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Mike James

@Abich Financial Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$44.503MTotal holdings379
Assets growth rate-69.73%Assets growth rate (2-Q avg)-28.05%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Abich Financial Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 379 positions.

Assets under management

The assets under management (AUM) of Abich Financial Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 44.503M in assets, with a quarterly growth rate of -69.73% and a 2-quarter average growth rate of -28.05%. The portfolio is managed by Mike James, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BILSpdr Ser Tr
Recent Activity
Decreased -86.91%
19.28%
$8.579M
93,440 shares@ $91.81 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Decreased -53.46%
11.7%
$5.203M
73,184 shares@ $71.1 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -67.45%
8.25%
$3.67M
7,519 shares@ $488.07 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -53.85%
6.75%
$3.003M
72,752 shares@ $41.29 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -69.93%
6.55%
$2.915M
53,302 shares@ $54.68 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -39.93%
5.31%
$2.36M
13,520 shares@ $174.57 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -60.57%
5.21%
$2.317M
6,035 shares@ $383.94 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -64.48%
4.03%
$1.793M
39,403 shares@ $45.51 avg price
FLJPFranklin Templeton Etf Tr
Recent Activity
Decreased -68.78%
3.21%
$1.428M
46,930 shares@ $30.43 avg price
RTXRtx Corporation
Recent Activity
Decreased -3.52%
0.81%
$357,664
2,952 shares@ $121.16 avg price