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Asset Manager ← All Institutions

Abich Financial Wealth Management LLC

Q2 2024 · Filed 2024-08-14
Market Value
$147M
+13.6%
Holdings
873
+254
New Purchases
341
Added To
239
Closed
89
Reduced
80
Top 10 Concentration
82.5%
Turnover
49.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BIL 44.64% 20.00% +24.65% $66M
TTEK 0.24% 0.00% +0.24% $359K
RTX 0.21% 0.04% +0.17% $307K
CMCSA 0.15% 0.00% +0.15% $218K
CVS 0.15% 0.00% +0.15% $217K
ABBV 0.14% 0.00% +0.14% $213K
CSCO 0.16% 0.02% +0.14% $233K
JNJ 0.17% 0.03% +0.14% $245K
HD 0.17% 0.04% +0.13% $253K
GE 0.13% 0.00% +0.13% $192K
LMT 0.15% 0.02% +0.13% $214K
TGT 0.13% 0.01% +0.12% $187K
MET 0.12% 0.00% +0.12% $175K
CVX 0.29% 0.17% +0.12% $427K
PSX 0.12% 0.00% +0.12% $179K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VGK 7.15% 13.53% -6.38% $11M
QQQ 7.54% 12.64% -5.10% $11M
VTV 2.46% 6.16% -3.70% $4M
SPEM 4.05% 7.20% -3.15% $6M
VUG 3.90% 6.88% -2.98% $6M
FLJP 2.95% 4.67% -1.73% $4M
SPSM 3.14% 4.65% -1.51% $5M
SPMD 6.20% 7.45% -1.25% $9M
IWD 0.21% 0.60% -0.39% $314K
SPMB 0.04% 0.40% -0.37% $53K
LQD 0.04% 0.33% -0.28% $65K
XT 0.12% 0.35% -0.22% $179K
IJH 0.02% 0.17% -0.15% $32K
BMY 0.00% 0.13% -0.12% $2K
SCHF 0.01% 0.13% -0.12% $20K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 65 $28M 18.9%
Large Cap 438 $111M 75.5%
Mid Cap 229 $8M 5.2%
Small Cap 106 $463K 0.3%
Micro Cap 35 $121K 0.1%

Portfolio Analytics

Avg Market Cap
$93.5B
Median Market Cap
$13.6B
Avg P/E
29.5
Median P/E
22.4
Avg Dividend Yield
0.04%
Avg Beta
1.05
# Stocks
686
# ETFs / Funds
187

Top Holdings (873 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BIL 44.64% 713,950 $66M $91.78 $40M +432,525 +153.7%
2 QQQ 7.54% 23,102 $11M $479.11 -$5M -13,685 -37.2%
3 VGK 7.15% 157,281 $11M $66.77 -$7M -102,325 -39.4%
4 SPMD 6.20% 177,284 $9M $51.30 -$527K -3,102 -1.7%
5 SPEM 4.05% 157,675 $6M $37.67 -$3M -99,308 -38.6%
6 VUG 3.90% 15,306 $6M $374.01 -$3M -10,501 -40.7%
7 SPSM 3.14% 110,945 $5M $41.53 -$1M -28,569 -20.5%
8 FLJP 2.95% 150,345 $4M $28.76 -$2M -44,213 -22.7%
9 VTV 2.46% 22,509 $4M $160.41 -$4M -26,345 -53.9%
10 AAPL 0.48% 3,349 $705K $210.64 $153K +129 +4.0%
11 MSFT 0.48% 1,578 $705K $446.95 $76K +81 +5.4%
12 SGOV 0.44% 6,441 $649K $100.71 $74K +734 +12.9%
13 SPY 0.34% 927 $504K $544.22 $140K +230 +33.0%
14 CVX 0.29% 2,730 $427K $156.41 $204K +1,315 +92.9%
15 CACI 0.29% 980 $422K $430.13 $74K +62 +6.8%
16 XOM 0.26% 3,273 $377K $115.12 $126K +1,116 +51.7%
17 TTEK 0.24% 1,758 $359K $204.48 +1,758 NEW
18 IBIT 0.24% 10,236 $349K $34.14 $78K +3,525 +52.5%
19 IWD 0.21% 1,802 $314K $174.47 -$463K -2,537 -58.5%
20 RTX 0.21% 3,060 $307K $100.39 $256K +2,535 +482.9%
21 NVDA 0.20% 2,347 $290K $123.56 $110K +2,148 +1079.4%
22 VTI 0.19% 1,064 $285K $267.51 $81K +282 +36.1%
23 SPTS 0.19% 9,569 $276K $28.87 $85K +2,963 +44.9%
24 HON 0.18% 1,266 $270K $213.54 $10K
25 IBM 0.18% 1,527 $264K $172.95 $52K +414 +37.2%
26 HD 0.17% 735 $253K $344.05 $205K +609 +483.3%
27 JNJ 0.17% 1,673 $245K $146.17 $207K +1,433 +597.1%
28 SPTI 0.16% 8,504 $238K $28.02 $65K +2,342 +38.0%
29 CSCO 0.16% 4,902 $233K $47.51 $213K +4,511 +1153.7%
30 META 0.16% 461 $232K $504.26 $33K +51 +12.4%
31 VZ 0.16% 5,543 $229K $41.24 $64K +1,621 +41.3%
32 T 0.15% 11,678 $223K $19.11 $62K +2,517 +27.5%
33 COP 0.15% 1,947 $223K $114.38 $40K +514 +35.9%
34 CMCSA 0.15% 5,569 $218K $39.16 $218K +5,566 +185533.3%
35 CVS 0.15% 3,681 $217K $59.06 +3,681 NEW
36 WMT 0.15% 3,182 $215K $67.71 $27K +56 +1.8%
37 LMT 0.15% 459 $214K $466.92 $192K +409 +818.0%
38 EOG 0.15% 1,696 $213K $125.87 $53K +439 +34.9%
39 ABBV 0.14% 1,239 $213K $171.52 $211K +1,231 +15387.5%
40 GLD 0.14% 976 $210K $215.01 -$45K -263 -21.2%
41 MO 0.14% 4,362 $199K $45.55 $47K +875 +25.1%
42 GILD 0.13% 2,873 $197K $68.61 $35K +654 +29.5%
43 BA 0.13% 1,059 $193K $182.01 -$12K
44 GE 0.13% 1,206 $192K $158.97 +1,206 NEW
45 UPS 0.13% 1,364 $187K $136.85 $38K +364 +36.4%
46 TGT 0.13% 1,260 $187K $148.04 $178K +1,210 +2420.0%
47 PNC 0.13% 1,198 $186K $155.42 $23K +187 +18.5%
48 XT 0.12% 3,051 $179K $58.83 -$266K -4,429 -59.2%
49 PSX 0.12% 1,266 $179K $141.17 $174K +1,237 +4265.5%
50 KMB 0.12% 1,289 $178K $138.20 $51K +306 +31.1%
51 USB 0.12% 4,449 $177K $39.70 $26K +1,079 +32.0%
52 TFC 0.12% 4,543 $177K $38.85 $32K +843 +22.8%
53 MET 0.12% 2,490 $175K $70.18 $174K +2,475 +16500.0%
54 HPE 0.12% 8,229 $174K $21.17 $154K +7,114 +638.0%
55 PSA 0.12% 594 $171K $287.65 $46K +163 +37.8%
56 PCAR 0.11% 1,637 $169K $102.94 $4K +311 +23.4%
57 LLY 0.11% 183 $166K $905.38 $23K -1 -0.5%
58 VOOV 0.11% 939 $165K $175.78 +939 NEW
59 VLO 0.11% 1,049 $164K $156.76 $155K +993 +1773.2%
60 SPG 0.11% 1,069 $162K $151.80 $161K +1,061 +13262.5%
61 SPSB 0.11% 5,428 $161K $29.70 $49K +1,668 +44.4%
62 PRU 0.11% 1,362 $160K $117.23 $20K +175 +14.7%
63 FANG 0.11% 791 $158K $200.19 $158K +787 +19675.0%
64 HPQ 0.11% 4,506 $158K $35.02 $34K +395 +9.6%
65 CTRA 0.11% 5,805 $155K $26.67 $47K +1,944 +50.4%
66 SYY 0.11% 2,165 $155K $71.39 $147K +2,077 +2360.2%
67 MTB 0.10% 1,007 $152K $151.36 $38K +217 +27.5%
68 DVN 0.10% 3,209 $152K $47.40 $22K +612 +23.6%
69 BKR 0.10% 4,310 $152K $35.17 +4,310 NEW
70 DOW 0.10% 2,819 $150K $53.05 $13K +469 +20.0%
71 BRK-B 0.10% 366 $149K $406.80 $65K +166 +83.0%
72 LYB 0.10% 1,556 $149K $95.68 $23K +323 +26.2%
73 ADM 0.10% 2,398 $145K $60.45 +2,398 NEW
74 PAYX 0.10% 1,209 $143K $118.56 +1,209 NEW
75 PDBC 0.09% 9,903 $139K $14.05 $14K +896 +9.9%
76 STT 0.09% 1,870 $138K $74.00 $26K +418 +28.8%
77 TROW 0.09% 1,198 $138K $115.31 $13K +171 +16.6%
78 K 0.09% 2,258 $130K $57.68 $27K +455 +25.2%
79 MAR 0.09% 538 $130K $241.72 -$5K +3 +0.6%
80 SWKS 0.09% 1,210 $129K $106.58 $124K +1,165 +2588.9%
81 HBAN 0.09% 9,506 $125K $13.18 $15K +1,594 +20.1%
82 IJK 0.08% 1,411 $124K $88.11 -$4K
83 RF 0.08% 6,044 $121K $20.04 $9K +703 +13.2%
84 OMC 0.08% 1,324 $119K $89.73 +1,324 NEW
85 MBB 0.08% 1,293 $119K $91.81 $23K +256 +24.7%
86 CINF 0.08% 1,000 $118K $118.10 $112K +953 +2027.7%
87 CFG 0.08% 3,250 $117K $36.03 $11K +334 +11.4%
88 PFG 0.08% 1,464 $115K $78.45 +1,464 NEW
89 DRI 0.08% 750 $113K $151.32 +750 NEW
90 PKG 0.07% 575 $105K $182.56 $104K +571 +14275.0%
91 FNF 0.07% 2,089 $103K $49.43 $98K +1,982 +1852.3%
92 JPST 0.07% 1,994 $101K $50.47 +1,994 NEW
93 KEY 0.07% 7,060 $100K $14.21 $15K +1,679 +31.2%
94 ALLY 0.07% 2,527 $100K $39.67 $99K +2,507 +12535.0%
95 HST 0.07% 5,565 $100K $17.98 $4K +935 +20.2%
96 MCD 0.07% 382 $97K $254.84 -$8K +10 +2.7%
97 CNA 0.06% 2,059 $95K $46.07 $15K +303 +17.3%
98 LAMR 0.06% 782 $94K $119.57 $24K +200 +34.4%
99 TIP 0.06% 874 $93K $106.78 $20K +194 +28.5%
100 SPHY 0.06% 3,837 $89K $23.23 $6K +294 +8.3%

New Positions

SymbolValue% Port
TTEK $359K 0.24%
CVS $217K 0.15%
GE $192K 0.13%
VOOV $165K 0.11%
BKR $152K 0.10%
ADM $145K 0.10%
PAYX $143K 0.10%
OMC $119K 0.08%
PFG $115K 0.08%
DRI $113K 0.08%
JPST $101K 0.07%
TAP $88K 0.06%
SUB $84K 0.06%
MUB $84K 0.06%
LOW $77K 0.05%

Sold Out Positions

SymbolValue% Port
AVB —%
EXR —%
HRB —%
HLI —%
PB —%
BEN —%
BRX —%
IVZ —%
CWEN —%
TDC —%
ARE —%
VICI —%
THO —%
STAG —%
EQR —%
View SEC EDGAR Filings for Abich Financial Wealth Management LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms