Acima Private Wealth

Acima Private Wealth as of March 31, 2025

Portfolio Holdings for Acima Private Wealth

Acima Private Wealth holds 180 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 8.5 $24M 42k 561.90
Gs Activebeta Us Large Cap Equity Etf Etf (GSLC) 6.7 $19M 171k 110.08
Ishares Core S&p Mid-cap Etf Etf (IJH) 5.4 $15M 259k 58.35
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 4.3 $12M 224k 53.97
Pimco Active Bond Exchange-traded Fund Etf (BOND) 3.9 $11M 117k 92.47
Jpmorgan Core Plus Bond Etf Etf (JCPB) 3.9 $11M 230k 47.04
Invesco Total Return Bond Etf Etf (GTO) 3.8 $11M 228k 46.93
Jpmorgan International Bond Opportunities Etf Etf (JPIB) 3.7 $10M 218k 47.89
Invesco S&p 500 Equal Weight Etf Etf (RSP) 3.2 $9.0M 52k 173.23
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 2.7 $7.5M 76k 98.92
Applied Finance Valuation Large Cap Etf Etf (VSLU) 2.6 $7.2M 205k 35.02
Apple Stock (AAPL) 2.5 $7.1M 32k 222.13
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 2.5 $6.8M 287k 23.86
Vanguard Total Stock Market Etf Etf (VTI) 2.2 $6.3M 23k 274.84
Avantis Emerging Markets Equity Etf Etf (AVEM) 2.2 $6.2M 104k 60.17
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP) 2.1 $5.8M 165k 35.31
Ishares Msci Eurozone Etf Etf (EZU) 2.1 $5.8M 109k 53.25
Ishares Core Msci Europe Etf Etf (IEUR) 1.9 $5.4M 90k 60.15
Ishares Core Msci Eafe Etf Etf (IEFA) 1.8 $4.9M 65k 75.65
Ishares Expanded Tech Sector Etf Etf (IGM) 1.7 $4.8M 53k 90.67
Ishares Russell Mid-cap Growth Etf Etf (IWP) 1.6 $4.4M 37k 117.49
Financial Select Sector Spdr Fund Etf (XLF) 1.5 $4.1M 82k 49.81
Jpmorgan Betabuilders Japan Etf Etf (BBJP) 1.1 $3.1M 55k 56.13
Consumer Staples Select Sector Spdr Fund Etf (XLP) 1.0 $2.7M 33k 81.67
Servicenow Stock (NOW) 0.9 $2.6M 3.3k 796.14
Franklin International Aggregate Bond Etf Etf (FLIA) 0.9 $2.5M 124k 20.22
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.9 $2.5M 50k 49.62
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.8 $2.4M 18k 131.71
Ishares National Muni Bond Etf Etf (MUB) 0.8 $2.1M 20k 105.44
Microsoft Corp Stock (MSFT) 0.7 $2.1M 5.5k 375.39
Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.7 $2.0M 29k 71.56
Vanguard Dividend Appreciation Etf Etf (VIG) 0.7 $2.0M 10k 193.99
Technology Select Sector Spdr Fund Etf (XLK) 0.6 $1.8M 8.7k 206.48
Mercadolibre Stock (MELI) 0.6 $1.7M 884.00 1950.87
Xtrackers Harvest Csi 300 China A-shares Etf Etf (ASHR) 0.6 $1.7M 63k 26.57
Lowes Cos Stock (LOW) 0.6 $1.6M 6.9k 233.23
Ishares Msci China Etf Etf (MCHI) 0.5 $1.5M 28k 54.40
Booking Holdings Stock (BKNG) 0.5 $1.5M 324.00 4606.91
Sherwin Williams Stock (SHW) 0.5 $1.4M 4.1k 349.19
Abbvie Stock (ABBV) 0.5 $1.4M 6.8k 209.52
Visa Inc Com Cl A Stock (V) 0.5 $1.4M 3.9k 350.46
Progressive Corp Stock (PGR) 0.5 $1.3M 4.7k 283.01
Health Care Select Sector Spdr Fund Etf (XLV) 0.5 $1.3M 8.7k 146.01
Johnson & Johnson Stock (JNJ) 0.4 $1.2M 7.5k 165.84
Automatic Data Processing Stock (ADP) 0.4 $1.2M 3.9k 305.53
Ishares Msci Australia Etf Etf (EWA) 0.4 $1.2M 49k 23.44
Procter And Gamble Stock (PG) 0.4 $1.0M 5.9k 170.42
Lockheed Martin Corp Stock (LMT) 0.4 $997k 2.2k 446.71
Mcdonalds Corp Stock (MCD) 0.4 $977k 3.1k 312.37
Vertex Pharmaceuticals Stock (VRTX) 0.3 $876k 1.8k 484.82
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $874k 2.8k 312.04
Amazon Stock (AMZN) 0.3 $819k 4.3k 190.26
Ishares Russell 2000 Growth Etf Etf (IWO) 0.3 $810k 3.2k 255.53
Ishares Msci United Kingdom Etf Etf (EWU) 0.3 $795k 21k 37.47
Illinois Tool Wks Stock (ITW) 0.3 $794k 3.2k 248.01
Pepsico Stock (PEP) 0.3 $781k 5.2k 149.94
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $720k 14k 50.63
Adobe Stock (ADBE) 0.2 $696k 1.8k 383.53
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $660k 1.8k 361.09
Honeywell Intl Stock (HON) 0.2 $655k 3.1k 211.75
Home Depot Stock (HD) 0.2 $630k 1.7k 366.49
Rtx Corporation Stock (RTX) 0.2 $622k 4.7k 132.46
Ishares Russell 2000 Etf Etf (IWM) 0.2 $615k 3.1k 199.49
Exxon Mobil Corp Stock (XOM) 0.2 $606k 5.1k 118.93
Amgen Stock (AMGN) 0.2 $590k 1.9k 311.55
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $559k 999.00 559.39
Conocophillips Stock (COP) 0.2 $551k 5.3k 105.02
Caterpillar Stock (CAT) 0.2 $486k 1.5k 329.80
Integer Hldgs Corp Stock (ITGR) 0.2 $472k 4.0k 118.01
Markel Group Stock (MKL) 0.2 $471k 252.00 1869.61
Marsh & Mclennan Cos Stock (MMC) 0.2 $459k 1.9k 244.03
Texas Instrs Stock (TXN) 0.2 $455k 2.5k 179.70
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $449k 2.9k 156.23
Abbott Labs Stock (ABT) 0.2 $449k 3.4k 132.65
Air Prods & Chems Stock (APD) 0.2 $442k 1.5k 294.92
Mastercard Incorporated Cl A Stock (MA) 0.2 $430k 784.00 548.12
Edwards Lifesciences Corp Stock (EW) 0.2 $428k 5.9k 72.48
Merck & Co Stock (MRK) 0.2 $428k 4.8k 89.76
S&p Global Stock (SPGI) 0.2 $420k 826.00 508.10
Darden Restaurants Stock (DRI) 0.1 $416k 2.0k 207.76
Cisco Sys Stock (CSCO) 0.1 $407k 6.6k 61.71
Ishares Msci Eafe Etf Etf (EFA) 0.1 $406k 5.0k 81.73
Chevron Corp Stock (CVX) 0.1 $405k 2.4k 167.29
Aflac Stock (AFL) 0.1 $405k 3.6k 111.19
Pfizer Stock (PFE) 0.1 $369k 15k 25.34
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $362k 679.00 532.58
Thermo Fisher Scientific Stock (TMO) 0.1 $359k 722.00 497.60
Blackrock Stock (BLK) 0.1 $359k 379.00 946.48
Vanguard Large-cap Etf Etf (VV) 0.1 $355k 1.4k 257.03
Discover Finl Svcs Stock 0.1 $351k 2.1k 170.70
Spdr S&p China Etf Etf (GXC) 0.1 $350k 4.1k 86.00
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $346k 2.2k 154.64
Walmart Stock (WMT) 0.1 $342k 3.9k 87.79
Oracle Corp Stock (ORCL) 0.1 $336k 2.4k 139.81
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $328k 1.7k 188.16
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $326k 2.6k 125.97
Becton Dickinson & Co Stock (BDX) 0.1 $321k 1.4k 229.06
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $319k 1.9k 170.89
Jpmorgan Municipal Etf Etf (JMUB) 0.1 $312k 6.2k 50.00
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $310k 3.3k 95.48
Intel Corp Stock (INTC) 0.1 $301k 13k 22.71
Ishares Russell Midcap Etf Etf (IWR) 0.1 $290k 3.4k 85.07
Unitedhealth Group Stock (UNH) 0.1 $282k 538.00 523.75
Ppg Inds Stock (PPG) 0.1 $273k 2.5k 109.35
American Express Stock (AXP) 0.1 $269k 1.0k 269.05
Sysco Corp Stock (SYY) 0.1 $263k 3.5k 75.04
Vanguard Mid-cap Etf Etf (VO) 0.1 $260k 1.0k 258.62
Northrop Grumman Corp Stock (NOC) 0.1 $246k 480.00 512.01
Colgate Palmolive Stock (CL) 0.1 $233k 2.5k 93.70
Dover Corp Stock (DOV) 0.1 $220k 1.3k 175.68
Coca Cola Stock (KO) 0.1 $218k 3.0k 71.62
Eli Lilly & Co Stock (LLY) 0.1 $217k 263.00 825.91
Heico Corp New Cl A Stock (HEI.A) 0.1 $210k 994.00 210.97
Hubspot Stock (HUBS) 0.1 $209k 366.00 571.29
Altria Group Stock (MO) 0.1 $207k 3.5k 60.02
Idexx Labs Stock (IDXX) 0.1 $207k 493.00 419.95
3M Stock (MMM) 0.1 $187k 1.3k 146.86
Veeva Sys Inc Cl A Stock (VEEV) 0.1 $184k 792.00 231.63
Philip Morris Intl Stock (PM) 0.1 $178k 1.1k 158.73
Kimberly-clark Corp Stock (KMB) 0.1 $177k 1.2k 142.22
Okta Inc Cl A Stock (OKTA) 0.1 $166k 1.6k 105.22
Defiance Connective Technologies Etf Etf (SIXG) 0.1 $148k 3.5k 42.50
Corning Stock (GLW) 0.1 $147k 3.2k 45.78
Capital Group Core Plus Income Etf Etf (CGCP) 0.1 $141k 6.3k 22.45
Jpmorgan Chase & Co Stock (JPM) 0.1 $140k 569.00 245.30
Southern Stock (SO) 0.0 $138k 1.5k 91.95
American Elec Pwr Stock (AEP) 0.0 $134k 1.2k 109.27
Biogen Stock (BIIB) 0.0 $125k 916.00 136.84
Union Pac Corp Stock (UNP) 0.0 $120k 508.00 236.24
Costco Whsl Corp Stock (COST) 0.0 $114k 121.00 945.78
Nextera Energy Stock (NEE) 0.0 $113k 1.6k 70.89
Vanguard Total Bond Market Etf Etf (BND) 0.0 $113k 1.5k 73.45
Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $103k 1.3k 80.65
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM) 0.0 $101k 1.6k 62.42
Medtronic Stock (MDT) 0.0 $101k 1.1k 89.86
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $100k 953.00 104.57
Energy Select Sector Spdr Etf Etf (XLE) 0.0 $95k 1.0k 93.45
Norfolk Southn Corp Stock (NSC) 0.0 $91k 383.00 236.85
Cencora Stock (COR) 0.0 $88k 317.00 278.09
Msci Stock (MSCI) 0.0 $87k 153.00 565.50
Carrier Global Corporation Stock (CARR) 0.0 $82k 1.3k 63.40
Chubb Stock (CB) 0.0 $80k 264.00 301.99
Meta Platforms Inc Cl A Stock (META) 0.0 $79k 137.00 576.36
Vanguard S&p 500 Etf Etf (VOO) 0.0 $77k 150.00 513.91
Otis Worldwide Corp Stock (OTIS) 0.0 $67k 650.00 103.20
Phillips 66 Stock (PSX) 0.0 $62k 500.00 123.48
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $59k 470.00 124.50
Csx Corp Stock (CSX) 0.0 $53k 1.8k 29.43
Vanguard Small-cap Etf Etf (VB) 0.0 $48k 217.00 221.75
Verizon Communications Stock (VZ) 0.0 $47k 1.0k 45.36
Duke Energy Corp Stock (DUK) 0.0 $45k 368.00 121.97
Nvidia Corporation Stock (NVDA) 0.0 $44k 410.00 108.38
Vanguard Mega Cap Etf Etf (MGC) 0.0 $42k 210.00 201.38
Oreilly Automotive Stock (ORLY) 0.0 $40k 28.00 1432.57
Danaher Corporation Stock (DHR) 0.0 $38k 185.00 205.00
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $35k 352.00 97.95
Elevance Health Stock (ELV) 0.0 $29k 66.00 434.95
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $29k 364.00 78.85
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $26k 196.00 131.07
Starbucks Corp Stock (SBUX) 0.0 $26k 261.00 98.09
Solventum Corp Stock (SOLV) 0.0 $23k 300.00 76.04
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $21k 220.00 93.66
Udr Reit (UDR) 0.0 $21k 455.00 45.17
Capital One Finl Corp Stock (COF) 0.0 $18k 100.00 179.30
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $17k 365.00 45.26
Comcast Corp New Cl A Stock (CMCSA) 0.0 $13k 360.00 36.90
Fidelity National Financial In Fnf Group Stock (FNF) 0.0 $13k 200.00 65.08
Nike Inc Cl B Stock (NKE) 0.0 $13k 200.00 63.48
Synopsys Stock (SNPS) 0.0 $12k 29.00 428.86
Centene Corp Del Stock (CNC) 0.0 $12k 200.00 60.71
Us Bancorp Del Stock (USB) 0.0 $11k 252.00 42.22
Citigroup Stock (C) 0.0 $7.8k 110.00 70.99
Hartford Insurance Group Stock (HIG) 0.0 $5.2k 42.00 123.74
First Trust Consumer Discretionary Alphadex Fund Etf (FXD) 0.0 $4.3k 75.00 57.89
Viking Holdings Ltd Ord Stock (VIK) 0.0 $4.0k 100.00 39.75
At&t Stock (T) 0.0 $3.3k 116.00 28.28
Ebay Stock (EBAY) 0.0 $3.1k 46.00 67.74
Morgan Stanley Stock (MS) 0.0 $3.0k 26.00 116.65
Price T Rowe Group Stock (TROW) 0.0 $1.6k 17.00 91.88
The Cigna Group Stock (CI) 0.0 $1.3k 4.00 329.00