Chief Compliance Officer

0001761961-24-000005.txt : 20240229 0001761961-24-000005.hdr.sgml : 20240229 20240228214946 ACCESSION NUMBER: 0001761961-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20240229 DATE AS OF CHANGE: 20240228 EFFECTIVENESS DATE: 20240229 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ACIMA PRIVATE WEALTH, LLC CENTRAL INDEX KEY: 0001761961 ORGANIZATION NAME: IRS NUMBER: 474139393 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19050 FILM NUMBER: 24698534 BUSINESS ADDRESS: STREET 1: 1801 BAYBERRY COURT STREET 2: SUITE 301 CITY: RICHMOND STATE: VA ZIP: 23226 BUSINESS PHONE: 804 422 8450 MAIL ADDRESS: STREET 1: 1801 BAYBERRY COURT STREET 2: SUITE 301 CITY: RICHMOND STATE: VA ZIP: 23226 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001761961 XXXXXXXX 06-30-2023 06-30-2023 ACIMA PRIVATE WEALTH, LLC

1801 BAYBERRY COURT SUITE 301 RICHMOND VA 23226

13F HOLDINGS REPORT 028-19050 000281496 801-110385 N Gary M. Gore Chief Compliance Officer 804-422-8451 Gary M. Gore Richmond VA 02-28-2024 0 261 208944360 false INFORMATION TABLE 2 acima2q23.xml 3M CO COM Stock 88579Y101 127615 1275 SH SOLE 0 0 1275 ABBOTT LABS COM Stock 002824100 610730 5602 SH SOLE 0 0 5602 ABBVIE INC COM Stock 00287Y109 1009936 7496 SH SOLE 0 0 7496 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 871739 2825 SH SOLE 0 0 2825 ADOBE INC COM Stock 00724F101 899742 1840 SH SOLE 0 0 1840 AFLAC INC COM Stock 001055102 253932 3638 SH SOLE 0 0 3638 AIR PRODS & CHEMS INC COM Stock 009158106 539154 1800 SH SOLE 0 0 1800 ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 401747 4820 SH SOLE 0 0 4820 ALPHABET INC CAP STK CL A Stock 02079K305 475808 3975 SH SOLE 0 0 3975 ALPHABET INC CAP STK CL C Stock 02079K107 619850 5124 SH SOLE 0 0 5124 ALTRIA GROUP INC COM Stock 02209S103 156376 3452 SH SOLE 0 0 3452 AMAZON COM INC COM Stock 023135106 604349 4636 SH SOLE 0 0 4636 AMERICAN AIRLS GROUP INC COM Stock 02376R102 17940 1000 SH SOLE 0 0 1000 AMERICAN ELEC PWR CO INC COM Stock 025537101 103061 1224 SH SOLE 0 0 1224 AMERICAN EXPRESS CO COM Stock 025816109 532355 3056 SH SOLE 0 0 3056 AMGEN INC COM Stock 031162100 420062 1892 SH SOLE 0 0 1892 AON PLC SHS CL A Stock G0403H108 7249 21 SH SOLE 0 0 21 APPLE INC COM Stock 037833100 9639727 49697 SH SOLE 0 0 49697 APPLIED MATLS INC COM Stock 038222105 4481 31 SH SOLE 0 0 31 ARCHER DANIELS MIDLAND CO COM Stock 039483102 4534 60 SH SOLE 0 0 60 ARROW ELECTRS INC COM Stock 042735100 8307 58 SH SOLE 0 0 58 AT&T INC COM Stock 00206R102 1850 116 SH SOLE 0 0 116 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 854544 3888 SH SOLE 0 0 3888 AZENTA INC COM Stock 114340102 6769 145 SH SOLE 0 0 145 BADGER METER INC COM Stock 056525108 5165 35 SH SOLE 0 0 35 BANK AMERICA CORP COM Stock 060505104 77377 2697 SH SOLE 0 0 2697 BECTON DICKINSON & CO COM Stock 075887109 627024 2375 SH SOLE 0 0 2375 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 231539 679 SH SOLE 0 0 679 BIOGEN INC COM Stock 09062X103 260923 916 SH SOLE 0 0 916 BLACKROCK INC COM Stock 09247X101 261942 379 SH SOLE 0 0 379 BOEING CO COM Stock 097023105 214539 1016 SH SOLE 0 0 1016 BOOKING HOLDINGS INC COM Stock 09857L108 874907 324 SH SOLE 0 0 324 BORGWARNER INC COM Stock 099724106 5380 110 SH SOLE 0 0 110 BOSTON SCIENTIFIC CORP COM Stock 101137107 4814 89 SH SOLE 0 0 89 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 19441 304 SH SOLE 0 0 304 CAPITAL ONE FINL CORP COM Stock 14040H105 48670 445 SH SOLE 0 0 445 CARRIER GLOBAL CORPORATION COM Stock 14448C104 82966 1669 SH SOLE 0 0 1669 CASELLA WASTE SYS INC CL A Stock 147448104 159192 1760 SH SOLE 0 0 1760 CATERPILLAR INC COM Stock 149123101 362432 1473 SH SOLE 0 0 1473 CENCORA INC COM Stock 03073E105 61000 317 SH SOLE 0 0 317 CENTENE CORP DEL COM Stock 15135B101 13490 200 SH SOLE 0 0 200 CHEESECAKE FACTORY INC COM Stock 163072101 7054 204 SH SOLE 0 0 204 CHEVRON CORP NEW COM Stock 166764100 413044 2625 SH SOLE 0 0 2625 CHUBB LIMITED COM Stock H1467J104 50836 264 SH SOLE 0 0 264 CISCO SYS INC COM Stock 17275R102 369631 7144 SH SOLE 0 0 7144 CITIGROUP INC COM NEW Stock 172967424 5064 110 SH SOLE 0 0 110 CME GROUP INC COM Stock 12572Q105 6856 37 SH SOLE 0 0 37 COCA COLA CO COM Stock 191216100 183370 3045 SH SOLE 0 0 3045 COLGATE PALMOLIVE CO COM Stock 194162103 191521 2486 SH SOLE 0 0 2486 COMCAST CORP NEW CL A Stock 20030N101 14958 360 SH SOLE 0 0 360 COMMUNICATION SERVICES SEL SECT SPDRETF ETF 81369Y852 20045 308 SH SOLE 0 0 308 CONOCOPHILLIPS COM Stock 20825C104 578558 5584 SH SOLE 0 0 5584 CONSTRUCTION PARTNERS INC COM CL A Stock 21044C107 11583 369 SH SOLE 0 0 369 CONSUMER STAPLES SELECT SECTOR SPDR ETF ETF 81369Y308 3210968 43292 SH SOLE 0 0 43292 CORNING INC COM Stock 219350105 112128 3200 SH SOLE 0 0 3200 COSTAR GROUP INC COM Stock 22160N109 321468 3612 SH SOLE 0 0 3612 COSTCO WHSL CORP NEW COM Stock 22160K105 93140 173 SH SOLE 0 0 173 CSX CORP COM Stock 126408103 61380 1800 SH SOLE 0 0 1800 DANAHER CORPORATION COM Stock 235851102 308400 1285 SH SOLE 0 0 1285 DARDEN RESTAURANTS INC COM Stock 237194105 347359 2079 SH SOLE 0 0 2079 DEFIANCE 5G NEXT GEN CONNECTIVITY ETF ETF 26922A289 116911 3473 SH SOLE 0 0 3473 DISCOVER FINL SVCS COM Stock 254709108 240244 2056 SH SOLE 0 0 2056 DOMINION ENERGY INC COM Stock 25746U109 60905 1176 SH SOLE 0 0 1176 DOVER CORP COM Stock 260003108 192979 1307 SH SOLE 0 0 1307 DOW INC COM Stock 260557103 45378 852 SH SOLE 0 0 852 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 33024 368 SH SOLE 0 0 368 DUPONT DE NEMOURS INC COM Stock 26614N102 2715 38 SH SOLE 0 0 38 EATON CORP PLC SHS Stock G29183103 17898 89 SH SOLE 0 0 89 EBAY INC. 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SH SOLE 0 0 24952 ISHARES MSCI INDONESIA ETF ETF 46429B309 947977 41127 SH SOLE 0 0 41127 ISHARES MSCI JAPAN ETF ETF 46434G822 26617 430 SH SOLE 0 0 430 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 243431 3275 SH SOLE 0 0 3275 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 325981 2417 SH SOLE 0 0 2417 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 2213153 20736 SH SOLE 0 0 20736 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 629337 2287 SH SOLE 0 0 2287 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 429455 2721 SH SOLE 0 0 2721 ISHARES RUSSELL 2000 ETF ETF 464287655 636905 3401 SH SOLE 0 0 3401 ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 769232 3170 SH SOLE 0 0 3170 ISHARES RUSSELL MID-CAP ETF ETF 464287499 248594 3404 SH SOLE 0 0 3404 ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 3588742 37139 SH SOLE 0 0 37139 ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 374554 3410 SH SOLE 0 0 3410 ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 54017 470 SH SOLE 0 0 470 ISHARES S&P 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SOLE 0 0 40 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 382965 734 SH SOLE 0 0 734 THOR INDS INC COM Stock 885160101 7142 69 SH SOLE 0 0 69 TOTALENERGIES SE SPONSORED ADS ADR 89151E109 7205 125 SH SOLE 0 0 125 TOWNEBANK PORTSMOUTH VA COM Stock 89214P109 11620 500 SH SOLE 0 0 500 TRUIST FINL CORP COM Stock 89832Q109 4553 150 SH SOLE 0 0 150 UBS GROUP AG SHS Stock H42097107 27932 1378 SH SOLE 0 0 1378 UDR INC COM REIT 902653104 19547 455 SH SOLE 0 0 455 UNION PAC CORP COM Stock 907818108 293220 1433 SH SOLE 0 0 1433 UNITED AIRLS HLDGS INC COM Stock 910047109 54870 1000 SH SOLE 0 0 1000 UNITEDHEALTH GROUP INC COM Stock 91324P102 276368 575 SH SOLE 0 0 575 US BANCORP DEL COM NEW Stock 902973304 8326 252 SH SOLE 0 0 252 UTILITIES SELECT SECTOR SPDR ETF ETF 81369Y886 23820 364 SH SOLE 0 0 364 VANECK EM HIGH YIELD BOND ETF ETF 92189F353 5331705 291350 SH SOLE 0 0 291350 VANECK JPMORGAN EMLCL CCY BD ETF ETF 92189H300 3377141 132126 SH SOLE 0 0 132126 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 1660847 10225 SH SOLE 0 0 10225 VANGUARD ESG US STOCK ETF ETF 921910733 68321 872 SH SOLE 0 0 872 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 14848 365 SH SOLE 0 0 365 VANGUARD LARGE-CAP ETF ETF 922908637 311175 1535 SH SOLE 0 0 1535 VANGUARD MID-CAP ETF ETF 922908629 179430 815 SH SOLE 0 0 815 VANGUARD RUSSELL 2000 ETF ETF 92206C664 96416 1275 SH SOLE 0 0 1275 VANGUARD S&P 500 ETF ETF 922908363 61092 150 SH SOLE 0 0 150 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 1717775 34205 SH SOLE 0 0 34205 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 4584247 20811 SH SOLE 0 0 20811 VANGUARD VALUE ETF ETF 922908744 2132 15 SH SOLE 0 0 15 VEEVA SYS INC CL A COM Stock 922475108 156602 792 SH SOLE 0 0 792 VERIZON COMMUNICATIONS INC COM Stock 92343V104 197107 5300 SH SOLE 0 0 5300 VERTEX PHARMACEUTICALS INC COM Stock 92532F100 1189456 3380 SH SOLE 0 0 3380 VIATRIS INC COM Stock 92556V106 1238 124 SH SOLE 0 0 124 VISA INC COM CL A Stock 92826C839 965356 4065 SH SOLE 0 0 4065 WALMART INC COM Stock 931142103 204334 1300 SH SOLE 0 0 1300 WARNER BROS DISCOVERY INC COM SER A Stock 934423104 351 28 SH SOLE 0 0 28 WELLS FARGO CO NEW COM Stock 949746101 109773 2572 SH SOLE 0 0 2572 XTRACKERS HARVEST CSI 300 CHINA A ETF ETF 233051879 1392938 52053 SH SOLE 0 0 52053 ZOETIS INC CL A Stock 98978V103 11021 64 SH SOLE 0 0 64