49 Wealth Management, LLC Purchases in Q3 2025

49 Wealth Management, LLC

  • $1.06 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
218
New
$774.14 - $975.23 $169K - $213K
218 $208M
INTU
Intuit Inc

Technology
301
New
$646.03 - $807.39 $194K - $243K
301 $206M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.16K
New
$164.63 - $174.58 $190K - $202K
1.16K $202M
MSFT
Microsoft Corp

Technology
72
+ 0.92%
$491.09 - $535.64 $35.4K - $38.6K
7.92K $4.1B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
95
+ 3.39%
$224.68 - $282.71 $21.3K - $26.9K
2.9K $809M
Polen High Income ETF
10.7K
+ 1.99%
N/A
548K $13.9B
C
Citigroup Inc

Financial Services
237
+ 2.94%
$85.57 - $103.49 $20.3K - $24.5K
8.3K $843M
CRH
Crh Public LTD CO

Basic Materials
278
+ 7.46%
$92.88 - $119.9 $25.8K - $33.3K
4.01K $480M
DFUS
Dimensional ETF Tr U S Equity

ETFs
61
+ 0.25%
$67.01 - $72.84 $4.09K - $4.44K
24.4K $1.77B
IWF
Ishares Russell 1000 Gr ETF

ETFs
165
+ 14.04%
$420.11 - $472.68 $69.3K - $78K
1.34K $627M
ENB
Enbridge Inc

Energy
759
+ 4.51%
$43.79 - $50.46 $33.2K - $38.3K
17.6K $887M
JPM
Jpmorgan Chase & CO

Financial Services
35
+ 0.8%
$282.78 - $316.06 $9.9K - $11.1K
4.41K $1.39B
AMZN
Amazon Com Inc

Consumer Cyclical
545
+ 5.09%
$211.65 - $238.24 $115K - $130K
11.3K $2.47B
ITOT
Ishares Core S&P Total U.S. St

ETFs
633
+ 25.83%
$135.0 - $146.02 $85.5K - $92.4K
3.08K $449M
JNJ
Johnson & Johnson

Healthcare
22
+ 0.65%
$155.17 - $185.42 $3.41K - $4.08K
3.38K $627M
Atlas Energy Solutions I
12.2K
+ 92.85%
N/A
25.3K $287M
NEE
Nextera Energy Inc

Utilities
696
+ 7.15%
$69.77 - $77.54 $48.6K - $54K
10.4K $788M
CAT
Caterpillar Inc

Industrials
29
+ 2.72%
$390.92 - $477.15 $11.3K - $13.8K
1.1K $523M
NRIX
Nurix Therapeutics, Inc.

Healthcare
11.7K
New
$8.24 - $13.18 $96.2K - $154K
11.7K $108M
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
12.5K
New
$8.19 - $8.61 $102K - $108K
12.5K $107M
AMAT
Applied Materials Inc

Technology
219
+ 8.19%
$156.25 - $204.95 $34.2K - $44.9K
2.89K $592M
D
Dominion Energy, Inc

Utilities
1.12K
+ 15.85%
$56.32 - $62.1 $63K - $69.5K
8.18K $500M
CVX
Chevron Corp

Energy
205
+ 3.57%
$145.57 - $161.83 $29.8K - $33.2K
5.94K $923M
IWM
Ishares Russell 2000 ETF

ETFs
242
+ 15.2%
$214.92 - $244.84 $52K - $59.3K
1.83K $444M
MESO
Mesoblast LTD

Healthcare
450
+ 2.52%
$10.51 - $17.01 $4.73K - $7.65K
18.3K $294M
HSY
Hershey CO

Consumer Defensive
235
+ 12.78%
$161.95 - $193.45 $38.1K - $45.5K
2.07K $388M
GAB
Gabelli Equity Trust Inc

Financial Services
13.5K
New
$5.81 - $6.32 $78.4K - $85.3K
13.5K $82.2M
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
RLAY
Relay Therapeutics, Inc.

Healthcare
13.1K
New
$3.22 - $5.22 $42.2K - $68.4K
13.1K $68.4M
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
AURA
Aura Biosciences, Inc.

Healthcare
10.6K
New
$5.88 - $7.23 $62.4K - $76.7K
10.6K $65.6M
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
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
838
+ 9.93%
$50.9 - $52.37 $42.7K - $43.9K
9.28K $485M
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
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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