Acima Private Wealth

Acima Private Wealth as of Dec. 31, 2023

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