49 Wealth Management, LLC Purchases in Q1 2025

49 Wealth Management, LLC

  • $830 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
507
+ 40.46%
$461.52 - $548.18 $234K - $278K
1.76K $922M
META
Meta Platforms, Inc.

Communication Services
488
+ 51.69%
$576.36 - $736.67 $281K - $359K
1.43K $825M
V
Visa Inc.

Financial Services
423
+ 11.81%
$306.92 - $362.71 $130K - $153K
4.01K $1.4B
CRH
Crh Public LTD CO

Basic Materials
3.03K
New
$87.97 - $110.51 $267K - $335K
3.03K $267M
GPC
Genuine Parts CO

Consumer Cyclical
2.2K
New
$115.91 - $129.02 $255K - $284K
2.2K $262M
XOM
Exxon Mobil Corp

Energy
1.06K
+ 9.59%
$105.44 - $118.93 $111K - $126K
12.1K $1.44B
APD
Air Products & Chemicals, Inc.

Basic Materials
825
+ 100.0%
$283.24 - $338.07 $234K - $279K
1.65K $487M
HSY
Hershey CO

Consumer Defensive
1.45K
New
$144.74 - $186.36 $209K - $269K
1.45K $247M
Atlas Energy Solutions I
12.8K
New
N/A
12.8K $229M
USAC
Usa Compression Partners, LP

Energy
8.46K
New
$23.75 - $29.24 $201K - $247K
8.46K $228M
EPD
Enterprise Products Partners L.P.

Energy
6.36K
New
$31.75 - $34.14 $202K - $217K
6.36K $217M
JPM
Jpmorgan Chase & CO

Financial Services
734
+ 15.55%
$225.19 - $279.95 $165K - $205K
5.45K $1.34B
VGT
Vanguard Information Technolog

ETFs
377
New
$542.38 - $646.34 $204K - $244K
377 $205M
EVH
Evolent Health, Inc.

Healthcare
19.5K
New
$8.55 - $12.6 $167K - $246K
19.5K $185M
OBIL
Rbb Fd Inc Us Treas 12 Month B
2.74K
+ 0.99%
N/A
279K $14B
FVD
First Tr Value Line Divid Inde

ETFs
3.39K
+ 30.56%
$42.61 - $45.51 $144K - $154K
14.5K $645M
Us Treasury 6 Month Bill ETF
2.21K
+ 0.8%
N/A
279K $14B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.77K
+ 4.17%
$23.19 - $23.5 $134K - $136K
144K $3.34B
PFE
Pfizer Inc

Healthcare
4.64K
+ 54.49%
$25.01 - $27.13 $116K - $126K
13.1K $333M
WFC
Wells Fargo & Company

Financial Services
1.08K
+ 28.47%
$66.78 - $81.42 $72.1K - $87.9K
4.87K $350M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.51K
+ 19.41%
$51.26 - $52.53 $77.6K - $79.5K
9.31K $480M
NTLA
Intellia Therapeutics, Inc.

Healthcare
10.4K
New
$7.11 - $12.8 $74.1K - $133K
10.4K $74.1M
MCK
Mckesson Corp

Healthcare
1
+ 0.15%
$566.21 - $672.99 $566 - $673
671 $451M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.69K
+ 0.31%
$19.42 - $19.54 $32.9K - $33.1K
544K $10.6B
Npk Interntnl Inc
13.8K
+ 113.68%
N/A
25.9K $150M
NKTR
Nektar Therapeutics

Healthcare
81.7K
New
$0.66 - $1.19 $53.9K - $97.3K
81.7K $55.6M
AMGN
Amgen Inc

Healthcare
1
+ 0.1%
$258.59 - $327.36 $259 - $327
1.03K $321M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
595
+ 12.24%
$58.01 - $64.46 $34.5K - $38.4K
5.46K $339M
SBUX
Starbucks Corp

Consumer Cyclical
176
+ 3.48%
$91.75 - $115.81 $16.1K - $20.4K
5.23K $513M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 5.56%
$1739.0 - $2260.0 $13.9K - $18.1K
152 $297M
RTX
Raytheon Technologies Corp

Industrials
42
+ 1.61%
$114.1 - $135.66 $4.79K - $5.7K
2.65K $351M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
865
+ 4.91%
$50.72 - $50.92 $43.9K - $44K
18.5K $940M
MDLZ
Mondelez International, Inc.

Consumer Defensive
66
+ 1.29%
$56.12 - $68.15 $3.7K - $4.5K
5.19K $352M
PSX
Phillips 66

Energy
11
+ 0.26%
$113.93 - $131.55 $1.25K - $1.45K
4.27K $527M
INZY
Inozyme Pharma, Inc.

Healthcare
41.9K
New
$0.91 - $3.07 $38.1K - $128K
41.9K $38.1M
MDT
Medtronic PLC

Healthcare
43
+ 1.31%
$79.84 - $94.5 $3.43K - $4.06K
3.32K $298M
VTI
Vanguard Total Stock Market Et

ETFs
163
+ 23.12%
$271.18 - $303.12 $44.2K - $49.4K
868 $239M
NFLX
Netflix Inc

Communication Services
7
+ 1.23%
$828.4 - $1058.6 $5.8K - $7.41K
575 $536M
PG
Procter & Gamble CO

Consumer Defensive
65
+ 1.14%
$158.56 - $176.26 $10.3K - $11.5K
5.75K $979M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
875
+ 11.64%
$102.49 - $119.96 $89.7K - $105K
8.39K $878M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
36
+ 0.4%
$39.96 - $43.3 $1.44K - $1.56K
9.01K $371M
NOVA
Sunnova Energy International Inc.

Technology
10.4K
New
$0.3 - $4.51 $3.11K - $46.7K
10.4K $3.86M
LRCX
Lam Research Corp

Technology
23
+ 0.78%
$72.44 - $89.02 $1.67K - $2.05K
2.98K $216M
VUG
Vanguard Growth ETF

ETFs
96
+ 11.23%
$369.1 - $427.61 $35.4K - $41.1K
951 $353M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
219
+ 8.28%
$110.9 - $132.93 $24.3K - $29.1K
2.86K $326M
NIO
Nio Inc.

Consumer Cyclical
144
+ 1.14%
$3.75 - $5.22 $540 - $752
12.8K $48.9M
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
18.9K
+ 70.85%
$1.59 - $3.24 $30K - $61.2K
45.5K $72.4M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
17
+ 0.36%
$72.01 - $79.94 $1.22K - $1.36K
4.77K $354M
SPYG
Spdr Portfolio

ETFs
1.3K
+ 8.54%
$80.05 - $92.39 $104K - $120K
16.5K $1.32B
Activity Summary
Buys All Purchases 119 New Holdings 36 Increased Positions 83 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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