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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
XOMExxon Mobil Corp
Recent Activity
Decreased -13.47%
0.75%
$331,967
2,832 shares@ $117.22 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 7.29%
0.63%
$279,904
5,259 shares@ $53.23 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.59%
$259,798
4,599 shares@ $56.5 avg price
CMCSAComcast Corp New
Recent Activity
Increased 4.67%
0.55%
$243,477
5,829 shares@ $41.77 avg price
MRKMerck & Co Inc
Recent Activity
Increased 554.3%
0.55%
$242,223
2,133 shares@ $113.56 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -12.79%
0.54%
$236,445
1,459 shares@ $162.06 avg price
TGTTarget Corp
Recent Activity
Increased 19.45%
0.53%
$234,570
1,505 shares@ $155.87 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Decreased -36.98%
0.53%
$233,039
6,450 shares@ $36.14 avg price
IVVIshares Tr
Recent Activity
Increased 167.79%
0.52%
$230,151
399 shares@ $576.82 avg price
GEGe Aerospace
Recent Activity
0.52%
$227,427
1,206 shares@ $188.58 avg price