49 Wealth Management, LLC New Holdings in Q3 2024

49 Wealth Management, LLC

  • $614 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
706K
New
$41.02 - $46.01 $29M - $32.5M
706K $32.1B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
212K
New
$23.13 - $23.43 $4.9M - $4.97M
212K $4.96B
VGSH
Vanguard

ETFs
69.3K
New
$57.74 - $59.13 $4M - $4.1M
69.3K $4.09B
DE
Deere & CO

Industrials
2.21K
New
$344.84 - $418.0 $763K - $925K
2.21K $924M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.96K
New
$147.95 - $191.05 $437K - $565K
2.96K $513M
SFNC
Simmons First National Corp

Financial Services
23.1K
New
$17.05 - $22.07 $394K - $510K
23.1K $498M
SPYG
Spdr Portfolio

ETFs
5.29K
New
$73.38 - $84.1 $388K - $445K
5.29K $439M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.38K
New
$64.35 - $75.71 $346K - $408K
5.38K $397M
ET
Energy Transfer LP

Energy
20.8K
New
$15.43 - $16.44 $321K - $342K
20.8K $334M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.79K
New
$61.11 - $67.85 $293K - $325K
4.79K $325M
OXY
Occidental Petroleum Corp

Energy
6.16K
New
$49.91 - $63.73 $307K - $393K
6.16K $318M
LMT
Lockheed Martin Corp

Industrials
540
New
$460.3 - $584.56 $249K - $316K
540 $316M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.87K
New
$58.03 - $65.37 $282K - $318K
4.87K $315M
EPD
Enterprise Products Partners L.P.

Energy
10.5K
New
$27.88 - $30.0 $294K - $316K
10.5K $307M
RTX
Raytheon Technologies Corp

Industrials
2.53K
New
$99.55 - $123.34 $251K - $311K
2.53K $306M
MCD
Mcdonalds Corp

Consumer Cyclical
1K
New
$245.82 - $304.51 $246K - $305K
1K $305M
BAC
Bank Of America Corp

Financial Services
7.18K
New
$36.65 - $44.13 $263K - $317K
7.18K $285M
AMGN
Amgen Inc

Healthcare
837
New
$309.38 - $337.38 $259K - $282K
837 $270M
PWR
Quanta Services, Inc.

Industrials
900
New
$239.58 - $298.23 $216K - $268K
900 $268M
VUG
Vanguard Growth ETF

ETFs
685
New
$341.08 - $391.94 $234K - $268K
685 $263M
LIN
Linde PLC

Basic Materials
548
New
$428.94 - $481.67 $235K - $264K
548 $261M
PEP
Pepsico Inc

Consumer Defensive
1.52K
New
$161.9 - $179.3 $247K - $273K
1.52K $259M
DHR
Danaher Corp

Healthcare
930
New
$239.25 - $280.76 $223K - $261K
930 $259M
WFC
Wells Fargo & Company

Financial Services
4.53K
New
$51.58 - $60.97 $234K - $276K
4.53K $256M
AXP
American Express CO

Financial Services
937
New
$225.92 - $271.17 $212K - $254K
937 $254M
BLK
Black Rock Inc.

Financial Services
266
New
$782.27 - $949.51 $208K - $253K
266 $253M
HON
Honeywell International Inc

Industrials
1.14K
New
$196.73 - $220.21 $224K - $251K
1.14K $235M
NEE
Nextera Energy Inc

Utilities
2.77K
New
$69.9 - $84.97 $194K - $235K
2.77K $234M
MA
Mastercard Inc

Financial Services
467
New
$429.6 - $500.99 $201K - $234K
467 $231M
PANW
Palo Alto Networks Inc

Technology
642
New
$294.18 - $368.01 $189K - $236K
642 $219M
JMBS
Janus Detroit Str Tr Henderson

ETFs
4.64K
New
$44.13 - $47.01 $205K - $218K
4.64K $216M
MGV
Vanguard Mega Cap Value

ETFs
1.64K
New
$118.0 - $128.28 $194K - $211K
1.64K $211M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.93K
New
$64.57 - $71.76 $189K - $210K
2.93K $210M
MELI
Mercadolibre Inc

Consumer Cyclical
102
New
$1591.44 - $2140.1 $162K - $218K
102 $209M
BSX
Boston Scientific Corp

Healthcare
2.49K
New
$72.96 - $84.0 $182K - $209K
2.49K $208M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.49K
New
$75.47 - $83.18 $188K - $207K
2.49K $207M
MS
Morgan Stanley

Financial Services
1.96K
New
$92.07 - $106.96 $181K - $210K
1.96K $205M
TJX
Tjx Companies Inc

Consumer Cyclical
1.72K
New
$107.93 - $120.23 $186K - $207K
1.72K $202M
APD
Air Products & Chemicals, Inc.

Basic Materials
676
New
$247.34 - $300.11 $167K - $203K
676 $201M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
902
New
$210.25 - $231.86 $190K - $209K
902 $201M
EOG
Eog Resources Inc

Energy
1.63K
New
$117.9 - $132.65 $192K - $216K
1.63K $200M
Asia Broadband Inc
20K
New
N/A
20K $827K
Activity Summary
Buys All Purchases 106 New Holdings 43 Increased Positions 63 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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