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, IJH, GSLC, GTO, BOND, and represent 26.70% of Acima Private Wealth's stock portfolio.
Added to shares of these 10 stocks: GTO (+$11M), BOND (+$11M), JCPB (+$11M), IAGG (+$7.3M), AGG, IJH, GSLC, CGCP, IVV, IEMG.
Started 11 new stock positions in GTO, VLTO, JCPB, GXC, MGC, IAGG, ILF, VB, CGCP, BOND. BND.
Reduced shares in these 10 stocks: , GIGB (-$8.0M), IEF (-$7.1M), TLT, JMBS, MBB, IWP, AAPL, IWS, JMST.
Sold out of its positions in BMI, BAC, BWA, D, DD, FG, FIS, GIGB, ILMN, TLT. IEF, MBB, JMST, JMBS, MDLZ, PXD, RLI, RBC, SPSB, WFC, JCI.
Acima Private Wealth was a net buyer of stock by $15M.
Acima Private Wealth has $256M in assets under management (AUM), dropping by 13.95%.
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 240 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	7.4	$19M	+13%	40k	477.63	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	5.6	$14M	+35%	51k	277.15	View chart
Goldman Sachs Activebeta Us Lgcp Eq Etf Etf (GSLC)	4.8	$12M	+42%	131k	93.81	View chart
Invesco Total Return Bond Etf Etf (GTO)	4.5	$11M	NEW	242k	47.24	View chart
Pimco Active Bond Etf Etf (BOND)	4.5	$11M	NEW	124k	92.45	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	4.5	$11M	NEW	242k	47.09	View chart
Invesco International Corporate Bond Etf Etf (PICB)	3.8	$9.9M		428k	23.05	View chart
Apple Stock (AAPL)	3.3	$8.4M	-11%	44k	192.53	View chart
Ishares Core International Aggt Bd Etf Etf (IAGG)	2.9	$7.3M	NEW	148k	49.80	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	2.8	$7.1M	+18%	141k	50.58	View chart
Vaneck Em High Yield Bond Etf Etf (HYEM)	2.6	$6.6M	+2%	356k	18.51	View chart
Ishares Core Us Aggregate Bond Etf Etf (AGG)	2.3	$5.8M	+510%	59k	99.25	View chart
Ipath Bloomberg Cmdty Tr Etn Etf (DJP)	2.2	$5.6M		183k	30.39	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.0	$5.0M		21k	237.22	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.8	$4.6M		65k	70.35	View chart
Vaneck Jpmorgan Emlcl Ccy Bd Etf Etf (EMLC)	1.6	$4.1M	+2%	160k	25.35	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	1.6	$4.0M		8.9k	448.18	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	1.5	$3.9M	-41%	37k	104.46	View chart
Financial Select Sector Spdr Etf Etf (XLF)	1.4	$3.6M		95k	37.60	View chart
Ishares Msci Eurozone Etf Etf (EZU)	1.3	$3.4M	+16%	72k	47.44	View chart
Invesco Currencyshares Euro Currency Etf (FXE)	1.2	$3.1M	+2%	30k	102.04	View chart
Servicenow Stock (NOW)	1.2	$3.1M		4.3k	706.49	View chart
Microsoft Corp Stock (MSFT)	1.1	$2.9M	-15%	7.8k	376.04	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	1.1	$2.8M	NEW	126k	22.70	View chart
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ)	1.0	$2.6M	+2%	40k	66.57	View chart
Spdr S&p Oil & Gas Explor & Prodtn Etf Etf (XOP)	1.0	$2.5M	-23%	18k	136.91	View chart
Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.9	$2.3M	-24%	33k	72.03	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.9	$2.2M		40k	55.02	View chart
Lowes Cos Stock (LOW)	0.8	$2.0M		9.0k	222.55	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.8	$2.0M	+12%	39k	51.05	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.7	$1.9M		38k	50.96	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.7	$1.7M		10k	170.40	View chart
Ishares Msci China Etf Etf (MCHI)	0.7	$1.7M	-15%	41k	40.74	View chart
Technology Select Sector Spdr Etf Etf (XLK)	0.7	$1.7M		8.7k	192.48	View chart
Ishares Msci India Etf Etf (INDA)	0.6	$1.6M	+27%	33k	48.81	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.6	$1.5M	-33%	14k	108.41	View chart
Ishares Frontier And Select Em Etf Etf (FM)	0.6	$1.5M		58k	26.30	View chart
Jpmorgan Betabuilders Japan Etf Etf (BBJP)	0.6	$1.5M		28k	52.52	View chart
Mercadolibre Stock (MELI)	0.6	$1.4M	-35%	914.00	1571.54	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$1.4M		7.1k	200.71	View chart
Johnson & Johnson Stock (JNJ)	0.5	$1.3M		8.5k	156.74	View chart
Health Care Select Sector Spdr Etf Etf (XLV)	0.5	$1.3M		9.5k	136.38	View chart
Mcdonalds Corp Stock (MCD)	0.5	$1.3M		4.3k	296.51	View chart
Sherwin Williams Stock (SHW)	0.5	$1.3M	-24%	4.1k	311.90	View chart
Pepsico Stock (PEP)	0.5	$1.3M		7.4k	169.84	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.5	$1.3M		3.1k	406.89	View chart
Ishares Msci Brazil Etf Etf (EWZ)	0.5	$1.2M	-4%	36k	34.96	View chart
Ishares Msci Australia Etf Etf (EWA)	0.5	$1.2M		51k	24.34	View chart
Procter And Gamble Stock (PG)	0.5	$1.2M		8.4k	146.54	View chart
Xtrackers Harvest Csi 300 China A Etf Etf (ASHR)	0.5	$1.2M	-7%	51k	23.91	View chart
Illinois Tool Wks Stock (ITW)	0.5	$1.2M		4.6k	261.94	View chart
Booking Holdings Stock (BKNG)	0.4	$1.1M		324.00	3547.22	View chart
Adobe Stock (ADBE)	0.4	$1.1M		1.8k	596.60	View chart
Abbvie Stock (ABBV)	0.4	$1.1M	-4%	7.0k	154.97	View chart
Visa Inc Com Cl A Stock (V)	0.4	$1.0M		4.0k	260.35	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$1.0M		2.2k	453.24	View chart
Ishares Msci Indonesia Etf Etf (EIDO)	0.4	$1.0M	+3%	45k	22.32	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.4	$983k		2.8k	350.91	View chart
Automatic Data Processing Stock (ADP)	0.4	$906k		3.9k	232.97	View chart
Intel Corp Stock (INTC)	0.3	$873k		17k	50.25	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.3	$800k		3.2k	252.22	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$785k		16k	50.23	View chart
Spdr S&p China Etf Etf (GXC)	0.3	$753k	NEW	11k	68.12	View chart
Progressive Corp Stock (PGR)	0.3	$745k		4.7k	159.28	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$722k		5.1k	140.93	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$693k		2.3k	303.17	View chart
Kraneshares Csi China Internet Etf Etf (KWEB)	0.3	$678k	-7%	25k	27.00	View chart
Amazon Stock (AMZN)	0.3	$674k	-2%	4.4k	151.94	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$657k		8.7k	75.35	View chart
Honeywell Intl Stock (HON)	0.3	$649k		3.1k	209.71	View chart
Conocophillips Stock (COP)	0.3	$648k		5.6k	116.07	View chart
Home Depot Stock (HD)	0.2	$635k	-7%	1.8k	346.55	View chart
Abbott Labs Stock (ABT)	0.2	$617k		5.6k	110.07	View chart
Merck & Co Stock (MRK)	0.2	$594k	-7%	5.4k	109.02	View chart
Ishares Core S&p Small-cap Etf Etf (IJR)	0.2	$574k		5.3k	108.25	View chart
American Express Stock (AXP)	0.2	$562k		3.0k	187.34	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$555k		4.0k	139.69	View chart
Amgen Stock (AMGN)	0.2	$545k		1.9k	288.02	View chart
Becton Dickinson & Co Stock (BDX)	0.2	$536k	-7%	2.2k	243.83	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$519k		5.2k	99.98	View chart
Nvidia Corporation Stock (NVDA)	0.2	$516k		1.0k	495.22	View chart
Air Prods & Chems Stock (APD)	0.2	$493k		1.8k	273.80	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$475k		999.00	475.31	View chart
Pfizer Stock (PFE)	0.2	$453k		16k	28.79	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$450k		5.9k	76.25	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$450k		2.7k	165.25	View chart
Caterpillar Stock (CAT)	0.2	$436k		1.5k	295.67	View chart
Texas Instrs Stock (TXN)	0.2	$431k		2.5k	170.46	View chart
Energy Select Sector Spdr Etf Etf (XLE)	0.2	$413k		4.9k	83.84	View chart
Integer Hldgs Corp Stock (ITGR)	0.2	$396k		4.0k	99.08	View chart
Rtx Corporation Stock (RTX)	0.2	$395k	-7%	4.7k	84.14	View chart
Markel Group Stock (MKL)	0.2	$392k		276.00	1419.90	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$390k		734.00	530.79	View chart
Chevron Corp Stock (CVX)	0.1	$374k		2.5k	149.16	View chart
Ppg Inds Stock (PPG)	0.1	$374k		2.5k	149.55	View chart
S&p Global Stock (SPGI)	0.1	$364k		826.00	440.52	View chart
Cisco Sys Stock (CSCO)	0.1	$361k		7.1k	50.52	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$356k		1.9k	189.47	View chart
Union Pac Corp Stock (UNP)	0.1	$352k		1.4k	245.62	View chart
Darden Restaurants Stock (DRI)	0.1	$342k		2.1k	164.30	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$334k		784.00	426.51	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$323k	+5%	3.7k	88.36	View chart
Blackrock Stock (BLK)	0.1	$308k		379.00	811.80	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$301k		1.4k	218.15	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$301k	-76%	2.6k	116.29	View chart
Aflac Stock (AFL)	0.1	$300k		3.6k	82.50	View chart
Unitedhealth Group Stock (UNH)	0.1	$294k	-2%	558.00	526.47	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$275k	-22%	1.9k	147.14	View chart
Danaher Corporation Stock (DHR)	0.1	$274k		1.2k	231.34	View chart
Idexx Labs Stock (IDXX)	0.1	$274k		493.00	555.05	View chart
Ishares Russell Mid-cap Etf Etf (IWR)	0.1	$265k		3.4k	77.73	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$262k		3.4k	77.90	View chart
Boeing Stock (BA)	0.1	$261k		1.0k	260.66	View chart
Oracle Corp Stock (ORCL)	0.1	$260k		2.5k	105.43	View chart
Sysco Corp Stock (SYY)	0.1	$256k		3.5k	73.13	View chart
Eli Lilly & Co Stock (LLY)	0.1	$250k	-33%	429.00	582.92	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$242k		679.00	356.66	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$239k	+26%	1.0k	232.64	View chart
Biogen Stock (BIIB)	0.1	$237k		916.00	258.77	View chart
Discover Finl Svcs Stock (DFS)	0.1	$231k		2.1k	112.40	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$225k		480.00	468.14	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$217k		1.4k	157.80	View chart
Hubspot Stock (HUBS)	0.1	$213k		366.00	580.54	View chart
Walmart Stock (WMT)	0.1	$205k		1.3k	157.65	View chart
Dover Corp Stock (DOV)	0.1	$201k		1.3k	153.81	View chart
Verizon Communications Stock (VZ)	0.1	$200k		5.3k	37.70	View chart
Colgate Palmolive Stock (CL)	0.1	$198k		2.5k	79.71	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$185k	NEW	2.5k	73.55	View chart
Coca Cola Stock (KO)	0.1	$179k		3.0k	58.93	View chart
Nextera Energy Stock (NEE)	0.1	$153k	-17%	2.5k	60.74	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.1	$153k		792.00	192.52	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$151k		1.2k	121.51	View chart
Okta Inc Cl A Stock (OKTA)	0.1	$143k		1.6k	90.53	View chart
Heico Corp New Cl A Stock (HEI.A)	0.1	$142k		994.00	142.44	View chart
3M Stock (MMM)	0.1	$139k		1.3k	109.32	View chart
Altria Group Stock (MO)	0.1	$139k		3.5k	40.34	View chart
Defiance 5g Next Gen Connectivity Etf Etf (FIVG)	0.0	$125k		3.5k	35.85	View chart
Philip Morris Intl Stock (PM)	0.0	$106k		1.1k	94.08	View chart
Southern Stock (SO)	0.0	$105k		1.5k	70.12	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$103k		1.3k	81.10	View chart
Costco Whsl Corp Stock (COST)	0.0	$102k	-10%	154.00	660.08	View chart
American Elec Pwr Stock (AEP)	0.0	$99k		1.2k	81.22	View chart
Corning Stock (GLW)	0.0	$97k		3.2k	30.45	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$97k		569.00	170.10	View chart
Medtronic Stock (MDT)	0.0	$93k		1.1k	82.38	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$91k		383.00	236.38	View chart
Spdr Portfolio Msci Global Stk Mkt Etf Etf (SPGM)	0.0	$90k		1.6k	55.34	View chart
Msci Stock (MSCI)	0.0	$87k		153.00	565.65	View chart
Micron Technology Stock (MU)	0.0	$85k		1.0k	85.34	View chart
Carrier Global Corporation Stock (CARR)	0.0	$75k		1.3k	57.45	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.0	$67k	NEW	2.3k	29.06	View chart
Phillips 66 Stock (PSX)	0.0	$67k	-80%	500.00	133.14	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$66k		150.00	436.80	View chart
Cencora Stock (COR)	0.0	$65k		317.00	205.38	View chart
Csx Corp Stock (CSX)	0.0	$62k		1.8k	34.67	View chart
Mckesson Corp Stock (MCK)	0.0	$60k		130.00	462.98	View chart
Chubb Stock (CB)	0.0	$60k		264.00	226.00	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$59k	-92%	470.00	125.14	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$58k		650.00	89.47	View chart
Capital One Finl Corp Stock (COF)	0.0	$53k		401.00	131.12	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$51k	NEW	240.00	213.33	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$49k		137.00	353.96	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$48k	-92%	465.00	103.07	View chart
Dow Stock (DOW)	0.0	$47k		852.00	54.84	View chart
Ubs Group Stock (UBS)	0.0	$43k		1.4k	30.90	View chart
United Airls Hldgs Stock (UAL)	0.0	$41k		1.0k	41.26	View chart
Vanguard Esg Us Stock Etf Etf (ESGV)	0.0	$41k	-44%	482.00	85.06	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$40k	NEW	238.00	169.28	View chart
General Mtrs Stock (GM)	0.0	$36k		1.0k	35.92	View chart
Duke Energy Corp Stock (DUK)	0.0	$36k		368.00	97.04	View chart
Elevance Health Stock (ELV)	0.0	$31k		66.00	471.56	View chart
Ford Mtr Co Del Stock (F)	0.0	$31k		2.5k	12.19	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$28k		430.00	64.14	View chart
Oreilly Automotive Stock (ORLY)	0.0	$27k		28.00	950.07	View chart
Starbucks Corp Stock (SBUX)	0.0	$25k		261.00	96.01	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$24k		1.0k	23.46	View chart
Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$23k		364.00	63.33	View chart
Communication Services Sel Sect Spdretf Etf (XLC)	0.0	$22k		308.00	72.66	View chart
Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$22k		196.00	113.99	View chart
Nike Inc Cl B Stock (NKE)	0.0	$22k	-25%	200.00	108.57	View chart
Eaton Corp Stock (ETN)	0.0	$21k		89.00	240.82	View chart
Qualcomm Stock (QCOM)	0.0	$20k		140.00	144.63	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$20k		85.00	229.68	View chart
Udr Reit (UDR)	0.0	$17k		455.00	38.29	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$17k	-93%	220.00	78.03	View chart
Snap Inc Cl A Stock (SNAP)	0.0	$17k		1.0k	16.93	View chart
Construction Partners Inc Com Cl A Stock (ROAD)	0.0	$16k		369.00	43.52	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$16k		360.00	43.85	View chart
Linde Stock (LIN)	0.0	$16k		38.00	410.71	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$15k		365.00	41.10	View chart
Synopsys Stock (SNPS)	0.0	$15k		29.00	514.90	View chart
Centene Corp Del Stock (CNC)	0.0	$15k		200.00	74.21	View chart
Lululemon Athletica Stock (LULU)	0.0	$14k		27.00	511.30	View chart
American Airls Group Stock (AAL)	0.0	$14k		1.0k	13.74	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.0	$13k	+50%	207.00	64.12	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$13k		64.00	197.38	View chart
Quanta Svcs Stock (PWR)	0.0	$12k		56.00	215.80	View chart
The Cigna Group Stock (CI)	0.0	$12k		40.00	299.45	View chart
Roper Technologies Stock (ROP)	0.0	$11k		21.00	545.19	View chart
Us Bancorp Del Stock (USB)	0.0	$11k		252.00	43.28	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$10k	-34%	200.00	51.31	View chart
Fidelity National Financial In Fnf Group Stock (FNF)	0.0	$10k		200.00	51.02	View chart
Azenta Stock (AZTA)	0.0	$9.4k		145.00	65.14	View chart
Landstar Sys Stock (LSTR)	0.0	$9.1k		47.00	193.66	View chart
Primerica Stock (PRI)	0.0	$8.6k		42.00	205.76	View chart
Siteone Landscape Supply Stock (SITE)	0.0	$8.5k		52.00	162.50	View chart
Totalenergies Se Adr (TTE)	0.0	$8.4k		125.00	67.38	View chart
General Dynamics Corp Stock (GD)	0.0	$8.3k		32.00	259.66	View chart
Thor Inds Stock (THO)	0.0	$8.2k		69.00	118.25	View chart
Cme Group Stock (CME)	0.0	$7.8k		37.00	210.59	View chart
Relmada Therapeutics Stock (RLMD)	0.0	$7.6k		1.8k	4.14	View chart
Townebank Portsmouth Va Stock (TOWN)	0.0	$7.4k		250.00	29.76	View chart
Cheesecake Factory Stock (CAKE)	0.0	$7.1k		204.00	35.01	View chart
Arrow Electrs Stock (ARW)	0.0	$7.1k		58.00	122.26	View chart
Ryanair Holdings Adr (RYAAY)	0.0	$6.5k	-57%	49.00	133.37	View chart
Monster Beverage Corp Stock (MNST)	0.0	$6.2k	-50%	108.00	57.61	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$6.1k		21.00	291.00	View chart
Occidental Pete Corp Stock (OXY)	0.0	$6.0k		100.00	59.71	View chart
Citigroup Stock (C)	0.0	$5.7k		110.00	51.44	View chart
Novo-nordisk A S Adr (NVO)	0.0	$5.4k	-74%	52.00	103.44	View chart
Boston Scientific Corp Stock (BSX)	0.0	$5.1k		89.00	57.81	View chart
Applied Matls Stock (AMAT)	0.0	$5.0k		31.00	162.06	View chart
Veralto Corp Stock (VLTO)	0.0	$5.0k	NEW	61.00	82.26	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$4.7k		21.00	225.52	View chart
Plug Power Stock (PLUG)	0.0	$4.5k		1.0k	4.50	View chart
First Trust Cnsmr Discret Alphadex Etf Etf (FXD)	0.0	$4.4k	-75%	75.00	58.99	View chart
Archer Daniels Midland Stock (ADM)	0.0	$4.3k		60.00	72.22	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.0	$4.1k	-78%	478.00	8.61	View chart
Hartford Finl Svcs Group Stock (HIG)	0.0	$3.4k		42.00	80.38	View chart
Morgan Stanley Stock (MS)	0.0	$2.4k		26.00	93.27	View chart
Vanguard Value Etf Etf (VTV)	0.0	$2.2k		15.00	149.53	View chart
Ebay Stock (EBAY)	0.0	$2.0k		46.00	43.63	View chart
At&t Stock (T)	0.0	$1.9k		116.00	16.78	View chart
Price T Rowe Group Stock (TROW)	0.0	$1.8k		17.00	107.71	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$1.6k		19.00	84.32	View chart
Viatris Stock (VTRS)	0.0	$1.3k		124.00	10.83	View chart
Kellanova Stock (K)	0.0	$1.2k		22.00	55.91	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$467.000400		12.00	38.92	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$0		0	0.00	View chart
Eversource Energy Stock (ES)	0.0	$0		0	0.00	View chart

Past Filings by Acima Private Wealth

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

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
Acima Private Wealth 2020 Q3 filed May 14, 2021
Acima Private Wealth 2020 Q4 filed May 14, 2021
Acima Private Wealth 2021 Q1 filed May 14, 2021
Acima Private Wealth 2020 Q1 filed May 1, 2020

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