Acima Private Wealth

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

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

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Portfolio Holdings for Acima Private Wealth

Companies in the Acima Private Wealth portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares S&p Midcap Fund Etf (IJH) 4.7 $9.5M -5% 37k 260.28
Ishares Msci Eurozone Etf Etf (EZU) 4.2 $8.6M 186k 46.43
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 4.0 $8.1M 259k 31.31
Ishares Core Msci Eafe Etf Etf (IEFA) 2.7 $5.6M 77k 72.06
Apple Stock (AAPL) 2.7 $5.5M 45k 122.14
Ishares Msci China Etf Etf (MCHI) 2.7 $5.5M +6% 68k 81.69
Ishares Core S&p 500 Etf Etf (IVV) 2.6 $5.3M 13k 397.84
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 2.5 $5.2M +8% 66k 79.12
Invesco International Corporate Bond Etf Etf (PICB) 2.5 $5.0M +3% 176k 28.64
Vaneck Vectors Emerging Markets High Yield Bond Etf Etf (HYEM) 2.3 $4.8M +3% 202k 23.63
Jpmorgan Betabuilders Japan Etf Etf (BBJP) 2.1 $4.3M +7% 152k 28.48
Vanguard Total Stock Market Index Fund Etf (VTI) 2.1 $4.2M 20k 206.67
Vanguard Russell 2000 Etf Etf (VTWO) 2.0 $4.2M -10% 23k 178.28
Ishares Russell Mid-cap Growth Etf Etf (IWP) 2.0 $4.1M 40k 102.07

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Jpmorgan Ultra-short Income Etf Etf (JPST) 2.0 $4.1M +45% 80k 50.76
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP) 1.9 $3.9M +2% 163k 23.66
Invesco S&p 500 Equal Weight Etf Etf (RSP) 1.9 $3.8M +9% 27k 141.65
Goldman Sachs Access Investment Grade Corporate Bond Etf Etf (GIGB) 1.8 $3.7M +16% 69k 53.36
Ishares Expanded Tech Sector Etf Etf (IGM) 1.7 $3.5M 9.7k 360.83
Ishares Core Msci Europe Etf Etf (IEUR) 1.7 $3.5M +6% 64k 53.97
X-trackers Harvest Csi 300 China A-shares Etf Etf (ASHR) 1.7 $3.4M +8% 89k 38.62
Financial Select Sector Spdr Fund Etf (XLF) 1.6 $3.2M 95k 34.05
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ) 1.5 $3.0M +6% 32k 92.66
Consumer Staples Select Sector Spdr Fund Etf (XLP) 1.5 $3.0M 44k 68.30
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf Etf (EMLC) 1.4 $2.8M +4% 90k 30.68
Invesco Currencyshares Euro Currency Etf (FXE) 1.3 $2.7M +2% 24k 109.86
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 1.1 $2.3M 28k 81.33
Ishares Msci India Index Fund Etf (INDA) 1.1 $2.3M +6% 53k 42.17
Microsoft Corp Stock (MSFT) 1.1 $2.2M -21% 9.4k 235.82
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 1.1 $2.2M 34k 64.35
Servicenow Stock (NOW) 1.1 $2.2M 4.4k 500.11
Mercadolibre Stock (MELI) 1.0 $2.1M 1.4k 1471.86
Ishares Msci Frontier And Select Em Etf Etf (FM) 1.0 $2.0M +8% 66k 29.49
Ishares Msci United Kingdom Etf Etf (EWU) 0.9 $1.9M +9% 59k 31.32
Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.8 $1.7M +6% 58k 29.55
Lowes Cos Stock (LOW) 0.8 $1.7M 8.9k 190.23
Ishares Msci Brazil Etf Etf (EWZ) 0.8 $1.6M +8% 49k 33.45
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.8 $1.6M +7% 31k 51.03
Kraneshares Csi China Internet Etf Etf (KWEB) 0.8 $1.5M +4% 20k 76.34
Johnson & Johnson Stock (JNJ) 0.7 $1.5M +4% 9.2k 164.39
Vaneck Vectors Russia Etf Etf (RSX) 0.7 $1.5M +7% 59k 25.81
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.7 $1.5M 10k 147.09
Ishares Msci Europe Financial Sector Index Fund Etf (EUFN) 0.7 $1.5M +2% 76k 19.27
Ishares Msci South Korea Etf Etf (EWY) 0.7 $1.4M 15k 89.69
Sherwin Williams Stock (SHW) 0.7 $1.4M 1.8k 737.93
Health Care Select Sector Spdr Fund Etf (XLV) 0.7 $1.3M 12k 116.72
Ishares Msci Australia Etf Etf (EWA) 0.7 $1.3M +6% 54k 24.79
Ishares Msci Mexico Etf Etf (EWW) 0.6 $1.3M +6% 30k 43.81
Ishares Msci Indonesia Etf Etf (EIDO) 0.6 $1.2M +6% 57k 21.86
Technology Select Sector Spdr Fund Etf (XLK) 0.6 $1.2M -20% 8.7k 132.86
Procter And Gamble Stock (PG) 0.6 $1.1M 8.4k 135.46
Alibaba Group Hldg Adr (BABA) 0.5 $1.1M 4.8k 226.76
Intel Corp Stock (INTC) 0.5 $1.1M 17k 63.98
Pepsico Stock (PEP) 0.5 $1.1M 7.4k 141.42
Illinois Tool Wks Stock (ITW) 0.5 $1.0M 4.6k 221.52
Mcdonalds Corp Stock (MCD) 0.5 $970k 4.3k 224.07
Ishares Russell 2000 Growth Etf Etf (IWO) 0.5 $953k 3.2k 300.63
Adobe Systems Incorporated Stock (ADBE) 0.4 $914k 1.9k 475.30
Visa Inc Com Cl A Stock (V) 0.4 $897k -4% 4.2k 211.71
Facebook Inc Cl A Stock (FB) 0.4 $894k 3.0k 294.66
Ishares Russell 2000 Etf Etf (IWM) 0.4 $881k 4.0k 220.97
Vertex Pharmaceuticals Stock (VRTX) 0.4 $825k 3.8k 214.90
Lockheed Martin Corp Stock (LMT) 0.4 $824k 2.2k 369.34
Abbvie Stock (ABBV) 0.4 $813k 7.5k 108.21
Ishares National Muni Bond Etf Etf (MUB) 0.4 $802k +696% 6.9k 116.06
Accenture Plc Ireland Shs Class A Stock (ACN) 0.4 $774k 2.8k 276.43
Ishares Msci Eafe Etf Etf (EFA) 0.4 $762k -4% 10k 75.83
Booking Holdings Stock (BKNG) 0.4 $755k 324.00 2330.25
Home Depot Stock (HD) 0.4 $745k -4% 2.4k 305.33
Automatic Data Processing Stock (ADP) 0.4 $733k 3.9k 188.53
Honeywell Intl Stock (HON) 0.3 $676k 3.1k 217.01
Abbott Labs Stock (ABT) 0.3 $671k 5.6k 119.78
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $658k -18% 2.7k 243.16
Splunk Stock (SPLK) 0.3 $654k 4.8k 135.43
Becton Dickinson & Co Stock (BDX) 0.3 $593k 2.4k 243.03
Pfizer Stock (PFE) 0.3 $589k 16k 36.25
Amazon Stock (AMZN) 0.3 $548k -6% 177.00 3096.05
Edwards Lifesciences Corp Stock (EW) 0.2 $507k 6.1k 83.58
Air Prods & Chems Stock (APD) 0.2 $506k 1.8k 281.11
Amgen Stock (AMGN) 0.2 $501k 2.0k 248.76
Markel Corp Stock (MKL) 0.2 $500k 439.00 1138.95
Texas Instrs Stock (TXN) 0.2 $478k 2.5k 188.93
Progressive Corp Stock (PGR) 0.2 $447k 4.7k 95.51
American Express Stock (AXP) 0.2 $432k -2% 3.1k 141.31
Thermo Fisher Scientific Stock (TMO) 0.2 $427k 936.00 456.20
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $412k 2.7k 151.41
Merck & Co Stock (MRK) 0.2 $406k -7% 5.3k 77.10
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $400k 194.00 2061.86
Raytheon Technologies Corp Stock (RTX) 0.2 $398k 5.2k 77.28
Spdr S&p 500 Etf Etf (SPY) 0.2 $396k 999.00 396.40
Ppg Inds Stock (PPG) 0.2 $379k 2.5k 150.16
Medtronic Stock (MDT) 0.2 $376k 3.2k 118.09
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.2 $373k 3.4k 109.38
Cisco Sys Stock (CSCO) 0.2 $364k 7.0k 51.70
Exxon Mobil Corp Stock (XOM) 0.2 $335k 6.0k 55.91
Caterpillar Stock (CAT) 0.2 $329k 1.4k 231.53
Eversource Energy Stock (ES) 0.2 $329k 3.8k 86.58
Union Pac Corp Stock (UNP) 0.2 $325k 1.5k 220.34
Vanguard Large-cap Index Fund Etf (VV) 0.2 $321k 1.7k 185.01
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $314k 4.2k 73.99
Energy Select Sector Spdr Etf Etf (XLE) 0.2 $310k 6.3k 49.13
Verizon Communications Stock (VZ) 0.2 $310k 5.3k 58.12
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $308k 2.5k 121.74
Danaher Corporation Stock (DHR) 0.1 $294k -3% 1.3k 225.29
Conocophillips Stock (COP) 0.1 $289k 5.5k 53.03
Blackrock Stock (BLK) 0.1 $286k 379.00 754.62
Darden Restaurants Stock (DRI) 0.1 $284k 2.0k 142.00
3M Stock (MMM) 0.1 $279k 1.5k 192.41
Sysco Corp Stock (SYY) 0.1 $278k 3.5k 78.87
Disney Walt Stock (DIS) 0.1 $277k -11% 1.5k 184.67
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $273k +5% 2.4k 113.75
Chevron Corp Stock (CVX) 0.1 $266k 2.5k 104.89
Biogen Stock (BIIB) 0.1 $256k 916.00 279.48
Nextera Energy Stock (NEE) 0.1 $243k 3.2k 75.75
Marsh & Mclennan Cos Stock (MMC) 0.1 $229k 1.9k 121.74
Unitedhealth Group Stock (UNH) 0.1 $226k -9% 607.00 372.32
Phillips 66 Stock (PSX) 0.1 $212k 2.6k 81.54
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $209k 101.00 2069.31
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $208k 3.0k 69.10
Bk Of America Corp Stock (BAC) 0.1 $201k NEW 5.2k 38.68
Kimberly-clark Corp Stock (KMB) 0.1 $201k 1.4k 139.20
Colgate Palmolive Stock (CL) 0.1 $198k 2.5k 78.70
Discover Finl Svcs Stock (DFS) 0.1 $195k 2.1k 94.84
Aflac Stock (AFL) 0.1 $186k 3.6k 51.13
Walmart Stock (WMT) 0.1 $186k 1.4k 135.57
Vanguard Mid-cap Index Fund Etf (VO) 0.1 $180k 815.00 220.86
Altria Group Stock (MO) 0.1 $177k 3.5k 51.27
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $173k +49% 679.00 254.79
Dover Corp Stock (DOV) 0.1 $171k 1.3k 136.80
Oracle Corp Stock (ORCL) 0.1 $168k -51% 2.4k 70.00
Coca Cola Stock (KO) 0.1 $163k 3.1k 52.67
Lilly Eli & Co Stock (LLY) 0.1 $162k -33% 868.00 186.64
Northrop Grumman Corp Stock (NOC) 0.1 $155k 480.00 322.92
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $151k 1.4k 107.93
Corning Stock (GLW) 0.1 $139k 3.2k 43.44
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $132k 2.5k 51.93
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $131k 1.8k 73.60
Defiance Next Gen Connectivity Etf Etf (FIVG) 0.1 $122k NEW 3.5k 35.13
Ishares S&p Small-cap Fund Etf (IJR) 0.1 $112k 1.0k 108.74
Apa Corporation Stock (APA) 0.1 $108k 6.1k 17.82
American Elec Pwr Stock (AEP) 0.1 $104k 1.2k 84.97
Norfolk Southn Corp Stock (NSC) 0.1 $103k 383.00 268.93
Philip Morris Intl Stock (PM) 0.0 $100k 1.1k 89.05
Wells Fargo Stock (WFC) 0.0 $100k NEW 2.6k 38.88
Southern Stock (SO) 0.0 $93k 1.5k 62.00
Dominion Energy Stock (D) 0.0 $89k +73% 1.2k 75.68
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $85k 1.5k 54.87
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM) 0.0 $79k 1.5k 52.42
Zoetis Inc Cl A Stock (ZTS) 0.0 $75k 477.00 157.23
Dupont De Nemours Stock (DD) 0.0 $74k 955.00 77.49
Carrier Global Corporation Stock (CARR) 0.0 $70k 1.7k 41.94
Jpmorgan Chase & Co Stock (JPM) 0.0 $70k 459.00 152.51
Fidelity Natl Information Svcs Stock (FIS) 0.0 $67k 479.00 139.87
Costco Whsl Corp Stock (COST) 0.0 $60k 170.00 352.94
Csx Corp Stock (CSX) 0.0 $58k 600.00 96.67
Illumina Stock (ILMN) 0.0 $58k 150.00 386.67
Capital One Finl Corp Stock (COF) 0.0 $57k 445.00 128.09
Otis Worldwide Corp Stock (OTIS) 0.0 $57k 834.00 68.35
Vanguard S&p 500 Etf Etf (VOO) 0.0 $55k 150.00 366.67
Citigroup Stock (C) 0.0 $55k 760.00 72.37
Dow Stock (DOW) 0.0 $54k 852.00 63.38
Target Corp Stock (TGT) 0.0 $46k 233.00 197.42
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $44k 445.00 98.88
Invesco Dwa Momentum Etf Etf (PDP) 0.0 $43k 500.00 86.00
Amerisourcebergen Corp Stock (ABC) 0.0 $41k 345.00 118.84
Duke Energy Corp Stock (DUK) 0.0 $36k 368.00 97.83
Nike Inc Cl B Stock (NKE) 0.0 $36k -59% 270.00 133.33
Ameriprise Finl Stock (AMP) 0.0 $34k 145.00 234.48
Chubb Stock (CB) 0.0 $33k 206.00 160.19
Stock Yds Bancorp Stock (SYBT) 0.0 $33k 643.00 51.32
Bristol-myers Squibb Stock (BMY) 0.0 $32k -17% 500.00 64.00
First Trust Capital Strength Etf Etf (FTCS) 0.0 $32k 450.00 71.11
Newmarket Corp Stock (NEU) 0.0 $30k 80.00 375.00
Ishares Msci Japan Etf Etf (EWJ) 0.0 $29k 430.00 67.44
Starbucks Corp Stock (SBUX) 0.0 $29k -13% 261.00 111.11
Cdk Global Stock (CDK) 0.0 $27k 496.00 54.44
Celanese Corp Del Stock (CE) 0.0 $27k -60% 180.00 150.00
Monster Beverage Corp Stock (MNST) 0.0 $27k 298.00 90.60
Anthem Stock (ANTM) 0.0 $24k -17% 66.00 363.64
Paypal Hldgs Stock (PYPL) 0.0 $24k 100.00 240.00
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $23k 364.00 63.19
Communication Services Select Sector Spdra Fund Etf (XLC) 0.0 $23k 308.00 74.68
Mckesson Corp Stock (MCK) 0.0 $22k 115.00 191.30
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $21k 223.00 94.17
Goldman Sachs Group Stock (GS) 0.0 $20k 62.00 322.58
Udr Reit (UDR) 0.0 $20k 455.00 43.96
Qualcomm Stock (QCOM) 0.0 $19k 140.00 135.71
Mastercard Incorporated Cl A Stock (MA) 0.0 $18k 50.00 360.00
Dexcom Stock (DXCM) 0.0 $18k 50.00 360.00
First Trust Consumer Discretionary Alphadex Fund Etf (FXD) 0.0 $17k 300.00 56.67
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX) 0.0 $16k 316.00 50.63
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.0 $16k 170.00 94.12
Townebank Portsmouth Va Stock (TOWN) 0.0 $15k 500.00 30.00
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.0 $15k 70.00 214.29
Schwab Fundamental Emerging Markets Large Company Index Etf Etf (FNDE) 0.0 $15k 492.00 30.49
Schwab Fundamental International Large Company Index Etf Etf (FNDF) 0.0 $14k 421.00 33.25
Us Bancorp Del Stock (USB) 0.0 $14k 252.00 55.56
Centene Corp Del Stock (CNC) 0.0 $13k 200.00 65.00
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $13k 131.00 99.24
Truist Finl Corp Stock (TFC) 0.0 $12k 213.00 56.34
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $10k 316.00 31.65
Schwab International Equity Etf Etf (SCHF) 0.0 $10k 258.00 38.76
Cvs Health Corp Stock (CVS) 0.0 $9.0k 115.00 78.26
Black Knight Stock (BKI) 0.0 $9.0k 122.00 73.77
Valero Energy Corp Stock (VLO) 0.0 $9.0k 125.00 72.00
Schlumberger Stock (SLB) 0.0 $9.0k 315.00 28.57
Atlantic Un Bankshares Corp Stock (AUB) 0.0 $8.0k 205.00 39.02
S&p Global Stock (SPGI) 0.0 $8.0k 22.00 363.64
Fidelity National Financial In Fnf Group Stock (FNF) 0.0 $8.0k 200.00 40.00
Oreilly Automotive Stock (ORLY) 0.0 $7.0k 13.00 538.46
Pnc Finl Svcs Group Stock (PNC) 0.0 $7.0k 38.00 184.21
Alexion Pharmaceuticals Stock (ALXN) 0.0 $6.0k 37.00 162.16
Ford Mtr Co Del Stock (F) 0.0 $6.0k 500.00 12.00
Exelon Corp Stock (EXC) 0.0 $6.0k 131.00 45.80
Corteva Stock (CTVA) 0.0 $5.0k 103.00 48.54
General Mls Stock (GIS) 0.0 $5.0k 86.00 58.14
General Electric Stock (GE) 0.0 $5.0k 391.00 12.79
At&t Stock (T) 0.0 $4.0k 116.00 34.48
Hartford Finl Svcs Group Stock (HIG) 0.0 $3.0k 42.00 71.43
Ebay Stock (EBAY) 0.0 $3.0k 46.00 65.22
Price T Rowe Group Stock (TROW) 0.0 $3.0k 17.00 176.47
State Str Corp Stock (STT) 0.0 $3.0k 30.00 100.00
Occidental Pete Corp Stock (OXY) 0.0 $3.0k 100.00 30.00
Viatris Stock (VTRS) 0.0 $2.0k -91% 161.00 12.42
Cerner Corp Stock (CERN) 0.0 $2.0k 30.00 66.67
Morgan Stanley Stock (MS) 0.0 $2.0k 26.00 76.92
Stryker Corporation Stock (SYK) 0.0 $2.0k 10.00 200.00
Schwab Fundamental International Small Company Index Etf Etf (FNDC) 0.0 $2.0k -61% 59.00 33.90
Ncr Corp Stock (NCR) 0.0 $1.0k 25.00 40.00
Invesco Ftse Rafi Us 1500a Small-mida Etf Etf (PRFZ) 0.0 $1.0k 5.00 200.00
Kellogg Stock (K) 0.0 $999.999000 22.00 45.45
Schwab International Small-cap Equity Etf Etf (SCHC) 0.0 $999.999000 -30% 27.00 37.04
Wabtec Stock (WAB) 0.0 $0 2.00 0.00
Sun Cmntys Reit (SUI) 0.0 $0 0 0.00
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $0 12.00 0.00

Past Filings by Acima Private Wealth

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