AP
| |
ACIMA PRIVATE WEALTH, LLC13F | |
| ACIMA PRIVATE WEALTH, LLC | |
| Last update 2025-05-09 | 180 Stocks (0 new) |
| Value $279.00 Mil | Turnover 6 % |
ACIMA PRIVATE WEALTH, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 42,110 | 23,661.4 | +15.10% | 8.490 | +1.11% | 0.000 | +8.74% | +5.54% | 593,136.4 | ||
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 170,675 | 18,787.9 | -4.59% | 6.740 | -0.32% | 0.150 | +8.56% | +5.43% | 13,782.8 | ||
IJH | iShares Core S&P Mid-Cap ETF | 259,425 | 15,137.4 | -11.95% | 5.430 | -0.74% | 0.020 | +4.95% | +0.12% | 95,088.2 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 223,476 | 12,061.0 | +27.07% | 4.330 | +0.92% | 0.010 | +9.83% | +15.82% | 93,671.4 | ||
BOND | PIMCO Active Bond ETF | 116,923 | 10,811.9 | -18.61% | 3.880 | -0.81% | 0.190 | +1.43% | +3.73% | 5,601.9 | ||
JCPB | JPMorgan Core Plus Bond ETF | 229,720 | 10,806.0 | -18.50% | 3.880 | -0.81% | 0.170 | +1.74% | +3.95% | 6,755.0 | ||
GTO | Invesco Total Return Bond ETF | 228,191 | 10,709.0 | -18.63% | 3.840 | -0.82% | 0.560 | +1.45% | +3.05% | 1,956.1 | ||
JPIB |
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
| 217,735 | 10,427.3 | +18.16% | 3.740 | +0.57% | 1.500 | +3.11% | +4.90% | 869.9 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 51,805 | 8,974.3 | +28.66% | 3.220 | +0.72% | 0.010 | +4.09% | +4.15% | 71,768.1 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 75,972 | 7,515.2 | -0.28% | 2.700 | -0.01% | 0.010 | +1.65% | +3.63% | 127,926.6 |
ACIMA PRIVATE WEALTH, LLC's Historical Top Holdings Breakdowns
ACIMA PRIVATE WEALTH, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Reduce Reduce | -2.66% | 42.5 ($45.01) 46.71 | $49.39 | 9.73% | Reduce -99.8% | 365 | -179,662 | |
VSLU |
Applied Finance Valuation Large Cap ETF
Applied Finance Valuation Large Cap ETF
| 2025-03-31 | Add Add | +1.45% | 34.73 ($36.74) 38.17 | $38.88 | 5.83% | Add 127.73% | 205,118 | 115,049 | |
AVEM | Avantis Emerging Markets Equity ETF | 2025-03-31 | Add Add | +1.26% | 57.11 ($60.13) 62.4 | $68.25 | 13.50% | Add 129.56% | 103,560 | 58,448 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +1.11% | 554.06 ($590.51) 615.85 | $617.46 | 4.56% | Add 15.1% | 42,110 | 5,524 | |
EZU | iShares MSCI EMU ETF | 2025-03-31 | Reduce Reduce | -1.10% | 46.83 ($51.96) 56.05 | $59.28 | 14.09% | Reduce -38.93% | 108,549 | -69,208 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Add Add | +0.92% | 50.83 ($53.83) 55.94 | $59.75 | 11.00% | Add 27.07% | 223,476 | 47,614 | |
GTO | Invesco Total Return Bond ETF | 2025-03-31 | Reduce Reduce | -0.82% | 45.9 ($46.7) 47.37 | $46.74 | 0.09% | Reduce -18.63% | 228,191 | -52,231 | |
JCPB | JPMorgan Core Plus Bond ETF | 2025-03-31 | Reduce Reduce | -0.81% | 45.56 ($46.5) 47.23 | $46.91 | 0.88% | Reduce -18.5% | 229,720 | -52,146 | |
BOND | PIMCO Active Bond ETF | 2025-03-31 | Reduce Reduce | -0.81% | 89.27 ($91.32) 92.9 | $91.82 | 0.55% | Reduce -18.61% | 116,923 | -26,733 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.74% | 57.21 ($62.1) 65.8 | $62.02 | -0.13% | Reduce -11.95% | 259,425 | -35,205 |
ACIMA PRIVATE WEALTH, LLC Total Holding History ($B)
ACIMA PRIVATE WEALTH, LLC's Asset Allocation
ACIMA PRIVATE WEALTH, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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ACIMA PRIVATE WEALTH, LLC's Hypothetical Growth since 2025-03-31
ACIMA PRIVATE WEALTH, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ACIMA PRIVATE WEALTH, LLC's Holdings Heat Map
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ACIMA PRIVATE WEALTH, LLC's Holdings Bubble Chart
ACIMA PRIVATE WEALTH, LLC News
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