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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
DUHPDimensional Etf Trust
Recent Activity
Exited
0%
$32,406
1,013 shares@ $32.0 avg price
AEMAgnico Eagle Mines Ltd
Recent Activity
Exited
0%
$31,654
484 shares@ $65.41 avg price
DFUVDimensional Etf Trust
Recent Activity
Exited
0%
$31,023
790 shares@ $39.27 avg price
ULUnilever Plc
Recent Activity
Exited
0%
$29,310
533 shares@ $55.0 avg price
LUVSouthwest Airls Co
Recent Activity
Exited
0%
$29,125
1,018 shares@ $28.62 avg price
CPTCamden Ppty Tr
Recent Activity
Exited
0%
$25,968
238 shares@ $109.11 avg price
SPYDSpdr Ser Tr
Recent Activity
Exited
0%
$24,138
600 shares@ $40.23 avg price
COSTCostco Whsl Corp New
Recent Activity
Exited
0%
$24,040
28 shares@ $858.58 avg price
LLoews Corp
Recent Activity
Exited
0%
$23,917
320 shares@ $74.75 avg price
RSReliance Inc
Recent Activity
Exited
0%
$22,562
79 shares@ $285.6 avg price