Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Acima Private Wealth

Latest statistics and disclosures from Acima Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, GSLC, IJH, GTO, BOND, and represent 29.12% of Acima Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VWO (+$7.9M), RSP, BOND, JCPB, EZU, GTO, VSLU, AGG, EWU, IEUR.
Reduced shares in these 10 stocks: AVEM, IEMG, GSLC, CGCP, IVV, EWA, DJP, ASHR, VRTX, MCHI.
Acima Private Wealth was a net buyer of stock by $5.2M.
Acima Private Wealth has $297M in assets under management (AUM), dropping by -0.43%.
Central Index Key (CIK): 0001761961

Tip: Access up to 7 years of quarterly data

Positions held by Acima Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Acima Private Wealth

Acima Private Wealth holds 184 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	7.2	$22M	-6%	37k	588.68	View chart
Gs Activebeta Us Large Cap Equity Etf Etf (GSLC)	6.9	$21M	-8%	179k	115.18	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	6.2	$18M		295k	62.31	View chart
Invesco Total Return Bond Etf Etf (GTO)	4.4	$13M	+9%	280k	46.40	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	4.4	$13M	+9%	144k	90.42	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	4.4	$13M	+9%	282k	46.07	View chart
Apple Stock (AAPL)	3.1	$9.3M		37k	250.42	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	3.1	$9.2M	-19%	176k	52.22	View chart
Jpmorgan International Bond Opportunities Etf Etf (JPIB)	2.9	$8.7M		184k	47.26	View chart
Ishares Msci Eurozone Etf Etf (EZU)	2.8	$8.4M	+15%	178k	47.20	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	2.7	$7.9M	+49222%	180k	44.04	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.5	$7.4M	+10%	76k	96.90	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	2.5	$7.3M	+5%	316k	23.11	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	2.4	$7.1M	+34%	40k	175.23	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.2	$6.4M	+2%	22k	289.81	View chart
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)	2.0	$5.8M	-9%	182k	32.09	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	1.8	$5.5M		53k	102.09	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.7	$5.1M	+3%	72k	70.28	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	1.6	$4.8M	+14%	90k	53.98	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	1.6	$4.7M		37k	126.75	View chart
Financial Select Sector Spdr Fund Etf (XLF)	1.5	$4.6M		95k	48.33	View chart
Servicenow Stock (NOW)	1.2	$3.5M		3.3k	1060.12	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	1.1	$3.3M	+31%	90k	36.59	View chart
Microsoft Corp Stock (MSFT)	1.0	$3.1M		7.4k	421.50	View chart
Jpmorgan Betabuilders Japan Etf Etf (BBJP)	1.0	$3.0M	+10%	54k	54.89	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.9	$2.7M	+16%	53k	50.13	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.9	$2.7M	-52%	45k	58.79	View chart
Franklin International Aggregate Bond Etf Etf (FLIA)	0.9	$2.6M	+3%	128k	20.28	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.9	$2.6M		33k	78.61	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.8	$2.4M		18k	132.37	View chart
Lowes Cos Stock (LOW)	0.7	$2.2M		8.9k	246.80	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.7	$2.1M	+6%	20k	106.55	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.7	$2.1M	-12%	29k	70.59	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.7	$2.0M		8.7k	232.52	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.7	$2.0M		10k	195.83	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.6	$1.7M		34k	50.15	View chart
Xtrackers Harvest Csi 300 China A-shares Etf Etf (ASHR)	0.5	$1.6M	-26%	62k	26.47	View chart
Booking Holdings Stock (BKNG)	0.5	$1.6M		324.00	4968.42	View chart
Mercadolibre Stock (MELI)	0.5	$1.5M		884.00	1700.44	View chart
Ishares Msci China Etf Etf (MCHI)	0.5	$1.5M	-22%	32k	46.86	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.5	$1.4M	+85%	42k	33.90	View chart
Sherwin Williams Stock (SHW)	0.5	$1.4M		4.1k	339.93	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.4	$1.3M		9.5k	137.57	View chart
Mcdonalds Corp Stock (MCD)	0.4	$1.3M		4.3k	289.89	View chart
Johnson & Johnson Stock (JNJ)	0.4	$1.2M		8.5k	144.62	View chart
Visa Inc Com Cl A Stock (V)	0.4	$1.2M		3.9k	316.04	View chart
Abbvie Stock (ABBV)	0.4	$1.2M		6.8k	177.70	View chart
Illinois Tool Wks Stock (ITW)	0.4	$1.2M		4.6k	253.56	View chart
Procter And Gamble Stock (PG)	0.4	$1.2M		6.9k	167.65	View chart
Automatic Data Processing Stock (ADP)	0.4	$1.1M		3.9k	292.73	View chart
Ishares Msci Australia Etf Etf (EWA)	0.4	$1.1M	-37%	48k	23.86	View chart
Progressive Corp Stock (PGR)	0.4	$1.1M		4.7k	239.61	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$1.1M		2.2k	485.94	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.3	$1.0M	-59%	47k	22.20	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$985k		2.8k	351.79	View chart
Amazon Stock (AMZN)	0.3	$944k		4.3k	219.39	View chart
Pepsico Stock (PEP)	0.3	$944k		6.2k	152.06	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.3	$912k		3.2k	287.82	View chart
American Express Stock (AXP)	0.3	$890k		3.0k	296.79	View chart
Adobe Stock (ADBE)	0.3	$807k		1.8k	444.68	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$735k		1.8k	401.58	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$735k		3.9k	189.30	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$727k	-41%	1.8k	402.70	View chart
Honeywell Intl Stock (HON)	0.2	$699k		3.1k	225.89	View chart
Home Depot Stock (HD)	0.2	$691k		1.8k	388.99	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$681k		3.1k	220.96	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$659k		13k	50.37	View chart
Abbott Labs Stock (ABT)	0.2	$609k		5.4k	113.11	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$595k		3.1k	190.44	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$586k		999.00	586.08	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$548k		5.1k	107.57	View chart
Rtx Corporation Stock (RTX)	0.2	$543k		4.7k	115.72	View chart
Caterpillar Stock (CAT)	0.2	$534k		1.5k	362.76	View chart
Integer Hldgs Corp Stock (ITGR)	0.2	$530k		4.0k	132.52	View chart
Air Prods & Chems Stock (APD)	0.2	$522k		1.8k	290.04	View chart
Conocophillips Stock (COP)	0.2	$521k		5.3k	99.17	View chart
Becton Dickinson & Co Stock (BDX)	0.2	$499k		2.2k	226.87	View chart
Amgen Stock (AMGN)	0.2	$493k		1.9k	260.64	View chart
Markel Group Stock (MKL)	0.2	$476k		276.00	1726.23	View chart
Texas Instrs Stock (TXN)	0.2	$474k		2.5k	187.51	View chart
Merck & Co Stock (MRK)	0.2	$474k		4.8k	99.48	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$437k		5.9k	74.03	View chart
Energy Select Sector Spdr Etf Etf (XLE)	0.1	$422k		4.9k	85.66	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$413k		784.00	526.57	View chart
S&p Global Stock (SPGI)	0.1	$411k		826.00	498.03	View chart
Oracle Corp Stock (ORCL)	0.1	$400k		2.4k	166.64	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$400k		1.9k	212.41	View chart
Cisco Sys Stock (CSCO)	0.1	$390k	-6%	6.6k	59.20	View chart
Blackrock Stock (BLK)	0.1	$389k		379.00	1025.11	View chart
Pfizer Stock (PFE)	0.1	$386k		15k	26.53	View chart
Aflac Stock (AFL)	0.1	$376k		3.6k	103.44	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$376k		5.0k	75.61	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$376k		722.00	520.23	View chart
Darden Restaurants Stock (DRI)	0.1	$373k		2.0k	186.69	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$372k		1.4k	269.70	View chart
Discover Finl Svcs Stock (DFS)	0.1	$356k		2.1k	173.23	View chart
Walmart Stock (WMT)	0.1	$352k		3.9k	90.35	View chart
Chevron Corp Stock (CVX)	0.1	$351k		2.4k	144.84	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$346k		3.3k	106.33	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$334k		2.6k	129.34	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$333k		1.9k	178.08	View chart
Intel Corp Stock (INTC)	0.1	$326k		16k	20.05	View chart
Spdr S&p China Etf Etf (GXC)	0.1	$326k	-21%	4.3k	75.88	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$323k		1.7k	185.13	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$308k		679.00	453.28	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$301k		3.4k	88.40	View chart
Ppg Inds Stock (PPG)	0.1	$299k		2.5k	119.45	View chart
Unitedhealth Group Stock (UNH)	0.1	$272k		538.00	505.86	View chart
Danaher Corporation Stock (DHR)	0.1	$272k		1.2k	229.55	View chart
Sysco Corp Stock (SYY)	0.1	$268k		3.5k	76.46	View chart
Union Pac Corp Stock (UNP)	0.1	$267k		1.2k	228.04	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$266k		1.0k	264.13	View chart
Hubspot Stock (HUBS)	0.1	$255k		366.00	696.77	View chart
Dover Corp Stock (DOV)	0.1	$235k		1.3k	187.60	View chart
Colgate Palmolive Stock (CL)	0.1	$226k		2.5k	90.91	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$225k		480.00	469.29	View chart
Idexx Labs Stock (IDXX)	0.1	$204k		493.00	413.44	View chart
Eli Lilly & Co Stock (LLY)	0.1	$203k		263.00	772.00	View chart
Coca Cola Stock (KO)	0.1	$190k		3.0k	62.26	View chart
Heico Corp New Cl A Stock (HEI.A)	0.1	$185k		994.00	186.08	View chart
Altria Group Stock (MO)	0.1	$181k		3.5k	52.29	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.1	$167k		792.00	210.25	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.1	$166k		3.5k	47.65	View chart
3M Stock (MMM)	0.1	$165k		1.3k	129.09	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$163k		1.2k	131.04	View chart
Verizon Communications Stock (VZ)	0.1	$154k		3.8k	39.99	View chart
Corning Stock (GLW)	0.1	$152k		3.2k	47.52	View chart
Biogen Stock (BIIB)	0.0	$140k		916.00	152.92	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$136k		569.00	239.71	View chart
Philip Morris Intl Stock (PM)	0.0	$135k		1.1k	120.35	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$125k	-15%	1.7k	71.91	View chart
Okta Inc Cl A Stock (OKTA)	0.0	$124k		1.6k	78.80	View chart
Southern Stock (SO)	0.0	$124k		1.5k	82.32	View chart
Nextera Energy Stock (NEE)	0.0	$114k		1.6k	71.69	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$114k		1.3k	89.33	View chart
American Elec Pwr Stock (AEP)	0.0	$113k		1.2k	92.23	View chart
Costco Whsl Corp Stock (COST)	0.0	$111k		121.00	916.27	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$103k		1.6k	63.33	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$96k		830.00	115.22	View chart
Msci Stock (MSCI)	0.0	$92k		153.00	600.01	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$90k		383.00	234.70	View chart
Medtronic Stock (MDT)	0.0	$90k		1.1k	79.88	View chart
Carrier Global Corporation Stock (CARR)	0.0	$89k		1.3k	68.26	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$81k		150.00	538.81	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$80k		137.00	585.51	View chart
Chubb Stock (CB)	0.0	$73k		264.00	276.30	View chart
Cencora Stock (COR)	0.0	$71k		317.00	224.68	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$64k		470.00	135.37	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$60k		650.00	92.61	View chart
Csx Corp Stock (CSX)	0.0	$58k		1.8k	32.27	View chart
Phillips 66 Stock (PSX)	0.0	$57k		500.00	113.93	View chart
Nvidia Corporation Stock (NVDA)	0.0	$55k		410.00	134.29	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$52k		217.00	240.28	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$51k		465.00	108.61	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$45k		210.00	212.66	View chart
Duke Energy Corp Stock (DUK)	0.0	$40k		368.00	107.74	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$37k		352.00	104.89	View chart
Dow Stock (DOW)	0.0	$34k		852.00	40.13	View chart
Oreilly Automotive Stock (ORLY)	0.0	$33k		28.00	1185.79	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$29k		430.00	67.10	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$28k		364.00	75.69	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$26k		196.00	131.76	View chart
Elevance Health Stock (ELV)	0.0	$24k		66.00	368.89	View chart
Starbucks Corp Stock (SBUX)	0.0	$24k		261.00	91.25	View chart
Solventum Corp Stock (SOLV)	0.0	$20k		300.00	66.06	View chart
Udr Reit (UDR)	0.0	$20k		455.00	43.41	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$20k		220.00	88.79	View chart
Capital One Finl Corp Stock (COF)	0.0	$18k		100.00	178.32	View chart
Nike Inc Cl B Stock (NKE)	0.0	$15k		200.00	75.67	View chart
Synopsys Stock (SNPS)	0.0	$14k		29.00	485.34	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$14k		360.00	37.53	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$13k		107.00	117.50	View chart
Centene Corp Del Stock (CNC)	0.0	$12k		200.00	60.58	View chart
Us Bancorp Del Stock (USB)	0.0	$12k		252.00	47.83	View chart
Fidelity National Financial In Fnf Group Stock (FNF)	0.0	$11k		200.00	56.14	View chart
Citigroup Stock (C)	0.0	$7.7k		110.00	70.39	View chart
First Trust Consumer Discretionary Alphadex Fund Etf (FXD)	0.0	$4.8k		75.00	64.63	View chart
Hartford Finl Svcs Group Stock (HIG)	0.0	$4.6k		42.00	109.40	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.0	$4.4k		100.00	44.06	View chart
Morgan Stanley Stock (MS)	0.0	$3.3k		26.00	125.73	View chart
Ebay Stock (EBAY)	0.0	$2.8k		46.00	61.96	View chart
At&t Stock (T)	0.0	$2.6k		116.00	22.77	View chart
Price T Rowe Group Stock (TROW)	0.0	$1.9k		17.00	113.12	View chart
The Cigna Group Stock (CI)	0.0	$1.1k		4.00	276.25	View chart

Past Filings by Acima Private Wealth

SEC 13F filings are viewable for Acima Private Wealth going back to 2018

Acima Private Wealth 2024 Q4 filed Feb. 5, 2025
Acima Private Wealth 2024 Q3 filed Nov. 12, 2024
Acima Private Wealth 2024 Q2 filed July 30, 2024
Acima Private Wealth 2024 Q1 filed May 14, 2024
Acima Private Wealth 2022 Q2 filed Feb. 29, 2024
Acima Private Wealth 2022 Q3 filed Feb. 29, 2024
Acima Private Wealth 2022 Q4 filed Feb. 29, 2024
Acima Private Wealth 2023 Q1 filed Feb. 29, 2024
Acima Private Wealth 2023 Q2 filed Feb. 29, 2024
Acima Private Wealth 2023 Q3 filed Feb. 29, 2024
Acima Private Wealth 2023 Q4 filed Feb. 29, 2024
Acima Private Wealth 2022 Q1 filed May 2, 2022
Acima Private Wealth 2021 Q4 filed March 10, 2022
Acima Private Wealth 2021 Q3 filed Nov. 9, 2021
Acima Private Wealth 2021 Q2 filed Aug. 13, 2021
Acima Private Wealth 2020 Q2 filed May 14, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z