The Analysis of ACIMA PRIVATE WEALTH, LLC's Holdings
Currently, ACIMA PRIVATE WEALTH, LLC holds 176 types of securities in its portfolio with a total value $322.2M. In the most recent quarter, they have increased their positions in EZU (+33.5K shares, valued at $2.1M), GTO (+43.9K shares, valued at $2.1M), AGG (+20.8K shares, valued at $2.1M); decreased their positions in GSLC (-24.2K shares, valued at $3.2M), IJH (-42.1K shares, valued at $2.8M), JPIB (-34.1K shares, valued at $1.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES CORE S&P 500 ETF43.0K shares-1.71%2025-12-312026-01-15
GSLC GS ACTIVEBETA US LARGE CAP EQUITY ETF139.1K shares-14.84%2025-12-312026-01-15 IJH ISHARES CORE S&P MID-CAP ETF240.1K shares-14.93%2025-12-312026-01-15 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF214.1K shares-4.31%2025-12-312026-01-15 JCPB JPMORGAN CORE PLUS BOND ETF275.5K shares12.56%2025-12-312026-01-15 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND139.9K shares18.89%2025-12-312026-01-15 GTO INVESCO TOTAL RETURN BOND ETF274.3K shares19.03%2025-12-312026-01-15 VSLU APPLIED FINANCE VALUATION LARGE CAP ETF275.4K shares14.56%2025-12-312026-01-15 JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST211.3K shares-13.89%2025-12-312026-01-15 AGG ISHARES CORE U.S. AGGREGATE BOND ETF99.4K shares26.50%2025-12-312026-01-15 EZU ISHARES MSCI EUROZONE ETF139.7K shares31.56%2025-12-312026-01-15 IEFA ISHARES CORE MSCI EAFE ETF98.4K shares26.42%2025-12-312026-01-15 AAPL APPLE INC COM31.8K shares-0.85%2025-12-312026-01-15 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF323.4K shares7.98%2025-12-312026-01-15 VTI VANGUARD TOTAL STOCK MARKET ETF23.0K shares-1.00%2025-12-312026-01-15 AVEM AVANTIS EMERGING MARKETS EQUITY ETF98.4K shares-7.77%2025-12-312026-01-15 IGM ISHARES EXPANDED TECH SECTOR ETF51.2K shares-4.04%2025-12-312026-01-15 DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN174.3K shares2.12%2025-12-312026-01-15 IEUR ISHARES CORE MSCI EUROPE ETF85.8K shares-2.59%2025-12-312026-01-15 IWP ISHARES RUSSELL MID-CAP GROWTH ETF37.1K shares0.00%2025-12-312026-01-15 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF82.3K shares0.00%2025-12-312026-01-15 MSFT MICROSOFT CORP COM5.7K shares0.00%2025-12-312026-01-15 VTEB VANGUARD TAX-EXEMPT BOND ETF51.5K shares0.00%2025-12-312026-01-15 MUB ISHARES NATIONAL MUNI BOND ETF22.2K shares0.85%2025-12-312026-01-15 FLIA FRANKLIN INTERNATIONAL AGGREGATE BOND ETF117.4K shares-13.24%2025-12-312026-01-15 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF16.0K shares83.91%2025-12-312026-01-15 NOW SERVICENOW INC COM14.8K shares400.00%2025-12-312026-01-15 VIG VANGUARD DIVIDEND APPRECIATION ETF10.2K shares0.00%2025-12-312026-01-15 XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF17.3K shares-3.52%2025-12-312026-01-15 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF26.3K shares-19.44%2025-12-312026-01-15 ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF54.6K shares-11.31%2025-12-312026-01-15 BKNG BOOKING HOLDINGS INC COM324 shares0.00%2025-12-312026-01-15 LOW LOWES COS INC COM6.9K shares0.00%2025-12-312026-01-15 ABBV ABBVIE INC COM6.8K shares0.00%2025-12-312026-01-15 MELI MERCADOLIBRE INC COM739 shares-0.14%2025-12-312026-01-15 MCHI ISHARES MSCI CHINA ETF24.7K shares-10.29%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON COM7.0K shares-1.41%2025-12-312026-01-15 EWA ISHARES MSCI AUSTRALIA ETF51.1K shares4.80%2025-12-312026-01-15 V VISA INC COM CL A3.8K shares-1.37%2025-12-312026-01-15 SHW SHERWIN WILLIAMS CO COM4.1K shares0.00%2025-12-312026-01-15 LMT LOCKHEED MARTIN CORP COM2.2K shares0.00%2025-12-312026-01-15 PGR PROGRESSIVE CORP COM4.7K shares0.00%2025-12-312026-01-15 AMZN AMAZON COM INC COM4.5K shares0.00%2025-12-312026-01-15 IWO ISHARES RUSSELL 2000 GROWTH ETF3.2K shares0.00%2025-12-312026-01-15 ADP AUTOMATIC DATA PROCESSING INC COM3.9K shares0.00%2025-12-312026-01-15 MCD MCDONALDS CORP COM3.1K shares0.00%2025-12-312026-01-15 XOM EXXON MOBIL CORP COM7.6K shares-8.02%2025-12-312026-01-15 IWF ISHARES RUSSELL 1000 GROWTH ETF1.8K shares0.00%2025-12-312026-01-15 RTX RTX CORPORATION COM4.7K shares0.00%2025-12-312026-01-15 UNP UNION PAC CORP COM3.7K shares-1.00%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO COM5.9K shares0.00%2025-12-312026-01-15 EWU ISHARES MSCI UNITED KINGDOM ETF19.2K shares-6.86%2025-12-312026-01-15 VRTX VERTEX PHARMACEUTICALS INC COM1.8K shares0.00%2025-12-312026-01-15 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF5.2K shares-40.01%2025-12-312026-01-15 CAT CATERPILLAR INC COM1.4K shares0.00%2025-12-312026-01-15 IWM ISHARES RUSSELL 2000 ETF3.1K shares0.00%2025-12-312026-01-15 PEP PEPSICO INC COM5.2K shares0.00%2025-12-312026-01-15 ITW ILLINOIS TOOL WKS INC COM2.9K shares-8.31%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TRUST999 shares0.00%2025-12-312026-01-15 ADBE ADOBE INC COM1.8K shares0.00%2025-12-312026-01-15 KO COCA COLA CO COM9.1K shares-0.72%2025-12-312026-01-15 AMGN AMGEN INC COM1.9K shares0.00%2025-12-312026-01-15 HD HOME DEPOT INC COM1.7K shares-3.50%2025-12-312026-01-15 SHOP SHOPIFY INC CL A SUB VTG SHS3.3K shares0.00%2025-12-312026-01-15 COP CONOCOPHILLIPS COM5.5K shares0.00%2025-12-312026-01-15 COF CAPITAL ONE FINL CORP COM2.1K shares0.00%2025-12-312026-01-15 CSCO CISCO SYS INC COM6.6K shares0.00%2025-12-312026-01-15 EW EDWARDS LIFESCIENCES CORP COM5.9K shares0.00%2025-12-312026-01-15 EFA ISHARES MSCI EAFE ETF5.0K shares0.00%2025-12-312026-01-15 ORCL ORACLE CORP COM2.4K shares0.00%2025-12-312026-01-15 TXN TEXAS INSTRS INC COM2.5K shares0.00%2025-12-312026-01-15 WMT WALMART INC COM3.9K shares0.00%2025-12-312026-01-15 VV VANGUARD LARGE-CAP ETF1.4K shares0.00%2025-12-312026-01-15 JMUB JPMORGAN MUNICIPAL ETF8.6K shares37.91%2025-12-312026-01-15 SPGI S&P GLOBAL INC COM826 shares0.00%2025-12-312026-01-15 ABT ABBOTT LABS COM3.4K shares0.00%2025-12-312026-01-15 JPST JPMORGAN ULTRA-SHORT INCOME ETF8.5K shares-53.44%2025-12-312026-01-15 MKL MARKEL GROUP INC COM195 shares-15.95%2025-12-312026-01-15 MA MASTERCARD INCORPORATED CL A734 shares0.00%2025-12-312026-01-15 TMO THERMO FISHER SCIENTIFIC INC COM722 shares0.00%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO COM1.1K shares0.00%2025-12-312026-01-15 APD AIR PRODS & CHEMS INC COM1.5K shares0.00%2025-12-312026-01-15 DRI DARDEN RESTAURANTS INC COM2.0K shares0.00%2025-12-312026-01-15 IWS ISHARES RUSSELL MID-CAP VALUE ETF2.6K shares0.00%2025-12-312026-01-15 MMC MARSH COM1.9K shares0.00%2025-12-312026-01-15 QUAL ISHARES MSCI USA QUALITY FACTOR ETF1.8K shares0.00%2025-12-312026-01-15 PFE PFIZER INC COM14.0K shares-3.67%2025-12-312026-01-15 IDXX IDEXX LABS INC COM493 shares0.00%2025-12-312026-01-15 CVX CHEVRON CORP NEW COM2.2K shares-13.21%2025-12-312026-01-15 IWD ISHARES RUSSELL 1000 VALUE ETF1.6K shares-9.93%2025-12-312026-01-15 IWR ISHARES RUSSELL MIDCAP ETF3.4K shares0.00%2025-12-312026-01-15 GXC SPDR S&P CHINA ETF3.3K shares-18.47%2025-12-312026-01-15 HON HONEYWELL INTL INC COM1.6K shares0.00%2025-12-312026-01-15 VO VANGUARD MID-CAP ETF1.0K shares0.00%2025-12-312026-01-15 GLW CORNING INC COM3.2K shares0.00%2025-12-312026-01-15 NOC NORTHROP GRUMMAN CORP COM480 shares0.00%2025-12-312026-01-15 BDX BECTON DICKINSON & CO COM1.4K shares0.00%2025-12-312026-01-15 SYY SYSCO CORP COM3.5K shares0.00%2025-12-312026-01-15 HEI.A HEICO CORP NEW CL A994 shares0.00%2025-12-312026-01-15 DOV DOVER CORP COM1.3K shares0.00%2025-12-312026-01-15 AFL AFLAC INC COM2.1K shares-40.96%2025-12-312026-01-15 INTC INTEL CORP COM6.3K shares-49.71%2025-12-312026-01-15 SIXG DEFIANCE CONNECTIVE TECHNOLOGIES ETF3.5K shares0.00%2025-12-312026-01-15 MO ALTRIA GROUP INC COM3.5K shares0.00%2025-12-312026-01-15 AFG AMERICAN FINL GROUP INC OHIO COM1.4K shares0.00%2025-12-312026-01-15 PM PHILIP MORRIS INTL INC COM1.1K shares0.00%2025-12-312026-01-15 PPG PPG INDS INC COM1.7K shares-33.32%2025-12-312026-01-15 BIIB BIOGEN INC COM916 shares0.00%2025-12-312026-01-15 CL COLGATE PALMOLIVE CO COM2.0K shares0.00%2025-12-312026-01-15 MMM 3M CO COM975 shares-23.53%2025-12-312026-01-15 AEP AMERICAN ELEC PWR CO INC COM1.2K shares0.00%2025-12-312026-01-15 SO SOUTHERN CO COM1.5K shares0.00%2025-12-312026-01-15 NEE NEXTERA ENERGY INC COM1.6K shares0.00%2025-12-312026-01-15 VTWO VANGUARD RUSSELL 2000 ETF1.3K shares0.00%2025-12-312026-01-15 KMB KIMBERLY-CLARK CORP COM1.2K shares0.00%2025-12-312026-01-15 SPGM SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF1.4K shares-13.60%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO. COM296 shares-47.98%2025-12-312026-01-15 BND VANGUARD TOTAL BOND MARKET ETF1.3K shares-2.22%2025-12-312026-01-15 LLY ELI LILLY & CO COM75 shares0.00%2025-12-312026-01-15 NVDA NVIDIA CORPORATION COM410 shares0.00%2025-12-312026-01-15 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF470 shares0.00%2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC COM200 shares-43.18%2025-12-312026-01-15 CSX CSX CORP COM1.8K shares0.00%2025-12-312026-01-15 PSX PHILLIPS 66 COM500 shares0.00%2025-12-312026-01-15 COST COSTCO WHSL CORP NEW COM72 shares-30.10%2025-12-312026-01-15 OTIS OTIS WORLDWIDE CORP COM650 shares0.00%2025-12-312026-01-15 VB VANGUARD SMALL-CAP ETF217 shares0.00%2025-12-312026-01-15 IJR ISHARES CORE S&P SMALL CAP ETF465 shares-51.21%2025-12-312026-01-15 MGC VANGUARD MEGA CAP ETF210 shares0.00%2025-12-312026-01-15 CARR CARRIER GLOBAL CORPORATION COM967 shares-25.62%2025-12-312026-01-15 VZ VERIZON COMMUNICATIONS INC COM1.0K shares0.00%2025-12-312026-01-15 DHR DANAHER CORPORATION COM185 shares0.00%2025-12-312026-01-15 BAC BANK AMERICA CORP COM706 shares0.00%2025-12-312026-01-15 BP BP PLC SPONSORED ADR1.1K shares0.00%2025-12-312026-01-15 XLE ENERGY SELECT SECTOR SPDR ETF816 shares100.00%2025-12-312026-01-15 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF728 shares100.00%2025-12-312026-01-15 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF196 shares0.00%2025-12-312026-01-15 SOLV SOLVENTUM CORP COM SHS300 shares0.00%2025-12-312026-01-15 GLD SPDR GOLD SHARES50 shares0.00%2025-12-312026-01-15 VWO VANGUARD FTSE EMERGING MARKETS ETF365 shares0.00%2025-12-312026-01-15 ESGV VANGUARD ESG U.S. STOCK ETF158 shares0.00%2025-12-312026-01-15 ORLY OREILLY AUTOMOTIVE INC COM195 shares-53.57%2025-12-312026-01-15 USMV ISHARES MSCI USA MIN VOL FACTOR ETF188 shares0.00%2025-12-312026-01-15 SCHW SCHWAB CHARLES CORP COM169 shares0.00%2025-12-312026-01-15 USB US BANCORP DEL COM NEW252 shares0.00%2025-12-312026-01-15 AMT AMERICAN TOWER CORP NEW COM75 shares-25.00%2025-12-312026-01-15 D DOMINION ENERGY INC COM213 shares0.00%2025-12-312026-01-15 ADI ANALOG DEVICES INC COM44 shares-12.00%2025-12-312026-01-15 AMP AMERIPRISE FINL INC COM23 shares0.00%2025-12-312026-01-15 TGT TARGET CORP COM112 shares0.00%2025-12-312026-01-15 OXY OCCIDENTAL PETE CORP COM181 shares0.00%2025-12-312026-01-15 VIK VIKING HOLDINGS LTD ORD SHS100 shares0.00%2025-12-312026-01-15 DHI D R HORTON INC COM44 shares0.00%2025-12-312026-01-15 RJF RAYMOND JAMES FINL INC COM38 shares0.00%2025-12-312026-01-15 HIG HARTFORD INSURANCE GROUP INC COM42 shares0.00%2025-12-312026-01-15 MET METLIFE INC COM67 shares0.00%2025-12-312026-01-15 MS MORGAN STANLEY COM NEW26 shares0.00%2025-12-312026-01-15 NDAQ NASDAQ INC COM46 shares0.00%2025-12-312026-01-15 GS GOLDMAN SACHS GROUP INC COM5 shares0.00%2025-12-312026-01-15 EBAY EBAY INC. COM46 shares0.00%2025-12-312026-01-15 T AT&T INC COM116 shares0.00%2025-12-312026-01-15 TROW PRICE T ROWE GROUP INC COM17 shares0.00%2025-12-312026-01-15 META META PLATFORMS INC CL A1 shares-99.28%2025-12-312026-01-15 OXY.WS OCCIDENTAL PETE CORP WT EXP 08032722 shares0.00%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available