49 Wealth Management, LLC Portfolio Holdings
49 Wealth Management, LLC
- $466 Billion
- Q1 2024
49 Wealth Management, LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $466 Billion distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Intl Quality Fact with a value of $47.7B, Spdr Bloomberg 1 3 Month T Bil with a value of $41.1B, Vanguard Value ETF with a value of $30.4B, J P Morgan Exchange Traded Fd with a value of $27B, and Jp Morgan Tr Mun ETF (De) with a value of $23.9B.
Examining the 13F form we can see an increase of $77.3B in the current position value, from $389B to 466B. Also it can be appreciated an additional of 19 stocks purchases and 12 closed positions.
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.