2025 Q3 Portfolio Activity
In 2025 Q3, Abich Financial Wealth Management LLC maintained a portfolio of 778 distinct positions. The most significant new addition was SSGA ACTIVE TR, now representing 4.32% of the total fund value. They heavily accumulated shares in SPDR S&P 500 ETF TR, increasing the position by 12866.8%. Conversely, Abich Financial Wealth Management LLC completely exited their position in WELLS FARGO CO NEW.
Position History
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Total Positions
778
Quarter
2025 Q3
Top Holding
BIL (17.1%)
Top 10 Concentration
70.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 778
Abich Financial Wealth Management LLC Full Holdings List — 2025 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BIL
SPDR SERIES TRU...
|
ETF | 17.11% | 19.28% |
#1
Prev: #1
|
9.0 |
—
|
430,425 | 460.6% |
P
S
|
523,865 | $48,064,614 |
$85.27
+7.2%
|
2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | ||
|
VGK
VANGUARD INTL E...
|
ETF | 11.85% | 11.69% |
#2
Prev: #2
|
8.5 |
—
|
343,811 | 469.8% |
P
S
|
416,995 | $33,276,201 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 7.96% | 0.33% |
#3
29
Prev: #32
|
7.2 |
—
|
33,325 | 12866.8% |
P
S
|
33,584 | $22,372,989 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 7.30% | 8.25% |
#4
1
Prev: #3
|
6.4 |
—
|
26,659 | 354.6% |
P
S
|
34,178 | $20,519,446 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 6.42% | 6.55% |
#5
Prev: #5
|
6.1 |
—
|
262,008 | 491.6% |
P
S
|
315,310 | $18,032,579 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 5.15% | 5.30% |
#6
Prev: #6
|
5.1 |
—
|
64,084 | 474.0% |
P
S
|
77,604 | $14,472,370 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PRIV
SSGA ACTIVE TR
|
Unknown | 4.32% | — |
#7
Prev: #—
|
5.2 |
—
|
476,027 | — |
NEW
|
476,027 | $12,143,449 | 2025 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 4.16% | 6.75% |
#8
4
Prev: #4
|
4.7 |
—
|
177,087 | 243.4% |
P
S
|
249,839 | $11,694,964 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 3.66% | 5.21% |
#9
2
Prev: #7
|
4.5 |
—
|
15,427 | 255.6% |
P
S
|
21,462 | $10,293,390 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 2.52% | 4.03% |
#10
2
Prev: #8
|
4.0 |
—
|
113,218 | 287.3% |
P
S
|
152,621 | $7,069,405 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
FLJP
FRANKLIN TEMPLE...
|
ETF | 1.98% | 3.21% |
#11
2
Prev: #9
|
3.8 |
—
|
114,028 | 243.0% |
P
S
|
160,958 | $5,562,708 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.83% | 0.09% |
#12
97
Prev: #109
|
3.3 |
—
|
22,887 | 5736.1% |
P
S
|
23,286 | $2,344,900 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.64% | 0.52% |
#13
5
Prev: #18
|
3.3 |
—
|
21,335 | 330.8% |
P
S
|
27,785 | $1,806,025 | 2024 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ETHA
ISHARES ETHEREU...
|
ETF | 0.62% | — |
#14
Prev: #—
|
3.7 |
—
|
55,506 | — |
NEW
|
55,506 | $1,748,994 | 2025 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.60% | — |
#15
Prev: #—
|
3.7 |
—
|
5,585 | — |
NEW
|
5,585 | $1,697,078 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.60% | 0.09% |
#16
92
Prev: #108
|
3.2 |
—
|
4,539 | 2734.3% |
P
S
|
4,705 | $1,672,486 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.53% | 0.04% |
#17
143
Prev: #160
|
3.2 |
—
|
2,822 | 6271.1% |
P
S
|
2,867 | $1,484,828 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SPTS
SPDR SERIES TRU...
|
ETF | 0.47% | 0.12% |
#18
71
Prev: #89
|
3.2 |
—
|
43,289 | 2476.5% |
P
S
|
45,037 | $1,320,485 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.45% | 0.11% |
#19
74
Prev: #93
|
3.2 |
—
|
6,394 | 1574.9% |
P
S
|
6,800 | $1,268,686 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 0.41% | 0.03% |
#20
156
Prev: #176
|
3.2 |
—
|
4,482 | 7727.6% |
P
S
|
4,540 | $1,155,931 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SPTI
SPDR SERIES TRU...
|
Bond/Debt | 0.41% | 0.14% |
#21
57
Prev: #78
|
3.2 |
—
|
37,791 | 1725.6% |
P
S
|
39,981 | $1,155,451 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.29% | 0.27% |
#22
15
Prev: #37
|
3.1 |
—
|
2,331 | 423.0% |
P
S
|
2,882 | $813,317 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.25% | 0.18% |
#23
33
Prev: #56
|
3.1 |
—
|
1,270 | 416.4% |
P
S
|
1,575 | $700,434 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.24% | 0.06% |
#24
114
Prev: #138
|
3.1 |
—
|
20,998 | 2567.0% |
P
S
|
21,816 | $660,807 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.22% | 0.21% |
#25
22
Prev: #47
|
3.1 |
—
|
4,498 | 394.2% |
P
S
|
5,639 | $625,929 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
CIFR
CIPHER MINING I...
|
Financial Services | 0.21% | — |
#26
Prev: #—
|
3.6 |
—
|
46,810 | — |
NEW
|
46,810 | $589,338 | 2025 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MBB
ISHARES TR
|
ETF | 0.21% | 0.07% |
#27
95
Prev: #122
|
3.1 |
—
|
5,814 | 1735.5% |
P
S
|
6,149 | $585,077 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.21% | 0.28% |
#28
8
Prev: #36
|
3.1 |
—
|
2,868 | 340.6% |
P
S
|
3,710 | $576,119 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.20% | 0.75% |
#29
18
Prev: #11
|
3.1 |
—
|
2,262 | 79.9% |
P
S
|
5,094 | $574,395 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 0.20% | 0.06% |
#30
102
Prev: #132
|
3.1 |
—
|
39,766 | 2020.6% |
P
S
|
41,734 | $560,488 | 2024 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.19% | 0.80% |
#31
21
Prev: #10
|
2.1 |
—
|
246 | 8.3% |
P
S
|
3,198 | $535,113 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MET
METLIFE INC
|
Financial Services | 0.18% | 0.36% |
#32
3
Prev: #29
|
3.1 |
—
|
4,128 | 209.6% |
P
S
|
6,097 | $502,210 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 0.18% | 0.08% |
#33
82
Prev: #115
|
3.1 |
—
|
1,278 | 645.5% |
P
S
|
1,476 | $498,135 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.18% | 0.04% |
#34
136
Prev: #170
|
3.1 |
—
|
2,287 | 545.8% |
P
S
|
2,706 | $493,629 | 2024 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
CACI
CACI INTL INC
|
Technology | 0.17% | 0.07% |
#35
88
Prev: #123
|
3.1 |
—
|
918 | 1480.6% |
P
S
|
980 | $488,804 | 2024 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AU
ANGLOGOLD ASHAN...
|
Basic Materials | 0.17% | — |
#36
Prev: #—
|
3.6 |
—
|
6,634 | — |
NEW
|
6,634 | $466,569 | 2025 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.16% | 0.02% |
#37
188
Prev: #225
|
3.1 |
—
|
1,356 | 3153.5% |
P
S
|
1,399 | $461,544 | 2024 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.16% | 0.16% |
#38
30
Prev: #68
|
3.1 |
—
|
8,788 | 622.8% |
P
S
|
10,199 | $459,995 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.16% | 0.02% |
#39
173
Prev: #212
|
3.1 |
—
|
2,666 | 3374.7% |
P
S
|
2,745 | $459,354 | 2024 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SCCO
SOUTHERN COPPER...
|
Basic Materials | 0.16% | — |
#40
Prev: #—
|
3.6 |
—
|
3,695 | — |
NEW
|
3,695 | $448,425 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.16% | 0.16% |
#41
25
Prev: #66
|
3.1 |
—
|
5,299 | 368.5% |
P
S
|
6,737 | $445,065 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.15% | 0.54% |
#42
27
Prev: #15
|
3.1 |
—
|
3,051 | 143.0% |
P
S
|
5,184 | $435,093 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.15% | 0.01% |
#43
290
Prev: #333
|
3.1 |
—
|
1,534 | 21914.3% |
P
S
|
1,541 | $434,870 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.15% | 0.02% |
#44
151
Prev: #195
|
3.1 |
—
|
1,484 | 2393.5% |
P
S
|
1,546 | $434,736 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PFE
PFIZER INC
|
Healthcare | 0.15% | 0.04% |
#45
120
Prev: #165
|
3.1 |
—
|
16,468 | 2800.7% |
P
S
|
17,056 | $434,581 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
EOG
EOG RES INC
|
Energy | 0.15% | 0.17% |
#46
18
Prev: #64
|
3.1 |
—
|
3,179 | 528.1% |
P
S
|
3,781 | $423,926 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.15% | — |
#47
Prev: #—
|
3.6 |
—
|
1,199 | — |
NEW
|
1,199 | $414,015 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 0.15% | 0.04% |
#48
120
Prev: #168
|
3.1 |
—
|
5,923 | 2834.0% |
P
S
|
6,132 | $411,212 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ACGL
ARCH CAP GROUP ...
|
Financial Services | 0.15% | — |
#49
Prev: #—
|
3.6 |
—
|
4,527 | — |
NEW
|
4,527 | $410,735 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.15% | 0.06% |
#50
84
Prev: #134
|
3.1 |
—
|
1,724 | 1249.3% |
P
S
|
1,862 | $408,839 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) |
Showing 1-50 of 778 holdings