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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
PCARPaccar Inc
Recent Activity
Decreased -53.57%
0.17%
$74,997
760 shares@ $98.69 avg price
PRUPrudential Finl Inc
Recent Activity
Decreased -54.84%
0.17%
$74,477
615 shares@ $121.11 avg price
EOGEog Res Inc
Recent Activity
Decreased -64.5%
0.17%
$74,004
602 shares@ $122.94 avg price
FNFFidelity National Financial
Recent Activity
Decreased -43.13%
0.17%
$73,728
1,188 shares@ $62.07 avg price
MOAltria Group Inc
Recent Activity
Decreased -67.03%
0.17%
$73,395
1,438 shares@ $51.04 avg price
CUBECubesmart
Recent Activity
Decreased -7.98%
0.17%
$71,379
1,326 shares@ $53.84 avg price
GBTCGrayscale Bitcoin Tr Btc
Recent Activity
Decreased -3.99%
0.16%
$66,812
1,323 shares@ $50.51 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -64.77%
0.15%
$64,595
454 shares@ $142.28 avg price
SPTISpdr Ser Tr
Recent Activity
Decreased -74.24%
0.15%
$63,641
2,190 shares@ $29.06 avg price
HPQHp Inc
Recent Activity
Decreased -61.96%
0.14%
$61,481
1,714 shares@ $35.87 avg price