49 Wealth Management, LLC Purchases in Q3 2024

49 Wealth Management, LLC

  • $614 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
685
New
$341.08 - $391.94 $234K - $268K
685 $263M
LIN
Linde PLC

Basic Materials
548
New
$428.94 - $481.67 $235K - $264K
548 $261M
PEP
Pepsico Inc

Consumer Defensive
1.52K
New
$161.9 - $179.3 $247K - $273K
1.52K $259M
DHR
Danaher Corp

Healthcare
930
New
$239.25 - $280.76 $223K - $261K
930 $259M
COST
Costco Wholesale Corp

Consumer Defensive
257
+ 36.45%
$801.83 - $917.05 $206K - $236K
962 $853M
WFC
Wells Fargo & Company

Financial Services
4.53K
New
$51.58 - $60.97 $234K - $276K
4.53K $256M
AXP
American Express CO

Financial Services
937
New
$225.92 - $271.17 $212K - $254K
937 $254M
BLK
Black Rock Inc.

Financial Services
266
New
$782.27 - $949.51 $208K - $253K
266 $253M
HON
Honeywell International Inc

Industrials
1.14K
New
$196.73 - $220.21 $224K - $251K
1.14K $235M
NEE
Nextera Energy Inc

Utilities
2.77K
New
$69.9 - $84.97 $194K - $235K
2.77K $234M
PANW
Palo Alto Networks Inc

Technology
642
New
$294.18 - $368.01 $189K - $236K
642 $219M
AMZN
Amazon Com Inc

Consumer Cyclical
1.66K
+ 19.45%
$161.02 - $200.0 $267K - $332K
10.2K $1.9B
JMBS
Janus Detroit Str Tr Henderson

ETFs
4.64K
New
$44.13 - $47.01 $205K - $218K
4.64K $216M
MGV
Vanguard Mega Cap Value

ETFs
1.64K
New
$118.0 - $128.28 $194K - $211K
1.64K $211M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.93K
New
$64.57 - $71.76 $189K - $210K
2.93K $210M
MELI
Mercadolibre Inc

Consumer Cyclical
102
New
$1591.44 - $2140.1 $162K - $218K
102 $209M
BSX
Boston Scientific Corp

Healthcare
2.49K
New
$72.96 - $84.0 $182K - $209K
2.49K $208M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.49K
New
$75.47 - $83.18 $188K - $207K
2.49K $207M
MS
Morgan Stanley

Financial Services
1.96K
New
$92.07 - $106.96 $181K - $210K
1.96K $205M
TJX
Tjx Companies Inc

Consumer Cyclical
1.72K
New
$107.93 - $120.23 $186K - $207K
1.72K $202M
APD
Air Products & Chemicals, Inc.

Basic Materials
676
New
$247.34 - $300.11 $167K - $203K
676 $201M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
902
New
$210.25 - $231.86 $190K - $209K
902 $201M
EOG
Eog Resources Inc

Energy
1.63K
New
$117.9 - $132.65 $192K - $216K
1.63K $200M
ABT
Abbott Laboratories

Healthcare
1.27K
+ 52.09%
$100.07 - $118.13 $127K - $150K
3.71K $423M
META
Meta Platforms, Inc.

Communication Services
199
+ 26.78%
$453.41 - $572.44 $90.2K - $114K
942 $539M
SBUX
Starbucks Corp

Consumer Cyclical
619
+ 12.61%
$72.51 - $98.6 $44.9K - $61K
5.53K $539M
SPY
Spdr S&P 500 ETF Trust

ETFs
146
+ 5.9%
$517.38 - $573.86 $75.5K - $83.8K
2.62K $1.5B
CVX
Chevron Corp

Energy
1.17K
+ 40.62%
$137.88 - $161.97 $161K - $190K
4.05K $597M
CAT
Caterpillar Inc

Industrials
250
+ 33.88%
$316.8 - $391.12 $79.2K - $97.8K
988 $387M
LOB
Live Oak Bancshares, Inc.

Financial Services
212
+ 2.12%
$33.45 - $49.72 $7.09K - $10.5K
10.2K $484M
HD
Home Depot, Inc.

Consumer Cyclical
154
+ 15.88%
$333.64 - $405.2 $51.4K - $62.4K
1.12K $456M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
81
+ 5.27%
$405.19 - $478.57 $32.8K - $38.8K
1.62K $744M
MRK
Merck & Co., Inc.

Healthcare
1.57K
+ 33.33%
$111.15 - $128.97 $174K - $202K
6.26K $711M
CMCSA
Comcast Corp

Communication Services
2.15K
+ 39.36%
$37.33 - $41.78 $80.3K - $89.9K
7.62K $318M
VO
Vanguard Mid Cap ETF

ETFs
163
+ 6.91%
$237.84 - $263.83 $38.8K - $43K
2.52K $665M
TXN
Texas Instruments Inc

Technology
332
+ 21.11%
$194.6 - $194.6 $64.6K - $64.6K
1.91K $394M
PGR
Progressive Corp

Financial Services
116
+ 8.86%
$209.46 - $259.24 $24.3K - $30.1K
1.43K $362M
IWF
Ishares Russell 1000 Gr ETF

ETFs
216
+ 32.83%
$332.02 - $382.76 $71.7K - $82.7K
874 $328M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.05K
+ 10.79%
$50.25 - $50.74 $52.6K - $53.1K
10.7K $545M
PM
Philip Morris International Inc.

Consumer Defensive
84
+ 3.58%
$101.25 - $127.45 $8.51K - $10.7K
2.43K $295M
QCOM
Qualcomm Inc

Technology
550
+ 40.53%
$156.12 - $209.64 $85.9K - $115K
1.91K $324M
EFA
Ishares Tr Msci Eafe ETF

ETFs
220
+ 5.44%
$75.32 - $84.37 $16.6K - $18.6K
4.26K $357M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.31%
$475.2 - $527.7 $1.9K - $2.11K
1.28K $673M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
20
+ 0.42%
$68.79 - $76.02 $1.38K - $1.52K
4.74K $360M
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
10.1K
+ 81.73%
$2.9 - $4.57 $29.4K - $46.4K
22.6K $83M
MGK
Vanguard Mega Cap Growth ETF

ETFs
74
+ 7.93%
$285.48 - $330.24 $21.1K - $24.4K
1.01K $324M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
250
+ 7.76%
$59.93 - $66.52 $15K - $16.6K
3.47K $231M
NFLX
Netflix Inc

Communication Services
2
+ 0.33%
$598.55 - $722.26 $1.2K - $1.44K
601 $426M
PFE
Pfizer Inc

Healthcare
569
+ 7.42%
$27.7 - $31.39 $15.8K - $17.9K
8.24K $238M
Activity Summary
Buys All Purchases 106 New Holdings 43 Increased Positions 63 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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