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

About Acima Private Wealth, LLC

Investment Activity

Acima Private Wealth, LLC has $293.45 million in total holdings as of June 30, 2025.
Acima Private Wealth, LLC owns shares of 180 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 1.97% of the portfolio was purchased this quarter.
About 2.79% of the portfolio was sold this quarter.
This quarter, Acima Private Wealth, LLC has purchased 180 new stocks and bought additional shares in 16 stocks.
Acima Private Wealth, LLC sold shares of 31 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $26,237,992
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF: $20,355,062
iShares Core S&P Mid-Cap ETF: $17,547,195
iShares Core MSCI Emerging Markets ETF: $13,292,803
JPMorgan International Bond Opportunities ETF: $10,283,258

Largest New Holdings this Quarter

025932104 - American Financial Group: $173,034 Holding
060505104 - Bank of America: $33,408 Holding
055622104 - BP: $31,666 Holding
03027X100 - American Tower: $22,102 Holding
25746U109 - Dominion Energy: $12,039 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 23,503 shares (about $1.46M)
Applied Finance Valuation Large Cap ETF: 28,146 shares (about $1.10M)
Union Pacific: 3,200 shares (about $736.26K)
Invesco S&P 500 Equal Weight ETF: 2,372 shares (about $431.09K)
CocaCola: 6,087 shares (about $430.66K)

Largest Sales this Quarter

JPMorgan Core Plus Bond ETF: 21,713 shares (about $1.02M)
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND: 10,988 shares (about $1.01M)
Invesco Total Return Bond ETF: 20,436 shares (about $958.24K)
iShares Core U.S. Aggregate Bond ETF: 8,065 shares (about $800.05K)
ServiceNow: 367 shares (about $377.31K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$26,237,992	$91,893 ▲	0.4%	42,258	8.9%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$20,355,062	$361,470 ▼	-1.7%	167,697	6.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$17,547,195	$1,457,656 ▲	9.1%	282,928	6.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$13,292,803	$122,461 ▼	-0.9%	221,436	4.5%	ETF
JPIB JPMorgan International Bond Opportunities ETF	$10,283,258	$302,999 ▼	-2.9%	211,503	3.5%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$9,846,128	$431,087 ▲	4.6%	54,177	3.4%	ETF
JCPB JPMorgan Core Plus Bond ETF	$9,788,822	$1,021,815 ▼	-9.5%	208,007	3.3%	ETF
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	$9,765,058	$1,012,871 ▼	-9.4%	105,935	3.3%	ETF
GTO Invesco Total Return Bond ETF	$9,741,621	$958,243 ▼	-9.0%	207,755	3.3%	ETF
VSLU Applied Finance Valuation Large Cap ETF	$9,132,286	$1,101,916 ▲	13.7%	233,264	3.1%	ETF
VTI Vanguard Total Stock Market ETF	$7,034,156	$105,464 ▲	1.5%	23,144	2.4%	ETF
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$7,023,617	$238,062 ▼	-3.3%	277,066	2.4%	ETF
AVEM Avantis Emerging Markets Equity ETF	$6,941,594	$156,408 ▼	-2.2%	101,278	2.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$6,736,416	$800,053 ▼	-10.6%	67,907	2.3%	Finance
AAPL Apple	$6,563,183		0.0%	31,989	2.2%	Computer and Technology
EZU iShares MSCI Eurozone ETF	$6,279,822	$173,416 ▼	-2.7%	105,632	2.1%	ETF
IGM iShares Expanded Tech Sector ETF	$5,998,956		0.0%	53,400	2.0%	ETF
IEUR iShares Core MSCI Europe ETF	$5,799,583	$133,459 ▼	-2.2%	87,607	2.0%	ETF
DJP iPath Bloomberg Commodity Index Total Return ETN	$5,555,798	$62,014 ▼	-1.1%	163,502	1.9%	Finance
IEFA iShares Core MSCI EAFE ETF	$5,465,102	$24,710 ▲	0.5%	65,466	1.9%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$5,150,437		0.0%	37,139	1.8%	ETF
XLF Financial Select Sector SPDR Fund	$4,307,590		0.0%	82,253	1.5%	ETF
BBJP JPMorgan BetaBuilders Japan ETF	$3,334,267	$69,441 ▼	-2.0%	53,970	1.1%	ETF
NOW ServiceNow	$3,040,033	$377,305 ▼	-11.0%	2,957	1.0%	Computer and Technology
MSFT Microsoft	$2,787,983	$49,741 ▲	1.8%	5,605	1.0%	Computer and Technology
XLP Consumer Staples Select Sector SPDR Fund	$2,641,646		0.0%	32,625	0.9%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,472,583	$25,152 ▲	1.0%	50,430	0.8%	ETF
FLIA Franklin International Aggregate Bond ETF	$2,471,758	$69,836 ▼	-2.7%	120,339	0.8%	ETF
BBCA JPMorgan BetaBuilders Canada ETF	$2,268,003	$33,894 ▼	-1.5%	28,104	0.8%	ETF
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$2,257,355		0.0%	17,944	0.8%	ETF
XLK Technology Select Sector SPDR Fund	$2,203,354		0.0%	8,701	0.8%	ETF
MUB iShares National Muni Bond ETF	$2,151,557	$25,180 ▲	1.2%	20,593	0.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,092,751		0.0%	10,225	0.7%	ETF
MELI MercadoLibre	$1,934,086	$376,363 ▼	-16.3%	740	0.7%	Retail/Wholesale
BKNG Booking	$1,875,714		0.0%	324	0.6%	Retail/Wholesale
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF	$1,680,491	$50,371 ▼	-2.9%	61,020	0.6%	ETF
LOW Lowe's Companies	$1,532,012		0.0%	6,905	0.5%	Retail/Wholesale
MCHI iShares MSCI China ETF	$1,479,160	$51,794 ▼	-3.4%	26,845	0.5%	ETF
SHW Sherwin-Williams	$1,411,210		0.0%	4,110	0.5%	Basic Materials
V Visa	$1,382,920		0.0%	3,895	0.5%	Business Services
EWA iShares MSCI Australia ETF	$1,269,808	$22,583 ▼	-1.7%	48,245	0.4%	Finance
ABBV AbbVie	$1,264,258		0.0%	6,811	0.4%	Medical
PGR Progressive	$1,248,905		0.0%	4,680	0.4%	Finance
ADP Automatic Data Processing	$1,199,059		0.0%	3,888	0.4%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$1,174,695		0.0%	8,715	0.4%	ETF
JNJ Johnson & Johnson	$1,083,914	$65,683 ▼	-5.7%	7,096	0.4%	Medical
LMT Lockheed Martin	$1,033,265		0.0%	2,231	0.4%	Aerospace
AMZN Amazon.com	$944,035		0.0%	4,303	0.3%	Retail/Wholesale
PG Procter & Gamble	$941,103		0.0%	5,907	0.3%	Consumer Staples
JPST JPMorgan Ultra-Short Income ETF	$921,261	$200,794 ▲	27.9%	18,178	0.3%	ETF
MCD McDonald's	$914,200		0.0%	3,129	0.3%	Retail/Wholesale
IWO iShares Russell 2000 Growth ETF	$906,176		0.0%	3,170	0.3%	ETF
XOM Exxon Mobil	$893,878	$344,960 ▲	62.8%	8,292	0.3%	Energy
UNP Union Pacific	$853,137	$736,256 ▲	629.9%	3,708	0.3%	Transportation
ACN Accenture	$836,892		0.0%	2,800	0.3%	Computer and Technology
EWU iShares MSCI United Kingdom ETF	$818,828	$23,594 ▼	-2.8%	20,615	0.3%	ETF
VRTX Vertex Pharmaceuticals	$804,031		0.0%	1,806	0.3%	Medical
ITW Illinois Tool Works	$791,200		0.0%	3,200	0.3%	Industrials
IWF iShares Russell 1000 Growth ETF	$776,557		0.0%	1,829	0.3%	ETF
ADBE Adobe	$702,187		0.0%	1,815	0.2%	Computer and Technology
PEP PepsiCo	$687,400		0.0%	5,206	0.2%	Consumer Staples
RTX RTX	$685,418		0.0%	4,694	0.2%	Aerospace
IWM iShares Russell 2000 ETF	$664,849		0.0%	3,081	0.2%	Finance
KO CocaCola	$646,089	$430,655 ▲	199.9%	9,132	0.2%	Consumer Staples
HD Home Depot	$630,621		0.0%	1,720	0.2%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$617,232		0.0%	999	0.2%	Finance
CAT Caterpillar	$571,833		0.0%	1,473	0.2%	Industrials
AMGN Amgen	$528,265		0.0%	1,892	0.2%	Medical
TXN Texas Instruments	$525,279		0.0%	2,530	0.2%	Computer and Technology
ORCL Oracle	$524,712		0.0%	2,400	0.2%	Computer and Technology
GOOG Alphabet	$509,641		0.0%	2,873	0.2%	Computer and Technology
COP ConocoPhillips	$489,083	$17,948 ▲	3.8%	5,450	0.2%	Energy
MKL Markel Group	$463,388	$39,947 ▼	-7.9%	232	0.2%	Multi-Sector Conglomerates
EW Edwards Lifesciences	$461,752		0.0%	5,904	0.2%	Medical
ABT Abbott Laboratories	$459,986		0.0%	3,382	0.2%	Medical
CSCO Cisco Systems	$457,284		0.0%	6,591	0.2%	Computer and Technology
COF Capital One Financial	$445,732	$424,456 ▲	1,995.0%	2,095	0.2%	Finance
EFA iShares MSCI EAFE ETF	$444,268		0.0%	4,970	0.2%	Finance
DRI Darden Restaurants	$435,940		0.0%	2,000	0.1%	Retail/Wholesale
SPGI S&P Global	$435,542		0.0%	826	0.1%	Finance
APD Air Products and Chemicals	$423,090		0.0%	1,500	0.1%	Basic Materials
MA Mastercard	$412,464	$28,097 ▼	-6.4%	734	0.1%	Business Services
MMC Marsh & McLennan Companies	$411,262		0.0%	1,881	0.1%	Finance
BLACKROCK INC COM	$397,666		0.0%	379	0.1%	Stock
GOOGL Alphabet	$394,755		0.0%	2,240	0.1%	Computer and Technology
VV Vanguard Large-Cap ETF	$393,714		0.0%	1,380	0.1%	ETF
AFL Aflac	$383,663		0.0%	3,638	0.1%	Finance
WMT Walmart	$381,342		0.0%	3,900	0.1%	Retail/Wholesale
MRK Merck & Co., Inc.	$377,118		0.0%	4,764	0.1%	Medical
SHOP Shopify	$375,003		0.0%	3,251	0.1%	Computer and Technology
HON Honeywell International	$374,937	$345,361 ▼	-47.9%	1,610	0.1%	Multi-Sector Conglomerates
GXC SPDR S&P China ETF	$355,978		0.0%	4,066	0.1%	ETF
PFE Pfizer	$352,498		0.0%	14,542	0.1%	Medical
CVX Chevron	$346,663		0.0%	2,421	0.1%	Energy
IWS iShares Russell Mid-Cap Value ETF	$341,582		0.0%	2,585	0.1%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$341,325		0.0%	1,867	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$338,543		0.0%	1,743	0.1%	ETF
BRK.B Berkshire Hathaway	$329,838		0.0%	679	0.1%	Finance
AXP American Express	$318,980		0.0%	1,000	0.1%	Finance
IWR iShares Russell Mid-Cap ETF	$313,066		0.0%	3,404	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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

About Acima Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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

About Acima Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAcima Private Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools