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 | +16.68% | +7.37% | 623,772.3 | ||
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 | +16.41% | +7.31% | 13,991.6 | ||
IJH | iShares Core S&P Mid-Cap ETF | 259,425 | 15,137.4 | -11.95% | 5.430 | -0.74% | 0.020 | +15.11% | +2.98% | 97,529.5 | ||
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 | +15.43% | +17.51% | 96,608.3 | ||
BOND | PIMCO Active Bond ETF | 116,923 | 10,811.9 | -18.61% | 3.880 | -0.81% | 0.190 | -0.30% | +3.75% | 5,623.3 | ||
JCPB | JPMorgan Core Plus Bond ETF | 229,720 | 10,806.0 | -18.50% | 3.880 | -0.81% | 0.170 | +0.22% | +3.84% | 6,799.8 | ||
GTO | Invesco Total Return Bond ETF | 228,191 | 10,709.0 | -18.63% | 3.840 | -0.82% | 0.560 | +0.31% | +3.07% | 1,965.8 | ||
JPIB |
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
| 217,735 | 10,427.3 | +18.16% | 3.740 | +0.57% | 1.500 | +2.66% | +5.08% | 887.5 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 51,805 | 8,974.3 | +28.66% | 3.220 | +0.72% | 0.010 | +11.65% | +6.62% | 73,305.4 | ||
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 | +0.07% | +3.61% | 128,257.8 |
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 | $50.02 | 11.13% | 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 | $39.69 | 8.03% | 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 | $69.42 | 15.45% | 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 | $628.17 | 6.38% | 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 | $59.61 | 14.72% | 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 | $60.62 | 12.61% | 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 | $46.75 | 0.11% | 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 | $46.67 | 0.37% | 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 | $91.45 | 0.14% | 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 | $63.79 | 2.72% | Reduce -11.95% | 259,425 | -35,205 |
ACIMA PRIVATE WEALTH, LLC Total Holding History ($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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