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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
LEALear Corp
Recent Activity
New Position
0.17%
$72,476
664 shares@ $109.16 avg price
ADTAdt Inc Del
Recent Activity
New Position
0.16%
$70,023
9,685 shares@ $7.24 avg price
ORIOld Rep Intl Corp
Recent Activity
New Position
0.15%
$64,004
1,807 shares@ $35.43 avg price
LAZLazard Inc
Recent Activity
New Position
0.12%
$50,330
999 shares@ $50.39 avg price
CAGConagra Brands Inc
Recent Activity
New Position
0.11%
$46,536
1,431 shares@ $32.52 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.1%
$42,580
212 shares@ $200.85 avg price
IPInternational Paper Co
Recent Activity
New Position
0.1%
$41,669
853 shares@ $48.85 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
New Position
0.09%
$37,671
560 shares@ $67.27 avg price
NNNNnn Reit Inc
Recent Activity
New Position
0.07%
$27,009
557 shares@ $48.5 avg price
IUSBIshares Tr
Recent Activity
New Position
0.06%
$25,021
531 shares@ $47.13 avg price