44 Wealth Management LLC Portfolio Holdings
44 Wealth Management LLC
- $286 Million
- Q3 2024
44 Wealth Management LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $286 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 $29.8M, Microsoft Corp with a value of $15.6M, Apple Inc. with a value of $5.67M, Home Depot, Inc. with a value of $5.52M, and Sony Group Corp with a value of $5.28M.
Examining the 13F form we can see an decrease of $6.59M in the current position value, from $293M to 286M.
Below you can find more details about 44 Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$286 Million
Technology: $53.8 Million
Consumer Cyclical: $50.5 Million
Financial Services: $36.2 Million
Consumer Defensive: $34 Million
Healthcare: $33.4 Million
Industrials: $28.9 Million
Communication Services: $12.8 Million
Energy: $12.3 Million
Other: $24.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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