49 Wealth Management, LLC Incresed Positions in Q2 2025

49 Wealth Management, LLC

  • $939 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
307K
+ 23.87%
$58.41 - $72.69 $17.9M - $22.3M
1.59M $116B
IEFA
Ishares Tr

ETFs
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
Listed Fds Tr Trueshares Low V

ETFs
430K
+ 16.4%
$31.03 - $35.02 $13.4M - $15.1M
3.06M $107B
AAPL
Apple Inc.

Technology
231K
+ 838.63%
$172.42 - $223.89 $39.8M - $51.7M
258K $16.6B
IEMG
Ishares Inc

ETFs
101K
+ 18.88%
N/A
639K $38.4B
VTV
Vanguard Value ETF

ETFs
41.9K
+ 17.51%
$153.67 - $176.74 $6.44M - $7.41M
281K $49.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
13.6K
+ 655.94%
$416.06 - $551.64 $5.67M - $7.52M
15.7K $8.67B
VEA
Vanguard Ftse Developed Market

ETFs
69.3K
+ 16.42%
$45.65 - $57.01 $3.16M - $3.95M
491K $28B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
44.5K
+ 16.39%
$51.16 - $62.02 $2.28M - $2.76M
316K $19.6B
SPYG
Spdr Portfolio

ETFs
3.13K
+ 18.99%
$71.83 - $95.32 $225K - $298K
19.6K $1.87B
PSX
Phillips 66

Energy
4.37K
+ 102.27%
$92.87 - $125.73 $406K - $549K
8.64K $1.03B
WMT
Walmart Inc.

Consumer Defensive
3.4K
+ 20.04%
$81.79 - $99.98 $278K - $340K
20.4K $1.99B
VGLT
Vanguard Long Term Treasury Et

ETFs
16.6K
+ 5.29%
$53.66 - $58.71 $888K - $972K
329K $18.5B
GS
Goldman Sachs Group Inc

Financial Services
193
+ 12.57%
$462.22 - $707.75 $89.2K - $137K
1.73K $1.22B
MUB
Ishares National Muni Bond ETF

ETFs
3.46K
+ 101.74%
$102.31 - $105.8 $354K - $366K
6.86K $717M
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.35K
+ 27.17%
$39.43 - $49.34 $171K - $214K
20.3K $963M
PM
Philip Morris International Inc.

Consumer Defensive
864
+ 16.2%
$149.23 - $184.95 $129K - $160K
6.2K $1.13B
META
Meta Platforms, Inc.

Communication Services
47
+ 3.28%
$484.66 - $738.09 $22.8K - $34.7K
1.48K $1.09B
C
Citigroup Inc

Financial Services
1.88K
+ 30.31%
$58.13 - $85.12 $109K - $160K
8.07K $687M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
207
+ 0.3%
$29.12 - $35.84 $6.03K - $7.42K
69.3K $2.48B
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
2.4K
+ 6.78%
$37.78 - $44.9 $90.6K - $108K
37.8K $1.7B
Eventide Us Market ETF
4.56K
+ 19.22%
N/A
28.3K $735M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6
+ 0.21%
$141.37 - $228.57 $848 - $1.37K
2.8K $634M
DFUS
Dimensional ETF Tr U S Equity

ETFs
66
+ 0.27%
$53.65 - $67.02 $3.54K - $4.42K
24.3K $1.63B
CME
Cme Group Inc.

Financial Services
481
+ 21.22%
$252.37 - $290.71 $121K - $140K
2.75K $757M
MPLX
Mplx LP

Energy
3.12K
+ 34.71%
$46.68 - $53.89 $146K - $168K
12.1K $623M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
72
+ 3.85%
$456.74 - $568.03 $32.9K - $40.9K
1.94K $1.1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
160
+ 15.76%
$320.42 - $424.58 $51.3K - $67.9K
1.18K $499M
NEE
Nextera Energy Inc

Utilities
1.89K
+ 24.14%
$64.11 - $75.0 $121K - $142K
9.74K $676M
VZ
Verizon Communications Inc

Communication Services
3.46K
+ 19.86%
$41.67 - $45.62 $144K - $158K
20.9K $904M
PWR
Quanta Services, Inc.

Industrials
4
+ 0.45%
$239.47 - $381.26 $958 - $1.53K
901 $341M
ENB
Enbridge Inc

Energy
2.06K
+ 13.95%
$41.09 - $47.16 $84.6K - $97.1K
16.8K $763M
T
At&T Inc.

Communication Services
3.04K
+ 12.8%
$26.33 - $28.94 $80K - $87.9K
26.8K $775M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.7K
+ 1.88%
$22.66 - $23.41 $61.2K - $63.3K
147K $3.43B
TPHD
Timothy Plan High Divid Stk Et

ETFs
2.09K
+ 22.75%
$32.99 - $38.01 $69K - $79.5K
11.3K $427M
CAT
Caterpillar Inc

Industrials
53
+ 5.23%
$273.94 - $388.21 $14.5K - $20.6K
1.07K $414M
CRH
Crh Public LTD CO

Basic Materials
696
+ 22.95%
$80.35 - $98.94 $55.9K - $68.9K
3.73K $342M
BAC
Bank Of America Corp

Financial Services
745
+ 11.48%
$34.39 - $47.46 $25.6K - $35.4K
7.24K $342M
KO
Coca Cola CO

Consumer Defensive
1.25K
+ 6.26%
$68.37 - $73.9 $85.2K - $92.1K
21.1K $1.5B
D
Dominion Energy, Inc

Utilities
1.2K
+ 20.54%
$49.66 - $58.0 $59.7K - $69.8K
7.06K $399M
KMI
Kinder Morgan, Inc.

Energy
1.94K
+ 18.54%
$25.21 - $29.4 $48.8K - $56.9K
12.4K $364M
GPC
Genuine Parts CO

Consumer Cyclical
504
+ 22.92%
$105.54 - $129.09 $53.2K - $65.1K
2.7K $328M
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
1.08K
+ 0.77%
N/A
141K $6.86B
Eventide High Dividend ETF
1.8K
+ 6.92%
N/A
27.8K $705M
HSY
Hershey CO

Consumer Defensive
394
+ 27.27%
$151.29 - $173.13 $59.6K - $68.2K
1.84K $305M
TXN
Texas Instruments Inc

Technology
33
+ 1.82%
N/A
1.85K $383M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
251
+ 17.14%
$483.48 - $539.8 $121K - $135K
1.72K $833M
Activity Summary
Buys All Purchases 102 New Holdings 13 Increased Positions 89 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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