Abich Financial Wealth Management LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2025-09-30, Abich Financial Wealth Management LLC opened 259 positions, added to 158, reduced 19, sold out of 108 and left 1 unchanged. The largest increase in value was MCD (+$1,697,078); the largest decrease was WFC (-$256,227).
- GLD: Country of operation United States; Class GOLD SHS; Shares 2024-09-30 166; Shares 2025-09-30 4,705.
- MSFT: Country of operation United States; Class COM; Shares 2024-09-30 45; Shares 2025-09-30 2,867.
- NVDA: Country of operation United States; Class COM; Shares 2024-09-30 406; Shares 2025-09-30 6,800.
- AAPL: Country of operation United States; Class COM; Shares 2024-09-30 58; Shares 2025-09-30 4,540.
Two Form 13F-HR filings compared (SEC CIK 2011645): 2024-09-30 (filed 2024-10-25) and 2025-09-30 (filed 2025-11-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-09-30 | Shares 2025-09-30 | Share change | Value 2024-09-30 | Value 2025-09-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| GLD SPDR GOLD TR | United States | GOLD SHS | 166 | 4,705 | +4,539 | $40,348 | $1,672,486 | +$1,632,138 |
| MSFT MICROSOFT CORP | United States | COM | 45 | 2,867 | +2,822 | $19,326 | $1,484,828 | +$1,465,502 |
| NVDA NVIDIA CORPORATION | United States | COM | 406 | 6,800 | +6,394 | $49,304 | $1,268,686 | +$1,219,382 |
| AAPL APPLE INC | United States | COM | 58 | 4,540 | +4,482 | $13,514 | $1,155,931 | +$1,142,417 |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 551 | 2,882 | +2,331 | $121,815 | $813,317 | +$691,502 |
| TSLA TESLA INC | United States | COM | 305 | 1,575 | +1,270 | $79,797 | $700,434 | +$620,637 |
| GILD GILEAD SCIENCES INC | United States | COM | 1,141 | 5,639 | +4,498 | $95,662 | $625,929 | +$530,267 |
| PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 419 | 2,706 | +2,287 | $15,587 | $493,629 | +$478,042 |
| COIN COINBASE GLOBAL INC | United States | COM CL A | 198 | 1,476 | +1,278 | $35,278 | $498,135 | +$462,857 |
| CACI CACI INTL INC | United States | CL A | 62 | 980 | +918 | $31,283 | $488,804 | +$457,521 |
| AVGO BROADCOM INC | United States | COM | 43 | 1,399 | +1,356 | $7,418 | $461,544 | +$454,126 |
| CVX CHEVRON CORP NEW | United States | COM | 842 | 3,710 | +2,868 | $124,001 | $576,119 | +$452,118 |
| MU MICRON TECHNOLOGY INC | United States | COM | 79 | 2,745 | +2,666 | $8,193 | $459,354 | +$451,161 |
| AMGN AMGEN INC | United States | COM | 7 | 1,541 | +1,534 | $2,255 | $434,870 | +$432,615 |
| ORCL ORACLE CORP | United States | COM | 62 | 1,546 | +1,484 | $10,506 | $434,736 | +$424,230 |
| PFE PFIZER INC | United States | COM | 588 | 17,056 | +16,468 | $17,017 | $434,581 | +$417,564 |
| PYPL PAYPAL HLDGS INC | United States | COM | 209 | 6,132 | +5,923 | $16,308 | $411,212 | +$394,904 |
| BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 1,411 | 10,199 | +8,788 | $73,028 | $459,995 | +$386,967 |
| AMZN AMAZON COM INC | United States | COM | 138 | 1,862 | +1,724 | $25,714 | $408,839 | +$383,125 |
| MO ALTRIA GROUP INC | United States | COM | 1,438 | 6,737 | +5,299 | $73,395 | $445,065 | +$371,670 |
| USB US BANCORP DEL | United States | COM NEW | 64 | 7,594 | +7,530 | $2,927 | $367,018 | +$364,091 |
| EOG EOG RES INC | United States | COM | 602 | 3,781 | +3,179 | $74,004 | $423,926 | +$349,922 |
| QCOM QUALCOMM INC | United States | COM | 65 | 2,168 | +2,103 | $11,053 | $360,668 | +$349,615 |
| MET METLIFE INC | United States | COM | 1,969 | 6,097 | +4,128 | $162,403 | $502,210 | +$339,807 |
| T AT&T INC | United States | COM | 3,813 | 14,394 | +10,581 | $83,886 | $406,479 | +$322,593 |
| COP CONOCOPHILLIPS | United States | COM | 745 | 4,070 | +3,325 | $78,434 | $384,981 | +$306,547 |
| MTB M & T BK CORP | United States | COM | 14 | 1,547 | +1,533 | $2,494 | $305,718 | +$303,224 |
| RF REGIONS FINANCIAL CORP NEW | United States | COM | 93 | 11,512 | +11,419 | $2,170 | $303,571 | +$301,401 |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 2,274 | 9,107 | +6,833 | $102,125 | $400,236 | +$298,111 |
| HAL HALLIBURTON CO | United States | COM | 9 | 12,122 | +12,113 | $248 | $298,195 | +$297,947 |
| RBLX ROBLOX CORP | United States | CL A | 459 | 2,267 | +1,808 | $20,315 | $314,025 | +$293,710 |
| PSA PUBLIC STORAGE OPER CO | United States | COM | 207 | 1,221 | +1,014 | $75,321 | $352,686 | +$277,365 |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 24 | 1,139 | +1,115 | $3,980 | $276,891 | +$272,911 |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 19 | 1,093 | +1,074 | $6,716 | $269,534 | +$262,818 | |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 158 | 1,760 | +1,602 | $25,925 | $284,750 | +$258,825 |
| KMB KIMBERLY-CLARK CORP | United States | COM | 454 | 2,599 | +2,145 | $64,595 | $323,160 | +$258,565 |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 67 | 575 | +508 | $30,837 | $289,076 | +$258,239 | |
| TROW PRICE T ROWE GROUP INC | United States | COM | 520 | 3,031 | +2,511 | $56,644 | $311,102 | +$254,458 |
| LDOS LEIDOS HOLDINGS INC | United States | COM | 20 | 1,314 | +1,294 | $3,260 | $248,293 | +$245,033 |
| AFG AMERICAN FINL GROUP INC OHIO | United States | COM | 246 | 1,901 | +1,655 | $33,112 | $277,014 | +$243,902 |
| XOMXXXX EXXON MOBIL CORP | COM | 2,832 | 5,094 | +2,262 | $331,967 | $574,395 | +$242,428 | |
| GPGI COMPOSECURE INC | United States | COM CL A | 840 | 12,008 | +11,168 | $11,777 | $250,007 | +$238,230 |
| HPQ HP INC | United States | COM | 1,714 | 10,869 | +9,155 | $61,481 | $295,963 | +$234,482 |
| BBY BEST BUY INC | United States | COM | 551 | 3,773 | +3,222 | $56,918 | $285,314 | +$228,396 |
| COHR COHERENT CORP | United States | COM | 90 | 2,192 | +2,102 | $8,002 | $236,122 | +$228,120 |
| SAIC SCIENCE APPLICATIONS INTL CO | United States | COM | 143 | 2,434 | +2,291 | $19,916 | $241,867 | +$221,951 |
| VLO VALERO ENERGY CORP | United States | COM | 1,309 | 2,335 | +1,026 | $176,786 | $397,557 | +$220,771 |
| ILMN ILLUMINA INC | United States | COM | 80 | 2,360 | +2,280 | $10,433 | $224,129 | +$213,696 |
| JPM JPMORGAN CHASE & CO. | United States | COM | 39 | 678 | +639 | $8,224 | $213,862 | +$205,638 |
| CTRA COTERRA ENERGY INC | United States | COM | 2,225 | 10,845 | +8,620 | $53,288 | $256,484 | +$203,196 |
| GLPI GAMING & LEISURE PPTYS INC | United States | COM | 757 | 5,181 | +4,424 | $38,948 | $241,486 | +$202,538 |
| GOOG ALPHABET INC | United States | CAP STK CL C | 210 | 965 | +755 | $35,110 | $235,026 | +$199,916 |
| META META PLATFORMS INC | United States | CL A | 43 | 305 | +262 | $24,615 | $224,066 | +$199,451 |
| CNA CNA FINL CORP | United States | COM | 729 | 4,952 | +4,223 | $35,677 | $230,070 | +$194,393 |
| MRK MERCK & CO INC | United States | COM | 2,133 | 5,184 | +3,051 | $242,223 | $435,093 | +$192,870 |
| OMC OMNICOM GROUP INC | United States | COM | 866 | 3,457 | +2,591 | $89,536 | $281,849 | +$192,313 |
| PFG PRINCIPAL FINANCIAL GROUP IN | United States | COM | 1,064 | 3,370 | +2,306 | $91,398 | $279,407 | +$188,009 |
| LAMR LAMAR ADVERTISING CO NEW | United States | CL A | 317 | 1,875 | +1,558 | $42,351 | $229,537 | +$187,186 |
| LSCC LATTICE SEMICONDUCTOR CORP | United States | COM | 210 | 2,625 | +2,415 | $11,145 | $192,465 | +$181,320 |
| IONQ IONQ INC | United States | COM | 1,060 | 3,088 | +2,028 | $9,264 | $189,912 | +$180,648 |
| HST HOST HOTELS & RESORTS INC | United States | COM | 2,355 | 12,965 | +10,610 | $41,448 | $220,664 | +$179,216 |
| RTX RTX CORPORATION | United States | COM | 2,952 | 3,198 | +246 | $357,664 | $535,113 | +$177,449 |
| WT WISDOMTREE INC | United States | COM | 1,946 | 13,976 | +12,030 | $19,441 | $194,266 | +$174,825 |
| INCY INCYTE CORP | United States | COM | 119 | 2,070 | +1,951 | $7,866 | $175,557 | +$167,691 |
| SYY SYSCO CORP | United States | COM | 2,581 | 4,448 | +1,867 | $201,473 | $366,264 | +$164,791 |
| IPG INTERPUBLIC GROUP COS INC | United States | COM | 1,074 | 7,088 | +6,014 | $33,970 | $197,826 | +$163,856 |
| APA APA CORPORATION | United States | COM | 37 | 6,683 | +6,646 | $905 | $162,263 | +$161,358 |
| AMBA AMBARELLA INC | United States | SHS | 52 | 1,905 | +1,853 | $2,933 | $157,201 | +$154,268 |
| NET CLOUDFLARE INC | United States | CL A COM | 130 | 758 | +628 | $10,516 | $162,659 | +$152,143 |
| NNN NNN REIT INC | United States | COM | 557 | 4,194 | +3,637 | $27,009 | $178,539 | +$151,530 |
| SNA SNAP ON INC | United States | COM | 526 | 873 | +347 | $152,387 | $302,521 | +$150,134 |
| JHG JANUS HENDERSON GROUP PLC | ORD SHS | 671 | 3,787 | +3,116 | $25,545 | $168,559 | +$143,014 | |
| NXST NEXSTAR MEDIA GROUP INC | United States | COMMON STOCK | 183 | 876 | +693 | $30,259 | $173,220 | +$142,961 |
| ORI OLD REP INTL CORP | United States | COM | 1,807 | 4,866 | +3,059 | $64,004 | $206,659 | +$142,655 |
| SWKS SKYWORKS SOLUTIONS INC | United States | COM | 1,322 | 3,516 | +2,194 | $130,574 | $270,662 | +$140,088 |
| TXN TEXAS INSTRS INC | United States | COM | 52 | 808 | +756 | $10,742 | $148,454 | +$137,712 |
| ITRI ITRON INC | United States | COM | 27 | 1,104 | +1,077 | $2,884 | $137,514 | +$134,630 |
| FTNT FORTINET INC | United States | COM | 130 | 1,715 | +1,585 | $10,082 | $144,197 | +$134,115 |
| ZION ZIONS BANCORPORATION N A | United States | COM | 497 | 2,781 | +2,284 | $23,468 | $157,349 | +$133,881 |
| CEG CONSTELLATION ENERGY CORP | United States | COM | 40 | 436 | +396 | $10,401 | $143,475 | +$133,074 |
| P PURE STORAGE INC | United States | CL A | 143 | 1,624 | +1,481 | $7,184 | $136,107 | +$128,923 |
| PAYX PAYCHEX INC | United States | COM | 1,481 | 2,563 | +1,082 | $198,735 | $324,886 | +$126,151 |
| PANW PALO ALTO NETWORKS INC | United States | COM | 8 | 617 | +609 | $2,734 | $125,634 | +$122,900 |
| M MACYS INC | United States | COM | 2,219 | 8,776 | +6,557 | $34,816 | $157,354 | +$122,538 |
| EA ELECTRONIC ARTS INC | United States | COM | 33 | 628 | +595 | $4,734 | $126,668 | +$121,934 |
| BAH BOOZ ALLEN HAMILTON HLDG COR | United States | CL A | 63 | 1,310 | +1,247 | $10,254 | $130,935 | +$120,681 |
| FSLR FIRST SOLAR INC | United States | COM | 11 | 557 | +546 | $2,744 | $122,835 | +$120,091 |
| LAZ LAZARD INC | COM | 999 | 3,162 | +2,163 | $50,330 | $166,890 | +$116,560 | |
| PGR PROGRESSIVE CORP | United States | COM | 31 | 502 | +471 | $7,867 | $123,969 | +$116,102 |
| FHB FIRST HAWAIIAN INC | United States | COM | 34 | 4,611 | +4,577 | $787 | $114,491 | +$113,704 |
| WU WESTERN UN CO | United States | COM | 1,706 | 16,683 | +14,977 | $20,352 | $133,297 | +$112,945 |
| ADM ARCHER DANIELS MIDLAND CO | United States | COM | 3,284 | 5,156 | +1,872 | $196,186 | $308,019 | +$111,833 |
| ROK ROCKWELL AUTOMATION INC | United States | COM | 31 | 340 | +309 | $8,322 | $118,840 | +$110,518 |
| VRT VERTIV HOLDINGS CO | United States | COM CL A | 83 | 774 | +691 | $8,258 | $116,766 | +$108,508 |
| NABL N-ABLE INC | United States | COMMON STOCK | 781 | 15,076 | +14,295 | $10,200 | $117,593 | +$107,393 |
| CMCSA COMCAST CORP NEW | United States | CL A | 5,829 | 11,152 | +5,323 | $243,477 | $350,396 | +$106,919 |
| IONS IONIS PHARMACEUTICALS INC | United States | COM | 131 | 1,708 | +1,577 | $5,248 | $111,737 | +$106,489 |
| AM ANTERO MIDSTREAM CORP | United States | COM | 4,545 | 8,965 | +4,420 | $68,403 | $174,280 | +$105,877 |
| OMF ONEMAIN HLDGS INC | United States | COM | 455 | 2,201 | +1,746 | $21,417 | $124,268 | +$102,851 |
| EPR EPR PPTYS | United States | COM SH BEN INT | 511 | 2,187 | +1,676 | $25,059 | $126,868 | +$101,809 |
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