49 Wealth Management, LLC New Holdings in Q3 2025

49 Wealth Management, LLC

  • $1.06 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
75.7K
New
$78.96 - $80.04 $5.98M - $6.06M
75.7K $6.05B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
240K
New
$23.54 - $23.97 $5.65M - $5.76M
240K $5.75B
BNDX
Vanguard Total International B

ETFs
17.4K
New
$49.0 - $49.51 $851K - $860K
17.4K $859M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.59K
New
$72.57 - $74.72 $696K - $716K
9.59K $713M
MO
Altria Group, Inc.

Consumer Defensive
9.62K
New
$57.75 - $67.68 $555K - $651K
9.62K $635M
ACN
Accenture PLC

Technology
2.53K
New
$232.56 - $304.78 $589K - $772K
2.53K $624M
OWL
Blue Owl Capital Inc.

Financial Services
30.4K
New
$16.93 - $20.8 $514K - $631K
30.4K $514M
WDAY
Workday, Inc.

Technology
1.99K
New
$213.69 - $247.69 $424K - $492K
1.99K $478M
CI
Cigna Corp

Healthcare
1.6K
New
$262.23 - $334.39 $419K - $534K
1.6K $460M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.43K
New
$87.29 - $93.61 $386K - $414K
4.43K $413M
AIG
American International Group, Inc.

Financial Services
5.04K
New
$76.34 - $85.87 $385K - $433K
5.04K $396M
Ishares Bitcoin ETF
5.58K
New
N/A
5.58K $362M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
579
New
$567.09 - $607.37 $328K - $352K
579 $345M
NKTR
Nektar Therapeutics

Healthcare
5.98K
New
$21.68 - $60.33 $130K - $361K
5.98K $340M
XLK
Technology Sector Spdr

ETFs
1.05K
New
$250.97 - $282.66 $264K - $297K
1.05K $296M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.57K
New
$50.47 - $50.74 $281K - $283K
5.57K $282M
ZTS
Zoetis Inc.

Healthcare
1.64K
New
$141.13 - $159.19 $231K - $261K
1.64K $240M
LEN
Lennar Corp

Consumer Cyclical
1.74K
New
$107.73 - $142.4 $187K - $247K
1.74K $219M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.03K
New
$49.43 - $54.52 $199K - $219K
4.03K $218M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.04K
New
$39.8 - $42.86 $200K - $216K
5.04K $215M
URI
United Rentals, Inc.

Industrials
218
New
$774.14 - $975.23 $169K - $213K
218 $208M
INTU
Intuit Inc

Technology
301
New
$646.03 - $807.39 $194K - $243K
301 $206M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.16K
New
$164.63 - $174.58 $190K - $202K
1.16K $202M
NRIX
Nurix Therapeutics, Inc.

Healthcare
11.7K
New
$8.24 - $13.18 $96.2K - $154K
11.7K $108M
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
12.5K
New
$8.19 - $8.61 $102K - $108K
12.5K $107M
GAB
Gabelli Equity Trust Inc

Financial Services
13.5K
New
$5.81 - $6.32 $78.4K - $85.3K
13.5K $82.2M
RLAY
Relay Therapeutics, Inc.

Healthcare
13.1K
New
$3.22 - $5.22 $42.2K - $68.4K
13.1K $68.4M
AURA
Aura Biosciences, Inc.

Healthcare
10.6K
New
$5.88 - $7.23 $62.4K - $76.7K
10.6K $65.6M
LUNG
Pulmonx Corp

Healthcare
14.5K
New
$1.51 - $3.78 $21.8K - $54.6K
14.5K $23.4M
BFLY
Butterfly Network, Inc.

Healthcare
11.4K
New
$1.33 - $2.17 $15.2K - $24.8K
11.4K $22.1M
Activity Summary
Buys All Purchases 127 New Holdings 31 Increased Positions 96 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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