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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Solventum Corp

SOLV|83444M101

Shares:300

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$278.7M)

46429B697

USMV|46429B697

Shares:220

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$278.7M)

UDR, Inc.

UDR|902653104

Shares:455

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$278.7M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:100

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$278.7M)

922042858

VWO|922042858

Shares:365

Value:$16.5K

% of Portfolio:0.0% ($16.5K/$278.7M)

COMCAST CORP

CMCSA|20030N101

Shares:360

Value:$13.3K

% of Portfolio:0.0% ($13.3K/$278.7M)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:200

Value:$13.0K

% of Portfolio:0.0% ($13.0K/$278.7M)

NIKE, Inc.

NKE|654106103

Shares:200

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$278.7M)

SYNOPSYS INC

SNPS|871607107

Shares:29

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$278.7M)

CENTENE CORP

CNC|15135B101

Shares:200

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$278.7M)

US BANCORP \DE\

USB|902973304

Shares:252

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$278.7M)

CITIGROUP INC

C|172967424

Shares:110

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$278.7M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:42

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$278.7M)

33734X101

Shares:75

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$278.7M)

Viking Holdings Ltd

VIK|G93A5A101

Shares:100

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$278.7M)

AT&T INC.

T|00206R102

Shares:116

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$278.7M)

EBAY INC

EBAY|278642103

Shares:46

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$278.7M)

MORGAN STANLEY

MS|617446448

Shares:26

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$278.7M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:17

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$278.7M)

Cigna Group

CI|125523100

Shares:4

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$278.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Solventum Corp(SOLVcusip83444M101)	300	QoQ 0.00% (+0) YoY NEW(+300)	All Managers (Combined)	$22.8K	0.0% ($22.8K/$278.7M)	QoQ +15.10% (+$3.0K) YoY NEW(+$22.8K)
(USMVcusip46429B697)	220	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$20.6K	0.0% ($20.6K/$278.7M)	QoQ +5.48% (+$1.1K) YoY +12.05% (+$2.2K)
UDR, Inc.(UDRcusip902653104)	455	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$20.6K	0.0% ($20.6K/$278.7M)	QoQ +4.05% (+$800) YoY +20.73% (+$3.5K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	100	QoQ 0.00% (+0) YoY -75.06% (-301)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$278.7M)	QoQ +0.54% (+$98) YoY -69.96% (-$41.8K)
(VWOcusip922042858)	365	QoQ -99.79% (-179.7K) YoY 0.00% (+0)	All Managers (Combined)	$16.5K	0.0% ($16.5K/$278.7M)	QoQ -99.79% (-$7.9M) YoY +8.35% (+$1.3K)
COMCAST CORP(CMCSAcusip20030N101)	360	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$13.3K	0.0% ($13.3K/$278.7M)	QoQ -1.68% (-$227) YoY -14.87% (-$2.3K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.0K	0.0% ($13.0K/$278.7M)	QoQ +15.92% (+$1.8K) YoY +22.56% (+$2.4K)
NIKE, Inc.(NKEcusip654106103)	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$278.7M)	QoQ -16.10% (-$2.4K) YoY -32.45% (-$6.1K)
SYNOPSYS INC(SNPScusip871607107)	29	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$278.7M)	QoQ -11.63% (-$1.6K) YoY -24.96% (-$4.1K)
CENTENE CORP(CNCcusip15135B101)	200	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$278.7M)	QoQ +0.21% (+$26) YoY -22.64% (-$3.6K)
US BANCORP \DE\(USBcusip902973304)	252	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.6K	0.0% ($10.6K/$278.7M)	QoQ -11.73% (-$1.4K) YoY -5.54% (-$625)
CITIGROUP INC(Ccusip172967424)	110	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$278.7M)	QoQ +0.85% (+$66) YoY +12.26% (+$853)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	42	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$278.7M)	QoQ +13.10% (+$602) YoY +20.07% (+$869)
(cusip33734X101)✕	75	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$278.7M)	QoQ -10.41% (-$505) YoY -10.28% (-$498)
Viking Holdings Ltd(VIKcusipG93A5A101)	100	QoQ 0.00% (-0) YoY NEW(+100)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$278.7M)	QoQ -9.78% (-$431) YoY NEW(+$4.0K)
AT&T INC.(Tcusip00206R102)	116	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.3K	0.0% ($3.3K/$278.7M)	QoQ +24.19% (+$639) YoY +60.62% (+$1.2K)
EBAY INC(EBAYcusip278642103)	46	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$278.7M)	QoQ +9.33% (+$266) YoY +28.33% (+$688)
MORGAN STANLEY(MScusip617446448)	26	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$278.7M)	QoQ -7.21% (-$236) YoY +23.89% (+$585)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	17	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$278.7M)	QoQ -18.77% (-$361) YoY -24.65% (-$511)
Cigna Group(CIcusip125523100)	4	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$278.7M)	QoQ +19.09% (+$211) YoY -9.42% (-$137)