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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
WFCWells Fargo Co New
Recent Activity
New Position
0.59%
$259,798
4,599 shares@ $56.5 avg price
CMSCms Energy Corp
Recent Activity
New Position
0.39%
$170,854
2,419 shares@ $70.64 avg price
WRBBerkley W R Corp
Recent Activity
New Position
0.36%
$159,241
2,807 shares@ $56.73 avg price
SNASnap On Inc
Recent Activity
New Position
0.35%
$152,387
526 shares@ $289.71 avg price
OVVOvintiv Inc
Recent Activity
New Position
0.28%
$121,787
3,179 shares@ $38.31 avg price
BBWIBath & Body Works Inc
Recent Activity
New Position
0.24%
$102,719
3,218 shares@ $31.93 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.21%
$89,492
3,784 shares@ $23.66 avg price
VOYAVoya Financial Inc
Recent Activity
New Position
0.2%
$87,459
1,104 shares@ $79.23 avg price
PLTKPlaytika Hldg Corp
Recent Activity
New Position
0.19%
$81,315
10,267 shares@ $7.93 avg price
THGHanover Ins Group Inc
Recent Activity
New Position
0.18%
$77,313
522 shares@ $148.11 avg price