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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
VZVerizon Communications Inc
Recent Activity
Decreased -58.97%
0.23%
$102,125
2,274 shares@ $44.91 avg price
PKGPackaging Corp Amer
Recent Activity
Decreased -19.65%
0.23%
$99,515
462 shares@ $215.41 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -56.01%
0.22%
$97,416
527 shares@ $184.86 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -60.28%
0.22%
$95,662
1,141 shares@ $83.85 avg price
PFGPrincipal Financial Group In
Recent Activity
Decreased -27.32%
0.21%
$91,398
1,064 shares@ $85.91 avg price
OMCOmnicom Group Inc
Recent Activity
Decreased -34.59%
0.21%
$89,536
866 shares@ $103.4 avg price
TAt&t Inc
Recent Activity
Decreased -67.34%
0.19%
$83,886
3,813 shares@ $22.0 avg price
FANGDiamondback Energy Inc
Recent Activity
Decreased -39.31%
0.19%
$82,752
480 shares@ $172.4 avg price
COPConocophillips
Recent Activity
Decreased -61.73%
0.18%
$78,434
745 shares@ $105.29 avg price
PSAPublic Storage Oper Co
Recent Activity
Decreased -65.15%
0.17%
$75,321
207 shares@ $363.87 avg price