49 Wealth Management, LLC Portfolio Holdings

49 Wealth Management, LLC

  • $830 Billion
  • Q1 2025

49 Wealth Management, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $830 Billion distributed in 189 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Listed Fds Tr Trueshares Low V with a value of $89.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $84.6B, Ishares Tr with a value of $77B, The Opal International Div In ETF with a value of $63.9B, and Vanguard Value ETF with a value of $41.4B.

Examining the 13F form we can see an increase of $128B in the current position value, from $702B to 830B.

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.

Portfolio value $830 Billion
ETFs: $579 Billion
Technology: $16.2 Billion
Financial Services: $8.77 Billion
Energy: $7.37 Billion
Healthcare: $6.97 Billion
Consumer Defensive: $6.61 Billion
Communication Services: $6.1 Billion
Consumer Cyclical: $4.29 Billion
Other: $4.39 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.37B
$479 Million 0.06% of portfolio
23,354
Q1 2025 Added 0.93%
$8.23B
$362 Million 0.04% of portfolio
5,138
Q1 2025 New
$2.39B
$228 Million 0.03% of portfolio
8,457
Q1 2025 New
$9.77B
$216 Million 0.03% of portfolio
2,977
Q1 2025 Added 0.78%
$4.54B
$258 Million 0.03% of portfolio
3,221
Q3 2024 Reduced 10.65%
$4.78B
$250 Million 0.03% of portfolio
6,960
Q1 2025 Reduced 11.05%
$6.77B
$48.9 Million 0.01% of portfolio
12,827
Q1 2025 Added 1.14%

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $830 Billion
  • Prior Value $702 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 36 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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