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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
SCHCSchwab Strategic Tr
Recent Activity
Exited
0%
$42,447
1,193 shares@ $35.59 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Exited
0%
$40,890
816 shares@ $50.12 avg price
FFord Mtr Co Del
Recent Activity
Exited
0%
$40,304
3,214 shares@ $12.55 avg price
GISGeneral Mls Inc
Recent Activity
Exited
0%
$37,956
600 shares@ $63.26 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Exited
0%
$37,477
550 shares@ $68.14 avg price
NLYAnnaly Capital Management In
Recent Activity
Exited
0%
$34,327
1,801 shares@ $19.06 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$34,027
340 shares@ $100.08 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$33,793
567 shares@ $59.6 avg price
SHELShell Plc
Recent Activity
Exited
0%
$32,842
455 shares@ $72.19 avg price
MTUMIshares Tr
Recent Activity
Exited
0%
$32,738
168 shares@ $194.87 avg price