Abich Financial Wealth Management
Latest statistics and disclosures from Abich Financial Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, QQQ, VGK, SPMD, SPEM, and represent 69.45% of Abich Financial Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$40M), TTEK, NVDA, RTX, CMCSA, CVS, CSCO, ABBV, HD, JNJ.
- Started 351 new stock positions in NWL, ORLY, RSP, VMI, HSTM, TTEK, CALF, DFIV, ELV, COOP.
- Reduced shares in these 10 stocks: VGK (-$6.8M), QQQ (-$6.6M), VTV, VUG, SPEM, FLJP, SPSM, SPMB, IWD, LQD.
- Sold out of its positions in AMG, ARE, LNT, AVB, WRB, BERY, HRB, BXP, BRX, BEPC.
- Abich Financial Wealth Management was a net buyer of stock by $17M.
- Abich Financial Wealth Management has $147M in assets under management (AUM), dropping by 13.63%.
- Central Index Key (CIK): 0002011645
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Portfolio Holdings for Abich Financial Wealth Management
Abich Financial Wealth Management holds 804 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Abich Financial Wealth Management has 804 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Abich Financial Wealth Management June 30, 2024 positions
- Download the Abich Financial Wealth Management June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 44.6 | $66M | +153% | 714k | 91.78 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.5 | $11M | -37% | 23k | 479.11 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 7.1 | $11M | -39% | 157k | 66.77 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 6.2 | $9.1M | 177k | 51.30 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 4.0 | $5.9M | -38% | 158k | 37.67 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.9 | $5.7M | -40% | 15k | 374.00 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 3.1 | $4.6M | -20% | 111k | 41.52 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 2.9 | $4.3M | -22% | 150k | 28.76 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.5 | $3.6M | -53% | 23k | 160.41 |
|
| Apple (AAPL) | 0.5 | $705k | +4% | 3.3k | 210.64 |
|
| Microsoft Corporation (MSFT) | 0.5 | $705k | +5% | 1.6k | 446.95 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $649k | +12% | 6.4k | 100.72 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $505k | +32% | 927.00 | 544.22 |
|
| Chevron Corporation (CVX) | 0.3 | $427k | +92% | 2.7k | 156.44 |
|
| Caci Intl Cl A (CACI) | 0.3 | $422k | +6% | 980.00 | 430.13 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $377k | +51% | 3.3k | 115.11 |
|
| Tetra Tech (TTEK) | 0.2 | $360k | NEW | 1.8k | 204.48 |
|
| Ishares Bitcoin Tr SHS (IBIT) | 0.2 | $350k | +52% | 10k | 34.14 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $314k | -58% | 1.8k | 174.47 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $307k | +482% | 3.1k | 100.39 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $291k | +1079% | 2.3k | 124.00 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $285k | +36% | 1.1k | 267.51 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $276k | +44% | 9.6k | 28.87 |
|
| Honeywell International (HON) | 0.2 | $270k | 1.3k | 213.54 |
|
|
| International Business Machines (IBM) | 0.2 | $264k | +37% | 1.5k | 172.94 |
|
| Home Depot (HD) | 0.2 | $253k | +483% | 735.00 | 344.22 |
|
| Johnson & Johnson (JNJ) | 0.2 | $245k | +597% | 1.7k | 146.15 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.2 | $238k | +38% | 8.5k | 28.02 |
|
| Cisco Systems (CSCO) | 0.2 | $233k | +1153% | 4.9k | 47.51 |
|
| Meta Platforms Cl A (META) | 0.2 | $233k | +12% | 461.00 | 504.26 |
|
| Verizon Communications (VZ) | 0.2 | $229k | +41% | 5.5k | 41.24 |
|
| At&t (T) | 0.2 | $223k | +27% | 12k | 19.11 |
|
| ConocoPhillips (COP) | 0.2 | $223k | +35% | 1.9k | 114.38 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $218k | +185533% | 5.6k | 39.16 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $217k | NEW | 3.7k | 59.07 |
|
| Wal-Mart Stores (WMT) | 0.1 | $216k | 3.2k | 67.72 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $214k | +818% | 459.00 | 467.17 |
|
| EOG Resources (EOG) | 0.1 | $214k | +34% | 1.7k | 125.86 |
|
| Abbvie (ABBV) | 0.1 | $213k | +15387% | 1.2k | 171.50 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $210k | -21% | 976.00 | 215.01 |
|
| Altria (MO) | 0.1 | $199k | +25% | 4.4k | 45.56 |
|
| Gilead Sciences (GILD) | 0.1 | $197k | +29% | 2.9k | 68.62 |
|
| Boeing Company (BA) | 0.1 | $193k | 1.1k | 182.01 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $192k | NEW | 1.2k | 158.97 |
|
| United Parcel Service CL B (UPS) | 0.1 | $187k | +36% | 1.4k | 136.84 |
|
| Target Corporation (TGT) | 0.1 | $187k | +2420% | 1.3k | 148.06 |
|
| PNC Financial Services (PNC) | 0.1 | $186k | +18% | 1.2k | 155.47 |
|
| Ishares Tr Exponential Tech (XT) | 0.1 | $180k | -59% | 3.1k | 58.83 |
|
| Phillips 66 (PSX) | 0.1 | $179k | +4265% | 1.3k | 141.17 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $178k | +31% | 1.3k | 138.21 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $177k | +32% | 4.4k | 39.70 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $177k | +22% | 4.5k | 38.85 |
|
| MetLife (MET) | 0.1 | $175k | +16500% | 2.5k | 70.18 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $174k | +638% | 8.2k | 21.17 |
|
| Public Storage (PSA) | 0.1 | $171k | +37% | 594.00 | 287.62 |
|
| Paccar (PCAR) | 0.1 | $169k | +23% | 1.6k | 102.95 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $166k | 183.00 | 905.38 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $165k | NEW | 939.00 | 175.78 |
|
| Valero Energy Corporation (VLO) | 0.1 | $165k | +1773% | 1.0k | 156.79 |
|
| Simon Property (SPG) | 0.1 | $162k | +13262% | 1.1k | 151.81 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $161k | +44% | 5.4k | 29.70 |
|
| Prudential Financial (PRU) | 0.1 | $160k | +14% | 1.4k | 117.17 |
|
| Diamondback Energy (FANG) | 0.1 | $158k | +19675% | 791.00 | 200.18 |
|
| Hp (HPQ) | 0.1 | $158k | +9% | 4.5k | 35.02 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $155k | +50% | 5.8k | 26.67 |
|
| SYSCO Corporation (SYY) | 0.1 | $155k | +2360% | 2.2k | 71.39 |
|
| M&T Bank Corporation (MTB) | 0.1 | $152k | +27% | 1.0k | 151.36 |
|
| Devon Energy Corporation (DVN) | 0.1 | $152k | +23% | 3.2k | 47.40 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $152k | NEW | 4.3k | 35.16 |
|
| Dow (DOW) | 0.1 | $150k | +19% | 2.8k | 53.05 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $149k | +83% | 366.00 | 406.80 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $149k | +26% | 1.6k | 95.65 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $145k | NEW | 2.4k | 60.45 |
|
| Paychex (PAYX) | 0.1 | $143k | NEW | 1.2k | 118.59 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $139k | +9% | 9.9k | 14.05 |
|
| State Street Corporation (STT) | 0.1 | $138k | +28% | 1.9k | 74.00 |
|
| T. Rowe Price (TROW) | 0.1 | $138k | +16% | 1.2k | 115.29 |
|
| Kellogg Company (K) | 0.1 | $130k | +25% | 2.3k | 57.67 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $130k | 538.00 | 241.72 |
|
|
| Skyworks Solutions (SWKS) | 0.1 | $129k | +2588% | 1.2k | 106.59 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $125k | +20% | 9.5k | 13.18 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $124k | 1.4k | 88.11 |
|
|
| Regions Financial Corporation (RF) | 0.1 | $121k | +13% | 6.0k | 20.04 |
|
| Omni (OMC) | 0.1 | $119k | NEW | 1.3k | 89.72 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $119k | +24% | 1.3k | 91.81 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $118k | +2027% | 1.0k | 118.08 |
|
| Citizens Financial (CFG) | 0.1 | $117k | +11% | 3.3k | 36.02 |
|
| Principal Financial (PFG) | 0.1 | $115k | NEW | 1.5k | 78.43 |
|
| Darden Restaurants (DRI) | 0.1 | $114k | NEW | 750.00 | 151.36 |
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $107k | NEW | 1.0k | 106.79 |
|
| Packaging Corporation of America (PKG) | 0.1 | $105k | +14275% | 575.00 | 182.50 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $103k | +1852% | 2.1k | 49.43 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $101k | NEW | 2.0k | 50.47 |
|
| Key (KEY) | 0.1 | $100k | +31% | 7.1k | 14.21 |
|
| Ally Financial (ALLY) | 0.1 | $100k | +12535% | 2.5k | 39.67 |
|
| Host Hotels & Resorts (HST) | 0.1 | $100k | +20% | 5.6k | 17.97 |
|
| McDonald's Corporation (MCD) | 0.1 | $97k | +2% | 382.00 | 254.84 |
|
| CNA Financial Corporation (CNA) | 0.1 | $95k | +17% | 2.1k | 46.07 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $93k | +34% | 782.00 | 119.50 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $93k | +28% | 874.00 | 106.78 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $89k | +8% | 3.8k | 23.23 |
|
| Sirius Xm Holdings (SIRI) | 0.1 | $89k | NEW | 31k | 2.83 |
|
| Molson Coors Beverage CL B (TAP) | 0.1 | $88k | NEW | 1.7k | 50.83 |
|
| American Financial (AFG) | 0.1 | $88k | +35% | 716.00 | 123.00 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $85k | +28% | 2.6k | 32.56 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $84k | NEW | 807.00 | 104.55 |
|
| Juniper Networks (JNPR) | 0.1 | $84k | +2326% | 2.3k | 36.47 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $84k | NEW | 788.00 | 106.55 |
|
| Amazon (AMZN) | 0.1 | $84k | +84% | 434.00 | 193.25 |
|
| Procter & Gamble Company (PG) | 0.1 | $83k | +8% | 502.00 | 164.81 |
|
| Oracle Corporation (ORCL) | 0.1 | $83k | +10% | 585.00 | 141.11 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $81k | 149.00 | 545.93 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $81k | +13% | 444.00 | 182.22 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $79k | +21% | 718.00 | 110.51 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $79k | 697.00 | 113.46 |
|
|
| BP Sponsored Adr (BP) | 0.1 | $78k | +162% | 2.2k | 36.10 |
|
| Lowe's Companies (LOW) | 0.1 | $77k | NEW | 350.00 | 220.46 |
|
| LKQ Corporation (LKQ) | 0.1 | $77k | NEW | 1.8k | 41.58 |
|
| Apa Corporation (APA) | 0.1 | $76k | NEW | 2.6k | 29.43 |
|
| East West Ban (EWBC) | 0.1 | $76k | NEW | 1.0k | 73.20 |
|
| Interpublic Group of Companies (IPG) | 0.1 | $76k | +3% | 2.6k | 29.08 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $75k | +12% | 2.7k | 27.22 |
|
| XP Cl A (XP) | 0.1 | $74k | NEW | 4.2k | 17.59 |
|
| Spdr Index Shs Fds S&p North Amer (NANR) | 0.1 | $74k | -56% | 1.4k | 54.47 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $73k | +15200% | 1.4k | 53.32 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $73k | NEW | 1.4k | 53.24 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $73k | -56% | 869.00 | 83.76 |
|
| Caterpillar (CAT) | 0.0 | $72k | +21% | 215.00 | 332.68 |
|
| Tapestry (TPR) | 0.0 | $69k | NEW | 1.6k | 42.78 |
|
| Unum (UNM) | 0.0 | $67k | NEW | 1.3k | 51.11 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $67k | NEW | 689.00 | 97.00 |
|
| Cubesmart (CUBE) | 0.0 | $65k | +8906% | 1.4k | 45.16 |
|
| Gap (GPS) | 0.0 | $65k | +10784% | 2.7k | 23.89 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $65k | -84% | 606.00 | 107.05 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $65k | -2% | 731.00 | 88.48 |
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $64k | +30% | 1.6k | 40.18 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $62k | 275.00 | 226.23 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $61k | +26% | 1.4k | 43.35 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $61k | +26% | 1.8k | 33.72 |
|
| Virtu Finl Cl A (VIRT) | 0.0 | $60k | +22% | 2.7k | 22.46 |
|
| V.F. Corporation (VFC) | 0.0 | $60k | NEW | 4.4k | 13.51 |
|
| Onemain Holdings (OMF) | 0.0 | $60k | +27% | 1.2k | 48.50 |
|
| First Horizon National Corporation (FHN) | 0.0 | $59k | +2% | 3.7k | 15.78 |
|
| Macy's (M) | 0.0 | $57k | NEW | 3.0k | 19.20 |
|
| Polaris Industries (PII) | 0.0 | $57k | NEW | 728.00 | 78.30 |
|
| Msc Indl Direct Cl A (MSM) | 0.0 | $56k | +2533% | 711.00 | 79.30 |
|
| Ingredion Incorporated (INGR) | 0.0 | $56k | NEW | 491.00 | 114.67 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $56k | +25% | 854.00 | 65.08 |
|
| AGCO Corporation (AGCO) | 0.0 | $55k | NEW | 563.00 | 97.88 |
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $55k | NEW | 3.7k | 14.74 |
|
| Manpower (MAN) | 0.0 | $55k | +34% | 786.00 | 69.82 |
|
| First Hawaiian (FHB) | 0.0 | $55k | +32% | 2.6k | 20.76 |
|
| Reynolds Consumer Prods (REYN) | 0.0 | $54k | NEW | 1.9k | 27.96 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $54k | NEW | 1.7k | 32.24 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $54k | NEW | 531.00 | 101.57 |
|
| Carter's (CRI) | 0.0 | $53k | +67% | 858.00 | 62.00 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.0 | $53k | -89% | 2.5k | 21.57 |
|
| Western Union Company (WU) | 0.0 | $53k | +31% | 4.3k | 12.22 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $51k | NEW | 428.00 | 118.78 |
|
| DTE Energy Company (DTE) | 0.0 | $51k | 455.00 | 111.01 |
|
|
| Sonoco Products Company (SON) | 0.0 | $50k | NEW | 989.00 | 50.71 |
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $50k | NEW | 302.00 | 166.00 |
|
| Starbucks Corporation (SBUX) | 0.0 | $50k | 643.00 | 77.85 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $50k | NEW | 100.00 | 500.13 |
|
| Premier Cl A (PINC) | 0.0 | $50k | +36% | 2.7k | 18.67 |
|
| Kohl's Corporation (KSS) | 0.0 | $50k | NEW | 2.2k | 23.00 |
|
| Bank Ozk (OZK) | 0.0 | $49k | NEW | 1.2k | 41.00 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $49k | NEW | 809.00 | 60.30 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $48k | +548% | 214.00 | 222.23 |
|
| Cable One (CABO) | 0.0 | $45k | NEW | 127.00 | 354.00 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $45k | +289% | 620.00 | 72.05 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $43k | 472.00 | 91.15 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $42k | 1.2k | 35.58 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $41k | 1.6k | 26.19 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $41k | NEW | 816.00 | 50.11 |
|
| Merck & Co (MRK) | 0.0 | $40k | +121% | 326.00 | 123.79 |
|
| Ford Motor Company (F) | 0.0 | $40k | -77% | 3.2k | 12.54 |
|
| Visa Com Cl A (V) | 0.0 | $39k | +12% | 150.00 | 262.01 |
|
| General Mills (GIS) | 0.0 | $38k | -68% | 600.00 | 63.26 |
|
| Qualcomm (QCOM) | 0.0 | $38k | +14% | 190.00 | 199.07 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $38k | 550.00 | 68.14 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $37k | +2458% | 742.00 | 49.42 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $36k | +108% | 208.00 | 173.81 |
|
| Advanced Micro Devices (AMD) | 0.0 | $36k | +101% | 220.00 | 162.21 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $35k | -37% | 712.00 | 48.74 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $34k | -50% | 1.8k | 19.06 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $34k | +9200% | 186.00 | 183.42 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $34k | NEW | 340.00 | 100.08 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $34k | NEW | 567.00 | 59.60 |
|
| MercadoLibre (MELI) | 0.0 | $33k | +33% | 20.00 | 1643.40 |
|
| Shell Spon Ads (SHEL) | 0.0 | $33k | 455.00 | 72.18 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $33k | NEW | 168.00 | 194.87 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $32k | NEW | 1.0k | 31.99 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $32k | -84% | 550.00 | 58.52 |
|
| Agnico (AEM) | 0.0 | $32k | NEW | 484.00 | 65.40 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $32k | NEW | 600.00 | 52.42 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $31k | NEW | 790.00 | 39.27 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $30k | -18% | 122.00 | 242.10 |
|
| Unilever Spon Adr New (UL) | 0.0 | $29k | +393% | 533.00 | 54.99 |
|
| Southwest Airlines (LUV) | 0.0 | $29k | 1.0k | 28.61 |
|
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $26k | 238.00 | 109.11 |
|
|
| Tesla Motors (TSLA) | 0.0 | $26k | +168% | 129.00 | 197.88 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $25k | NEW | 64.00 | 383.19 |
|
| Marathon Digital Holdings In (MARA) | 0.0 | $24k | +258% | 1.2k | 19.85 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $24k | NEW | 600.00 | 40.23 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $24k | -24% | 28.00 | 858.57 |
|
| Loews Corporation (L) | 0.0 | $24k | NEW | 320.00 | 74.74 |
|
| WisdomTree Investments (WT) | 0.0 | $23k | +169% | 2.4k | 9.91 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $23k | 79.00 | 285.59 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $22k | +323% | 110.00 | 202.30 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $22k | NEW | 3.0k | 7.47 |
|
| Broadcom (AVGO) | 0.0 | $22k | +100% | 14.00 | 1574.14 |
|
| Applied Materials (AMAT) | 0.0 | $21k | +8% | 89.00 | 235.52 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $20k | 253.00 | 80.13 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $20k | NEW | 770.00 | 26.29 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $20k | +145% | 1.6k | 12.89 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $20k | -88% | 525.00 | 38.42 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $20k | NEW | 244.00 | 81.67 |
|
| United Rentals (URI) | 0.0 | $19k | 30.00 | 646.73 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $19k | NEW | 181.00 | 106.95 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $19k | 272.00 | 71.03 |
|
|
| Dupont De Nemours (DD) | 0.0 | $19k | +1500% | 240.00 | 80.49 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $19k | -16% | 192.00 | 99.33 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $19k | 536.00 | 35.08 |
|
|
| Pepsi (PEP) | 0.0 | $19k | +18% | 114.00 | 164.41 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $19k | -64% | 425.00 | 43.76 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $19k | 450.00 | 41.11 |
|
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| Medtronic SHS (MDT) | 0.0 | $18k | NEW | 232.00 | 78.71 |
|
| Enbridge (ENB) | 0.0 | $18k | NEW | 505.00 | 35.59 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $18k | +5450% | 333.00 | 53.53 |
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| Hldgs (UAL) | 0.0 | $17k | +2% | 358.00 | 48.66 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $17k | NEW | 171.00 | 99.81 |
|
| Construction Partners Com Cl A (ROAD) | 0.0 | $17k | NEW | 300.00 | 55.21 |
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| Spirit Airlines (SAVE) | 0.0 | $16k | 4.4k | 3.66 |
|
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| MGM Resorts International. (MGM) | 0.0 | $16k | +5% | 358.00 | 44.44 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $16k | +560% | 218.00 | 72.64 |
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| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $16k | NEW | 900.00 | 17.42 |
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| Cenovus Energy (CVE) | 0.0 | $15k | 784.00 | 19.66 |
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| Science App Int'l (SAIC) | 0.0 | $15k | +12900% | 130.00 | 117.55 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $15k | 120.00 | 127.18 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $15k | NEW | 75.00 | 202.89 |
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| Intel Corporation (INTC) | 0.0 | $15k | +44% | 481.00 | 30.97 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $15k | +93% | 398.00 | 37.21 |
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| American Express Company (AXP) | 0.0 | $14k | +103% | 61.00 | 231.56 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $14k | +52% | 32.00 | 441.16 |
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| Spdr Ser Tr S&p Kensho New (KOMP) | 0.0 | $14k | -89% | 303.00 | 46.07 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $14k | +966% | 64.00 | 218.05 |
|
| Etf Ser Solutions Grayscale Future (GFOF) | 0.0 | $14k | NEW | 737.00 | 18.92 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $14k | NEW | 350.00 | 38.69 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $14k | NEW | 376.00 | 35.94 |
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Past Filings by Abich Financial Wealth Management
SEC 13F filings are viewable for Abich Financial Wealth Management going back to 2024
- Abich Financial Wealth Management 2024 Q2 filed Aug. 14, 2024
- Abich Financial Wealth Management 2024 Q1 filed June 21, 2024