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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
XLFSelect Sector Spdr Tr
Recent Activity
Exited
0%
$18,500
450 shares@ $41.12 avg price
MDTMedtronic Plc
Recent Activity
Exited
0%
$18,261
232 shares@ $78.72 avg price
ENBEnbridge Inc
Recent Activity
Exited
0%
$17,973
505 shares@ $35.6 avg price
UALUnited Airls Hldgs Inc
Recent Activity
Exited
0%
$17,420
358 shares@ $48.66 avg price
ROADConstruction Partners Inc
Recent Activity
Exited
0%
$16,563
300 shares@ $55.21 avg price
SAVEQSpirit Airls Inc
Recent Activity
Exited
0%
$15,921
4,350 shares@ $3.66 avg price
MGMMgm Resorts International
Recent Activity
Exited
0%
$15,910
358 shares@ $44.45 avg price
BXMTBlackstone Mtg Tr Inc
Recent Activity
Exited
0%
$15,678
900 shares@ $17.42 avg price
CVECenovus Energy Inc
Recent Activity
Exited
0%
$15,413
784 shares@ $19.66 avg price
SDYSpdr Ser Tr
Recent Activity
Exited
0%
$15,262
120 shares@ $127.19 avg price