44 Wealth Management LLC Purchases in Q2 2025

44 Wealth Management LLC

  • $278 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
933
+ 2.41%
$354.56 - $497.45 $331K - $464K
39.7K $19.7M
CGDV
Capital Group Divid Value ETF

ETFs
30.1K
New
$31.93 - $39.49 $961K - $1.19M
30.1K $1.19M
AVGO
Broadcom Inc.

Technology
297
+ 2.92%
$146.29 - $275.65 $43.4K - $81.9K
10.5K $2.89M
SCHW
Schwab Charles Corp

Financial Services
11K
New
$69.06 - $91.24 $762K - $1.01M
11K $1.01M
STM
St Microelectronics N.V.

Technology
24.5K
New
$17.78 - $30.41 $435K - $744K
24.5K $743K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.62K
+ 26.19%
$141.37 - $228.57 $229K - $370K
7.8K $1.77M
COF
Capital One Financial Corp

Financial Services
3.14K
+ 262.87%
$150.57 - $212.76 $472K - $667K
4.33K $921K
CSX
Csx Corp

Industrials
18.9K
New
$26.69 - $32.91 $504K - $622K
18.9K $616K
DG
Dollar General Corp

Consumer Defensive
2.18K
+ 16.37%
$86.02 - $114.95 $187K - $250K
15.5K $1.77M
WDC
Western Digital Corp

Technology
9.25K
New
$30.54 - $63.99 $283K - $592K
9.25K $591K
NVDA
Nvidia Corp

Technology
1.05K
+ 15.01%
$94.31 - $157.99 $99.3K - $166K
8.07K $1.27M
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.08%
$210.28 - $289.91 $1.89K - $2.61K
11.1K $3.21M
SRE
Sempra Energy

Utilities
5.96K
+ 70.17%
$63.78 - $78.91 $380K - $470K
14.4K $1.09M
CDW
Cdw Corp

Technology
2.64K
New
$144.49 - $190.68 $381K - $503K
2.64K $471K
BDX
Becton Dickinson & CO

Healthcare
3.28K
+ 181.15%
$165.15 - $226.42 $541K - $742K
5.09K $876K
PM
Philip Morris International Inc.

Consumer Defensive
316
+ 1.9%
$149.23 - $184.95 $47.2K - $58.4K
16.9K $3.08M
AMAT
Applied Materials Inc

Technology
740
+ 9.08%
$126.95 - $183.52 $93.9K - $136K
8.89K $1.63M
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
+ 14.85%
$167.32 - $223.3 $176K - $235K
8.14K $1.79M
REXR
Rexford Industrial Realty, Inc.

Real Estate
11.9K
New
$31.57 - $39.41 $375K - $468K
11.9K $422K
D
Dominion Energy, Inc

Utilities
7.3K
+ 66.42%
$49.66 - $58.0 $362K - $423K
18.3K $1.03M
STAG
Stag Industrial, Inc.

Real Estate
11.4K
New
$30.08 - $37.02 $342K - $420K
11.4K $412K
HPE
Hewlett Packard Enterprise CO

Technology
12.9K
+ 50.5%
$12.51 - $20.45 $162K - $264K
38.5K $787K
SYF
Synchrony Financial

Financial Services
188
+ 0.76%
$43.81 - $66.74 $8.24K - $12.5K
24.9K $1.66M
TPR
Tapestry, Inc.

Consumer Cyclical
142
+ 0.75%
$60.6 - $87.81 $8.61K - $12.5K
19K $1.67M
CG
Carlyle Group Inc.

Financial Services
4.69K
+ 40.73%
$34.78 - $51.4 $163K - $241K
16.2K $833K
BAC
Bank Of America Corp

Financial Services
6.93K
New
$34.39 - $47.46 $238K - $329K
6.93K $328K
EAT
Brinker International, Inc

Consumer Cyclical
57
+ 0.58%
$128.68 - $181.78 $7.33K - $10.4K
9.88K $1.78M
NVO
Novo Nordisk A S

Healthcare
4.57K
New
$58.08 - $81.05 $265K - $370K
4.57K $315K
MU
Micron Technology Inc

Technology
55
+ 0.66%
$64.72 - $127.91 $3.56K - $7.04K
8.39K $1.03M
VIRT
Virtu Financial, Inc.

Financial Services
227
+ 0.51%
$32.82 - $44.79 $7.45K - $10.2K
44.5K $1.99M
CNQ
Canadian Natural Resources LTD

Energy
9.69K
New
$25.14 - $34.01 $244K - $329K
9.69K $304K
FIS
Fidelity National Information Services, Inc.

Technology
2.38K
+ 16.1%
$68.14 - $82.13 $162K - $196K
17.2K $1.4M
TFC
Truist Financial Corp

Financial Services
6.36K
New
$34.79 - $42.99 $221K - $273K
6.36K $273K
CGGO
Capital Group Global Growth Eq

ETFs
3.52K
+ 9.09%
$25.31 - $32.17 $89.1K - $113K
42.3K $1.35M
RELX
Relx PLC

Communication Services
4.54K
New
$45.31 - $55.66 $206K - $253K
4.54K $246K
HWM
Howmet Aerospace Inc.

Industrials
1.3K
New
$112.33 - $186.13 $146K - $242K
1.3K $242K
PPG
Ppg Industries Inc

Basic Materials
1.82K
+ 27.04%
$91.66 - $115.04 $167K - $209K
8.55K $972K
HAS
Hasbro, Inc.

Consumer Cyclical
731
+ 5.13%
$50.71 - $73.82 $37.1K - $54K
15K $1.11M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.1K
+ 3.82%
$39.43 - $49.34 $43.3K - $54.2K
29.8K $1.41M
NFLX
Netflix Inc

Communication Services
4
+ 0.76%
$855.86 - $1339.13 $3.42K - $5.36K
532 $712K
ASML
Asml Holding Nv

Technology
194
+ 41.99%
$595.37 - $815.24 $116K - $158K
656 $525K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.39K
+ 14.2%
$91.43 - $91.74 $219K - $220K
19.2K $1.77M
SPOT
Spotify Technology S.A.

Communication Services
274
New
$503.3 - $775.9 $138K - $213K
274 $210K
HUBB
Hubbell Inc

Industrials
513
New
$315.94 - $408.41 $162K - $210K
513 $209K
AB
Alliancebernstein Holding L.P.

Financial Services
5K
New
$33.0 - $41.77 $165K - $209K
5K $204K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
104
+ 6.75%
$177.93 - $313.14 $18.5K - $32.6K
1.65K $515K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6.48K
+ 31.83%
$32.56 - $35.71 $211K - $231K
26.8K $886K
CHTR
Charter Communications, Inc.

Communication Services
26
+ 0.6%
$321.68 - $427.25 $8.36K - $11.1K
4.36K $1.78M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3.64K
+ 39.32%
$50.56 - $59.57 $184K - $217K
12.9K $668K
Activity Summary
Buys All Purchases 94 New Holdings 19 Increased Positions 75 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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