49 Wealth Management, LLC New Holdings in Q1 2025

49 Wealth Management, LLC

  • $830 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Global X 1 3 Month T Bill ETF
401K
New
N/A
401K $40.3B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
69K
New
$32.42 - $36.13 $2.24M - $2.49M
69K $2.28B
Proshares S&P 500 Div Aristocrat ETF
18.9K
New
N/A
18.9K $1.93B
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
35.4K
New
$41.17 - $45.22 $1.46M - $1.6M
35.4K $1.5B
DFUS
Dimensional ETF Tr U S Equity

ETFs
24.3K
New
$59.61 - $66.71 $1.45M - $1.62M
24.3K $1.47B
HYGV
Flexshares Tr High Yield Value

ETFs
22.2K
New
$40.21 - $41.29 $894K - $918K
22.2K $898M
T
At&T Inc.

Communication Services
23.7K
New
$21.56 - $28.28 $512K - $671K
23.7K $671M
BTI
British American Tobacco P.L.C.

Consumer Defensive
16K
New
$35.35 - $42.74 $566K - $684K
16K $662M
ENB
Enbridge Inc

Energy
14.8K
New
$41.54 - $45.45 $613K - $671K
14.8K $654M
CME
Cme Group Inc.

Financial Services
2.27K
New
$225.82 - $266.54 $512K - $604K
2.27K $602M
MPLX
Mplx LP

Energy
8.99K
New
$47.88 - $54.65 $430K - $491K
8.99K $481M
C
Citigroup Inc

Financial Services
6.19K
New
$67.23 - $84.63 $416K - $524K
6.19K $439M
AEP
American Electric Power CO Inc

Utilities
3.85K
New
$90.32 - $109.27 $348K - $421K
3.85K $421M
Kenvue Inc
17K
New
N/A
17K $407M
SHEL
Shell PLC

Energy
5.46K
New
$62.84 - $73.29 $343K - $400K
5.46K $400M
ROKU
Roku, Inc

Communication Services
5.14K
New
$67.36 - $99.07 $346K - $509K
5.14K $362M
PLTR
Palantir Technologies Inc.

Technology
4.12K
New
$64.98 - $124.62 $268K - $514K
4.12K $348M
TPHD
Timothy Plan High Divid Stk Et

ETFs
9.2K
New
$36.09 - $38.27 $332K - $352K
9.2K $346M
D
Dominion Energy, Inc

Utilities
5.86K
New
$52.85 - $57.43 $310K - $336K
5.86K $328M
NRG
Nrg Energy, Inc.

Utilities
3.44K
New
$84.82 - $113.33 $292K - $390K
3.44K $328M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.45K
New
$120.29 - $134.6 $294K - $330K
2.45K $299M
KMI
Kinder Morgan, Inc.

Energy
10.4K
New
$26.1 - $31.22 $273K - $326K
10.4K $298M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.9K
New
$18.36 - $20.51 $274K - $306K
14.9K $295M
CRH
Crh Public LTD CO

Basic Materials
3.03K
New
$87.97 - $110.51 $267K - $335K
3.03K $267M
GPC
Genuine Parts CO

Consumer Cyclical
2.2K
New
$115.91 - $129.02 $255K - $284K
2.2K $262M
HSY
Hershey CO

Consumer Defensive
1.45K
New
$144.74 - $186.36 $209K - $269K
1.45K $247M
Atlas Energy Solutions I
12.8K
New
N/A
12.8K $229M
USAC
Usa Compression Partners, LP

Energy
8.46K
New
$23.75 - $29.24 $201K - $247K
8.46K $228M
EPD
Enterprise Products Partners L.P.

Energy
6.36K
New
$31.75 - $34.14 $202K - $217K
6.36K $217M
VGT
Vanguard Information Technolog

ETFs
377
New
$542.38 - $646.34 $204K - $244K
377 $205M
EVH
Evolent Health, Inc.

Healthcare
19.5K
New
$8.55 - $12.6 $167K - $246K
19.5K $185M
NTLA
Intellia Therapeutics, Inc.

Healthcare
10.4K
New
$7.11 - $12.8 $74.1K - $133K
10.4K $74.1M
NKTR
Nektar Therapeutics

Healthcare
81.7K
New
$0.66 - $1.19 $53.9K - $97.3K
81.7K $55.6M
INZY
Inozyme Pharma, Inc.

Healthcare
41.9K
New
$0.91 - $3.07 $38.1K - $128K
41.9K $38.1M
NOVA
Sunnova Energy International Inc.

Technology
10.4K
New
$0.3 - $4.51 $3.11K - $46.7K
10.4K $3.86M
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
Track This Portfolio

Track 49 Wealth Management, LLC Portfolio

Follow 49 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email