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Acima Private Wealth, LLC Top Holdings and 13F Report (2025)

About Acima Private Wealth, LLC

Investment Activity

  • Acima Private Wealth, LLC has $278.66 million in total holdings as of March 31, 2025.
  • Acima Private Wealth, LLC owns shares of 180 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
  • Approximately 6.20% of the portfolio was purchased this quarter.
  • About 12.32% of the portfolio was sold this quarter.
  • This quarter, Acima Private Wealth, LLC has purchased 184 new stocks and bought additional shares in 14 stocks.
  • Acima Private Wealth, LLC sold shares of 43 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$10,811,854

Largest Purchases this Quarter

Applied Finance Valuation Large Cap ETF
115,049 shares (about $4.03M)
Avantis Emerging Markets Equity ETF
58,448 shares (about $3.52M)
iShares Core S&P 500 ETF
5,524 shares (about $3.10M)
iShares Core MSCI Emerging Markets ETF
47,614 shares (about $2.57M)
Invesco S&P 500 Equal Weight ETF
11,540 shares (about $2.00M)

Largest Sales this Quarter

Vanguard FTSE Emerging Markets ETF
179,662 shares (about $8.13M)
iShares MSCI Eurozone ETF
69,208 shares (about $3.69M)
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
26,733 shares (about $2.47M)
JPMorgan Core Plus Bond ETF
52,146 shares (about $2.45M)
Invesco Total Return Bond ETF
52,231 shares (about $2.45M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAcima Private Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$23,661,438$3,103,913 15.1%42,1108.5%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$18,787,871$904,306 -4.6%170,6756.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$15,137,438$2,054,210 -11.9%259,4255.4%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$12,061,000$2,569,728 27.1%223,4764.3%ETF
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$10,811,854$2,471,997 -18.6%116,9233.9%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$10,806,039$2,452,950 -18.5%229,7203.9%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$10,708,992$2,451,198 -18.6%228,1913.8%ETF
JPIB
JPMorgan International Bond Opportunities ETF
$10,427,332$1,602,448 18.2%217,7353.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$8,974,260$1,999,092 28.7%51,8053.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$7,515,167$21,169 -0.3%75,9722.7%Finance
Applied Finance Valuation Large Cap ETF stock logo
VSLU
Applied Finance Valuation Large Cap ETF
$7,183,602$4,029,223 127.7%205,1182.6%ETF
Apple Inc. stock logo
AAPL
Apple
$7,105,717$1,162,184 -14.1%31,9892.5%Computer and Technology
VanEck J.P. Morgan EM Local Currency Bond ETF stock logo
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
$6,834,866$700,935 -9.3%286,4572.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,265,527$177,547 2.9%22,7972.2%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$6,231,205$3,516,816 129.6%103,5602.2%ETF
iPath Bloomberg Commodity Index Total Return ETN stock logo
DJP
iPath Bloomberg Commodity Index Total Return ETN
$5,837,696$574,352 -9.0%165,3272.1%Finance
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$5,780,220$3,685,317 -38.9%108,5492.1%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$5,390,823$8,601 0.2%89,6231.9%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,930,111$530,231 -9.7%65,1701.8%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$4,841,7780.0%53,4001.7%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$4,363,4610.0%37,1391.6%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$4,097,022$615,353 -13.1%82,2531.5%ETF
JPMorgan BetaBuilders Japan ETF stock logo
BBJP
JPMorgan BetaBuilders Japan ETF
$3,092,426$56,804 1.9%55,0941.1%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$2,664,4840.0%32,6251.0%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$2,646,3690.0%3,3240.9%Computer and Technology
Franklin International Aggregate Bond ETF stock logo
FLIA
Franklin International Aggregate Bond ETF
$2,501,999$75,542 -2.9%123,7390.9%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$2,476,882$159,677 -6.1%49,9170.9%ETF
SPDR S&P Oil & Gas Exploration & Production ETF stock logo
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
$2,363,4040.0%17,9440.8%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,145,915$80,345 3.9%20,3520.8%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,066,522$695,222 -25.2%5,5050.7%Computer and Technology
JPMorgan BetaBuilders Canada ETF stock logo
BBCA
JPMorgan BetaBuilders Canada ETF
$2,041,187$54,529 -2.6%28,5240.7%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,983,5480.0%10,2250.7%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,796,5820.0%8,7010.6%ETF
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,724,5690.0%8840.6%Retail/Wholesale
Xtrackers Harvest CSI 300 China A-Shares ETF stock logo
ASHR
Xtrackers Harvest CSI 300 China A-Shares ETF
$1,669,898$34,010 2.1%62,8490.6%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,610,453$466,460 -22.5%6,9050.6%Retail/Wholesale
iShares MSCI China ETF stock logo
MCHI
iShares MSCI China ETF
$1,511,489$230,545 -13.2%27,7850.5%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$1,492,6390.0%3240.5%Retail/Wholesale
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,435,1710.0%4,1100.5%Basic Materials
AbbVie Inc. stock logo
ABBV
AbbVie
$1,427,0410.0%6,8110.5%Medical
Visa Inc. stock logo
V
Visa
$1,365,0420.0%3,8950.5%Business Services
The Progressive Co. stock logo
PGR
Progressive
$1,324,4870.0%4,6800.5%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,272,477$116,808 -8.4%8,7150.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,248,112$165,840 -11.7%7,5260.4%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,187,9010.0%3,8880.4%Business Services
iShares MSCI Australia ETF stock logo
EWA
iShares MSCI Australia ETF
$1,150,965$38,254 3.4%49,1030.4%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,006,671$170,420 -14.5%5,9070.4%Consumer Staples
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$996,6100.0%2,2310.4%Aerospace
McDonald's Co. stock logo
MCD
McDonald's
$977,406$374,844 -27.7%3,1290.4%Retail/Wholesale
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$875,5850.0%1,8060.3%Medical
Accenture plc stock logo
ACN
Accenture
$873,7120.0%2,8000.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$818,6890.0%4,3030.3%Retail/Wholesale
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$810,0300.0%3,1700.3%ETF
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$794,701$765,025 -49.0%21,2090.3%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$793,632$347,214 -30.4%3,2000.3%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$780,588$149,940 -16.1%5,2060.3%Consumer Staples
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$719,756$56,959 8.6%14,2160.3%ETF
Adobe Inc. stock logo
ADBE
Adobe
$696,1070.0%1,8150.2%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$660,4340.0%1,8290.2%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$654,9430.0%3,0930.2%Multi-Sector Conglomerates
The Home Depot, Inc. stock logo
HD
Home Depot
$630,363$20,157 -3.1%1,7200.2%Retail/Wholesale
RTX Co. stock logo
RTX
RTX
$621,7670.0%4,6940.2%Aerospace
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$614,6290.0%3,0810.2%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$605,5920.0%5,0920.2%Energy
Amgen Inc. stock logo
AMGN
Amgen
$589,4530.0%1,8920.2%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$558,8310.0%9990.2%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$551,3550.0%5,2500.2%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$485,7950.0%1,4730.2%Industrials
Integer Holdings Co. stock logo
ITGR
Integer
$472,0400.0%4,0000.2%Medical
Markel Group Inc. stock logo
MKL
Markel Group
$471,142$44,871 -8.7%2520.2%Multi-Sector Conglomerates
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$459,0200.0%1,8810.2%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$454,6410.0%2,5300.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$448,849$39,214 -8.0%2,8730.2%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$448,622$265,300 -37.2%3,3820.2%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$442,380$88,476 -16.7%1,5000.2%Basic Materials
Mastercard Incorporated stock logo
MA
Mastercard
$429,7260.0%7840.2%Business Services
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$427,9220.0%5,9040.2%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$427,6170.0%4,7640.2%Medical
S&P Global Inc. stock logo
SPGI
S&P Global
$419,6910.0%8260.2%Business Services
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$415,5200.0%2,0000.1%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$406,7310.0%6,5910.1%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$406,1980.0%4,9700.1%Finance
Chevron Co. stock logo
CVX
Chevron
$405,0090.0%2,4210.1%Energy
Aflac Incorporated stock logo
AFL
Aflac
$404,5090.0%3,6380.1%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$368,4940.0%14,5420.1%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$361,6220.0%6790.1%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$359,2670.0%7220.1%Medical
BLACKROCK INC COM
$358,7160.0%3790.1%Stock
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$354,7010.0%1,3800.1%ETF
Discover Financial Services stock logo
DFS
Discover Financial Services
$350,9590.0%2,0560.1%Finance
SPDR S&P China ETF stock logo
GXC
SPDR S&P China ETF
$349,676$19,350 -5.2%4,0660.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$346,394$253,610 -42.3%2,2400.1%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$342,3810.0%3,9000.1%Retail/Wholesale
Oracle Co. stock logo
ORCL
Oracle
$335,5440.0%2,4000.1%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$327,9630.0%1,7430.1%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$325,6320.0%2,5850.1%ETF
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$320,684$183,248 -36.4%1,4000.1%Medical
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$319,0520.0%1,8670.1%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$311,750$1,374,600 -81.5%6,2350.1%ETF
Shopify Inc. stock logo
SHOP
Shopify
$310,4050.0%3,2510.1%Computer and Technology

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