Acima-Private-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "DJP",
  "TROW",
  "MCHI",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  null,
  "CAT",
  "LOW",
  "AVEM",
  null,
  "ITGR",
  null,
  "COF",
  "DUK",
  "EBAY",
  null,
  null,
  "VIK",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "HEI-A",
  "HUBS",
  "ITW",
  "BKNG",
  "MUB",
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "IWS",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  null,
  null,
  "HIG",
  null,
  "ORLY",
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  "IWF",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PPG",
  "IEFA",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RTX",
  null,
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TMO",
  "VO",
  "VV",
  "VWO",
  null,
  "VIG",
  "IWO",
  null,
  null,
  null,
  "VRTX",
  "MGC",
  null,
  "EW",
  "AFL",
  "DRI",
  "DOV",
  "IWP",
  "IWR",
  "GSLC",
  "AEP",
  "IDXX",
  "AMZN",
  null,
  null,
  "BBCA",
  "USB",
  "ESGV",
  "VTWO",
  "VTEB",
  "BND",
  "VB",
  "VOO",
  "VEEV",
  "V",
  "WMT",
  "SOLV",
  null,
  null,
  "FNF",
  "BIIB",
  "MSCI",
  "NSC",
  "MKL",
  "SO",
  "OKTA",
  "OTIS",
  "PSX",
  "SYY",
  null,
  "MELI",
  null,
  "UDR",
  "KMB",
  "ADP",
  "BRK-B",
  "BDX",
  "CARR",
  "CNC",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "GLW",
  "CSX",
  "DHR",
  "DFS",
  "RSP",
  "IJT",
  "EFA",
  "USMV",
  "NEE",
  "NKE",
  "IWM",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 180
Total Value: 278658739
Accession Number: 0001761961-25-000002
Form Type: 13F-HR
CIK: acima-private-wealth
Manager Name: Acima-Private-Wealth

Data Enrichment

83% identified

150 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

180 positions • $278.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 9

Sort by:

464287200

IVV|464287200

Shares:42.1K

Value:$23.7M

% of Portfolio:8.5% ($23.7M/$278.7M)

381430503

GSLC|381430503

Shares:170.7K

Value:$18.8M

% of Portfolio:6.7% ($18.8M/$278.7M)

464287507

IJH|464287507

Shares:259.4K

Value:$15.1M

% of Portfolio:5.4% ($15.1M/$278.7M)

46434G103

IEMG|46434G103

Shares:223.5K

Value:$12.1M

% of Portfolio:4.3% ($12.1M/$278.7M)

72201R775

Shares:116.9K

Value:$10.8M

% of Portfolio:3.9% ($10.8M/$278.7M)

46641Q670

Shares:229.7K

Value:$10.8M

% of Portfolio:3.9% ($10.8M/$278.7M)

46090A804

Shares:228.2K

Value:$10.7M

% of Portfolio:3.8% ($10.7M/$278.7M)

46641Q852

Shares:217.7K

Value:$10.4M

% of Portfolio:3.7% ($10.4M/$278.7M)

46137V357

RSP|46137V357

Shares:51.8K

Value:$9.0M

% of Portfolio:3.2% ($9.0M/$278.7M)

464287226

Shares:76.0K

Value:$7.5M

% of Portfolio:2.7% ($7.5M/$278.7M)

26923N405

Shares:205.1K

Value:$7.2M

% of Portfolio:2.6% ($7.2M/$278.7M)

Apple Inc.

AAPL|037833100

Shares:32.0K

Value:$7.1M

% of Portfolio:2.5% ($7.1M/$278.7M)

92189H300

Shares:286.5K

Value:$6.8M

% of Portfolio:2.5% ($6.8M/$278.7M)

922908769

VTI|922908769

Shares:22.8K

Value:$6.3M

% of Portfolio:2.2% ($6.3M/$278.7M)

025072604

AVEM|025072604

Shares:103.6K

Value:$6.2M

% of Portfolio:2.2% ($6.2M/$278.7M)

BARCLAYS BANK PLC

DJP|06738C778

Shares:165.3K

Value:$5.8M

% of Portfolio:2.1% ($5.8M/$278.7M)

464286608

Shares:108.5K

Value:$5.8M

% of Portfolio:2.1% ($5.8M/$278.7M)

46434V738

Shares:89.6K

Value:$5.4M

% of Portfolio:1.9% ($5.4M/$278.7M)

46432F842

IEFA|46432F842

Shares:65.2K

Value:$4.9M

% of Portfolio:1.8% ($4.9M/$278.7M)

464287549

Shares:53.4K

Value:$4.8M

% of Portfolio:1.7% ($4.8M/$278.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	42.1K	QoQ +15.09% (+5.5K) YoY +8.44% (+3.3K)	All Managers (Combined)	$23.7M	8.5% ($23.7M/$278.7M)	QoQ +9.86% (+$2.1M) YoY +15.90% (+$3.2M)
(GSLCcusip381430503)	170.7K	QoQ -4.59% (-8.2K) YoY -19.00% (-40.0K)	All Managers (Combined)	$18.8M	6.7% ($18.8M/$278.7M)	QoQ -8.81% (-$1.8M) YoY -14.09% (-$3.1M)
(IJHcusip464287507)	259.4K	QoQ -11.94% (-35.2K) YoY -3.09% (-8.3K)	All Managers (Combined)	$15.1M	5.4% ($15.1M/$278.7M)	QoQ -17.54% (-$3.2M) YoY -6.90% (-$1.1M)
(IEMGcusip46434G103)	223.5K	QoQ +27.07% (+47.6K) YoY +58.39% (+82.4K)	All Managers (Combined)	$12.1M	4.3% ($12.1M/$278.7M)	QoQ +31.33% (+$2.9M) YoY +65.66% (+$4.8M)
(cusip72201R775)✕	116.9K	QoQ -18.60% (-26.7K) YoY -6.57% (-8.2K)	All Managers (Combined)	$10.8M	3.9% ($10.8M/$278.7M)	QoQ -16.76% (-$2.2M) YoY -5.95% (-$684.5K)
(cusip46641Q670)✕	229.7K	QoQ -18.50% (-52.1K) YoY -6.47% (-15.9K)	All Managers (Combined)	$10.8M	3.9% ($10.8M/$278.7M)	QoQ -16.78% (-$2.2M) YoY -5.68% (-$651.5K)
(cusip46090A804)✕	228.2K	QoQ -18.62% (-52.2K) YoY -7.03% (-17.3K)	All Managers (Combined)	$10.7M	3.8% ($10.7M/$278.7M)	QoQ -17.69% (-$2.3M) YoY -6.80% (-$781.5K)
(cusip46641Q852)✕	217.7K	QoQ +18.15% (+33.5K) YoY -20.40% (-55.8K)	All Managers (Combined)	$10.4M	3.7% ($10.4M/$278.7M)	QoQ +19.73% (+$1.7M) YoY -19.95% (-$2.6M)
(RSPcusip46137V357)	51.8K	QoQ +28.66% (+11.5K) YoY +151.04% (+31.2K)	All Managers (Combined)	$9.0M	3.2% ($9.0M/$278.7M)	QoQ +27.19% (+$1.9M) YoY +156.76% (+$5.5M)
(cusip464287226)✕	76.0K	QoQ -0.28% (-214) YoY +28.87% (+17.0K)	All Managers (Combined)	$7.5M	2.7% ($7.5M/$278.7M)	QoQ +1.79% (-$132.7K) YoY +30.16% (+$1.7M)
(cusip26923N405)✕	205.1K	QoQ +127.73% (+115.0K) YoY NEW(+205.1K)	All Managers (Combined)	$7.2M	2.6% ($7.2M/$278.7M)	QoQ +117.97% (+$3.9M) YoY NEW(+$7.2M)
Apple Inc.(AAPLcusip037833100)	32.0K	QoQ -14.05% (-5.2K) YoY -21.71% (-8.9K)	All Managers (Combined)	$7.1M	2.5% ($7.1M/$278.7M)	QoQ -23.76% (-$2.2M) YoY +1.41% (-$99.0K)
(cusip92189H300)✕	286.5K	QoQ -9.30% (-29.4K) YoY +18.84% (+45.4K)	All Managers (Combined)	$6.8M	2.5% ($6.8M/$278.7M)	QoQ -6.35% (-$464.1K) YoY +15.69% (+$927.0K)
(VTIcusip922908769)	22.8K	QoQ +2.91% (-646) YoY +7.50% (+1.6K)	All Managers (Combined)	$6.3M	2.2% ($6.3M/$278.7M)	QoQ -2.39% (-$154.1K) YoY +13.68% (+$754.1K)
(AVEMcusip025072604)	103.6K	QoQ +129.56% (+58.4K) YoY NEW(+103.6K)	All Managers (Combined)	$6.2M	2.2% ($6.2M/$278.7M)	QoQ +134.95% (+$3.6M) YoY NEW(+$6.2M)
BARCLAYS BANK PLC(DJPcusip06738C778)	165.3K	QoQ -8.95% (-16.3K) YoY -13.76% (-26.4K)	All Managers (Combined)	$5.8M	2.1% ($5.8M/$278.7M)	QoQ +0.17% (-$10.4K) YoY -2.09% (-$124.6K)
(cusip464286608)✕	108.5K	QoQ -38.93% (-69.2K) YoY +27.81% (+23.6K)	All Managers (Combined)	$5.8M	2.1% ($5.8M/$278.7M)	QoQ -31.10% (-$2.6M) YoY +33.29% (+$1.4M)
(cusip46434V738)✕	89.6K	QoQ +0.15% (+143) YoY +62.79% (+34.6K)	All Managers (Combined)	$5.4M	1.9% ($5.4M/$278.7M)	QoQ +11.60% (+$560.7K) YoY +69.26% (+$2.2M)
(IEFAcusip46432F842)	65.2K	QoQ -9.71% (-7.0K) YoY +0.19% (+127)	All Managers (Combined)	$4.9M	1.8% ($4.9M/$278.7M)	QoQ -2.81% (-$142.6K) YoY +2.12% (+$102.6K)
(cusip464287549)✕	53.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.8M	1.7% ($4.8M/$278.7M)	QoQ -11.18% (-$609.8K) YoY +5.21% (+$239.8K)