44 Wealth Management LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $289 Million distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nike, Inc. with a value of $23.3M, Microsoft Corp with a value of $20.1M, Apple Inc. with a value of $7.21M, Jpmorgan Chase & CO with a value of $5.6M, and Medtronic PLC with a value of $4.34M.
Examining the 13F form we can see an increase of $11.2M in the current position value, from $278M to 289M.
Below you can find more details about 44 Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$289 Million
Technology: $63.1 Million
Consumer Cyclical: $52.4 Million
Financial Services: $40.8 Million
Healthcare: $31.9 Million
Consumer Defensive: $29.9 Million
Industrials: $21.5 Million
Communication Services: $15.8 Million
Energy: $11.1 Million
Other: $23 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
