Abich Financial Wealth Management LLC

CIK 2011645 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$280.9M
13F 가치 기준 9,443개 중 #5,372위 · 상위 56.9%
포지션
655
기준일
2025년 9월 30일 Q3 2025 기준 데이터
상위 10개 보유 비중
70.46%
상위 25개 보유 비중
79.01%
1% 초과 포지션
11
유효 포지션 수
14.6

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

신규 포지션
655
증가함
0
감소
0
종료
0
이 페이지에서

섹터별 비중

Technology
5.2%
Industrials
2.2%
Healthcare
2.1%
Financials
2.0%
Consumer Discretionary
1.4%
Energy
1.4%
Financial Services
1.2%
Retail
1.1%
Communication Services
0.9%
Real Estate
0.8%
Materials
0.5%
Consumer Staples
0.5%
Telecommunication
0.4%
Consumer products
0.3%
Utilities
0.2%
Communications
0.1%
Diversified Consumer Services
0.1%
Packaging
0.0%
Logistics & Transportation
0.0%
기타/미분류
79.6%

전체 포트폴리오 655 포지션

유형 연속 8분기 추세
BIL $48,064,614 17.11% 523,865 상승 ×1
VGK $33,276,201 11.85% 416,995 상승 ×1
SPY SPY $22,372,989 7.96% 33,584 상승 ×1
QQQ Invesco QQQ Trust, Series 1 $20,519,446 7.30% 34,178 상승 ×1
SPMD $18,032,579 6.42% 315,310 상승 ×1
VTV $14,472,370 5.15% 77,604 상승 ×1
PRIV $12,143,449 4.32% 476,027 상승 ×1
SPEM $11,694,964 4.16% 249,839 상승 ×1
VUG $10,293,390 3.66% 21,462 상승 ×1
SPSM $7,069,405 2.52% 152,621 상승 ×1
FLJP $5,562,708 1.98% 160,958 상승 ×1
SGOV iShares 0-3 Month Treasury Bond ETF $2,344,900 0.83% 23,286 상승 ×1
IBIT iShares Bitcoin Trust ETF $1,806,025 0.64% 27,785 상승 ×1
ETHA iShares Ethereum Trust ETF $1,748,994 0.62% 55,506 상승 ×1
MCD McDonald's Corporation Common Stock $1,697,078 0.60% 5,585 상승 ×1
GLD $1,672,486 0.60% 4,705 상승 ×1
MSFT Microsoft Corporation - Common Stock $1,484,828 0.53% 2,867 상승 ×1
SPTS $1,320,485 0.47% 45,037 상승 ×1
NVDA NVIDIA Corporation - Common Stock $1,268,686 0.45% 6,800 상승 ×1
AAPL Apple Inc. - Common Stock $1,155,931 0.41% 4,540 상승 ×1
SPTI $1,155,451 0.41% 39,981 상승 ×1
IBM International Business Machines Corporation Common Stock $813,317 0.29% 2,882 상승 ×1
TSLA Tesla, Inc. - Common Stock $700,434 0.25% 1,575 상승 ×1
SPSB $660,807 0.24% 21,816 상승 ×1
GILD Gilead Sciences, Inc. - Common Stock $625,929 0.22% 5,639 상승 ×1
CIFR Cipher Mining Inc. - Common Stock $589,338 0.21% 46,810 상승 ×1
MBB iShares MBS ETF $585,077 0.21% 6,149 상승 ×1
CVX Chevron Corporation Common Stock $576,119 0.21% 3,710 상승 ×1
XOM Exxon Mobil Corporation Common Stock $574,395 0.20% 5,094 상승 ×1
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $560,488 0.20% 41,734 상승 ×1
RTX RTX Corporation Common Stock $535,113 0.19% 3,198 상승 ×1
MET MetLife, Inc. Common Stock $502,210 0.18% 6,097 상승 ×1
COIN Coinbase Global, Inc. - 3Class A Common Stock $498,135 0.18% 1,476 상승 ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $493,629 0.18% 2,706 상승 ×1
CACI CACI International, Inc. Class A Common Stock $488,804 0.17% 980 상승 ×1
AU AngloGold Ashanti PLC Ordinary Shares $466,569 0.17% 6,634 상승 ×1
AVGO Broadcom Inc. - Common Stock $461,544 0.16% 1,399 상승 ×1
BMY Bristol-Myers Squibb Company Common Stock $459,995 0.16% 10,199 상승 ×1
MU Micron Technology, Inc. - Common Stock $459,354 0.16% 2,745 상승 ×1
SCCO Southern Copper Corporation Common Stock $448,425 0.16% 3,695 상승 ×1
MO Altria Group, Inc. $445,065 0.16% 6,737 상승 ×1
MRK Merck & Company, Inc. Common Stock (new) $435,093 0.15% 5,184 상승 ×1
AMGN Amgen Inc. - Common Stock $434,870 0.15% 1,541 상승 ×1
ORCL Oracle Corporation Common Stock $434,736 0.15% 1,546 상승 ×1
PFE Pfizer, Inc. Common Stock $434,581 0.15% 17,056 상승 ×1
EOG EOG Resources, Inc. Common Stock $423,926 0.15% 3,781 상승 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $414,015 0.15% 1,199 상승 ×1
PYPL PayPal Holdings, Inc. - Common Stock $411,212 0.15% 6,132 상승 ×1
ACGL Arch Capital Group Ltd. - Common Stock $410,735 0.15% 4,527 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $408,839 0.15% 1,862 상승 ×1
T AT&T Inc. $406,479 0.14% 14,394 상승 ×1
IWD $406,162 0.14% 1,995 상승 ×1
VZ Verizon Communications Inc. Common Stock $400,236 0.14% 9,107 상승 ×1
VLO Valero Energy Corporation Common Stock $397,557 0.14% 2,335 상승 ×1
SPTL $394,359 0.14% 14,633 상승 ×1
TIP $388,825 0.14% 3,496 상승 ×1
ADBE Adobe Inc. - Common Stock $388,025 0.14% 1,100 상승 ×1
CORZ Core Scientific, Inc. - Common Stock $385,782 0.14% 21,504 상승 ×1
COP ConocoPhillips Common Stock $384,981 0.14% 4,070 상승 ×1
F Ford Motor Company Common Stock $382,739 0.14% 32,002 상승 ×1
USB U.S. Bancorp Common Stock $367,018 0.13% 7,594 상승 ×1
SYY Sysco Corporation Common Stock $366,264 0.13% 4,448 상승 ×1
QCOM QUALCOMM Incorporated - Common Stock $360,668 0.13% 2,168 상승 ×1
SPHY $359,914 0.13% 15,034 상승 ×1
PSA Public Storage Common Stock $352,686 0.13% 1,221 상승 ×1
CMCSA Comcast Corporation - Class A Common Stock $350,396 0.12% 11,152 상승 ×1
SPIB $349,338 0.12% 10,308 상승 ×1
WMT Walmart Inc. - Common Stock $343,269 0.12% 3,331 상승 ×1
NOC Northrop Grumman Corporation Common Stock $342,012 0.12% 561 상승 ×1
HSY The Hershey Company Common Stock $338,561 0.12% 1,810 상승 ×1
FNF Fidelity National Financial, Inc. Common Stock $337,837 0.12% 5,585 상승 ×1
SLB SLB Limited Common Shares $328,715 0.12% 9,564 상승 ×1
TGT Target Corporation Common Stock $325,611 0.12% 3,630 상승 ×1
PAYX Paychex, Inc. - Common Stock $324,886 0.12% 2,563 상승 ×1
KMB Kimberly-Clark Corporation - Common Stock $323,160 0.12% 2,599 상승 ×1
RBLX Roblox Corporation Class A Common Stock $314,025 0.11% 2,267 상승 ×1
TROW T. Rowe Price Group, Inc. - Common Stock $311,102 0.11% 3,031 상승 ×1
ADM Archer-Daniels-Midland Company Common Stock $308,019 0.11% 5,156 상승 ×1
MTB M&T Bank Corporation Common Stock $305,718 0.11% 1,547 상승 ×1
RF Regions Financial Corporation Common Stock $303,571 0.11% 11,512 상승 ×1
SNA Snap-On Incorporated Common Stock $302,521 0.11% 873 상승 ×1
HAL Halliburton Company Common Stock $298,195 0.11% 12,122 상승 ×1
HPQ HP Inc. Common Stock $295,963 0.11% 10,869 상승 ×1
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF $293,471 0.10% 3,083 상승 ×1
BRKB $289,076 0.10% 575 상승 ×1
SHV iShares 0-1 Year Treasury Bond ETF $285,838 0.10% 2,587 상승 ×1
BBY Best Buy Co., Inc. Common Stock $285,314 0.10% 3,773 상승 ×1
AMD Advanced Micro Devices, Inc. - Common Stock $284,750 0.10% 1,760 상승 ×1
OMC Omnicom Group Inc. Common Stock $281,849 0.10% 3,457 상승 ×1
PFG Principal Financial Group Inc - Common Stock $279,407 0.10% 3,370 상승 ×1
AFG American Financial Group, Inc. Common Stock $277,014 0.10% 1,901 상승 ×1
GOOGL Alphabet Inc. - Class A Common Stock $276,891 0.10% 1,139 상승 ×1
IVV $271,736 0.10% 406 상승 ×1
SWKS Skyworks Solutions, Inc. - Common Stock $270,662 0.10% 3,516 상승 ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $269,534 0.10% 1,093 상승 ×1
XYZ Block, Inc. Class A Common Stock, $268,917 0.10% 3,721 상승 ×1
CLX Clorox Company (The) Common Stock $268,424 0.10% 2,177 상승 ×1
VNQ $267,586 0.10% 2,927 상승 ×1
HON Honeywell International Inc. - Common Stock $266,914 0.10% 1,268 상승 ×1
VTI $261,176 0.09% 796 상승 ×1

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
BIL $48,064,614 523,865 17.11%
VGK $33,276,201 416,995 11.85%
SPY $22,372,989 33,584 7.96%
QQQ $20,519,446 34,178 7.30%
SPMD $18,032,579 315,310 6.42%
VTV $14,472,370 77,604 5.15%
PRIV $12,143,449 476,027 4.32%
SPEM $11,694,964 249,839 4.16%
VUG $10,293,390 21,462 3.66%
SPSM $7,069,405 152,621 2.52%
FLJP $5,562,708 160,958 1.98%
SGOV $2,344,900 23,286 0.83%
IBIT $1,806,025 27,785 0.64%
ETHA $1,748,994 55,506 0.62%
MCD $1,697,078 5,585 0.60%