49 Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $702 Billion distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $70.5B, Listed Fds Tr Trueshares Low V with a value of $68.5B, Ishares Msci Usa Quality Facto with a value of $54.4B, Ishares Tr with a value of $52.7B, and Spdr Bloomberg 1 3 Month T Bil with a value of $42.4B.
Examining the 13F form we can see an increase of $87.6B in the current position value, from $614B to 702B.
49 Wealth Management, LLC is based out at Austin, TX
Below you can find more details about 49 Wealth Management, LLC portfolio as well as his latest detailed transactions.
