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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
JPCNuveen Pfd & Income Opportun
Recent Activity
Exited
0%
$22,171
2,968 shares@ $7.48 avg price
AMATApplied Matls Inc
Recent Activity
Exited
0%
$20,961
89 shares@ $235.52 avg price
SPYGSpdr Ser Tr
Recent Activity
Exited
0%
$20,273
253 shares@ $80.14 avg price
DFICDimensional Etf Trust
Recent Activity
Exited
0%
$20,243
770 shares@ $26.29 avg price
SHYIshares Tr
Recent Activity
Exited
0%
$19,927
244 shares@ $81.67 avg price
URIUnited Rentals Inc
Recent Activity
Exited
0%
$19,402
30 shares@ $646.74 avg price
DTMDt Midstream Inc
Recent Activity
Exited
0%
$19,320
272 shares@ $71.03 avg price
DDDupont De Nemours Inc
Recent Activity
Exited
0%
$19,318
240 shares@ $80.5 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Exited
0%
$18,803
536 shares@ $35.09 avg price
PEPPepsico Inc
Recent Activity
Exited
0%
$18,743
114 shares@ $164.42 avg price