44 Wealth Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $278 Million distributed in 190 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nike, Inc. with a value of $23.8M, Microsoft Corp with a value of $19.7M, Apple Inc. with a value of $4.98M, Home Depot, Inc. with a value of $4.63M, and Medtronic PLC with a value of $4.41M.
Examining the 13F form we can see an increase of $14.8M in the current position value, from $263M to 278M.
Below you can find more details about 44 Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$278 Million
Technology: $57.7 Million
Consumer Cyclical: $45.5 Million
Financial Services: $42.6 Million
Consumer Defensive: $32 Million
Healthcare: $29.4 Million
Industrials: $24.9 Million
Communication Services: $14 Million
Energy: $10.4 Million
Other: $21.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
