49 Wealth Management, LLC Incresed Positions in Q1 2025

49 Wealth Management, LLC

  • $830 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
The Opal International Div In ETF
2.02M
+ 652.93%
N/A
2.33M $63.9B
IEFA
Ishares Tr

ETFs
268K
+ 35.68%
$69.57 - $78.65 $18.6M - $21M
1.02M $77B
VTV
Vanguard Value ETF

ETFs
127K
+ 112.31%
$167.73 - $179.21 $21.2M - $22.7M
239K $41.4B
DIVZ
Listed Fds Tr Trueshares Low V

ETFs
485K
+ 22.65%
$31.61 - $34.2 $15.3M - $16.6M
2.62M $89.2B
VEA
Vanguard Ftse Developed Market

ETFs
386K
+ 1064.54%
$47.4 - $52.99 $18.3M - $20.4M
422K $21.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
263K
+ 3156.51%
$57.21 - $65.8 $15.1M - $17.3M
271K $15.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
264K
+ 25.82%
$64.88 - $72.1 $17.1M - $19M
1.29M $84.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
18.1K
+ 1192.12%
$551.42 - $612.93 $10M - $11.1M
19.7K $11B
Trueshares Quarterly Bear Hg ETF
253K
+ 28.45%
N/A
1.14M $28.3B
IEMG
Ishares Inc

ETFs
50.4K
+ 10.35%
N/A
537K $29B
VGLT
Vanguard Long Term Treasury Et

ETFs
22.3K
+ 7.66%
$53.99 - $58.43 $1.2M - $1.3M
313K $18B
WMT
Walmart Inc.

Consumer Defensive
7.39K
+ 77.0%
$84.5 - $105.05 $624K - $776K
17K $1.49B
VZ
Verizon Communications Inc

Communication Services
11.5K
+ 196.38%
$37.81 - $46.49 $437K - $537K
17.4K $791M
PM
Philip Morris International Inc.

Consumer Defensive
2.35K
+ 78.99%
$117.15 - $158.79 $276K - $374K
5.33K $847M
COP
Conocophillips

Energy
4.2K
+ 78.8%
$88.6 - $105.85 $372K - $444K
9.52K $1B
ABBV
Abb Vie Inc.

Healthcare
1.31K
+ 24.65%
$169.2 - $216.66 $221K - $283K
6.61K $1.38B
KO
Coca Cola CO

Consumer Defensive
3.17K
+ 18.96%
$60.81 - $72.32 $193K - $229K
19.9K $1.43B
SJNK
Spdr Bloomberg Short Term High

ETFs
15.5K
+ 5.97%
$25.08 - $25.64 $388K - $397K
275K $6.91B
NEE
Nextera Energy Inc

Utilities
5.03K
+ 179.08%
$66.96 - $76.16 $337K - $383K
7.85K $556M
JNJ
Johnson & Johnson

Healthcare
1.95K
+ 133.93%
$142.06 - $167.7 $277K - $327K
3.41K $565M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.5K
+ 1.09%
$19.43 - $19.62 $224K - $227K
1.07M $20.9B
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
5.76K
+ 4.28%
N/A
140K $6.79B
CVX
Chevron Corp

Energy
1.29K
+ 28.92%
$146.71 - $167.97 $189K - $217K
5.75K $961M
PEP
Pepsico Inc

Consumer Defensive
2.1K
+ 108.86%
$142.64 - $156.42 $300K - $328K
4.03K $604M
Eventide High Dividend ETF
11.6K
+ 80.12%
N/A
26K $646M
UNH
Unitedhealth Group Inc

Healthcare
507
+ 40.46%
$461.52 - $548.18 $234K - $278K
1.76K $922M
META
Meta Platforms, Inc.

Communication Services
488
+ 51.69%
$576.36 - $736.67 $281K - $359K
1.43K $825M
V
Visa Inc.

Financial Services
423
+ 11.81%
$306.92 - $362.71 $130K - $153K
4.01K $1.4B
XOM
Exxon Mobil Corp

Energy
1.06K
+ 9.59%
$105.44 - $118.93 $111K - $126K
12.1K $1.44B
APD
Air Products & Chemicals, Inc.

Basic Materials
825
+ 100.0%
$283.24 - $338.07 $234K - $279K
1.65K $487M
GS
Goldman Sachs Group Inc

Financial Services
450
+ 41.44%
$524.81 - $672.19 $236K - $302K
1.54K $839M
JPM
Jpmorgan Chase & CO

Financial Services
734
+ 15.55%
$225.19 - $279.95 $165K - $205K
5.45K $1.34B
OBIL
Rbb Fd Inc Us Treas 12 Month B
2.74K
+ 0.99%
N/A
279K $14B
FVD
First Tr Value Line Divid Inde

ETFs
3.39K
+ 30.56%
$42.61 - $45.51 $144K - $154K
14.5K $645M
Us Treasury 6 Month Bill ETF
2.21K
+ 0.8%
N/A
279K $14B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.77K
+ 4.17%
$23.19 - $23.5 $134K - $136K
144K $3.34B
PFE
Pfizer Inc

Healthcare
4.64K
+ 54.49%
$25.01 - $27.13 $116K - $126K
13.1K $333M
WFC
Wells Fargo & Company

Financial Services
1.08K
+ 28.47%
$66.78 - $81.42 $72.1K - $87.9K
4.87K $350M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.51K
+ 19.41%
$51.26 - $52.53 $77.6K - $79.5K
9.31K $480M
MCK
Mckesson Corp

Healthcare
1
+ 0.15%
$566.21 - $672.99 $566 - $673
671 $451M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.69K
+ 0.31%
$19.42 - $19.54 $32.9K - $33.1K
544K $10.6B
Npk Interntnl Inc
13.8K
+ 113.68%
N/A
25.9K $150M
AMGN
Amgen Inc

Healthcare
1
+ 0.1%
$258.59 - $327.36 $259 - $327
1.03K $321M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
595
+ 12.24%
$58.01 - $64.46 $34.5K - $38.4K
5.46K $339M
SBUX
Starbucks Corp

Consumer Cyclical
176
+ 3.48%
$91.75 - $115.81 $16.1K - $20.4K
5.23K $513M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 5.56%
$1739.0 - $2260.0 $13.9K - $18.1K
152 $297M
RTX
Raytheon Technologies Corp

Industrials
42
+ 1.61%
$114.1 - $135.66 $4.79K - $5.7K
2.65K $351M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
865
+ 4.91%
$50.72 - $50.92 $43.9K - $44K
18.5K $940M
MDLZ
Mondelez International, Inc.

Consumer Defensive
66
+ 1.29%
$56.12 - $68.15 $3.7K - $4.5K
5.19K $352M
Activity Summary
Buys All Purchases 119 New Holdings 36 Increased Positions 83 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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