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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
JNJJohnson & Johnson
Recent Activity
Decreased -12.79%
0.54%
$236,445
1,459 shares@ $162.06 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Decreased -36.98%
0.53%
$233,039
6,450 shares@ $36.14 avg price
METMetlife Inc
Recent Activity
Decreased -20.92%
0.37%
$162,403
1,969 shares@ $82.48 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -72.06%
0.34%
$148,604
259 shares@ $573.77 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -44.39%
0.31%
$136,064
689 shares@ $197.49 avg price
CVXChevron Corp New
Recent Activity
Decreased -69.15%
0.28%
$124,001
842 shares@ $147.27 avg price
IBMInternational Business Machs
Recent Activity
Decreased -63.91%
0.28%
$121,815
551 shares@ $221.08 avg price
SPGSimon Ppty Group Inc New
Recent Activity
Decreased -40.97%
0.24%
$106,651
631 shares@ $169.02 avg price
PSXPhillips 66
Recent Activity
Decreased -37.59%
0.24%
$103,845
790 shares@ $131.45 avg price