49 Wealth Management, LLC Reduced Holdings in Q4 2024

49 Wealth Management, LLC

  • $702 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.17M
- 97.66%
$12.74 - $14.23 $14.9M - $16.7M
28.1K $365M
VTV
Vanguard Value ETF

ETFs
-45.4K
- 28.68%
$168.32 - $181.87 $7.63M - $8.25M
113K $19.1B
SJNK
Spdr Bloomberg Short Term High

ETFs
-154K
- 37.28%
$25.09 - $25.69 $3.87M - $3.96M
259K $6.55B
VGLT
Vanguard Long Term Treasury Et

ETFs
-36.6K
- 11.18%
$55.1 - $61.74 $2.02M - $2.26M
291K $16.1B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-40.8K
- 22.52%
$57.53 - $60.83 $2.35M - $2.48M
140K $8.07B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-34.5K
- 41.51%
$50.02 - $51.24 $1.73M - $1.77M
48.6K $2.44B
JPEM
Jp Morgan Diversified Return

ETFs
-16K
- 43.52%
$51.88 - $57.84 $830K - $925K
20.8K $1.08B
SHV
Ishares Tr

ETFs
-8.33K
- 36.15%
$109.92 - $110.57 $916K - $921K
14.7K $1.62B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-13.1K
- 25.23%
$56.06 - $61.35 $732K - $802K
38.7K $2.19B
DE
Deere & CO

Industrials
-1.72K
- 77.9%
$389.45 - $466.0 $671K - $803K
489 $207M
IEF
Ishares Barclays

ETFs
-5.35K
- 26.5%
$92.08 - $98.18 $493K - $525K
14.8K $1.37B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-5.71K
- 14.28%
$94.79 - $95.69 $541K - $546K
34.3K $3.25B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-11.1K
- 21.3%
$50.35 - $50.69 $561K - $565K
41.2K $2.08B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-7K
- 37.8%
$90.31 - $106.37 $633K - $745K
11.5K $1.15B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-4.58K
- 26.4%
$103.6 - $112.52 $474K - $515K
12.8K $1.34B
XOM
Exxon Mobil Corp

Energy
-3.14K
- 22.18%
$105.51 - $125.37 $331K - $394K
11K $1.19B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-9.21K
- 34.32%
$50.67 - $50.9 $466K - $469K
17.6K $893M
JPIE
J P Morgan Exchange Traded Fd
-10K
- 68.0%
$45.59 - $46.25 $456K - $462K
4.71K $215M
IHF
Ishares Tr

ETFs
-5.14K
- 21.99%
$47.41 - $56.83 $244K - $292K
18.2K $875M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-6.66K
- 31.37%
$53.38 - $60.64 $355K - $404K
14.6K $794M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-3.08K
- 26.71%
$100.24 - $101.35 $309K - $312K
8.46K $851M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.62K
- 33.31%
$94.43 - $105.47 $342K - $382K
7.26K $737M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.01K
- 54.76%
$126.68 - $134.74 $254K - $271K
1.66K $212M
IYK
Ishares U.S. Consumer Staples

ETFs
-2.91K
- 28.86%
$65.32 - $70.92 $190K - $206K
7.17K $470M
SYLD
Cambria Shareholder Yld ETF

ETFs
-2.82K
- 24.41%
$68.06 - $76.27 $192K - $215K
8.73K $598M
MSFT
Microsoft Corp

Technology
-317
- 3.5%
$406.35 - $454.46 $129K - $144K
8.73K $3.68B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.75K
- 25.6%
$50.37 - $50.6 $139K - $139K
8K $403M
AFL
Aflac Inc

Financial Services
-456
- 4.27%
$100.37 - $115.27 $45.8K - $52.6K
10.2K $1.06B
RUN
Sunrun Inc.

Technology
-892
- 6.82%
$9.13 - $17.5 $8.14K - $15.6K
12.2K $113M
AMAT
Applied Materials Inc

Technology
-79
- 2.85%
$161.44 - $213.89 $12.8K - $16.9K
2.69K $437M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-900
- 10.69%
$113.92 - $127.38 $103K - $115K
7.52K $866M
COST
Costco Wholesale Corp

Consumer Defensive
-147
- 15.28%
$873.59 - $994.69 $128K - $146K
815 $747M
FVD
First Tr Value Line Divid Inde

ETFs
-1.72K
- 13.45%
$43.4 - $46.7 $74.7K - $80.4K
11.1K $484M
MDT
Medtronic PLC

Healthcare
-719
- 18.0%
$79.61 - $92.24 $57.2K - $66.3K
3.28K $262M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-261
- 4.85%
$59.25 - $72.99 $15.5K - $19.1K
5.12K $306M
SBUX
Starbucks Corp

Consumer Cyclical
-473
- 8.55%
$87.44 - $102.5 $41.4K - $48.5K
5.06K $461M
IVV
Ishares Core S&P 500 ETF

ETFs
-276
- 3.36%
$570.51 - $610.59 $157K - $169K
7.93K $4.67B
DHR
Danaher Corp

Healthcare
-22
- 2.37%
$226.16 - $274.52 $4.98K - $6.04K
908 $208M
PG
Procter & Gamble CO

Consumer Defensive
-69
- 1.2%
$161.05 - $179.7 $11.1K - $12.4K
5.68K $952M
IWM
Ishares Russell 2000 ETF

ETFs
-191
- 10.83%
$216.13 - $242.4 $41.3K - $46.3K
1.57K $347M
VTI
Vanguard Total Stock Market Et

ETFs
-163
- 18.78%
$280.04 - $302.45 $45.6K - $49.3K
705 $204M
TXN
Texas Instruments Inc

Technology
-9
- 0.47%
N/A
1.9K $355M
WMT
Walmart Inc.

Consumer Defensive
-1.56K
- 13.97%
$79.1 - $95.7 $123K - $149K
9.6K $867M
CMCSA
Comcast Corp

Communication Services
-6
- 0.08%
$37.39 - $45.14 $224 - $271
7.61K $286M
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 3.11%
$385.02 - $431.37 $13.5K - $15.1K
1.09K $424M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7
- 0.14%
$58.88 - $64.8 $412 - $454
4.86K $286M
PGR
Progressive Corp

Financial Services
-20
- 1.4%
$239.6 - $268.88 $4.79K - $5.38K
1.41K $337M
AXP
American Express CO

Financial Services
-161
- 17.18%
$267.35 - $305.57 $43K - $49.2K
776 $230M
ADP
Automatic Data Processing Inc

Industrials
-115
- 9.9%
$280.08 - $307.97 $32.2K - $35.4K
1.05K $306M
Activity Summary
Buys All Purchases 100 New Holdings 20 Increased Positions 80 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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