     IEFA64,977+602$4,571
VANECK JPMORGAN EMLCL CCY BD ETF (EMLC) 160,162 +4,056 $4,060
     EMLC160,162+4,056$4,060
ISHARES EXPANDED TECH SECTOR ETF (IGM) 8,900 UNCH $3,989
     IGM8,900UNCH$3,989
ISHARES RUSSELL MID CAP GROWTH ETF (IWP) 37,139 -26,182 $3,880
     IWP37,139-26,182$3,880
FINANCIAL SELECT SECTOR SPDR ETF (XLF) 94,607 UNCH $3,557
     XLF94,607UNCH$3,557
ISHARES MSCI EUROZONE ETF (EZU) 71,633 +10,250 $3,398
     EZU71,633+10,250$3,398
INVESCO CURRENCYSHARES EURO CURRENCY (FXE) 29,984 +743 $3,060
     FXE29,984+743$3,060
SERVICENOW INC COM 4,324 UNCH $3,055
     NOW4,324UNCH$3,055
MICROSOFT CORP COM 7,798 -1,392 $2,932
     MSFT7,798-1,392$2,932
CAPITAL GROUP CORE PLUS INCOME ETF (CGCP) 125,535 +125,535 $2,849
     CGCP125,535+125,535$2,849
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ) 39,732 +1,001 $2,645
     AAXJ39,732+1,001$2,645
SPDR S&P OIL & GAS EXPLOR & PRODTN ETF (XOP) 17,953 -5,572 $2,458
     XOP17,953-5,572$2,458
CONSUMER STAPLES SELECT SECTOR SPDR ETF (XLP) 32,625 -10,667 $2,350
     XLP32,625-10,667$2,350
ISHARES CORE MSCI EUROPE ETF (IEUR) 39,789 +545 $2,189
     IEUR39,789+545$2,189
LOWES COS INC COM 8,951 UNCH $1,992
     LOW8,951UNCH$1,992
VANGUARD TAX EXEMPT BOND ETF (VTEB) 38,569 +4,364 $1,969
     VTEB38,569+4,364$1,969
JPMORGAN MUNICIPAL ETF (JMUB) 37,643 UNCH $1,918
     JMUB37,643UNCH$1,918
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 10,225 UNCH $1,742
     VIG10,225UNCH$1,742
ISHARES MSCI CHINA ETF (MCHI) 41,408 -7,364 $1,687
     MCHI41,408-7,364$1,687
TECHNOLOGY SELECT SECTOR SPDR ETF (XLK) 8,701 UNCH $1,675
     XLK8,701UNCH$1,675
ISHARES MSCI INDIA ETF (INDA) 32,472 +6,931 $1,585
     INDA32,472+6,931$1,585
ISHARES NATIONAL MUNI BOND ETF (MUB) 14,116 -6,997 $1,530
     MUB14,116-6,997$1,530
ISHARES FRONTIER AND SELECT EM ETF (FM) 57,612 -730 $1,515
     FM57,612-730$1,515
JPMORGAN BETABUILDERS JAPAN ETF (BBJP) 28,146 +86 $1,478
     BBJP28,146+86$1,478
MERCADOLIBRE INC COM 914 -510 $1,436
     MELI914-510$1,436
ISHARES RUSSELL 2000 ETF (IWM) 7,066 UNCH $1,418
     IWM7,066UNCH$1,418
JOHNSON & JOHNSON COM 8,526 UNCH $1,336
     JNJ8,526UNCH$1,336
HEALTH CARE SELECT SECTOR SPDR ETF (XLV) 9,515 UNCH $1,298
     XLV9,515UNCH$1,298
MCDONALDS CORP COM 4,329 UNCH $1,284
     MCD4,329UNCH$1,284
SHERWIN WILLIAMS CO COM 4,110 -1,346 $1,282
     SHW4,110-1,346$1,282
PEPSICO INC COM 7,406 -78 $1,258
     PEP7,406-78$1,258
VERTEX PHARMACEUTICALS INC COM 3,081 UNCH $1,254
     VRTX3,081UNCH$1,254
ISHARES MSCI BRAZIL ETF (EWZ) 35,657 -1,637 $1,247
     EWZ35,657-1,637$1,247
ISHARES MSCI AUSTRALIA ETF (EWA) 50,611 +766 $1,232
     EWA50,611+766$1,232
PROCTER AND GAMBLE CO COM 8,392 UNCH $1,230
     PG8,392UNCH$1,230
XTRACKERS HARVEST CSI 300 CHINA A ETF (ASHR) 51,058 -4,279 $1,221
     ASHR51,058-4,279$1,221
ILLINOIS TOOL WKS INC COM 4,600 -9 $1,205
     ITW4,600-9$1,205
BOOKING HOLDINGS INC COM 324 UNCH $1,149
     BKNG324UNCH$1,149
ADOBE INC COM 1,840 UNCH $1,098
     ADBE1,840UNCH$1,098
ABBVIE INC COM 7,031 -300 $1,090
     ABBV7,031-300$1,090
VISA INC COM CL A 3,999 -66 $1,041
     V3,999-66$1,041
LOCKHEED MARTIN CORP COM 2,231 UNCH $1,011
     LMT2,231UNCH$1,011
ISHARES MSCI INDONESIA ETF (EIDO) 44,989 +1,709 $1,004
     EIDO44,989+1,709$1,004
ACCENTURE PLC IRELAND SHS CLASS A 2,800 -25 $983
     ACN2,800-25$983
AUTOMATIC DATA PROCESSING INC COM 3,888 UNCH $906
     ADP3,888UNCH$906
INTEL CORP COM 17,372 -101 $873
     INTC17,372-101$873
ISHARES RUSSELL 2000 GROWTH ETF (IWO) 3,170 UNCH $800
     IWO3,170UNCH$800
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 15,627 UNCH $785
     JPST15,627UNCH$785
SPDR S&P CHINA ETF (GXC) 11,054 +11,054 $753
     GXC11,054+11,054$753
PROGRESSIVE CORP COM 4,680 UNCH $745
     PGR4,680UNCH$745
ALPHABET INC CAP STK CL C 5,124 UNCH $722
     GOOG5,124UNCH$722
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 2,287 UNCH $693
     IWF2,287UNCH$693
KRANESHARES CSI CHINA INTERNET ETF (KWEB) 25,103 -2,027 $678
     KWEB25,103-2,027$678
AMAZON COM INC COM 4,436 -100 $674
     AMZN4,436-100$674
ISHARES MSCI EAFE ETF (EFA) 8,725 UNCH $657
     EFA8,725UNCH$657
HONEYWELL INTL INC COM 3,093 -28 $649
     HON3,093-28$649
CONOCOPHILLIPS COM 5,584 UNCH $648
     COP5,584UNCH$648
HOME DEPOT INC COM 1,832 -150 $635
     HD1,832-150$635
ABBOTT LABS COM 5,602 UNCH $617
     ABT5,602UNCH$617
MERCK & CO INC COM 5,445 -448 $594
     MRK5,445-448$594
ISHARES CORE S&P SMALL CAP ETF (IJR) 5,302 UNCH $574
     IJR5,302UNCH$574
AMERICAN EXPRESS CO COM 3,000 -56 $562
     AXP3,000-56$562
ALPHABET INC CAP STK CL A 3,975 UNCH $555
     GOOGL3,975UNCH$555
AMGEN INC COM 1,892 UNCH $545
     AMGN1,892UNCH$545
BECTON DICKINSON & CO COM 2,200 -175 $536
     BDX2,200-175$536
EXXON MOBIL CORP COM 5,192 UNCH $519
     XOM5,192UNCH$519
NVIDIA CORPORATION COM 1,041 UNCH $516
     NVDA1,041UNCH$516
AIR PRODS & CHEMS INC COM 1,800 UNCH $493
     APD1,800UNCH$493
SPDR S&P 500 ETF TRUST (SPY) 999 UNCH $475
     SPY999UNCH$475
PFIZER INC COM 15,735 UNCH $453
     PFE15,735UNCH$453
EDWARDS LIFESCIENCES CORP COM 5,904 UNCH $450
     EW5,904UNCH$450
ISHARES RUSSELL 1000 VALUE ETF (IWD) 2,721 UNCH $450
     IWD2,721UNCH$450
CATERPILLAR INC COM 1,473 UNCH $436
     CAT1,473UNCH$436
TEXAS INSTRS INC COM 2,530 -36 $431
     TXN2,530-36$431
ENERGY SELECT SECTOR SPDR ETF (XLE) 4,922 UNCH $413
     XLE4,922UNCH$413
INTEGER HLDGS CORP COM 4,000 UNCH $396
     ITGR4,000UNCH$396
RTX CORPORATION COM 4,694 -376 $395
     RTX4,694-376$395
MARKEL GROUP INC COM 276 UNCH $392
     MKL276UNCH$392
THERMO FISHER SCIENTIFIC INC COM 734 UNCH $390
     TMO734UNCH$390
CHEVRON CORP NEW COM 2,510 UNCH $374
     CVX2,510UNCH$374
PPG INDS INC COM 2,500 -29 $374
     PPG2,500-29$374
S&P GLOBAL INC COM 826 UNCH $364
     SPGI826UNCH$364
CISCO SYS INC COM 7,144 UNCH $361
     CSCO7,144UNCH$361
MARSH & MCLENNAN COS INC COM 1,881 UNCH $356
     MMC1,881UNCH$356
UNION PAC CORP COM 1,433 UNCH $352
     UNP1,433UNCH$352
DARDEN RESTAURANTS INC COM 2,079 UNCH $342
     DRI2,079UNCH$342
MASTERCARD INCORPORATED CL A 784 UNCH $334
     MA784UNCH$334
VANGUARD REAL ESTATE ETF (VNQ) 3,650 +188 $323
     VNQ3,650+188$323
BLACKROCK INC COM 379 UNCH $308
     BLK379UNCH$308
ISHARES RUSSELL MID CAP VALUE ETF (IWS) 2,585 -8,346 $301
     IWS2,585-8,346$301
VANGUARD LARGE CAP ETF (VV) 1,380 UNCH $301
     VV1,380UNCH$301
AFLAC INC COM 3,638 UNCH $300
     AFL3,638UNCH$300
UNITEDHEALTH GROUP INC COM 558 -17 $294
     UNH558-17$294
ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) 1,867 -550 $275
     QUAL1,867-550$275
DANAHER CORPORATION COM 1,185 UNCH $274
     DHR1,185UNCH$274
IDEXX LABS INC COM 493 UNCH $274
     IDXX493UNCH$274
ISHARES RUSSELL MID CAP ETF (IWR) 3,404 UNCH $265
     IWR3,404UNCH$265
SHOPIFY INC CL A 3,368 UNCH $262
     SHOP3,368UNCH$262
BOEING CO COM 1,000 UNCH $261
     BA1,000UNCH$261
ORACLE CORP COM 2,466 UNCH $260
     ORCL2,466UNCH$260
SYSCO CORP COM 3,500 UNCH $256
     SYY3,500UNCH$256
ELI LILLY & CO COM 429 -219 $250
     LLY429-219$250
BERKSHIRE HATHAWAY INC DEL CL B NEW      $242
     BRK.B679UNCH$242
VANGUARD MID CAP ETF (VO) 1,028 +213 $239
     VO1,028+213$239
BIOGEN INC COM 916 UNCH $237
     BIIB916UNCH$237
DISCOVER FINL SVCS COM 2,056 UNCH $231
     DFS2,056UNCH$231
NORTHROP GRUMMAN CORP COM 480 UNCH $225
     NOC480UNCH$225
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 1,372 UNCH $217
     RSP1,372UNCH$217
HUBSPOT INC COM 366 UNCH $212
     HUBS366UNCH$212
WALMART INC COM 1,300 UNCH $205
     WMT1,300UNCH$205
DOVER CORP COM 1,307 UNCH $201
     DOV1,307UNCH$201
VERIZON COMMUNICATIONS INC COM 5,300 UNCH $200
     VZ5,300UNCH$200
COLGATE PALMOLIVE CO COM 2,486 UNCH $198
     CL2,486UNCH$198
VANGUARD TOTAL BOND MARKET ETF (BND) 2,512 +2,512 $185
     BND2,512+2,512$185
COCA COLA CO COM 3,045 UNCH $179
     KO3,045UNCH$179
NEXTERA ENERGY INC COM 2,521 -540 $153
     NEE2,521-540$153
VEEVA SYS INC CL A COM 792 UNCH $152
     VEEV792UNCH$152
KIMBERLY CLARK CORP COM 1,244 UNCH $151
     KMB1,244UNCH$151
OKTA INC CL A 1,579 UNCH $143
     OKTA1,579UNCH$143
HEICO CORP NEW CL A      $142
     HEI.A994UNCH$142
3M CO COM 1,275 UNCH $139
     MMM1,275UNCH$139
ALTRIA GROUP INC COM 3,452 UNCH $139
     MO3,452UNCH$139
DEFIANCE 5G NEXT GEN CONNECTIVITY ETF (FIVG) 3,473 UNCH $124
     FIVG3,473UNCH$124
PHILIP MORRIS INTL INC COM 1,123 UNCH $106
     PM1,123UNCH$106
SOUTHERN CO COM 1,500 UNCH $105
     SO1,500UNCH$105
VANGUARD RUSSELL 2000 ETF (VTWO) 1,275 UNCH $103
     VTWO1,275UNCH$103
COSTCO WHSL CORP NEW COM 154 -19 $102
     COST154-19$102
AMERICAN ELEC PWR CO INC COM 1,224 UNCH $99
     AEP1,224UNCH$99
CORNING INC COM 3,200 UNCH $97
     GLW3,200UNCH$97
JPMORGAN CHASE & CO COM 569 UNCH $97
     JPM569UNCH$97
MEDTRONIC PLC SHS 1,125 UNCH $93
     MDT1,125UNCH$93
NORFOLK SOUTHN CORP COM 383 UNCH $91
     NSC383UNCH$91
SPDR PORTFOLIO MSCI GLOBAL STK MKT ETF (SPGM) 1,622 UNCH $90
     SPGM1,622UNCH$90
MSCI INC COM 153 UNCH $87
     MSCI153UNCH$87
MICRON TECHNOLOGY INC COM 1,000 UNCH $85
     MU1,000UNCH$85
CARRIER GLOBAL CORPORATION COM 1,300 UNCH $75
     CARR1,300UNCH$75
ISHARES LATIN AMERICA 40 ETF (ILF) 2,292 +2,292 $67
     ILF2,292+2,292$67
PHILLIPS 66 COM 500 -2,000 $67
     PSX500-2,000$67
VANGUARD S&P 500 ETF (VOO) 150 UNCH $66
     VOO150UNCH$66
CSX CORP COM 1,800 UNCH $62
     CSX1,800UNCH$62
CHUBB LIMITED COM 264 UNCH $60
     CB264UNCH$60
MCKESSON CORP COM 130 UNCH $60
     MCK130UNCH$60
ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) 470 -5,798 $59
     IJT470-5,798$59
OTIS WORLDWIDE CORP COM 650 UNCH $58
     OTIS650UNCH$58
CENCORA INC COM 317 UNCH $57
     ABC317UNCH$57
CAPITAL ONE FINL CORP COM 401 UNCH $53
     COF401UNCH$53
VANGUARD SMALL CAP ETF (VB) 240 +240 $51
     VB240+240$51
ISHARES S&P SMALL CAP 600 VALUE ETF (IJS) 465 -5,548 $48
     IJS465-5,548$48
META PLATFORMS INC CL A 137 UNCH $48
     META137UNCH$48
DOW INC COM 852 UNCH $47
     DOW852UNCH$47
UBS GROUP AG SHS 1,378 UNCH $43
     UBS1,378UNCH$43
VANGUARD ESG US STOCK ETF (ESGV) 482 -390 $41
     ESGV482-390$41
UNITED AIRLS HLDGS INC COM 1,000 UNCH $41
     UAL1,000UNCH$41
VANGUARD MEGA CAP ETF (MGC) 238 +238 $40
     MGC238+238$40
DUKE ENERGY CORP NEW COM NEW 368 UNCH $36
     DUK368UNCH$36
GENERAL MTRS CO COM 1,000 UNCH $36
     GM1,000UNCH$36
ELEVANCE HEALTH INC COM 66 UNCH $31
     ELV66UNCH$31
FORD MTR CO DEL COM 2,500 UNCH $30
     F2,500UNCH$30
ISHARES MSCI JAPAN ETF (EWJ) 430 UNCH $28
     EWJ430UNCH$28
OREILLY AUTOMOTIVE INC COM 28 UNCH $27
     ORLY28UNCH$27
STARBUCKS CORP COM 261 UNCH $25
     SBUX261UNCH$25
RIVIAN AUTOMOTIVE INC COM CL A 1,000 UNCH $23
     RIVN1,000UNCH$23
UTILITIES SELECT SECTOR SPDR ETF (XLU) 364 UNCH $23
     XLU364UNCH$23
NIKE INC CL B 200 -70 $22
     NKE200-70$22
COMMUNICATION SERVICES SEL SECT SPDRETF (XLC) 308 UNCH $22
     XLC308UNCH$22
INDUSTRIAL SELECT SECTOR SPDR ETF (XLI) 196 UNCH $22
     XLI196UNCH$22
EATON CORP PLC SHS 89 UNCH $21
     ETN89UNCH$21
NXP SEMICONDUCTORS N V COM 85 UNCH $20
     NXPI85UNCH$20
QUALCOMM INC COM 140 UNCH $20
     QCOM140UNCH$20
SNAP INC CL A 1,000 UNCH $17
     SNAP1,000UNCH$17
UDR INC COM 455 UNCH $17
     UDR455UNCH$17
ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) 220 -3,055 $17
     USMV220-3,055$17
COMCAST CORP NEW CL A 360 UNCH $16
     CMCSA360UNCH$16
LINDE PLC SHS 38 UNCH $16
     LIN38UNCH$16
CONSTRUCTION PARTNERS INC COM CL A 369 UNCH $16
     ROAD369UNCH$16
CENTENE CORP DEL COM 200 UNCH $15
     CNC200UNCH$15
SYNOPSYS INC COM 29 UNCH $15
     SNPS29UNCH$15
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 365 UNCH $15
     VWO365UNCH$15
AMERICAN AIRLS GROUP INC COM 1,000 UNCH $14
     AAL1,000UNCH$14
LULULEMON ATHLETICA INC COM 27 UNCH $14
     LULU27UNCH$14
JPMORGAN BETABUILDERS CANADA ETF (BBCA) 207 +69 $13
     BBCA207+69$13
ZOETIS INC CL A 64 UNCH $13
     ZTS64UNCH$13
THE CIGNA GROUP COM 40 UNCH $12
     CI40UNCH$12
QUANTA SVCS INC COM 56 UNCH $12
     PWR56UNCH$12
ROPER TECHNOLOGIES INC COM 21 UNCH $11
     ROP21UNCH$11
US BANCORP DEL COM NEW 252 UNCH $11
     USB252UNCH$11
BRISTOL MYERS SQUIBB CO COM 200 -104 $10
     BMY200-104$10
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 200 UNCH $10
     FNF200UNCH$10
AZENTA INC COM 145 UNCH $9
     AZTA145UNCH$9
LANDSTAR SYS INC COM 47 UNCH $9
     LSTR47UNCH$9
PRIMERICA INC COM 42 UNCH $9
     PRI42UNCH$9
CME GROUP INC COM 37 UNCH $8
     CME37UNCH$8
GENERAL DYNAMICS CORP COM 32 UNCH $8
     GD32UNCH$8
RELMADA THERAPEUTICS INC COM 1,844 UNCH $8
     RLMD1,844UNCH$8
SITEONE LANDSCAPE SUPPLY INC COM 52 UNCH $8
     SITE52UNCH$8
THOR INDS INC COM 69 UNCH $8
     THO69UNCH$8
TOTALENERGIES SE SPONSORED ADS 125 UNCH $8
     TTE125UNCH$8
ARROW ELECTRS INC COM 58 UNCH $7
     ARW58UNCH$7
CHEESECAKE FACTORY INC COM 204 UNCH $7
     CAKE204UNCH$7
RYANAIR HOLDINGS PLC SPONSORED ADS 49 -67 $7
     RYAAY49-67$7
TOWNEBANK PORTSMOUTH VA COM 250 UNCH $7
     TOWN250UNCH$7
AON PLC SHS CL A 21 UNCH $6
     AON21UNCH$6
CITIGROUP INC COM NEW 110 UNCH $6
     C110UNCH$6
MONSTER BEVERAGE CORP NEW COM 108 -108 $6
     MNST108-108$6
OCCIDENTAL PETE CORP COM      $6
     OXY100UNCH$6
     OXY.WT12UNCH$0
APPLIED MATLS INC COM 31 UNCH $5
     AMAT31UNCH$5
BOSTON SCIENTIFIC CORP COM 89 UNCH $5
     BSX89UNCH$5
MARRIOTT INTL INC NEW CL A 21 UNCH $5
     MAR21UNCH$5
NOVO NORDISK A S ADR 52 -150 $5
     NVO52-150$5
VERALTO CORP COM SHS 61 +61 $5
     VLTO61+61$5
ARCHER DANIELS MIDLAND CO COM 60 UNCH $4
     ADM60UNCH$4
FIRST TRUST CNSMR DISCRET ALPHADEX ETF (FXD) 75 -225 $4
     FXD75-225$4
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 478 -1,759 $4
     MUFG478-1,759$4
PLUG POWER INC COM NEW 1,000 UNCH $4
     PLUG1,000UNCH$4
HARTFORD FINL SVCS GROUP INC COM 42 UNCH $3
     HIG42UNCH$3
EBAY INC. COM 46 UNCH $2
     EBAY46UNCH$2
ISHARES CORE S&P US VALUE ETF (IUSV) 19 UNCH $2
     IUSV19UNCH$2
MORGAN STANLEY COM NEW 26 UNCH $2
     MS26UNCH$2
AT&T INC COM 116 UNCH $2
     T116UNCH$2
PRICE T ROWE GROUP INC COM 17 UNCH $2
     TROW17UNCH$2
VANGUARD VALUE ETF (VTV) 15 UNCH $2
     VTV15UNCH$2
KELLANOVA COM 22 UNCH $1
     K22UNCH$1
VIATRIS INC COM 124 UNCH $1
     VTRS124UNCH$1
ALIBABA GROUP HLDG LTD SPONSORED ADS 0 -4,820 $0
     BABA0-4,820$0
EVERSOURCE ENERGY COM 0 -1,800 $0
     ES0-1,800$0
BANK AMERICA CORP COM $0 (exited)
     BAC0UNCH$0
BADGER METER INC COM $0 (exited)
     BMI0-35$0
BORGWARNER INC COM $0 (exited)
     BWA0-110$0
DOMINION ENERGY INC COM $0 (exited)
     D0-500$0
DUPONT DE NEMOURS INC COM $0 (exited)
     DD0-38$0
F&G ANNUITIES & LIFE INC COMMON STOCK $0 (exited)
     FG0-13$0
FIDELITY NATL INFORMATION SVCS COM $0 (exited)
     FIS0-479$0
GOLDMAN SACHS ACSS INVMT GRD CORP BD ETF $0 (exited)
     GIGB0-184,433$0
ISHARES 7 10 YEAR TREASURY BOND ETF $0 (exited)
     IEF0-77,675$0
ILLUMINA INC COM $0 (exited)
     ILMN0-99$0
JOHNSON CTLS INTL PLC SHS $0 (exited)
     JCI0-71$0
JANUS HENDERSON MORTGAGE BACKED SEC ETF $0 (exited)
     JMBS0-90,145$0
JPMORGAN ULTRA SHORT MUNICIPAL INC ETF $0 (exited)
     JMST0-18,804$0
ISHARES MBS ETF $0 (exited)
     MBB0-39,541$0
MONDELEZ INTL INC CL A $0 (exited)
     MDLZ0-116$0
PIONEER NAT RES CO COM $0 (exited)
     PXD0-50$0
RBC BEARINGS INC COM $0 (exited)
     RBC0-34$0
RLI CORP COM $0 (exited)
     RLI0-60$0
SPDR PORTFOLIO SHORT TERM CORP BD ETF $0 (exited)
     SPSB0-289,706$0
ISHARES 20 YEAR TREASURY BOND ETF $0 (exited)
     TLT0-48,796$0
WELLS FARGO CO NEW COM 0 -1,687 $0 (exited)
     WFC0-1,687$0

See Summary: Acima Private Wealth LLC Top Holdings
See Details: Top 10 Stocks Held By Acima Private Wealth LLC

EntityShares/Amount
Change
Position Value
Change
GTO +242,272+$11,445
BOND +123,486+$11,416
JCPB +242,321+$11,410
IAGG +147,464+$7,344
CGCP +125,535+$2,849
GXC +11,054+$753
BND +2,512+$185
ILF +2,292+$67
VB +240+$51
MGC +238+$40
EntityShares/Amount
Change
Position Value
Change
SPSB -289,706-$8,494
GIGB -184,433-$7,969
IEF -77,675-$7,114
TLT -48,796-$4,328
JMBS -90,145-$3,912
MBB -39,541-$3,511
JMST -18,804-$949
WFC -1,687-$69
FIS -479-$26
D -500-$22
EntityShares/Amount
Change
Position Value
Change
AGG +48,937+$4,907
GSLC +39,434+$4,579
IEMG +21,892+$1,463
IJH +13,408+$4,771
EZU +10,250+$805
HYEM +9,331+$412
PICB +7,656+$1,122
INDA +6,931+$456
IVV +4,596+$3,889
VTEB +4,364+$324
EntityShares/Amount
Change
Position Value
Change
IWP -26,182-$1,904
XLP -10,667-$629
IWS -8,346-$840
MCHI -7,364-$424
MUB -6,997-$635
IJT -5,798-$628
AAPL -5,581-$20
XOP -5,572-$1,022
IJS -5,548-$488
Size ($ in 1000's)
At 12/31/2023: $256,120
At 09/30/2023: $224,765

Acima Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Acima Private Wealth LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Acima Private Wealth LLC | www.HoldingsChannel.com

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