49 Wealth Management, LLC Purchases in Q2 2024

49 Wealth Management, LLC

  • $507 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
2.35K
New
$88.6 - $104.24 $208K - $245K
2.35K $238M
TMO
Thermo Fisher Scientific Inc.

Healthcare
430
New
$541.52 - $599.02 $233K - $258K
430 $233M
LNG
Cheniere Energy, Inc.

Energy
1.14K
+ 43.73%
$153.87 - $174.83 $175K - $199K
3.74K $647M
GH
Guardant Health, Inc.

Healthcare
7.8K
New
$16.07 - $31.84 $125K - $248K
7.8K $221M
AFL
Aflac Inc

Financial Services
2.1K
+ 24.3%
$79.64 - $90.43 $167K - $189K
10.7K $954M
QTWO
Q2 Holdings, Inc.

Technology
3.61K
New
$49.81 - $63.92 $180K - $230K
3.61K $217M
JNJ
Johnson & Johnson

Healthcare
1.44K
New
$144.38 - $157.78 $208K - $227K
1.44K $211M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.22K
New
$57.57 - $63.3 $185K - $204K
3.22K $203M
IEFA
Ishares Tr

ETFs
2.79K
New
$70.77 - $76.19 $197K - $212K
2.79K $203M
GS
Goldman Sachs Group Inc

Financial Services
314
+ 42.15%
$389.49 - $470.41 $122K - $148K
1.06K $491M
MRK
Merck & Co., Inc.

Healthcare
1.39K
+ 41.92%
$123.8 - $132.96 $172K - $184K
4.7K $601M
LLY
Eli Lilly & CO

Healthcare
121
+ 37.0%
$724.87 - $909.04 $87.7K - $110K
448 $409M
SPY
Spdr S&P 500 ETF Trust

ETFs
153
+ 6.59%
$495.16 - $548.49 $75.8K - $83.9K
2.48K $1.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 0.17%
$414.65 - $485.21 $2.49K - $2.91K
3.5K $1.69B
VTI
Vanguard Total Stock Market Et

ETFs
404
+ 28.71%
$245.23 - $269.4 $99.1K - $109K
1.81K $485M
AMAT
Applied Materials Inc

Technology
138
+ 5.25%
$189.46 - $247.83 $26.1K - $34.2K
2.77K $656M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.71%
$704.88 - $870.75 $3.52K - $4.35K
705 $596M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
10.7K
New
$8.15 - $9.64 $87.2K - $103K
10.7K $91.3M
MPW
Medical Properties Trust Inc

Real Estate
17K
New
$3.99 - $5.85 $67.8K - $99.5K
17K $69.5M
KO
Coca Cola CO

Consumer Defensive
533
+ 4.22%
$58.06 - $64.15 $30.9K - $34.2K
13.2K $832M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.17K
+ 16.33%
$49.78 - $53.44 $58.4K - $62.7K
8.36K $441M
TXN
Texas Instruments Inc

Technology
162
+ 11.48%
$159.68 - $202.54 $25.9K - $32.8K
1.57K $306M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
178
+ 13.11%
$396.73 - $420.24 $70.6K - $74.8K
1.54K $622M
CVX
Chevron Corp

Energy
346
+ 13.64%
$152.57 - $166.33 $52.8K - $57.6K
2.88K $451M
QCOM
Qualcomm Inc

Technology
25
+ 1.88%
$157.63 - $227.09 $3.94K - $5.68K
1.36K $271M
NFLX
Netflix Inc

Communication Services
8
+ 1.35%
$550.64 - $686.12 $4.41K - $5.49K
599 $403M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
331
+ 18.56%
$106.61 - $117.53 $35.3K - $38.9K
2.11K $238M
ABT
Abbott Laboratories

Healthcare
454
+ 22.88%
$100.73 - $112.44 $45.7K - $51K
2.44K $252M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
619
+ 8.93%
$75.81 - $80.15 $46.9K - $49.6K
7.55K $584M
RSP
Invesco S&P 500 Equal Weight E

ETFs
215
+ 8.27%
$159.21 - $168.37 $34.2K - $36.2K
2.82K $459M
ACN
Accenture PLC

Technology
156
+ 19.92%
$281.76 - $339.17 $44K - $52.9K
939 $284M
FYC
First Trust Small Cap Growth A

ETFs
119
+ 2.9%
$60.92 - $67.49 $7.25K - $8.03K
4.22K $277M
SENR
Strategic Environmental & Energy Resources, Inc.

Industrials
50K
New
$0.0 - $0.12 $0 - $6K
50K $4M
PGR
Progressive Corp

Financial Services
12
+ 0.93%
$202.26 - $215.9 $2.43K - $2.59K
1.31K $274M
FVD
First Tr Value Line Divid Inde

ETFs
293
+ 2.11%
$39.94 - $42.43 $11.7K - $12.4K
14.2K $575M
CRM
Salesforce, Inc.

Technology
85
+ 10.25%
$218.01 - $304.74 $18.5K - $25.9K
914 $234M
PLUG
Plug Power Inc

Industrials
410
+ 2.53%
$2.3 - $3.45 $943 - $1.41K
16.6K $37.9M
COP
Conocophillips

Energy
78
+ 4.0%
$109.39 - $133.52 $8.53K - $10.4K
2.03K $232M
MASS
908 Devices Inc.

Healthcare
985
+ 3.82%
$5.0 - $7.24 $4.93K - $7.13K
26.8K $128M
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
1.75K
+ 16.42%
$4.09 - $16.13 $7.16K - $28.2K
12.4K $52M
RNG
Ring Central, Inc.

Technology
49.7K
+ 764.85%
$26.99 - $37.96 $1.34M - $1.89M
56.3K $46.1M
Activity Summary
Buys All Purchases 92 New Holdings 43 Increased Positions 49 Sells All Sells 58 Reductions 58 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