Abich Financial Wealth Management LLC

data from 30/09/2025

Capitalization

$ 280.914 M 100.00 %

Average holding period

1 ans

Performance

$ 10.570 M 8.44 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Abich Financial Wealth Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BIL SPDR SERIES TRUST 17.11% 48.065 M $ 523865 2025/09/30 0.000 $ 0.00 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 11.85% 33.276 M $ 416995 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TR 7.96% 22.373 M $ 33584 2025/09/30 0.000 $ 0.00 %
2025/09/30 QQQ INVESCO QQQ TR 7.30% 20.519 M $ 34178 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPMD SPDR SERIES TRUST 6.42% 18.033 M $ 315310 2025/09/30 0.000 $ 0.00 %
2025/09/30 VTV VANGUARD INDEX FDS 5.15% 14.472 M $ 77604 2025/09/30 0.000 $ 0.00 %
2025/09/30 SSGA ACTIVE TR 4.32% 12.143 M $ 476027 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPEM SPDR INDEX SHS FDS 4.16% 11.695 M $ 249839 2025/09/30 0.000 $ 0.00 %
2025/09/30 VUG VANGUARD INDEX FDS 3.66% 10.293 M $ 21462 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPSM SPDR SERIES TRUST 2.52% 7.069 M $ 152621 2025/09/30 0.000 $ 0.00 %
2025/09/30 FLJP FRANKLIN TEMPLETON ETF TR 1.98% 5.563 M $ 160958 2025/09/30 0.000 $ 0.00 %
2025/09/30 SGOV ISHARES TR 0.83% 2.345 M $ 23286 2025/09/30 0.000 $ 0.00 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.64% 1.806 M $ 27785 2025/09/30 0.000 $ 0.00 %
2025/09/30 ETHA ISHARES ETHEREUM TR 0.62% 1.749 M $ 55506 2025/09/30 0.000 $ 0.00 %
2025/09/30 MCD MCDONALDS CORP 0.60% 1.697 M $ 5585 2025/09/30 0.000 $ 0.00 %
2025/09/30 GLD SPDR GOLD TR 0.60% 1.672 M $ 4705 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSFT MICROSOFT CORP 0.53% 1.485 M $ 2867 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPTS SPDR SERIES TRUST 0.47% 1.320 M $ 45037 2025/09/30 0.000 $ 0.00 %
2025/09/30 NVDA NVIDIA CORPORATION 0.45% 1.269 M $ 6800 2025/09/30 0.000 $ 0.00 %
2025/09/30 AAPL APPLE INC 0.41% 1.156 M $ 4540 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPTI SPDR SERIES TRUST 0.41% 1.155 M $ 39981 2025/09/30 0.000 $ 0.00 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.29% 813.317 K $ 2882 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 0.25% 700.434 K $ 1575 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPSB SPDR SERIES TRUST 0.24% 660.807 K $ 21816 2025/09/30 0.000 $ 0.00 %
2025/09/30 GILD GILEAD SCIENCES INC 0.22% 625.929 K $ 5639 2025/09/30 0.000 $ 0.00 %
2025/09/30 CIFR CIPHER MINING INC 0.21% 589.338 K $ 46810 2025/09/30 0.000 $ 0.00 %
2025/09/30 MBB ISHARES TR 0.21% 585.077 K $ 6149 2025/09/30 0.000 $ 0.00 %
2025/09/30 CVX CHEVRON CORP NEW 0.21% 576.119 K $ 3710 2025/09/30 0.000 $ 0.00 %
2025/09/30 XOM EXXON MOBIL CORP 0.20% 574.395 K $ 5094 2025/09/30 0.000 $ 0.00 %
2025/09/30 PDBC INVESCO ACTVELY MNGD ETC FD 0.20% 560.488 K $ 41734 2025/09/30 0.000 $ 0.00 %
2025/09/30 RTX RTX CORPORATION 0.19% 535.113 K $ 3198 2025/09/30 0.000 $ 0.00 %
2025/09/30 MET METLIFE INC 0.18% 502.210 K $ 6097 2025/09/30 0.000 $ 0.00 %
2025/09/30 COIN COINBASE GLOBAL INC 0.18% 498.135 K $ 1476 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.18% 493.629 K $ 2706 2025/09/30 0.000 $ 0.00 %
2025/09/30 CACI CACI INTL INC 0.17% 488.804 K $ 980 2025/09/30 0.000 $ 0.00 %
2025/09/30 AU ANGLOGOLD ASHANTI PLC 0.17% 466.569 K $ 6634 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVGO BROADCOM INC 0.16% 461.544 K $ 1399 2025/09/30 0.000 $ 0.00 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.16% 459.995 K $ 10199 2025/09/30 0.000 $ 0.00 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.16% 459.354 K $ 2745 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCCO SOUTHERN COPPER CORP 0.16% 448.425 K $ 3695 2025/09/30 0.000 $ 0.00 %
2025/09/30 MO ALTRIA GROUP INC 0.16% 445.065 K $ 6737 2025/09/30 0.000 $ 0.00 %
2025/09/30 MRK MERCK & CO INC 0.15% 435.093 K $ 5184 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMGN AMGEN INC 0.15% 434.870 K $ 1541 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.15% 434.736 K $ 1546 2025/09/30 0.000 $ 0.00 %
2025/09/30 PFE PFIZER INC 0.15% 434.581 K $ 17056 2025/09/30 0.000 $ 0.00 %
2025/09/30 EOG EOG RES INC 0.15% 423.926 K $ 3781 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.15% 414.015 K $ 1199 2025/09/30 0.000 $ 0.00 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.15% 411.212 K $ 6132 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACGL ARCH CAP GROUP LTD 0.15% 410.735 K $ 4527 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 0.15% 408.839 K $ 1862 2025/09/30 0.000 $ 0.00 %
2025/09/30 T AT&T INC 0.14% 406.479 K $ 14394 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWD ISHARES TR 0.14% 406.162 K $ 1995 2025/09/30 0.000 $ 0.00 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.14% 400.236 K $ 9107 2025/09/30 0.000 $ 0.00 %
2025/09/30 VLO VALERO ENERGY CORP 0.14% 397.557 K $ 2335 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPTL SPDR SERIES TRUST 0.14% 394.359 K $ 14633 2025/09/30 0.000 $ 0.00 %
2025/09/30 TIP ISHARES TR 0.14% 388.825 K $ 3496 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADBE ADOBE INC 0.14% 388.025 K $ 1100 2025/09/30 0.000 $ 0.00 %
2025/09/30 CORZ CORE SCIENTIFIC INC NEW 0.14% 385.782 K $ 21504 2025/09/30 0.000 $ 0.00 %
2025/09/30 COP CONOCOPHILLIPS 0.14% 384.981 K $ 4070 2025/09/30 0.000 $ 0.00 %
2025/09/30 F FORD MTR CO 0.14% 382.739 K $ 32002 2025/09/30 0.000 $ 0.00 %
2025/09/30 USB US BANCORP DEL 0.13% 367.018 K $ 7594 2025/09/30 0.000 $ 0.00 %
2025/09/30 SYY SYSCO CORP 0.13% 366.264 K $ 4448 2025/09/30 0.000 $ 0.00 %
2025/09/30 QCOM QUALCOMM INC 0.13% 360.668 K $ 2168 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPHY SPDR SERIES TRUST 0.13% 359.914 K $ 15034 2025/09/30 0.000 $ 0.00 %
2025/09/30 PSA PUBLIC STORAGE OPER CO 0.13% 352.686 K $ 1221 2025/09/30 0.000 $ 0.00 %
2025/09/30 CMCSA COMCAST CORP NEW 0.12% 350.396 K $ 11152 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPIB SPDR SERIES TRUST 0.12% 349.338 K $ 10308 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 0.12% 343.269 K $ 3331 2025/09/30 0.000 $ 0.00 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.12% 342.012 K $ 561 2025/09/30 0.000 $ 0.00 %
2025/09/30 HSY HERSHEY CO 0.12% 338.561 K $ 1810 2025/09/30 0.000 $ 0.00 %
2025/09/30 FNF FIDELITY NATIONAL FINANCIAL 0.12% 337.837 K $ 5585 2025/09/30 0.000 $ 0.00 %
2025/09/30 SLB SCHLUMBERGER LTD 0.12% 328.715 K $ 9564 2025/09/30 0.000 $ 0.00 %
2025/09/30 TGT TARGET CORP 0.12% 325.611 K $ 3630 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAYX PAYCHEX INC 0.12% 324.886 K $ 2563 2025/09/30 0.000 $ 0.00 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.12% 323.160 K $ 2599 2025/09/30 0.000 $ 0.00 %
2025/09/30 RBLX ROBLOX CORP 0.11% 314.025 K $ 2267 2025/09/30 0.000 $ 0.00 %
2025/09/30 TROW PRICE T ROWE GROUP INC 0.11% 311.102 K $ 3031 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADM ARCHER DANIELS MIDLAND CO 0.11% 308.019 K $ 5156 2025/09/30 0.000 $ 0.00 %
2025/09/30 MTB M & T BK CORP 0.11% 305.718 K $ 1547 2025/09/30 0.000 $ 0.00 %
2025/09/30 RF REGIONS FINANCIAL CORP NEW 0.11% 303.571 K $ 11512 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNA SNAP ON INC 0.11% 302.521 K $ 873 2025/09/30 0.000 $ 0.00 %
2025/09/30 HAL HALLIBURTON CO 0.11% 298.195 K $ 12122 2025/09/30 0.000 $ 0.00 %
2025/09/30 HPQ HP INC 0.11% 295.963 K $ 10869 2025/09/30 0.000 $ 0.00 %
2025/09/30 EMB ISHARES TR 0.10% 293.471 K $ 3083 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.10% 289.076 K $ 575 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHV ISHARES TR 0.10% 285.838 K $ 2587 2025/09/30 0.000 $ 0.00 %
2025/09/30 BBY BEST BUY INC 0.10% 285.314 K $ 3773 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.10% 284.750 K $ 1760 2025/09/30 0.000 $ 0.00 %
2025/09/30 OMC OMNICOM GROUP INC 0.10% 281.849 K $ 3457 2025/09/30 0.000 $ 0.00 %
2025/09/30 PFG PRINCIPAL FINANCIAL GROUP IN 0.10% 279.407 K $ 3370 2025/09/30 0.000 $ 0.00 %
2025/09/30 AFG AMERICAN FINL GROUP INC OHIO 0.10% 277.014 K $ 1901 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOGL ALPHABET INC 0.10% 276.891 K $ 1139 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVV ISHARES TR 0.10% 271.736 K $ 406 2025/09/30 0.000 $ 0.00 %
2025/09/30 SWKS SKYWORKS SOLUTIONS INC 0.10% 270.662 K $ 3516 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.10% 269.534 K $ 1093 2025/09/30 0.000 $ 0.00 %
2025/09/30 XYZ BLOCK INC 0.10% 268.917 K $ 3721 2025/09/30 0.000 $ 0.00 %
2025/09/30 CLX CLOROX CO DEL 0.10% 268.424 K $ 2177 2025/09/30 0.000 $ 0.00 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.10% 267.586 K $ 2927 2025/09/30 0.000 $ 0.00 %
2025/09/30 HON HONEYWELL INTL INC 0.10% 266.914 K $ 1268 2025/09/30 0.000 $ 0.00 %
2025/09/30 VTI VANGUARD INDEX FDS 0.09% 261.176 K $ 796 2025/09/30 0.000 $ 0.00 %