— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Abich Financial Wealth Management LLC

Q4 2024 · Filed 2024-10-25
Market Value
$0
-100.0%
Holdings
373
-472
New Purchases
0
Added To
0
Closed
373
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 46 $0 0%
Large Cap 198 $0 0%
Mid Cap 95 $0 0%
Small Cap 29 $0 0%
Micro Cap 5 $0 0%

Portfolio Analytics

Avg Market Cap
$158.3B
Median Market Cap
$19.2B
Avg P/E
31.3
Median P/E
19.7
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
291
# ETFs / Funds
82

Top Holdings (373 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CVS —% -$40K -643 -100.0% SOLD
2 T —% -$84M -3,813 -100.0% SOLD
3 ALB —% -$11K -111 -100.0% SOLD
4 WT —% -$19M -1,946 -100.0% SOLD
5 AMP —% -$3K -7 -100.0% SOLD
6 ACN —% -$7K -19 -100.0% SOLD
7 GLW —% -$1M -30 -100.0% SOLD
8 ATEN —% -$5M -320 -100.0% SOLD
9 ARW —% -$3K -22 -100.0% SOLD
10 DIS —% -$2K -19 -100.0% SOLD
11 CVX —% -$124K -842 -100.0% SOLD
12 ALSN —% -$2K -22 -100.0% SOLD
13 AFG —% -$33K -246 -100.0% SOLD
14 CRI —% -$21K -328 -100.0% SOLD
15 HPE —% -$195M -9,539 -100.0% SOLD
16 NOW —% -$8K -9 -100.0% SOLD
17 DINO —% -$67M -1,501 -100.0% SOLD
18 AGCO —% -$51K -522 -100.0% SOLD
19 BMY —% -$73K -1,411 -100.0% SOLD
20 XOM —% -$332K -2,832 -100.0% SOLD
21 M —% -$35M -2,219 -100.0% SOLD
22 CUBE —% -$71K -1,326 -100.0% SOLD
23 CFG —% -$48M -1,174 -100.0% SOLD
24 SHV —% -$5K -41 -100.0% SOLD
25 SGOV —% -$40K -399 -100.0% SOLD
26 HD —% -$4K -9 -100.0% SOLD
27 DDD —% -$7M -2,429 -100.0% SOLD
28 PSX —% -$104K -790 -100.0% SOLD
29 THG —% -$77K -522 -100.0% SOLD
30 WU —% -$20M -1,706 -100.0% SOLD
31 LYB —% -$61K -636 -100.0% SOLD
32 VOYA —% -$87K -1,104 -100.0% SOLD
33 GE —% -$227K -1,206 -100.0% SOLD
34 CUBI —% -$6M -129 -100.0% SOLD
35 PRLB —% -$3M -87 -100.0% SOLD
36 PD —% -$6M -320 -100.0% SOLD
37 AM —% -$68M -4,545 -100.0% SOLD
38 ESTC —% -$2K -29 -100.0% SOLD
39 JHG —% -$26M -671 -100.0% SOLD
40 SON —% -$35K -638 -100.0% SOLD
41 HAL —% -$248K -9 -100.0% SOLD
42 AXP —% -$7K -24 -100.0% SOLD
43 FTI —% -$3M -112 -100.0% SOLD
44 DVN —% -$58M -1,491 -100.0% SOLD
45 OMF —% -$21M -455 -100.0% SOLD
46 FNF —% -$74K -1,188 -100.0% SOLD
47 ABBV —% -$136K -689 -100.0% SOLD
48 ALLY —% -$1M -36 -100.0% SOLD
49 CSL —% -$4K -9 -100.0% SOLD
50 BBY —% -$57K -551 -100.0% SOLD
51 LOW —% -$95K -350 -100.0% SOLD
52 EPR —% -$25M -511 -100.0% SOLD
53 MTB —% -$2K -14 -100.0% SOLD
54 SPG —% -$107K -631 -100.0% SOLD
55 EOG —% -$74K -602 -100.0% SOLD
56 RL —% -$3K -17 -100.0% SOLD
57 MO —% -$73K -1,438 -100.0% SOLD
58 KEY —% -$2M -97 -100.0% SOLD
59 VIRT —% -$29M -948 -100.0% SOLD
60 KO —% -$8K -112 -100.0% SOLD
61 VZ —% -$102M -2,274 -100.0% SOLD
62 FLNG —% -$636K -25 -100.0% SOLD
63 WPC —% -$42K -668 -100.0% SOLD
64 LAZ —% -$50K -999 -100.0% SOLD
65 MSM —% -$38K -436 -100.0% SOLD
66 UPS —% -$3K -19 -100.0% SOLD
67 MSI —% -$4K -10 -100.0% SOLD
68 SMG —% -$28K -322 -100.0% SOLD
69 LPX —% -$2K -21 -100.0% SOLD
70 LDOS —% -$3K -20 -100.0% SOLD
71 STT —% -$2K -26 -100.0% SOLD
72 IP —% -$42M -853 -100.0% SOLD
73 PFE —% -$17M -588 -100.0% SOLD
74 IBM —% -$122K -551 -100.0% SOLD
75 MET —% -$162K -1,969 -100.0% SOLD
76 KSS —% -$77M -3,669 -100.0% SOLD
77 HPQ —% -$61M -1,714 -100.0% SOLD
78 OVV —% -$122M -3,179 -100.0% SOLD
79 NNN —% -$27M -557 -100.0% SOLD
80 ADM —% -$196K -3,284 -100.0% SOLD
81 DVA —% -$4K -26 -100.0% SOLD
82 GPGI —% -$12M -840 -100.0% SOLD
83 LMT —% -$4K -6 -100.0% SOLD
84 FHN —% -$28M -1,799 -100.0% SOLD
85 SNX —% -$3K -23 -100.0% SOLD
86 AMG —% -$2K -14 -100.0% SOLD
87 DOW —% -$2K -38 -100.0% SOLD
88 DRI —% -$187K -1,137 -100.0% SOLD
89 TPR —% -$58M -1,233 -100.0% SOLD
90 JPM —% -$8K -39 -100.0% SOLD
91 CABO —% -$700 -2 -100.0% SOLD
92 BBWI —% -$103M -3,218 -100.0% SOLD
93 S —% -$8M -355 -100.0% SOLD
94 CACI —% -$31K -62 -100.0% SOLD
95 TFC —% -$3M -77 -100.0% SOLD
96 CAG —% -$47M -1,431 -100.0% SOLD
97 RGA —% -$4K -17 -100.0% SOLD
98 PII —% -$832 -10 -100.0% SOLD
99 RAMP —% -$3M -109 -100.0% SOLD
100 REZI —% -$6M -296 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ESTC —%
T —%
ALB —%
WT —%
AMP —%
ACN —%
GLW —%
ATEN —%
ARW —%
DIS —%
CVX —%
ALSN —%
JHG —%
CVS —%
HPE —%
View SEC EDGAR Filings for Abich Financial Wealth Management LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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