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

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VISA INC.

V|92826C839

Shares:3.9K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$278.7M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:4.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$278.7M)

81369Y209

Shares:8.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$278.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:7.5K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$278.7M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:3.9K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$278.7M)

464286103

Shares:49.1K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$278.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:5.9K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$278.7M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:2.2K

Value:$996.6K

% of Portfolio:0.4% ($996.6K/$278.7M)

MCDONALDS CORP

MCD|580135101

Shares:3.1K

Value:$977.4K

% of Portfolio:0.4% ($977.4K/$278.7M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.8K

Value:$875.6K

% of Portfolio:0.3% ($875.6K/$278.7M)

Accenture plc

ACN|G1151C101

Shares:2.8K

Value:$873.7K

% of Portfolio:0.3% ($873.7K/$278.7M)

AMAZON COM INC

AMZN|023135106

Shares:4.3K

Value:$818.7K

% of Portfolio:0.3% ($818.7K/$278.7M)

464287648

IWO|464287648

Shares:3.2K

Value:$810.0K

% of Portfolio:0.3% ($810.0K/$278.7M)

46435G334

Shares:21.2K

Value:$794.7K

% of Portfolio:0.3% ($794.7K/$278.7M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:3.2K

Value:$793.6K

% of Portfolio:0.3% ($793.6K/$278.7M)

PEPSICO INC

PEP|713448108

Shares:5.2K

Value:$780.6K

% of Portfolio:0.3% ($780.6K/$278.7M)

46641Q837

Shares:14.2K

Value:$719.8K

% of Portfolio:0.3% ($719.8K/$278.7M)

ADOBE INC.

ADBE|00724F101

Shares:1.8K

Value:$696.1K

% of Portfolio:0.2% ($696.1K/$278.7M)

464287614

IWF|464287614

Shares:1.8K

Value:$660.4K

% of Portfolio:0.2% ($660.4K/$278.7M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:3.1K

Value:$654.9K

% of Portfolio:0.2% ($654.9K/$278.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISA INC.(Vcusip92826C839)	3.9K	QoQ 0.00% (+0) YoY -0.33% (-13)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$278.7M)	QoQ +10.89% (+$134.1K) YoY +25.15% (-$274.4K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	4.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$278.7M)	QoQ +18.11% (+$203.1K) YoY +36.83% (+$356.6K)
(cusip81369Y209)✕	8.7K	QoQ -8.40% (-800) YoY -8.40% (-800)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$278.7M)	QoQ -2.78% (-$36.5K) YoY -9.47% (-$133.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	7.5K	QoQ -11.72% (-1.0K) YoY -11.72% (-1.0K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$278.7M)	QoQ +1.22% (-$15.1K) YoY -7.46% (-$100.6K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	3.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$278.7M)	QoQ +4.37% (+$49.8K) YoY +22.33% (+$216.9K)
(cusip464286103)✕	49.1K	QoQ +3.43% (+1.6K) YoY -33.91% (-25.2K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$278.7M)	QoQ +1.61% (+$18.3K) YoY -37.18% (-$681.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	5.9K	QoQ -14.47% (-1.0K) YoY -26.45% (-2.1K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$278.7M)	QoQ -13.06% (-$151.3K) YoY -22.75% (-$296.5K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	2.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$996.6K	0.4% ($996.6K/$278.7M)	QoQ -8.07% (-$87.5K) YoY -1.79% (-$18.2K)
MCDONALDS CORP(MCDcusip580135101)	3.1K	QoQ -27.72% (-1.2K) YoY -27.72% (-1.2K)	All Managers (Combined)	$977.4K	0.4% ($977.4K/$278.7M)	QoQ -22.11% (-$277.5K) YoY -19.92% (-$243.2K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.8K	QoQ 0.00% (+0) YoY -41.38% (-1.3K)	All Managers (Combined)	$875.6K	0.3% ($875.6K/$278.7M)	QoQ +20.39% (+$148.3K) YoY -32.01% (-$412.3K)
Accenture plc(ACNcusipG1151C101)	2.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$873.7K	0.3% ($873.7K/$278.7M)	QoQ -11.29% (-$111.3K) YoY -9.97% (-$96.8K)
AMAZON COM INC(AMZNcusip023135106)	4.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$818.7K	0.3% ($818.7K/$278.7M)	QoQ -13.27% (-$125.3K) YoY +5.47% (+$42.5K)
(IWOcusip464287648)	3.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$810.0K	0.3% ($810.0K/$278.7M)	QoQ -11.21% (-$102.4K) YoY -5.63% (-$48.4K)
(cusip46435G334)✕	21.2K	QoQ -49.04% (-20.4K) YoY NEW(+21.2K)	All Managers (Combined)	$794.7K	0.3% ($794.7K/$278.7M)	QoQ -43.68% (-$616.4K) YoY NEW(+$794.7K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	3.2K	QoQ -30.43% (-1.4K) YoY -30.43% (-1.4K)	All Managers (Combined)	$793.6K	0.3% ($793.6K/$278.7M)	QoQ -31.95% (-$372.7K) YoY -35.70% (-$440.7K)
PEPSICO INC(PEPcusip713448108)	5.2K	QoQ -16.11% (-1.0K) YoY -27.75% (-2.0K)	All Managers (Combined)	$780.6K	0.3% ($780.6K/$278.7M)	QoQ -17.28% (-$163.1K) YoY -38.10% (-$480.5K)
(cusip46641Q837)✕	14.2K	QoQ +8.59% (+1.1K) YoY -0.39% (-57)	All Managers (Combined)	$719.8K	0.3% ($719.8K/$278.7M)	QoQ +9.15% (+$60.4K) YoY -0.04% (-$317)
ADOBE INC.(ADBEcusip00724F101)	1.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$696.1K	0.2% ($696.1K/$278.7M)	QoQ -13.75% (-$111.0K) YoY -23.99% (-$219.7K)
(IWFcusip464287614)	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$660.4K	0.2% ($660.4K/$278.7M)	QoQ -10.08% (-$74.1K) YoY +7.13% (+$44.0K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	3.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$654.9K	0.2% ($654.9K/$278.7M)	QoQ -6.25% (-$43.7K) YoY +3.16% (+$20.1K)