Chief Compliance Officer

0001761961-24-000004.txt : 20240229 0001761961-24-000004.hdr.sgml : 20240229 20240228214602 ACCESSION NUMBER: 0001761961-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 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: 24698518 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 03-31-2023 03-31-2023 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 0 287 203658796 false INFORMATION TABLE 2 acima1q23.xml 3M CO COM Stock 88579Y101 134015 1275 SH SOLE 0 0 1275 ABBOTT LABS COM Stock 002824100 567259 5602 SH SOLE 0 0 5602 ABBVIE INC COM Stock 00287Y109 1194638 7496 SH SOLE 0 0 7496 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 807413 2825 SH SOLE 0 0 2825 ADOBE INC COM Stock 00724F101 725652 1883 SH SOLE 0 0 1883 AFLAC INC COM Stock 001055102 234724 3638 SH SOLE 0 0 3638 AIR PRODS & CHEMS INC COM Stock 009158106 516978 1800 SH SOLE 0 0 1800 ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 492508 4820 SH SOLE 0 0 4820 ALLSTATE CORP COM Stock 020002101 3657 33 SH SOLE 0 0 33 ALPHABET INC CAP STK CL A Stock 02079K305 412327 3975 SH SOLE 0 0 3975 ALPHABET INC CAP STK CL C Stock 02079K107 532896 5124 SH SOLE 0 0 5124 ALTRIA GROUP INC COM Stock 02209S103 154028 3452 SH SOLE 0 0 3452 AMAZON COM INC COM Stock 023135106 478852 4636 SH SOLE 0 0 4636 AMERICAN AIRLS GROUP INC COM Stock 02376R102 14750 1000 SH 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COM CL A Stock 21044C107 9941 369 SH SOLE 0 0 369 CONSUMER STAPLES SELECT SECTOR SPDR ETF ETF 81369Y308 3241667 43390 SH SOLE 0 0 43390 CORNING INC COM Stock 219350105 112896 3200 SH SOLE 0 0 3200 COSTAR GROUP INC COM Stock 22160N109 248686 3612 SH SOLE 0 0 3612 COSTCO WHSL CORP NEW COM Stock 22160K105 98877 199 SH SOLE 0 0 199 CREDIT SUISSE GROUP SPONSORED ADR ADR 225401108 8898 10000 SH SOLE 0 0 10000 CSX CORP COM Stock 126408103 53892 1800 SH SOLE 0 0 1800 CVS HEALTH CORP COM Stock 126650100 8580 115 SH SOLE 0 0 115 DANAHER CORPORATION COM Stock 235851102 323871 1285 SH SOLE 0 0 1285 DARDEN RESTAURANTS INC COM Stock 237194105 322578 2079 SH SOLE 0 0 2079 DEFIANCE 5G NEXT GEN CONNECTIVITY ETF ETF 26922A289 113880 3473 SH SOLE 0 0 3473 DEXCOM INC COM Stock 252131107 23236 200 SH SOLE 0 0 200 DIAGEO PLC SPON ADR NEW ADR 25243Q205 0 0 SH SOLE 0 0 0 DISCOVER FINL SVCS COM Stock 254709108 203215 2056 SH SOLE 0 0 2056 DOMINION ENERGY INC COM Stock 25746U109 65750 1176 SH SOLE 0 0 1176 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35799 SH SOLE 0 0 35799 ISHARES MSCI CHINA ETF ETF 46429B671 2298881 46079 SH SOLE 0 0 46079 ISHARES MSCI EAFE ETF ETF 464287465 624012 8725 SH SOLE 0 0 8725 ISHARES MSCI EUROZONE ETF ETF 464286608 3455472 76652 SH SOLE 0 0 76652 ISHARES MSCI INDIA ETF ETF 46429B598 971680 24687 SH SOLE 0 0 24687 ISHARES MSCI INDONESIA ETF ETF 46429B309 965648 41039 SH SOLE 0 0 41039 ISHARES MSCI JAPAN ETF ETF 46434G822 25237 430 SH SOLE 0 0 430 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 238224 3275 SH SOLE 0 0 3275 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 299865 2417 SH SOLE 0 0 2417 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 2154477 19997 SH SOLE 0 0 19997 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 558783 2287 SH SOLE 0 0 2287 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 414299 2721 SH SOLE 0 0 2721 ISHARES RUSSELL 2000 ETF ETF 464287655 645986 3621 SH SOLE 0 0 3621 ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 719019 3170 SH SOLE 0 0 3170 ISHARES RUSSELL MID-CAP ETF ETF 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VA COM Stock 89214P109 13325 500 SH SOLE 0 0 500 TRUIST FINL CORP COM Stock 89832Q109 7263 213 SH SOLE 0 0 213 UBS GROUP AG SHS Stock H42097107 19932 934 SH SOLE 0 0 934 UDR INC COM REIT 902653104 18682 455 SH SOLE 0 0 455 UNIFIRST CORP MASS COM Stock 904708104 7049 40 SH SOLE 0 0 40 UNION PAC CORP COM Stock 907818108 296859 1475 SH SOLE 0 0 1475 UNITED AIRLS HLDGS INC COM Stock 910047109 44250 1000 SH SOLE 0 0 1000 UNITEDHEALTH GROUP INC COM Stock 91324P102 284027 601 SH SOLE 0 0 601 US BANCORP DEL COM NEW Stock 902973304 9085 252 SH SOLE 0 0 252 UTILITIES SELECT SECTOR SPDR ETF ETF 81369Y886 24639 364 SH SOLE 0 0 364 VANECK EM HIGH YIELD BOND ETF ETF 92189F353 5374551 291778 SH SOLE 0 0 291778 VANECK JPMORGAN EMLCL CCY BD ETF ETF 92189H300 3346534 132536 SH SOLE 0 0 132536 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 1574752 10225 SH SOLE 0 0 10225 VANGUARD ESG US STOCK ETF ETF 921910733 62531 872 SH SOLE 0 0 872 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 14746 365 SH SOLE 0 0 365 VANGUARD LARGE-CAP ETF ETF 922908637 286753 1535 SH SOLE 0 0 1535 VANGUARD MID-CAP ETF ETF 922908629 171900 815 SH SOLE 0 0 815 VANGUARD RUSSELL 2000 ETF ETF 92206C664 91902 1275 SH SOLE 0 0 1275 VANGUARD S&P 500 ETF ETF 922908363 56411 150 SH SOLE 0 0 150 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 1678113 33125 SH SOLE 0 0 33125 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 4247525 20811 SH SOLE 0 0 20811 VANGUARD VALUE ETF ETF 922908744 2072 15 SH SOLE 0 0 15 VEEVA SYS INC CL A COM Stock 922475108 150340 818 SH SOLE 0 0 818 VERIZON COMMUNICATIONS INC COM Stock 92343V104 210473 5412 SH SOLE 0 0 5412 VERTEX PHARMACEUTICALS INC COM Stock 92532F100 1083211 3438 SH SOLE 0 0 3438 VIATRIS INC COM Stock 92556V106 1193 124 SH SOLE 0 0 124 VISA INC COM CL A Stock 92826C839 930023 4125 SH SOLE 0 0 4125 WABTEC COM Stock 929740108 202 2 SH SOLE 0 0 2 WALMART INC COM Stock 931142103 202301 1372 SH SOLE 0 0 1372 WARNER BROS DISCOVERY INC COM SER A Stock 934423104 423 28 SH SOLE 0 0 28 WELLS FARGO CO NEW COM Stock 949746101 96141 2572 SH SOLE 0 0 2572 XTRACKERS HARVEST CSI 300 CHINA A ETF ETF 233051879 1530867 51929 SH SOLE 0 0 51929 ZOETIS INC CL A Stock 98978V103 82554 496 SH SOLE 0 0 496