49 Wealth Management, LLC Incresed Positions in Q3 2025

49 Wealth Management, LLC

  • $1.06 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
235
+ 12.78%
$161.95 - $193.45 $38.1K - $45.5K
2.07K $388M
AEP
American Electric Power CO Inc

Utilities
316
+ 7.13%
$103.26 - $115.0 $32.6K - $36.3K
4.75K $534M
GPC
Genuine Parts CO

Consumer Cyclical
196
+ 7.25%
$122.23 - $142.77 $24K - $28K
2.9K $402M
VZ
Verizon Communications Inc

Communication Services
1.33K
+ 6.37%
$40.84 - $45.06 $54.4K - $60K
22.2K $977M
PEP
Pepsico Inc

Consumer Defensive
236
+ 5.7%
$133.81 - $152.16 $31.6K - $35.9K
4.37K $614M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.27K
+ 14.97%
$50.81 - $51.07 $64.7K - $65K
9.77K $499M
Proshares S&P 500 Div Aristocrat ETF
204
+ 1.08%
N/A
19.1K $1.97B
AFL
Aflac Inc

Financial Services
41
+ 0.43%
$98.09 - $111.7 $4.02K - $4.58K
9.67K $1.08B
PWR
Quanta Services, Inc.

Industrials
59
+ 6.55%
$372.29 - $421.68 $22K - $24.9K
960 $398M
UBER
Uber Technologies, Inc

Technology
451
+ 17.27%
$86.91 - $99.57 $39.2K - $44.9K
3.06K $300M
HD
Home Depot, Inc.

Consumer Cyclical
28
+ 2.73%
$357.4 - $423.42 $10K - $11.9K
1.06K $427M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.48K
+ 11.19%
$21.69 - $23.34 $32.1K - $34.5K
14.7K $342M
MUB
Ishares National Muni Bond ETF

ETFs
300
+ 4.37%
$103.24 - $106.68 $31K - $32K
7.16K $762M
MS
Morgan Stanley

Financial Services
97
+ 5.9%
$139.09 - $161.16 $13.5K - $15.6K
1.74K $277M
VUG
Vanguard Growth ETF

ETFs
20
+ 2.48%
$433.97 - $484.08 $8.68K - $9.68K
827 $397M
LLY
Eli Lilly & CO

Healthcare
62
+ 14.66%
$625.65 - $812.69 $38.8K - $50.4K
485 $370M
VGT
Vanguard Information Technolog

ETFs
13
+ 3.72%
$656.44 - $753.15 $8.53K - $9.79K
362 $270M
NRG
Nrg Energy, Inc.

Utilities
218
+ 9.23%
$144.77 - $173.91 $31.6K - $37.9K
2.58K $418M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
329
+ 1.27%
$49.09 - $50.58 $16.2K - $16.6K
26.2K $1.32B
T
At&T Inc.

Communication Services
1.84K
+ 6.87%
$26.94 - $29.62 $49.5K - $54.4K
28.6K $808M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.12%
$459.11 - $506.91 $918 - $1.01K
1.72K $863M
CME
Cme Group Inc.

Financial Services
158
+ 5.75%
$258.83 - $287.1 $40.9K - $45.4K
2.91K $785M
TPHD
Timothy Plan High Divid Stk Et

ETFs
227
+ 2.01%
$38.0 - $39.42 $8.63K - $8.95K
11.5K $453M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.6%
$410.74 - $499.21 $1.64K - $2K
675 $337M
IWR
Ishares Russell Mid Cap ETF

ETFs
16
+ 0.34%
$92.26 - $97.51 $1.48K - $1.56K
4.72K $456M
PM
Philip Morris International Inc.

Consumer Defensive
890
+ 14.36%
$157.77 - $183.27 $140K - $163K
7.09K $1.15B
KMI
Kinder Morgan, Inc.

Energy
1.19K
+ 9.58%
$26.23 - $28.5 $31.1K - $33.8K
13.6K $384M
AMGN
Amgen Inc

Healthcare
51
+ 4.64%
$271.18 - $309.22 $13.8K - $15.8K
1.15K $325M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
18
+ 0.38%
$79.58 - $83.45 $1.43K - $1.5K
4.81K $399M
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
6.65K
+ 30.85%
$1.19 - $1.99 $7.91K - $13.2K
28.2K $42.6M
QCOM
Qualcomm Inc

Technology
45
+ 3.18%
$145.84 - $173.55 $6.56K - $7.81K
1.46K $242M
TPIF
Timothy Plan Intl ETF (De)

ETFs
229
+ 3.38%
$31.81 - $33.66 $7.28K - $7.71K
7.01K $234M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
7
+ 0.32%
$105.03 - $112.54 $735 - $788
2.19K $242M
SFNC
Simmons First National Corp

Financial Services
264
+ 1.12%
$18.71 - $21.16 $4.94K - $5.59K
23.9K $457M
AMAO
American Acquisition Opportunity Inc.

Financial Services
21
+ 0.18%
N/A
11.9K $25.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
98
+ 5.17%
$265.78 - $299.3 $26K - $29.3K
1.99K $544M
JMBS
Janus Detroit Str Tr Henderson

ETFs
61
+ 1.29%
$44.34 - $45.94 $2.7K - $2.8K
4.78K $218M
MA
Mastercard Inc

Financial Services
2
+ 0.44%
$550.18 - $598.96 $1.1K - $1.2K
456 $259M
USAC
Usa Compression Partners, LP

Energy
114
+ 1.32%
$22.79 - $24.95 $2.6K - $2.84K
8.75K $210M
FFIN
First Financial Bankshares Inc

Financial Services
36
+ 0.51%
$33.62 - $37.98 $1.21K - $1.37K
7.03K $237M
MDLZ
Mondelez International, Inc.

Consumer Defensive
10
+ 0.19%
$60.9 - $70.75 $609 - $708
5.33K $333M
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 2.16%
$2292.04 - $2514.05 $6.88K - $7.54K
142 $332M
SBUX
Starbucks Corp

Consumer Cyclical
54
+ 1.04%
$81.9 - $96.86 $4.42K - $5.23K
5.25K $444M
NFLX
Netflix Inc

Communication Services
19
+ 3.42%
$1147.87 - $1297.18 $21.8K - $24.6K
575 $689M
AAPL
Apple Inc.

Technology
40.5K
+ 15.69%
$202.38 - $256.87 $8.21M - $10.4M
299K $15.4B
Activity Summary
Buys All Purchases 127 New Holdings 31 Increased Positions 96 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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