49 Wealth Management, LLC Purchases in Q4 2024

49 Wealth Management, LLC

  • $702 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
64
+ 6.26%
$486.1 - $608.57 $31.1K - $38.9K
1.09K $622M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
766
+ 40.77%
$119.61 - $136.3 $91.6K - $104K
2.65K $327M
Npk Interntnl Inc
12.1K
New
N/A
12.1K $92.8M
VUG
Vanguard Growth ETF

ETFs
170
+ 24.82%
$378.79 - $428.11 $64.4K - $72.8K
855 $351M
SHLS
Shoals Technologies Group, Inc.

Technology
13.3K
New
$4.15 - $6.14 $55.4K - $82K
13.3K $73.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.15K
+ 15.97%
$61.68 - $67.87 $70.8K - $77.9K
8.34K $519M
PM
Philip Morris International Inc.

Consumer Defensive
548
+ 22.53%
$118.38 - $133.06 $64.9K - $72.9K
2.98K $359M
CVX
Chevron Corp

Energy
403
+ 9.94%
$141.15 - $162.53 $56.9K - $65.5K
4.46K $646M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
109
+ 6.74%
$442.29 - $483.08 $48.2K - $52.7K
1.73K $782M
APD
Air Products & Chemicals, Inc.

Basic Materials
149
+ 22.04%
$285.5 - $335.62 $42.5K - $50K
825 $239M
PEP
Pepsico Inc

Consumer Defensive
406
+ 26.66%
$151.29 - $176.1 $61.4K - $71.5K
1.93K $293M
MA
Mastercard Inc

Financial Services
36
+ 7.71%
$491.3 - $536.15 $17.7K - $19.3K
503 $265M
ABT
Abbott Laboratories

Healthcare
326
+ 8.79%
$111.93 - $119.39 $36.5K - $38.9K
4.03K $456M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
805
+ 11.51%
$51.58 - $52.91 $41.5K - $42.6K
7.8K $403M
HON
Honeywell International Inc

Industrials
10
+ 0.88%
$202.84 - $236.0 $2.03K - $2.36K
1.15K $259M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.61K
+ 219.16%
$22.01 - $66.82 $167K - $508K
11.1K $251M
EPIX
Essa Pharma Inc.

Healthcare
11.2K
New
$1.4 - $6.23 $15.6K - $69.6K
11.2K $20M
FYC
First Trust Small Cap Growth A

ETFs
82
+ 2.24%
$72.19 - $84.64 $5.92K - $6.94K
3.74K $289M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
199
+ 2.57%
$55.86 - $60.21 $11.1K - $12K
7.96K $456M
SFNC
Simmons First National Corp

Financial Services
37
+ 0.16%
$21.01 - $25.53 $777 - $945
23.1K $513M
PANW
Palo Alto Networks Inc

Technology
648
+ 100.93%
$181.96 - $405.9 $118K - $263K
1.29K $235M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.21%
$554.08 - $632.68 $1.11K - $1.27K
944 $553M
PLUG
Plug Power Inc

Industrials
5.83K
+ 24.99%
$1.87 - $2.67 $10.9K - $15.6K
29.2K $62.2M
LRCX
Lam Research Corp

Technology
2.7K
+ 1081.6%
$70.05 - $814.09 $189K - $2.2M
2.95K $213M
FFIN
First Financial Bankshares Inc

Financial Services
350
+ 4.68%
$35.49 - $43.05 $12.4K - $15.1K
7.83K $282M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
19
+ 0.4%
$75.22 - $82.17 $1.43K - $1.56K
4.76K $362M
VEA
Vanguard Ftse Developed Market

ETFs
3.45K
+ 10.52%
$47.57 - $52.44 $164K - $181K
36.2K $1.73B
MASS
908 Devices Inc.

Healthcare
18.6K
+ 59.72%
$1.88 - $3.91 $34.9K - $72.6K
49.7K $109M
LIN
Linde PLC

Basic Materials
77
+ 14.05%
$417.66 - $486.45 $32.2K - $37.5K
625 $262M
Fbec Worldwide Inc
20K
New
N/A
20K $4K
AMGN
Amgen Inc

Healthcare
193
+ 23.06%
$258.78 - $328.31 $49.9K - $63.4K
1.03K $268M
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
4.08K
+ 18.09%
$2.7 - $4.03 $11K - $16.4K
26.6K $80.7M
RTX
Raytheon Technologies Corp

Industrials
84
+ 3.33%
$114.45 - $127.21 $9.61K - $10.7K
2.61K $302M
LMT
Lockheed Martin Corp

Industrials
99
+ 18.33%
$479.66 - $614.62 $47.5K - $60.8K
639 $311M
MCD
Mcdonalds Corp

Consumer Cyclical
30
+ 3.0%
$288.47 - $316.54 $8.65K - $9.5K
1.03K $299M
JMBS
Janus Detroit Str Tr Henderson

ETFs
126
+ 2.72%
$44.03 - $46.65 $5.55K - $5.88K
4.76K $210M
FNDB
Schwab Fundamental U S Broad M

ETFs
5.93K
+ 193.91%
$23.07 - $70.32 $137K - $417K
8.98K $209M
QCOM
Qualcomm Inc

Technology
122
+ 6.4%
$150.4 - $178.04 $18.3K - $21.7K
2.03K $312M
PFE
Pfizer Inc

Healthcare
265
+ 3.22%
$24.8 - $30.19 $6.57K - $8K
8.51K $226M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.37K
+ 174.74%
$22.4 - $68.28 $188K - $572K
13.2K $305M
CAT
Caterpillar Inc

Industrials
6
+ 0.61%
$360.37 - $416.88 $2.16K - $2.5K
994 $360M
NIO
Nio Inc.

Consumer Cyclical
227
+ 1.82%
$4.31 - $7.21 $978 - $1.64K
12.7K $55.3M
NEE
Nextera Energy Inc

Utilities
41
+ 1.48%
$69.77 - $85.43 $2.86K - $3.5K
2.81K $202M
UNH
Unitedhealth Group Inc

Healthcare
94
+ 8.11%
$485.52 - $625.25 $45.6K - $58.8K
1.25K $634M
ABBV
Abb Vie Inc.

Healthcare
301
+ 6.02%
$164.99 - $203.87 $49.7K - $61.4K
5.3K $942M
PSX
Phillips 66

Energy
46
+ 1.09%
$110.35 - $138.93 $5.08K - $6.39K
4.26K $485M
MRK
Merck & Co., Inc.

Healthcare
71
+ 1.13%
$96.31 - $114.76 $6.84K - $8.15K
6.33K $630M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.1K
+ 161.53%
$26.93 - $84.95 $326K - $1.03M
19.6K $535M
KO
Coca Cola CO

Consumer Defensive
283
+ 1.72%
$61.74 - $71.71 $17.5K - $20.3K
16.7K $1.04B
Activity Summary
Buys All Purchases 100 New Holdings 20 Increased Positions 80 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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