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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
HONHoneywell Intl Inc
Recent Activity
Exited
0%
$270,342
1,266 shares@ $213.55 avg price
WMTWalmart Inc
Recent Activity
Exited
0%
$215,469
3,182 shares@ $67.72 avg price
BABoeing Co
Recent Activity
Exited
0%
$192,749
1,059 shares@ $182.02 avg price
LLYEli Lilly & Co
Recent Activity
Exited
0%
$165,685
183 shares@ $905.39 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$165,057
939 shares@ $175.78 avg price
IJKIshares Tr
Recent Activity
Exited
0%
$124,323
1,411 shares@ $88.11 avg price
MCDMcdonalds Corp
Recent Activity
Exited
0%
$97,349
382 shares@ $254.85 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$88,534
31,284 shares@ $2.84 avg price
SUBIshares Tr
Recent Activity
Exited
0%
$84,372
807 shares@ $104.56 avg price
MUBIshares Tr
Recent Activity
Exited
0%
$83,961
788 shares@ $106.55 avg price