ACIMA PRIVATE WEALTH, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$298M
Signature - Title
Jordan Amor - Client Service and Operations Manager
Location
Richmond, VA
Summary
This page shows a list of all the recent 13F filings made by ACIMA PRIVATE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ACIMA PRIVATE WEALTH, LLC reported 184 stock holdings with total value $298M as of Q3 2024. Top holdings included IVV, GSLC, IJH, IEMG, and GTO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 184 $298M +$12.6M -$3.13M +$9.44M IVV, GSLC, IJH, IEMG, GTO 13F-HR 11/12/2024, 09:28 AM
Q2 2024 183 $272M +$19.2M -$19.7M -$494K IVV, GSLC, IJH, BOND, JCPB 13F-HR 7/30/2024, 04:09 PM
Q1 2024 195 $271M +$52.8M -$32.5M +$20.4M GSLC, IVV, IJH, JPIB, BOND 13F-HR 5/14/2024, 04:58 PM
Q4 2023 238 $256M +$63.2M -$48.8M +$14.4M IVV, IJH, GSLC, GTO, BOND 13F-HR 2/28/2024, 09:56 PM
Q3 2023 249 $225M +$25.7M -$2.17M +$23.5M IVV, IJH, PICB, SPSB, AAPL 13F-HR 2/28/2024, 09:53 PM
Q2 2023 261 $209M +$586K -$2.22M -$1.63M AAPL, IJH, IVV, PICB, GSLC 13F-HR 2/28/2024, 09:49 PM
Q1 2023 282 $204M +$13.4M -$13.4M -$58.4K IJH, AAPL, PICB, IVV, GSLC 13F-HR 2/28/2024, 09:46 PM
Q4 2022 223 $195M +$14.1M -$27.6M -$13.5M GIGB, IJH, PICB, IVV, SPSB 13F-HR 2/28/2024, 09:41 PM
Q3 2022 228 $195M +$10.1M -$2.59M +$7.56M GIGB, SPSB, EMB, IJH, AAPL 13F-HR 2/28/2024, 09:37 PM
Q2 2022 235 $200M +$20.5M -$10.4M +$10.1M GIGB, IJH, SPSB, AAPL, IVV 13F-HR 2/28/2024, 09:33 PM
Q1 2022 235 $217M +$18.7M -$24.1M -$5.43M GIGB, IJH, AAPL, IVV, EZU 13F-HR 5/2/2022, 04:10 PM
Q4 2021 236 $232M +$11.6M -$5.61M +$5.97M IJH, SPSB, EZU, AAPL, IVV 13F-HR 3/9/2022, 05:38 PM
Q3 2021 232 $218M +$4.69M -$1.61M +$3.08M SPSB, IJH, EZU, AAPL, IEFA 13F-HR 11/9/2021, 02:48 PM
Q2 2021 232 $218M +$7.65M -$7.17M +$483K IJH, SPSB, EZU, AAPL, MCHI 13F-HR 8/13/2021, 01:50 PM
Q1 2021 232 $203M +$7.15M -$3.12M +$4.03M IJH, EZU, SPSB, IEFA, AAPL 13F-HR 5/14/2021, 05:03 PM
Q4 2020 235 $193M +$12.9M -$3.54M +$9.34M IJH, EZU, SPSB, AAPL, IEFA 13F-HR 5/14/2021, 04:54 PM
Q3 2020 222 $166M +$25M -$19.7M +$5.33M SPSB, IJH, EZU, AAPL, MCHI 13F-HR 5/14/2021, 04:37 PM
Q2 2020 241 $155M +$13M -$8.51M +$4.45M SPSB, FXE, SHV, IBND, XLP 13F-HR 5/14/2021, 04:23 PM
Q1 2020 263 $130M +$26.3M -$16.7M +$9.52M SPSB, FXE, IBND, XLP, SHV 13F-HR 5/1/2020, 04:24 PM
Q4 2019 295 $145M +$7.5M -$1.9M +$5.6M FXE, IBND, XLP, HYEM, SPSB 13F-HR 1/23/2020, 06:00 PM
Q3 2019 269 $131M +$11.9M -$7.31M +$4.63M IBND, FXE, XLP, HYEM, PICB 13F-HR 10/29/2019, 09:27 PM
Q2 2019 255 $127M +$9.88M -$3.55M +$6.33M IBND, FXE, HYEM, XLP, PICB 13F-HR 7/23/2019, 02:29 PM
Q1 2019 260 $117M +$21.2M -$16M +$5.14M IBND, GIGB, HYEM, XLP, FXE 13F-HR 5/6/2019, 03:06 PM
Q4 2018 292 $102M $0 $0 VWOB, PICB, IBND, GIGB, XLP 13F-HR 2/7/2019, 01:06 PM