$217 Million is the total value of ACIMA PRIVATE WEALTH, LLC's 238 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | New | NVIDIA CORPORATION COMstock | $273,000 | – | 1,000 | +100.0% | 0.13% | – |
| BA | New | BOEING CO COMstock | $192,000 | – | 1,000 | +100.0% | 0.09% | – |
| TLT | New | ISHARES 20 YEAR TREASURY BOND ETFetf | $106,000 | – | 805 | +100.0% | 0.05% | – |
| MU | New | MICRON TECHNOLOGY INC COMstock | $78,000 | – | 1,000 | +100.0% | 0.04% | – |
| UAL | New | UNITED AIRLS HLDGS INC COMstock | $46,000 | – | 1,000 | +100.0% | 0.02% | – |
| INDO | New | INDONESIA ENERGY CORP LTD ORD SHSstock | $38,000 | – | 1,675 | +100.0% | 0.02% | – |
| VT | New | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $20,000 | – | 196 | +100.0% | 0.01% | – |
| AAL | New | AMERICAN AIRLS GROUP INC COMstock | $18,000 | – | 1,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO INTERNATIONAL CORPORATE BOND ETF | 14 | Q1 2022 | 6.4% |
| INVESCO CURRENCYSHARES EURO TRUST | 14 | Q1 2022 | 5.5% |
| VANECK VECTORS EMERGING MARKETS HIGH YIELD BOND ETF | 14 | Q1 2022 | 4.5% |
| GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | 14 | Q1 2022 | 7.0% |
| CONSUMER STAPLES SELECT SECTOR SPDR FUND | 14 | Q1 2022 | 4.4% |
| APPLE INC COM | 14 | Q1 2022 | 3.5% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 14 | Q1 2022 | 2.3% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 14 | Q1 2022 | 2.2% |
| IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 14 | Q1 2022 | 2.5% |
| ISHARES CORE S&P 500 ETF | 14 | Q1 2022 | 3.4% |
View ACIMA PRIVATE WEALTH, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ACIMA PRIVATE WEALTH, LLC | January 29, 2019 | 25,651 | 6.7% |
View ACIMA PRIVATE WEALTH, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-29 |
| 13F-HR | 2024-02-29 |
| 13F-HR | 2024-02-29 |
| 13F-HR | 2024-02-29 |
| 13F-HR | 2024-02-29 |
| 13F-HR | 2024-02-29 |
| 13F-HR | 2024-02-29 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-03-10 |
| 13F-HR | 2021-11-09 |
View ACIMA PRIVATE WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.