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Livermore
Livermore
ZHEN

Acima Private Wealth, LLC

SEC CIK
0001761961
Latest filing
Jul 6, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 5, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
184
0 vs. Q3 2024
Portfolio value
$297.1M
−$1.29M (−0.4%) vs. Q3 2024
Filed
Feb 5, 2025
SEC
Holdings of Acima Private Wealth, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF36,586$21.5M7.2%−2,538−6.5%Reduced–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG178,890$20.6M6.9%−17,065−8.7%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF294,630$18.4M6.2%+685+0.2%Added–
Invesco Actively Managed Exc46090A804TOTAL RETURN280,422$13.0M4.4%+23,810+9.3%Added–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF143,656$13.0M4.4%+12,811+9.8%Added–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF281,866$13.0M4.4%+24,942+9.7%Added–
AAPLApple Inc.Stock37,221$9.32M3.1%−182−0.5%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF175,862$9.18M3.1%−43,820−19.9%Reduced–
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF184,274$8.71M2.9%+2,227+1.2%Added–
iShares Inc464286608MSCI EURZONE ETF177,757$8.39M2.8%+23,418+15.2%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF180,027$7.93M2.7%+179,662+49,222.5%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF76,186$7.38M2.5%+7,172+10.4%Added–
VanEck ETF Trust92189H300JP MRGAN EM LOC315,834$7.30M2.5%+17,350+5.8%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT40,265$7.06M2.4%+10,226+34.0%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF22,151$6.42M2.2%+618+2.9%Added–
DJPBarclays Bank PLCDJUBS CMDT ETN36181,593$5.83M2.0%−19,927−9.9%ReducedHistory
iShares Tr464287549EXPND TEC SC ETF53,400$5.45M1.8%00.0%Unchanged–
iShares Core MSCI Eafe ETF46432F842ETF72,179$5.07M1.7%+2,532+3.6%Added–
iShares Core MSCI Europe ETF46434V738ETF89,480$4.83M1.6%+11,239+14.4%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF37,139$4.71M1.6%00.0%Unchanged–
State Street Financial Select Sector SPDR ETF81369Y605ETF94,607$4.57M1.5%00.0%Unchanged–
NOWServiceNow, Inc.Stock3,324$3.52M1.2%00.0%UnchangedHistory
ETF Opportunities Trust26923N405APPLIED FINA VAL90,069$3.30M1.1%+21,430+31.2%Added–
MSFTMicrosoft CorpStock7,357$3.10M1.0%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN54,082$2.97M1.0%+4,943+10.1%Added–
Vanguard Mun BD FDS922907746TAX EXEMPT BD53,135$2.66M0.9%+7,374+16.1%Added–
American Centy ETF Tr025072604AVANTIS EMGMKT45,112$2.65M0.9%−49,661−52.4%Reduced–
Franklin Templeton ETF Tr35473P611LIBERTY INTL127,475$2.59M0.9%+4,355+3.5%Added–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF32,625$2.56M0.9%00.0%Unchanged–
SPDR Series Trust78468R556SP O&G EXPL PRO17,944$2.38M0.8%00.0%Unchanged–
LOWLowes Companies IncStock8,905$2.20M0.7%00.0%UnchangedHistory
iShares Tr464288414NATIONAL MUN ETF19,590$2.09M0.7%+1,175+6.4%Added–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW29,286$2.07M0.7%−4,331−12.9%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF8,701$2.02M0.7%00.0%Unchanged–
Vanguard Dividend Appreciation ETF921908844ETF10,225$2.00M0.7%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF33,727$1.69M0.6%00.0%Unchanged–
DBX ETF Tr233051879XTRACK HRVST CSI61,569$1.63M0.5%−21,764−26.1%Reduced–
BKNGBooking Holdings Inc.Stock324$1.61M0.5%00.0%UnchangedHistory
MELIMercadolibre IncCOM884$1.50M0.5%00.0%UnchangedHistory
iShares Tr46429B671MSCI CHINA ETF32,023$1.50M0.5%−9,300−22.5%Reduced–
iShares Tr46435G334MSCI UK ETF NEW41,626$1.41M0.5%+19,132+85.1%Added–
SHWSherwin Williams CoCOM4,110$1.40M0.5%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF9,515$1.31M0.4%00.0%Unchanged–
MCDMcDonalds CorpStock4,329$1.25M0.4%00.0%UnchangedHistory
JNJJohnson & JohnsonStock8,526$1.23M0.4%00.0%UnchangedHistory
VVisa Inc.Stock3,895$1.23M0.4%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock6,811$1.21M0.4%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock4,600$1.17M0.4%00.0%UnchangedHistory
PGProcter & Gamble CoStock6,907$1.16M0.4%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock3,888$1.14M0.4%00.0%UnchangedHistory
iShares Inc464286103MSCI AUST ETF47,471$1.13M0.4%−28,138−37.2%Reduced–
PGRProgressive CorpStock4,680$1.12M0.4%00.0%UnchangedHistory
LMTLockheed Martin CorpStock2,231$1.08M0.4%00.0%UnchangedHistory
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM46,795$1.04M0.3%−67,462−59.0%Reduced–
ACNAccenture plcStock2,800$985.0K0.3%00.0%UnchangedHistory
AMZNAmazon Com IncStock4,303$944.0K0.3%00.0%UnchangedHistory
PEPPepsiCo IncStock6,206$943.7K0.3%00.0%UnchangedHistory
iShares Russell 2000 Growth ETF464287648ETF3,170$912.4K0.3%00.0%Unchanged–
AXPAmerican Express CoStock3,000$890.4K0.3%00.0%UnchangedHistory
ADBEAdobe Inc.Stock1,815$807.1K0.3%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF1,829$734.5K0.2%00.0%Unchanged–
GOOGLAlphabet Inc.Stock3,880$734.5K0.2%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock1,806$727.3K0.2%−1,275−41.4%ReducedHistory
HONHoneywell International IncCOM3,093$698.7K0.2%00.0%UnchangedHistory
HDHome Depot, Inc.Stock1,775$690.5K0.2%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF3,081$680.8K0.2%00.0%Unchanged–
JPMorgan Ultra-Short Income ETF46641Q837ETF13,091$659.4K0.2%00.0%Unchanged–
ABTAbbott LaboratoriesStock5,382$608.8K0.2%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock3,124$594.9K0.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF999$585.5K0.2%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM5,092$547.7K0.2%00.0%UnchangedHistory
RTXRTX CorpStock4,694$543.2K0.2%00.0%UnchangedHistory
CATCaterpillar IncStock1,473$534.3K0.2%00.0%UnchangedHistory
ITGRInteger Holdings CorpCOM4,000$530.1K0.2%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock1,800$522.1K0.2%00.0%UnchangedHistory
COPConocoPhillipsStock5,250$520.6K0.2%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock2,200$499.1K0.2%00.0%UnchangedHistory
AMGNAmgen IncStock1,892$493.1K0.2%00.0%UnchangedHistory
MKLMarkel Group Inc.COM276$476.4K0.2%00.0%UnchangedHistory
TXNTexas Instruments IncStock2,530$474.4K0.2%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock4,764$473.9K0.2%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock5,904$437.1K0.1%00.0%UnchangedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF4,922$421.6K0.1%00.0%Unchanged–
MAMastercard IncStock784$412.8K0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock826$411.4K0.1%00.0%UnchangedHistory
ORCLOracle CorpStock2,400$399.9K0.1%00.0%UnchangedHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,881$399.5K0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock6,591$390.2K0.1%−450−6.4%ReducedHistory
BLKBlackRock, Inc.Stock379$388.5K0.1%00.0%UnchangedHistory
PFEPfizer IncStock14,542$385.8K0.1%00.0%UnchangedHistory
AFLAflac IncStock3,638$376.3K0.1%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF4,970$375.8K0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock722$375.6K0.1%00.0%UnchangedHistory
DRIDarden Restaurants IncCOM2,000$373.4K0.1%00.0%UnchangedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF1,380$372.2K0.1%00.0%Unchanged–
DFSDiscover Financial ServicesCOM2,056$356.2K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock3,900$352.4K0.1%00.0%UnchangedHistory
CVXChevron CorpStock2,421$350.7K0.1%00.0%UnchangedHistory
SHOPShopify Inc.Stock3,251$345.7K0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Value ETF464287473ETF2,585$334.3K0.1%00.0%Unchanged–