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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
PGProcter And Gamble Co
Recent Activity
Exited
0%
$82,735
502 shares@ $164.82 avg price
IJJIshares Tr
Recent Activity
Exited
0%
$79,082
697 shares@ $113.47 avg price
CATCaterpillar Inc
Recent Activity
Exited
0%
$71,526
215 shares@ $332.68 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Exited
0%
$62,213
275 shares@ $226.23 avg price
DFACDimensional Etf Trust
Recent Activity
Exited
0%
$53,938
1,673 shares@ $32.25 avg price
DTEDte Energy Co
Recent Activity
Exited
0%
$50,510
455 shares@ $111.02 avg price
SBUXStarbucks Corp
Recent Activity
Exited
0%
$50,058
643 shares@ $77.86 avg price
VOOVanguard Index Fds
Recent Activity
Exited
0%
$50,013
100 shares@ $500.13 avg price
VXUSVanguard Star Fds
Recent Activity
Exited
0%
$48,783
809 shares@ $60.31 avg price
XLESelect Sector Spdr Tr
Recent Activity
Exited
0%
$43,023
472 shares@ $91.16 avg price