49 Wealth Management, LLC Incresed Positions in Q3 2024

49 Wealth Management, LLC

  • $614 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
722K
+ 574.69%
$60.84 - $67.51 $43.9M - $48.7M
847K $57.2B
IEFA
Ishares Tr

ETFs
625K
+ 22426.87%
$70.09 - $78.74 $43.8M - $49.2M
628K $49B
DIVZ
Listed Fds Tr Trueshares Low V

ETFs
378K
+ 25.81%
$30.15 - $32.96 $11.4M - $12.5M
1.84M $60.8B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
166K
+ 79.95%
$91.42 - $91.82 $15.1M - $15.2M
373K $34.2B
IEMG
Ishares Inc

ETFs
242K
+ 169.77%
$53.64 - $53.64 $13M - $13M
384K $22.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
68K
+ 38.61%
$162.64 - $179.3 $11.1M - $12.2M
244K $43.8B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
231K
+ 95.2%
$50.52 - $50.95 $11.7M - $11.8M
473K $24.1B
VGLT
Vanguard Long Term Treasury Et

ETFs
94.8K
+ 40.8%
$56.52 - $63.23 $5.36M - $6M
327K $20.1B
SJNK
Spdr Bloomberg Short Term High

ETFs
183K
+ 79.64%
$24.8 - $25.75 $4.55M - $4.72M
413K $10.6B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
250K
+ 26.27%
$12.67 - $14.36 $3.17M - $3.59M
1.2M $16.1B
OBIL
Rbb Fd Inc Us Treas 12 Month B
40.6K
+ 23.18%
N/A
216K $10.9B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
20K
+ 65.95%
$100.09 - $100.69 $2M - $2.02M
50.4K $5.07B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
57.1K
+ 8.55%
$19.2 - $19.82 $1.1M - $1.13M
725K $14.3B
Us Treasury 6 Month Bill ETF
23.8K
+ 14.43%
N/A
189K $9.47B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
21.2K
+ 17.1%
N/A
145K $7.25B
NVDA
Nvidia Corp

Technology
6.99K
+ 50.17%
$98.91 - $134.91 $691K - $942K
20.9K $2.54B
ABBV
Abb Vie Inc.

Healthcare
3.46K
+ 223.96%
$163.84 - $199.33 $567K - $689K
5K $988M
AVGO
Broadcom Inc.

Technology
7.28K
+ 1961.46%
$136.27 - $1745.86 $992K - $12.7M
7.65K $1.32B
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
12.7K
+ 19.87%
N/A
76.4K $3.72B
MSFT
Microsoft Corp

Technology
1.63K
+ 21.97%
$395.15 - $467.56 $644K - $762K
9.05K $3.89B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
17.1K
+ 21.14%
$23.08 - $23.52 $394K - $402K
97.9K $2.3B
ORCL
Oracle Corp

Technology
2.14K
+ 92.97%
$125.9 - $170.35 $270K - $365K
4.45K $758M
UNH
Unitedhealth Group Inc

Healthcare
584
+ 101.57%
$488.01 - $604.18 $285K - $353K
1.16K $678M
KO
Coca Cola CO

Consumer Defensive
3.29K
+ 25.0%
$62.69 - $73.01 $206K - $240K
16.4K $1.18B
XOM
Exxon Mobil Corp

Energy
2.62K
+ 22.69%
$109.72 - $119.0 $287K - $312K
14.2K $1.66B
WMT
Walmart Inc.

Consumer Defensive
2.37K
+ 26.99%
$66.91 - $81.4 $159K - $193K
11.2K $901M
JPM
Jpmorgan Chase & CO

Financial Services
1.27K
+ 38.24%
$194.9 - $224.8 $248K - $286K
4.6K $970M
V
Visa Inc.

Financial Services
904
+ 34.54%
$253.74 - $291.56 $229K - $264K
3.52K $968M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.7K
+ 33.02%
$84.77 - $97.13 $229K - $262K
10.9K $1.04B
COST
Costco Wholesale Corp

Consumer Defensive
257
+ 36.45%
$801.83 - $917.05 $206K - $236K
962 $853M
AMZN
Amazon Com Inc

Consumer Cyclical
1.66K
+ 19.45%
$161.02 - $200.0 $267K - $332K
10.2K $1.9B
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
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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