49 Wealth Management, LLC Purchases and Sells in Q2 2025

49 Wealth Management, LLC

$939 Billion
Q2 2025

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	307K + 23.87%	$58.41 - $72.69 $17.9M - $22.3M	1.59M $116B
IEFA	243K + 23.86%	$67.83 - $84.09 $16.5M - $20.4M	1.26M $105B
GLOBAL X 1-3 MONTH T-BILL ETF	233K + 57.92%	N/A	634K $63.7B
THE OPAL INTERNATIONAL DIV IN ETF	473K + 20.32%	N/A	2.8M $81.9B
DIVZ	430K + 16.4%	$31.03 - $35.02 $13.4M - $15.1M	3.06M $107B
AAPL	231K + 838.63%	$172.42 - $223.89 $39.8M - $51.7M	258K $16.6B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
POLEN HIGH INCOME ETF	537K New	N/A	537K $13.8B
OVBC	47.8K New	$27.46 - $38.9 $1.31M - $1.86M	47.8K $1.54B
DELL	7.26K New	$71.63 - $125.98 $520K - $914K	7.26K $510M
VOT	1.54K New	$216.28 - $284.39 $334K - $439K	1.54K $439M
STZ	2.29K New	$160.0 - $195.62 $367K - $448K	2.29K $373M
APH	2.72K New	$59.09 - $98.75 $161K - $269K	2.72K $269M

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-18.3K - 93.26%	$496.48 - $617.85 $9.11M - $11.3M	1.33K $819M
SPSM	-107K - 94.12%	$35.35 - $42.68 $3.79M - $4.57M	6.69K $285M
BIL	-26.9K - 32.06%	$91.43 - $91.74 $2.46M - $2.47M	57K $5.23B
BSCR	-124K - 11.58%	$19.49 - $19.66 $2.41M - $2.43M	944K $18.6B
TBIL	-44.9K - 16.8%	N/A	222K $11.1B
US TREASURY 6 MONTH BILL ETF	-33.5K - 11.97%	N/A	246K $12.3B

Activity Summary All Purchases 102 New Holdings 13 Increased Positions 89 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 49 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 49 Wealth Management, LLC with notifications on news.