Acima Private Wealth

Acima Private Wealth as of Dec. 31, 2024

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