44 Wealth Management LLC Portfolio Holdings
44 Wealth Management LLC
- $263 Million
- Q1 2025
44 Wealth Management LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $263 Million distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nike, Inc. with a value of $21.3M, Microsoft Corp with a value of $14.5M, Apple Inc. with a value of $5.41M, Home Depot, Inc. with a value of $4.76M, and Medtronic PLC with a value of $4.27M.
Examining the 13F form we can see an increase of $7.08M in the current position value, from $256M to 263M.
Below you can find more details about 44 Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$263 Million
Technology: $48.2 Million
Consumer Cyclical: $42.1 Million
Financial Services: $39.5 Million
Healthcare: $32.7 Million
Consumer Defensive: $32 Million
Industrials: $22.9 Million
Communication Services: $13.1 Million
Energy: $12 Million
Other: $20.8 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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