ACIMA PRIVATE WEALTH, LLC Portfolio Holdings
Q3 2025•179 long positions•$319.4M portfolio value
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Holding190 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $29.2M 9.16% | +$965.1K Bought | — 43.7K shares | 42.3K → 43.7K +$965.1K | +3.41% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $21.3M 6.66% | -$574.4K Sold | — 163.3K shares | 167.7K → 163.3K −$574.4K | -2.63% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $18.4M 5.77% | -$45.3K Sold | — 282.2K shares | 282.9K → 282.2K −$45.3K | -0.25% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $14.7M 4.62% | +$151.4K Bought | — 223.7K shares | 221.4K → 223.7K +$151.4K | +1.04% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $12.0M 3.77% | +$1.7M Bought | — 245.4K shares | 211.5K → 245.4K +$1.7M | +16.03% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $11.6M 3.64% | +$1.7M Bought | — 244.8K shares | 208.0K → 244.8K +$1.7M | +17.69% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.0M 3.44% | +$1.1M Bought | — 117.7K shares | 105.9K → 117.7K +$1.1M | +11.07% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.9M 3.43% | +$1.1M Bought | — 230.4K shares | 207.8K → 230.4K +$1.1M | +10.91% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.3M 3.22% | -$7.8K Sold | — 54.1K shares | 54.2K → 54.1K −$7.8K | -0.08% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $10.3M 3.21% | +$306.0K Bought | — 240.4K shares | 233.3K → 240.4K +$306.0K | +3.07% | — — | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $8.2M 2.55% | +$13.0K Bought | 0.0% 32.0K shares | 32.0K → 32.0K +$13.0K | +0.16% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $8.0M 2.51% | +$405.5K Bought | — 106.7K shares | 101.3K → 106.7K +$405.5K | +5.33% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $7.9M 2.47% | +$1.1M Bought | — 78.6K shares | 67.9K → 78.6K +$1.1M | +15.69% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $7.6M 2.39% | +$573.0K Bought | — 299.5K shares | 277.1K → 299.5K +$573.0K | +8.11% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $7.6M 2.39% | +$25.3K Bought | — 23.2K shares | 23.1K → 23.2K +$25.3K | +0.33% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $6.8M 2.13% | +$1.1M Bought | — 77.8K shares | 65.5K → 77.8K +$1.1M | +18.84% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $6.7M 2.11% | — | — 53.4K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $6.6M 2.06% | +$35.9K Bought | — 106.2K shares | 105.6K → 106.2K +$35.9K | +0.55% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $6.0M 1.89% | +$254.2K Bought | — 170.7K shares | 163.5K → 170.7K +$254.2K | +4.39% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.0M 1.88% | +$31.7K Bought | — 88.1K shares | 87.6K → 88.1K +$31.7K | +0.53% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $5.3M 1.66% | — | — 37.1K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.4M 1.39% | — | — 82.3K shares | — | — | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $3.6M 1.13% | +$24.0K Bought | — 54.3K shares | 54.0K → 54.3K +$24.0K | +0.67% | — — | Q1 2019 Held for 6y 8m | |
Software - Infrastructure Technology | $3.0M 0.924% | +$47.7K Bought | 0.0% 5.7K shares | 5.6K → 5.7K +$47.7K | +1.64% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.8M 0.869% | +$306.7K Bought | — 135.3K shares | 120.3K → 135.3K +$306.7K | +12.42% | — — | Q1 2024 Held for 1y 8m | |
Software - Application Technology | $2.7M 0.852% | — | 0.001% 3.0K shares | — | — | $190.98B Large Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.6M 0.807% | +$51.3K Bought | — 51.5K shares | 50.4K → 51.5K +$51.3K | +2.03% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.6M 0.801% | — | — 32.6K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.5M 0.785% | +$55.7K Bought | — 28.7K shares | 28.1K → 28.7K +$55.7K | +2.27% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $2.5M 0.768% | — | — 8.7K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.4M 0.743% | — | — 17.9K shares | — | — | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $2.3M 0.733% | +$146.8K Bought | — 22.0K shares | 20.6K → 22.0K +$146.8K | +6.7% | — — | Q3 2020 Held for 5y 2m | |
Unknown Unknown | $2.2M 0.691% | — | — 10.2K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.0M 0.636% | +$18.5K Bought | — 61.6K shares | 61.0K → 61.6K +$18.5K | +0.92% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.8M 0.568% | +$44.8K Bought | — 27.5K shares | 26.8K → 27.5K +$44.8K | +2.54% | — — | Q4 2019 Held for 5y 11m | |
Travel Services Consumer Cyclical | $1.7M 0.548% | — | 0.001% 324.0 shares | — | — | $174.99B Large Cap | Q4 2018 Held for 6y 11m | |
Home Improvement Consumer Cyclical | $1.7M 0.543% | — | 0.001% 6.9K shares | — | — | $140.94B Large Cap | Q4 2018 Held for 6y 11m | |
Specialty Retail Consumer Cyclical | $1.7M 0.541% | — | 0.001% 740.0 shares | — | — | $118.48B Large Cap | Q4 2018 Held for 6y 11m | |
Drug Manufacturers - General Healthcare | $1.6M 0.496% | +$8.6K Bought | 0.0% 6.8K shares | 6.8K → 6.8K +$8.6K | +0.54% | $409.03B Mega Cap | Q4 2018 Held for 6y 11m | |
Chemicals - Specialty Basic Materials | $1.4M 0.446% | — | 0.002% 4.1K shares | — | — | $86.3B Large Cap | Q4 2018 Held for 6y 11m | |
Financial - Credit Services Financial Services | $1.3M 0.413% | -$10.9K Sold | 0.0% 3.9K shares | 3.9K → 3.9K −$10.9K | -0.82% | $662.60B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.3M 0.412% | +$14.3K Bought | — 48.8K shares | 48.2K → 48.8K +$14.3K | +1.09% | — — | Q4 2018 Held for 6y 11m | |
Drug Manufacturers - General Healthcare | $1.3M 0.412% | +$741.7 Bought | 0.0% 7.1K shares | 7.1K → 7.1K +$741.7 | +0.06% | $446.55B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.2M 0.38% | — | — 8.7K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
Insurance - Property & Casualty Financial Services | $1.2M 0.362% | — | 0.001% 4.7K shares | — | — | $144.81B Large Cap | Q4 2018 Held for 6y 11m | |
Staffing & Employment Services Industrials | $1.2M 0.361% | +$11.2K Bought | 0.001% 3.9K shares | 3.9K → 3.9K +$11.2K | +0.98% | $118.89B Large Cap | Q4 2018 Held for 6y 11m | |
Aerospace & Defense Industrials | $1.1M 0.349% | — | 0.001% 2.2K shares | — | — | $116.55B Large Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.0M 0.318% | — | — 3.2K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
Specialty Retail Consumer Cyclical | $990.9K 0.31% | +$46.1K Bought | 0.0% 4.5K shares | 4.3K → 4.5K +$46.1K | +4.88% | $2.34T Mega Cap | Q4 2018 Held for 6y 11m | |
Restaurants Consumer Cyclical | $942.4K 0.295% | -$8.5K Sold | 0.0% 3.1K shares | 3.1K → 3.1K −$8.5K | -0.89% | $216.86B Mega Cap | Q4 2018 Held for 6y 11m |
