Abich Financial Wealth Management

Latest statistics and disclosures from Abich Financial Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Abich Financial Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Abich Financial Wealth Management

Abich Financial Wealth Management holds 544 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Abich Financial Wealth Management has 544 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 20.0 $26M 281k 91.80
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 13.5 $18M 260k 67.34
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Invesco Qqq Tr Unit Ser 1 (QQQ) 12.6 $16M 37k 444.01
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Spdr Ser Tr Portfolio S&p400 (SPMD) 7.4 $9.6M 180k 53.34
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 7.2 $9.3M 257k 36.19
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Vanguard Index Fds Growth Etf (VUG) 6.9 $8.9M 26k 344.20
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Vanguard Index Fds Value Etf (VTV) 6.1 $8.0M 49k 162.86
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Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 4.7 $6.0M 195k 31.03
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Spdr Ser Tr Portfolio S&p600 (SPSM) 4.6 $6.0M 140k 43.04
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Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $777k 4.3k 179.11
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Microsoft Corporation (MSFT) 0.5 $630k 1.5k 420.66
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $575k 5.7k 100.71
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Apple (AAPL) 0.4 $552k 3.2k 171.48
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.4 $518k 24k 21.72
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Ishares Tr Exponential Tech (XT) 0.3 $446k 7.5k 59.62
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $424k 3.9k 108.92
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $365k 697.00 523.07
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Caci Intl Cl A (CACI) 0.3 $348k 918.00 378.83
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Ishares Bitcoin Tr SHS (IBIT) 0.2 $272k 6.7k 40.47
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Honeywell International (HON) 0.2 $260k 1.3k 205.25
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Spdr Gold Tr Gold Shs (GLD) 0.2 $255k 1.2k 205.72
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Exxon Mobil Corporation (XOM) 0.2 $251k 2.2k 116.24
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Chevron Corporation (CVX) 0.2 $223k 1.4k 157.74
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $219k 3.6k 60.74
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International Business Machines (IBM) 0.2 $213k 1.1k 190.96
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Boeing Company (BA) 0.2 $204k 1.1k 192.99
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $203k 782.00 259.90
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Meta Platforms Cl A (META) 0.2 $199k 410.00 485.60
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $191k 6.6k 28.92
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Wal-Mart Stores (WMT) 0.1 $188k 3.1k 60.16
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Ford Motor Company (F) 0.1 $187k 14k 13.28
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ConocoPhillips (COP) 0.1 $182k 1.4k 127.28
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NVIDIA Corporation (NVDA) 0.1 $180k 199.00 903.56
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $174k 6.2k 28.18
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $173k 4.4k 39.02
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $173k 2.0k 86.48
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Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $169k 3.1k 54.58
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Verizon Communications (VZ) 0.1 $165k 3.9k 41.96
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Paccar (PCAR) 0.1 $164k 1.3k 123.89
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PNC Financial Services (PNC) 0.1 $163k 1.0k 161.60
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Gilead Sciences (GILD) 0.1 $163k 2.2k 73.25
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Bristol Myers Squibb (BMY) 0.1 $162k 3.0k 54.23
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At&t (T) 0.1 $161k 9.2k 17.60
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EOG Resources (EOG) 0.1 $161k 1.3k 127.84
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3M Company (MMM) 0.1 $157k 1.5k 106.07
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Altria (MO) 0.1 $152k 3.5k 43.62
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Us Bancorp Del Com New (USB) 0.1 $151k 3.4k 44.70
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United Parcel Service CL B (UPS) 0.1 $149k 1.0k 148.63
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Pioneer Natural Resources 0.1 $145k 551.00 262.50
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Truist Financial Corp equities (TFC) 0.1 $144k 3.7k 38.98
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Eli Lilly & Co. (LLY) 0.1 $143k 184.00 777.96
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Oneok (OKE) 0.1 $142k 1.8k 80.17
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Spdr Ser Tr S&p Kensho New (KOMP) 0.1 $141k 2.9k 48.08
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Prudential Financial (PRU) 0.1 $139k 1.2k 117.40
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $139k 1.8k 75.99
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Dow (DOW) 0.1 $136k 2.4k 57.93
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Kraft Heinz (KHC) 0.1 $136k 3.7k 36.90
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Marriott Intl Cl A (MAR) 0.1 $135k 535.00 252.49
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Williams Companies (WMB) 0.1 $134k 3.4k 38.97
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General Mills (GIS) 0.1 $134k 1.9k 69.97
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Kinder Morgan (KMI) 0.1 $133k 7.2k 18.34
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Devon Energy Corporation (DVN) 0.1 $130k 2.6k 50.18
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $129k 1.4k 91.25
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Public Service Enterprise (PEG) 0.1 $127k 1.9k 66.78
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Kimberly-Clark Corporation (KMB) 0.1 $127k 983.00 129.35
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Lyondellbasell Industries N Shs - A - (LYB) 0.1 $126k 1.2k 102.28
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T. Rowe Price (TROW) 0.1 $125k 1.0k 121.92
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Public Storage (PSA) 0.1 $125k 431.00 290.06
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $125k 9.0k 13.87
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Hp (HPQ) 0.1 $124k 4.1k 30.22
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Vici Pptys (VICI) 0.1 $121k 4.1k 29.79
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Fifth Third Ban (FITB) 0.1 $120k 3.2k 37.21
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M&T Bank Corporation (MTB) 0.1 $115k 790.00 145.44
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Equity Residential Sh Ben Int (EQR) 0.1 $115k 1.8k 63.11
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Regions Financial Corporation (RF) 0.1 $112k 5.3k 21.04
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State Street Corporation (STT) 0.1 $112k 1.5k 77.32
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Spdr Ser Tr Portfolio Short (SPSB) 0.1 $112k 3.8k 29.77
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Huntington Bancshares Incorporated (HBAN) 0.1 $110k 7.9k 13.95
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Hormel Foods Corporation (HRL) 0.1 $108k 3.1k 34.89
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Cabot Oil & Gas Corporation (CTRA) 0.1 $108k 3.9k 27.88
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Citizens Financial (CFG) 0.1 $106k 2.9k 36.29
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Best Buy (BBY) 0.1 $105k 1.3k 82.03
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McDonald's Corporation (MCD) 0.1 $105k 372.00 281.95
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Kellogg Company (K) 0.1 $103k 1.8k 57.29
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AvalonBay Communities (AVB) 0.1 $99k 535.00 185.56
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Ishares Tr Mbs Etf (MBB) 0.1 $96k 1.0k 92.42
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Host Hotels & Resorts (HST) 0.1 $96k 4.6k 20.68
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ConAgra Foods (CAG) 0.1 $93k 3.1k 29.64
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Franklin Resources (BEN) 0.1 $92k 3.3k 28.11
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Viatris (VTRS) 0.1 $91k 7.6k 11.94
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Eastman Chemical Company (EMN) 0.1 $87k 870.00 100.22
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Mid-America Apartment (MAA) 0.1 $87k 661.00 131.58
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Amcor Ord (AMCR) 0.1 $86k 9.1k 9.51
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International Paper Company (IP) 0.1 $86k 2.2k 39.02
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Alliant Energy Corporation (LNT) 0.1 $86k 1.7k 50.40
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Key (KEY) 0.1 $85k 5.4k 15.81
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $84k 200.00 420.52
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Gaming & Leisure Pptys (GLPI) 0.1 $84k 1.8k 46.07
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Wp Carey (WPC) 0.1 $84k 1.5k 56.44
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Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $83k 3.5k 23.46
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $82k 697.00 118.29
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Interpublic Group of Companies (IPG) 0.1 $82k 2.5k 32.63
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Chesapeake Energy Corp (CHK) 0.1 $80k 900.00 88.83
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CNA Financial Corporation (CNA) 0.1 $80k 1.8k 45.42
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $79k 150.00 524.49
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Procter & Gamble Company (PG) 0.1 $75k 461.00 162.25
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Ishares Tr Tips Bd Etf (TIP) 0.1 $73k 680.00 107.41
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American Financial (AFG) 0.1 $72k 528.00 136.48
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $72k 777.00 92.72
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Annaly Capital Management In Com New (NLY) 0.1 $71k 3.6k 19.69
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Peak (DOC) 0.1 $70k 3.7k 18.75
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Lamar Advertising Cl A (LAMR) 0.1 $70k 582.00 119.41
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Boston Properties (BXP) 0.1 $69k 1.1k 65.31
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $68k 2.4k 27.94
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $67k 750.00 89.67
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Oracle Corporation (ORCL) 0.1 $67k 530.00 125.61
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $66k 2.0k 32.69
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $66k 1.3k 51.60
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Reinsurance Grp Of America I Com New (RGA) 0.1 $65k 339.00 192.88
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Ishares Tr Short Treas Bd (SHV) 0.1 $65k 590.00 110.54
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Caterpillar (CAT) 0.1 $65k 177.00 366.43
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National Retail Properties (NNN) 0.0 $63k 1.5k 42.74
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Invesco SHS (IVZ) 0.0 $60k 3.6k 16.59
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $59k 391.00 150.93
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Starbucks Corporation (SBUX) 0.0 $59k 643.00 91.39
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $57k 1.1k 50.10
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Select Sector Spdr Tr Technology (XLK) 0.0 $57k 275.00 208.27
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Stag Industrial (STAG) 0.0 $56k 1.5k 38.44
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First Horizon National Corporation (FHN) 0.0 $56k 3.6k 15.40
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Brixmor Prty (BRX) 0.0 $54k 2.3k 23.45
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $53k 651.00 81.43
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Raytheon Technologies Corp (RTX) 0.0 $51k 525.00 97.53
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DTE Energy Company (DTE) 0.0 $51k 455.00 112.14
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Scotts Miracle-gro Cl A (SMG) 0.0 $51k 679.00 74.59
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Lincoln National Corporation (LNC) 0.0 $50k 1.6k 31.93
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $50k 1.2k 41.77
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Prosperity Bancshares (PB) 0.0 $50k 752.00 65.78
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Comerica Incorporated (CMA) 0.0 $49k 898.00 54.99
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Onemain Holdings (OMF) 0.0 $49k 963.00 51.09
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Synovus Finl Corp Com New (SNV) 0.0 $49k 1.2k 40.06
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First American Financial (FAF) 0.0 $49k 798.00 61.05
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Zions Bancorporation (ZION) 0.0 $49k 1.1k 43.40
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Highwoods Properties (HIW) 0.0 $49k 1.9k 26.18
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Home Depot (HD) 0.0 $48k 126.00 383.60
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Janus Henderson Group Ord Shs (JHG) 0.0 $47k 1.4k 32.89
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Travel Leisure Ord (TNL) 0.0 $46k 940.00 48.96
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Western Union Company (WU) 0.0 $46k 3.3k 13.98
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Manpower (MAN) 0.0 $45k 583.00 77.64
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Virtu Finl Cl A (VIRT) 0.0 $45k 2.2k 20.52
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Rithm Capital Corp Com New (RITM) 0.0 $45k 4.0k 11.16
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Select Sector Spdr Tr Energy (XLE) 0.0 $45k 472.00 94.41
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Wendy's/arby's Group (WEN) 0.0 $44k 2.4k 18.84
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Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.0 $44k 1.8k 24.57
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First Hawaiian (FHB) 0.0 $44k 2.0k 21.96
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UGI Corporation (UGI) 0.0 $44k 1.8k 24.54
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Carter's (CRI) 0.0 $43k 512.00 84.68
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Clearway Energy CL C (CWEN) 0.0 $43k 1.9k 23.05
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Cousins Pptys Com New (CUZ) 0.0 $43k 1.8k 24.04
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Ishares Tr Faln Angls Usd (FALN) 0.0 $43k 1.6k 26.86
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Premier Cl A (PINC) 0.0 $43k 2.0k 22.10
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Columbia Banking System (COLB) 0.0 $43k 2.2k 19.35
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $43k 553.00 77.31
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $43k 1.2k 35.80
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Amazon (AMZN) 0.0 $42k 235.00 180.38
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Nordstrom (JWN) 0.0 $42k 2.1k 20.27
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Ssr Mining (SSRM) 0.0 $41k 9.2k 4.45
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $40k 363.00 110.52
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $39k 1.6k 25.25
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $38k 331.00 115.81
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Epr Pptys Com Sh Ben Int (EPR) 0.0 $38k 902.00 42.45
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Johnson & Johnson (JNJ) 0.0 $38k 240.00 158.19
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $38k 150.00 249.86
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Visa Com Cl A (V) 0.0 $37k 133.00 279.08
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Leggett & Platt (LEG) 0.0 $37k 1.9k 19.15
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Hawaiian Electric Industries (HE) 0.0 $36k 3.2k 11.27
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $36k 550.00 65.65
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $33k 1.6k 20.31
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Affiliated Managers (AMG) 0.0 $32k 191.00 167.47
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BP Sponsored Adr (BP) 0.0 $31k 822.00 37.68
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Shell Spon Ads (SHEL) 0.0 $31k 455.00 67.04
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Southwest Airlines (LUV) 0.0 $30k 1.0k 29.19
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Qualcomm (QCOM) 0.0 $28k 166.00 169.30
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Costco Wholesale Corporation (COST) 0.0 $27k 37.00 732.62
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Reliance Steel & Aluminum (RS) 0.0 $27k 80.00 334.18
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First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.0 $24k 229.00 105.80
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Camden Ppty Tr Sh Ben Int (CPT) 0.0 $23k 238.00 98.40
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Lockheed Martin Corporation (LMT) 0.0 $23k 50.00 454.88
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MercadoLibre (MELI) 0.0 $23k 15.00 1511.93
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United Rentals (URI) 0.0 $22k 30.00 721.10
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Spirit Airlines (SAVE) 0.0 $21k 4.4k 4.84
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Ishares Tr Us Tech Brkthr (TECB) 0.0 $21k 432.00 47.88
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Hewlett Packard Enterprise (HPE) 0.0 $20k 1.1k 17.73
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Advanced Micro Devices (AMD) 0.0 $20k 109.00 180.49
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Cisco Systems (CSCO) 0.0 $20k 391.00 49.91
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Merck & Co (MRK) 0.0 $19k 147.00 131.95
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $19k 535.00 35.84
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Select Sector Spdr Tr Financial (XLF) 0.0 $19k 450.00 42.12
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $19k 253.00 73.15
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Applied Materials (AMAT) 0.0 $17k 82.00 206.23
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Pepsi (PEP) 0.0 $17k 96.00 175.01
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Hldgs (UAL) 0.0 $17k 350.00 47.88
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $17k 48.00 346.60
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Dt Midstream Common Stock (DTM) 0.0 $17k 272.00 61.10
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MGM Resorts International. (MGM) 0.0 $16k 340.00 47.21
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $16k 120.00 131.24
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Cenovus Energy (CVE) 0.0 $16k 784.00 19.99
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Intel Corporation (INTC) 0.0 $15k 334.00 44.17
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Proshares Tr Bitcoin Strate (BITO) 0.0 $14k 437.00 32.30
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $14k 100.00 136.05
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Edwards Lifesciences (EW) 0.0 $14k 142.00 95.56
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Thermo Fisher Scientific (TMO) 0.0 $13k 22.00 581.23
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Caesars Entertainment (CZR) 0.0 $12k 265.00 43.74
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $12k 159.00 72.63
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Walt Disney Company (DIS) 0.0 $10k 85.00 122.36
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Marathon Petroleum Corp (MPC) 0.0 $10k 51.00 201.51
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Zoetis Cl A (ZTS) 0.0 $10k 60.00 169.22
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Mastercard Incorporated Cl A (MA) 0.0 $10k 21.00 481.57
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Block Cl A (SQ) 0.0 $9.9k 117.00 84.58
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Valero Energy Corporation (VLO) 0.0 $9.6k 56.00 170.70
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D.R. Horton (DHI) 0.0 $9.5k 58.00 164.55
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Broadcom (AVGO) 0.0 $9.3k 7.00 1325.43
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Apollo Global Mgmt (APO) 0.0 $9.1k 81.00 112.44
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Target Corporation (TGT) 0.0 $8.9k 50.00 177.22
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Lauder Estee Cos Cl A (EL) 0.0 $8.8k 57.00 154.16
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $8.8k 21.00 418.00
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Coinbase Global Com Cl A (COIN) 0.0 $8.7k 33.00 265.12
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Watsco, Incorporated (WSO) 0.0 $8.6k 20.00 431.95
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Hut 8 Corp (HUT) 0.0 $8.4k 765.00 11.04
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Tesla Motors (TSLA) 0.0 $8.4k 48.00 175.79
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Cme (CME) 0.0 $8.4k 39.00 215.28
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Kla Corp Com New (KLAC) 0.0 $8.4k 12.00 698.58
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General Motors Company (GM) 0.0 $8.3k 184.00 45.35
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Lennar Corp Cl A (LEN) 0.0 $8.1k 47.00 171.98
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McKesson Corporation (MCK) 0.0 $8.1k 15.00 536.87
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WisdomTree Investments (WT) 0.0 $8.0k 874.00 9.19
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Roblox Corp Cl A (RBLX) 0.0 $7.9k 206.00 38.18
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Composecure Com Cl A (CMPO) 0.0 $7.9k 1.1k 7.23
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salesforce (CRM) 0.0 $7.8k 26.00 301.19
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Intuit (INTU) 0.0 $7.8k 12.00 650.00
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Marathon Digital Holdings In (MARA) 0.0 $7.7k 343.00 22.58
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Paypal Holdings (PYPL) 0.0 $7.7k 115.00 66.99
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Ishares Tr Core Intl Aggr (IAGG) 0.0 $7.7k 154.00 49.95
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Ferguson SHS (FERG) 0.0 $7.6k 35.00 218.43
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Fastenal Company (FAST) 0.0 $7.6k 99.00 77.14
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Humana (HUM) 0.0 $7.6k 22.00 346.73
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Nu Hldgs Ord Shs Cl A (NU) 0.0 $7.6k 638.00 11.93
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Cheniere Energy Com New (LNG) 0.0 $7.6k 47.00 161.28
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Hive Digital Technologies Lt Com New (HIVE) 0.0 $7.6k 2.2k 3.37
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Customers Ban (CUBI) 0.0 $7.4k 140.00 53.06
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Lululemon Athletica (LULU) 0.0 $7.4k 19.00 390.63
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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