Abich Financial Wealth Management LLC

CIK 2011645 · Xem trên SEC EDGAR ↗

Giá trị danh mục
$280.9M
#5372 trên 9443 theo giá trị 13F · top 56.9%
Các vị thế
655
Tính đến
Ngày 30 tháng 9 năm 2025 Dữ liệu tính đến Q3 2025
Tỷ trọng 10 khoản nắm giữ hàng đầu
70,46%
Tỷ trọng 25 khoản nắm giữ hàng đầu
79,01%
Các vị thế trên 1%
11
Số lượng vị thế hiệu dụng
14,6

Dựa trên các khoản nắm giữ cổ phiếu dài hạn theo 13F (tiền mặt, trái phiếu, bán khống không được tiết lộ)

Các vị thế mới
655
Tăng
0
Giảm
0
Đã Đóng
0
Trên trang này

Phân bổ theo ngành

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%
Khác/Chưa xác định
79,6%

Danh mục đầy đủ 655 các vị thế

Loại Chuỗi Xu hướng 8 quý
BIL $48064614 17,11% 523865 Tăng ×1
VGK $33276201 11,85% 416995 Tăng ×1
SPY SPY $22372989 7,96% 33584 Tăng ×1
QQQ Invesco QQQ Trust, Series 1 $20519446 7,30% 34178 Tăng ×1
SPMD $18032579 6,42% 315310 Tăng ×1
VTV $14472370 5,15% 77604 Tăng ×1
PRIV $12143449 4,32% 476027 Tăng ×1
SPEM $11694964 4,16% 249839 Tăng ×1
VUG $10293390 3,66% 21462 Tăng ×1
SPSM $7069405 2,52% 152621 Tăng ×1
FLJP $5562708 1,98% 160958 Tăng ×1
SGOV iShares 0-3 Month Treasury Bond ETF $2344900 0,83% 23286 Tăng ×1
IBIT iShares Bitcoin Trust ETF $1806025 0,64% 27785 Tăng ×1
ETHA iShares Ethereum Trust ETF $1748994 0,62% 55506 Tăng ×1
MCD McDonald's Corporation Common Stock $1697078 0,60% 5585 Tăng ×1
GLD $1672486 0,60% 4705 Tăng ×1
MSFT Microsoft Corporation - Common Stock $1484828 0,53% 2867 Tăng ×1
SPTS $1320485 0,47% 45037 Tăng ×1
NVDA NVIDIA Corporation - Common Stock $1268686 0,45% 6800 Tăng ×1
AAPL Apple Inc. - Common Stock $1155931 0,41% 4540 Tăng ×1
SPTI $1155451 0,41% 39981 Tăng ×1
IBM International Business Machines Corporation Common Stock $813317 0,29% 2882 Tăng ×1
TSLA Tesla, Inc. - Common Stock $700434 0,25% 1575 Tăng ×1
SPSB $660807 0,24% 21816 Tăng ×1
GILD Gilead Sciences, Inc. - Common Stock $625929 0,22% 5639 Tăng ×1
CIFR Cipher Mining Inc. - Common Stock $589338 0,21% 46810 Tăng ×1
MBB iShares MBS ETF $585077 0,21% 6149 Tăng ×1
CVX Chevron Corporation Common Stock $576119 0,21% 3710 Tăng ×1
XOM Exxon Mobil Corporation Common Stock $574395 0,20% 5094 Tăng ×1
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $560488 0,20% 41734 Tăng ×1
RTX RTX Corporation Common Stock $535113 0,19% 3198 Tăng ×1
MET MetLife, Inc. Common Stock $502210 0,18% 6097 Tăng ×1
COIN Coinbase Global, Inc. - 3Class A Common Stock $498135 0,18% 1476 Tăng ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $493629 0,18% 2706 Tăng ×1
CACI CACI International, Inc. Class A Common Stock $488804 0,17% 980 Tăng ×1
AU AngloGold Ashanti PLC Ordinary Shares $466569 0,17% 6634 Tăng ×1
AVGO Broadcom Inc. - Common Stock $461544 0,16% 1399 Tăng ×1
BMY Bristol-Myers Squibb Company Common Stock $459995 0,16% 10199 Tăng ×1
MU Micron Technology, Inc. - Common Stock $459354 0,16% 2745 Tăng ×1
SCCO Southern Copper Corporation Common Stock $448425 0,16% 3695 Tăng ×1
MO Altria Group, Inc. $445065 0,16% 6737 Tăng ×1
MRK Merck & Company, Inc. Common Stock (new) $435093 0,15% 5184 Tăng ×1
AMGN Amgen Inc. - Common Stock $434870 0,15% 1541 Tăng ×1
ORCL Oracle Corporation Common Stock $434736 0,15% 1546 Tăng ×1
PFE Pfizer, Inc. Common Stock $434581 0,15% 17056 Tăng ×1
EOG EOG Resources, Inc. Common Stock $423926 0,15% 3781 Tăng ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $414015 0,15% 1199 Tăng ×1
PYPL PayPal Holdings, Inc. - Common Stock $411212 0,15% 6132 Tăng ×1
ACGL Arch Capital Group Ltd. - Common Stock $410735 0,15% 4527 Tăng ×1
AMZN Amazon.com, Inc. - Common Stock $408839 0,15% 1862 Tăng ×1
T AT&T Inc. $406479 0,14% 14394 Tăng ×1
IWD $406162 0,14% 1995 Tăng ×1
VZ Verizon Communications Inc. Common Stock $400236 0,14% 9107 Tăng ×1
VLO Valero Energy Corporation Common Stock $397557 0,14% 2335 Tăng ×1
SPTL $394359 0,14% 14633 Tăng ×1
TIP $388825 0,14% 3496 Tăng ×1
ADBE Adobe Inc. - Common Stock $388025 0,14% 1100 Tăng ×1
CORZ Core Scientific, Inc. - Common Stock $385782 0,14% 21504 Tăng ×1
COP ConocoPhillips Common Stock $384981 0,14% 4070 Tăng ×1
F Ford Motor Company Common Stock $382739 0,14% 32002 Tăng ×1
USB U.S. Bancorp Common Stock $367018 0,13% 7594 Tăng ×1
SYY Sysco Corporation Common Stock $366264 0,13% 4448 Tăng ×1
QCOM QUALCOMM Incorporated - Common Stock $360668 0,13% 2168 Tăng ×1
SPHY $359914 0,13% 15034 Tăng ×1
PSA Public Storage Common Stock $352686 0,13% 1221 Tăng ×1
CMCSA Comcast Corporation - Class A Common Stock $350396 0,12% 11152 Tăng ×1
SPIB $349338 0,12% 10308 Tăng ×1
WMT Walmart Inc. - Common Stock $343269 0,12% 3331 Tăng ×1
NOC Northrop Grumman Corporation Common Stock $342012 0,12% 561 Tăng ×1
HSY The Hershey Company Common Stock $338561 0,12% 1810 Tăng ×1
FNF Fidelity National Financial, Inc. Common Stock $337837 0,12% 5585 Tăng ×1
SLB SLB Limited Common Shares $328715 0,12% 9564 Tăng ×1
TGT Target Corporation Common Stock $325611 0,12% 3630 Tăng ×1
PAYX Paychex, Inc. - Common Stock $324886 0,12% 2563 Tăng ×1
KMB Kimberly-Clark Corporation - Common Stock $323160 0,12% 2599 Tăng ×1
RBLX Roblox Corporation Class A Common Stock $314025 0,11% 2267 Tăng ×1
TROW T. Rowe Price Group, Inc. - Common Stock $311102 0,11% 3031 Tăng ×1
ADM Archer-Daniels-Midland Company Common Stock $308019 0,11% 5156 Tăng ×1
MTB M&T Bank Corporation Common Stock $305718 0,11% 1547 Tăng ×1
RF Regions Financial Corporation Common Stock $303571 0,11% 11512 Tăng ×1
SNA Snap-On Incorporated Common Stock $302521 0,11% 873 Tăng ×1
HAL Halliburton Company Common Stock $298195 0,11% 12122 Tăng ×1
HPQ HP Inc. Common Stock $295963 0,11% 10869 Tăng ×1
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF $293471 0,10% 3083 Tăng ×1
BRKB $289076 0,10% 575 Tăng ×1
SHV iShares 0-1 Year Treasury Bond ETF $285838 0,10% 2587 Tăng ×1
BBY Best Buy Co., Inc. Common Stock $285314 0,10% 3773 Tăng ×1
AMD Advanced Micro Devices, Inc. - Common Stock $284750 0,10% 1760 Tăng ×1
OMC Omnicom Group Inc. Common Stock $281849 0,10% 3457 Tăng ×1
PFG Principal Financial Group Inc - Common Stock $279407 0,10% 3370 Tăng ×1
AFG American Financial Group, Inc. Common Stock $277014 0,10% 1901 Tăng ×1
GOOGL Alphabet Inc. - Class A Common Stock $276891 0,10% 1139 Tăng ×1
IVV $271736 0,10% 406 Tăng ×1
SWKS Skyworks Solutions, Inc. - Common Stock $270662 0,10% 3516 Tăng ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $269534 0,10% 1093 Tăng ×1
XYZ Block, Inc. Class A Common Stock, $268917 0,10% 3721 Tăng ×1
CLX Clorox Company (The) Common Stock $268424 0,10% 2177 Tăng ×1
VNQ $267586 0,10% 2927 Tăng ×1
HON Honeywell International Inc. - Common Stock $266914 0,10% 1268 Tăng ×1
VTI $261176 0,09% 796 Tăng ×1

Các khoản đặt cược mới lớn nhất

Các vị thế mới được mở trong quý này, lớn nhất trước.

Chứng khoán Giá trị Cổ phiếu % của danh mục
BIL $48064614 523865 17,11%
VGK $33276201 416995 11,85%
SPY $22372989 33584 7,96%
QQQ $20519446 34178 7,30%
SPMD $18032579 315310 6,42%
VTV $14472370 77604 5,15%
PRIV $12143449 476027 4,32%
SPEM $11694964 249839 4,16%
VUG $10293390 21462 3,66%
SPSM $7069405 152621 2,52%
FLJP $5562708 160958 1,98%
SGOV $2344900 23286 0,83%
IBIT $1806025 27785 0,64%
ETHA $1748994 55506 0,62%
MCD $1697078 5585 0,60%