49 Wealth Management, LLC Incresed Positions in Q1 2025

49 Wealth Management, LLC

  • $830 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
11
+ 0.26%
$113.93 - $131.55 $1.25K - $1.45K
4.27K $527M
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
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
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
IWM
Ishares Russell 2000 ETF

ETFs
116
+ 7.38%
$198.1 - $229.79 $23K - $26.7K
1.69K $337M
BAC
Bank Of America Corp

Financial Services
55
+ 0.85%
$39.61 - $47.74 $2.18K - $2.63K
6.49K $271M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
7
+ 0.32%
$96.85 - $111.39 $678 - $780
2.18K $215M
LMT
Lockheed Martin Corp

Industrials
22
+ 3.44%
$423.19 - $506.29 $9.31K - $11.1K
661 $295M
HD
Home Depot, Inc.

Consumer Cyclical
17
+ 1.56%
$347.25 - $424.87 $5.9K - $7.22K
1.11K $405M
COGT
Cogent Biosciences, Inc.

Healthcare
450
+ 3.58%
$5.99 - $9.66 $2.7K - $4.35K
13K $78.1M
PLUG
Plug Power Inc

Industrials
1.27K
+ 4.35%
$1.34 - $3.15 $1.7K - $4K
30.5K $41.1M
SHLS
Shoals Technologies Group, Inc.

Technology
2.17K
+ 16.26%
$2.81 - $6.24 $6.1K - $13.5K
15.5K $51.5M
RUN
Sunrun Inc.

Technology
2.57K
+ 21.05%
$5.86 - $11.37 $15K - $29.2K
14.8K $86.5M
CAT
Caterpillar Inc

Industrials
19
+ 1.91%
$326.75 - $407.63 $6.21K - $7.74K
1.01K $334M
MGK
Vanguard Mega Cap Growth ETF

ETFs
16
+ 1.75%
$307.43 - $357.48 $4.92K - $5.72K
931 $288M
SFNC
Simmons First National Corp

Financial Services
216
+ 0.93%
$19.68 - $23.3 $4.25K - $5.03K
23.4K $479M
MRK
Merck & Co., Inc.

Healthcare
97
+ 1.53%
$83.01 - $101.02 $8.05K - $9.8K
6.43K $577M
ORCL
Oracle Corp

Technology
708
+ 12.26%
$139.81 - $186.47 $99K - $132K
6.48K $907M
TSLA
Tesla, Inc.

Consumer Cyclical
84
+ 7.97%
$222.15 - $428.22 $18.7K - $36K
1.14K $295M
AMZN
Amazon Com Inc

Consumer Cyclical
781
+ 7.4%
$190.26 - $242.06 $149K - $189K
11.3K $2.16B
IVV
Ishares Core S&P 500 ETF

ETFs
57
+ 0.72%
$554.06 - $615.85 $31.6K - $35.1K
7.99K $4.49B
GOOG
Alphabet Inc.

Communication Services
19
+ 0.21%
$156.06 - $207.71 $2.97K - $3.95K
8.87K $1.39B
AVGO
Broadcom Inc.

Technology
287
+ 3.69%
$167.43 - $244.7 $48.1K - $70.2K
8.06K $1.35B
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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