49 Wealth Management, LLC Incresed Positions in Q4 2024

49 Wealth Management, LLC

  • $702 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
175K
+ 20.66%
$66.77 - $71.52 $11.7M - $12.5M
1.02M $70.5B
QUAL
Ishares Msci Usa Quality Facto

ETFs
61.5K
+ 25.2%
$176.42 - $186.91 $10.8M - $11.5M
305K $54.4B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
90.7K
+ 24.36%
$91.29 - $91.8 $8.28M - $8.33M
463K $42.4B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
185K
+ 26.18%
$44.33 - $49.55 $8.2M - $9.16M
891K $40B
DIVZ
Listed Fds Tr Trueshares Low V

ETFs
296K
+ 16.03%
$31.71 - $34.18 $9.38M - $10.1M
2.14M $68.5B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
139K
+ 96.14%
N/A
284K $14.2B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
331K
+ 45.69%
$19.42 - $19.76 $6.43M - $6.54M
1.06M $20.6B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
119K
+ 25.19%
$50.62 - $50.97 $6.03M - $6.07M
592K $30B
Us Treasury 6 Month Bill ETF
88.5K
+ 46.91%
N/A
277K $13.9B
IEFA
Ishares Tr

ETFs
122K
+ 19.44%
$70.06 - $77.43 $8.55M - $9.45M
750K $52.7B
IEMG
Ishares Inc

ETFs
103K
+ 26.67%
N/A
487K $25.4B
OBIL
Rbb Fd Inc Us Treas 12 Month B
60.3K
+ 27.93%
N/A
276K $13.8B
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
58K
+ 76.0%
N/A
134K $6.46B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
101K
+ 47.65%
$23.25 - $23.37 $2.35M - $2.36M
313K $7.3B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
23.4K
+ 46.44%
$100.22 - $100.73 $2.34M - $2.36M
73.8K $7.4B
IQLT
Ishares Msci Intl Quality Fact

ETFs
118K
+ 19.96%
$37.12 - $41.23 $4.39M - $4.88M
711K $26.4B
VGSH
Vanguard

ETFs
27.6K
+ 39.9%
$58.02 - $58.88 $1.6M - $1.63M
96.9K $5.64B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
40.5K
+ 41.39%
$23.25 - $23.56 $942K - $954K
138K $3.22B
SPYG
Spdr Portfolio

ETFs
9.89K
+ 186.76%
$81.74 - $91.38 $808K - $903K
15.2K $1.33B
AAPL
Apple Inc.

Technology
633
+ 2.21%
$221.69 - $259.02 $140K - $164K
29.2K $7.32B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
927
+ 72.65%
$521.84 - $558.82 $484K - $518K
2.2K $1.19B
AVGO
Broadcom Inc.

Technology
126
+ 1.65%
$159.67 - $250.0 $20.1K - $31.5K
7.77K $1.8B
AMZN
Amazon Com Inc

Consumer Cyclical
366
+ 3.59%
$180.88 - $232.93 $66.2K - $85.3K
10.6K $2.32B
GOOG
Alphabet Inc.

Communication Services
1.21K
+ 15.86%
$163.08 - $198.16 $198K - $240K
8.85K $1.69B
COP
Conocophillips

Energy
3.35K
+ 170.03%
$95.12 - $114.72 $319K - $385K
5.33K $528M
IWF
Ishares Russell 1000 Gr ETF

ETFs
610
+ 69.79%
$370.24 - $418.94 $226K - $256K
1.48K $596M
TSLA
Tesla, Inc.

Consumer Cyclical
281
+ 36.35%
$213.65 - $479.86 $60K - $135K
1.05K $426M
ORCL
Oracle Corp

Technology
1.33K
+ 29.91%
$165.41 - $192.43 $220K - $256K
5.78K $963M
LLY
Eli Lilly & CO

Healthcare
319
+ 72.67%
$727.2 - $932.06 $232K - $297K
758 $585M
V
Visa Inc.

Financial Services
61
+ 1.73%
$273.87 - $320.91 $16.7K - $19.6K
3.58K $1.13B
JPM
Jpmorgan Chase & CO

Financial Services
122
+ 2.65%
$205.18 - $250.29 $25K - $30.5K
4.72K $1.13B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.37K
+ 81.04%
$69.58 - $74.87 $165K - $178K
5.3K $371M
LNG
Cheniere Energy, Inc.

Energy
110
+ 3.03%
$181.07 - $225.92 $19.9K - $24.9K
3.74K $804M
GS
Goldman Sachs Group Inc

Financial Services
64
+ 6.26%
$486.1 - $608.57 $31.1K - $38.9K
1.09K $622M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
766
+ 40.77%
$119.61 - $136.3 $91.6K - $104K
2.65K $327M
VUG
Vanguard Growth ETF

ETFs
170
+ 24.82%
$378.79 - $428.11 $64.4K - $72.8K
855 $351M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.15K
+ 15.97%
$61.68 - $67.87 $70.8K - $77.9K
8.34K $519M
PM
Philip Morris International Inc.

Consumer Defensive
548
+ 22.53%
$118.38 - $133.06 $64.9K - $72.9K
2.98K $359M
CVX
Chevron Corp

Energy
403
+ 9.94%
$141.15 - $162.53 $56.9K - $65.5K
4.46K $646M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
109
+ 6.74%
$442.29 - $483.08 $48.2K - $52.7K
1.73K $782M
APD
Air Products & Chemicals, Inc.

Basic Materials
149
+ 22.04%
$285.5 - $335.62 $42.5K - $50K
825 $239M
MELI
Mercadolibre Inc

Consumer Cyclical
42
+ 41.18%
$1666.0 - $2117.3 $70K - $88.9K
144 $245M
PEP
Pepsico Inc

Consumer Defensive
406
+ 26.66%
$151.29 - $176.1 $61.4K - $71.5K
1.93K $293M
MA
Mastercard Inc

Financial Services
36
+ 7.71%
$491.3 - $536.15 $17.7K - $19.3K
503 $265M
ABT
Abbott Laboratories

Healthcare
326
+ 8.79%
$111.93 - $119.39 $36.5K - $38.9K
4.03K $456M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
805
+ 11.51%
$51.58 - $52.91 $41.5K - $42.6K
7.8K $403M
HON
Honeywell International Inc

Industrials
10
+ 0.88%
$202.84 - $236.0 $2.03K - $2.36K
1.15K $259M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.61K
+ 219.16%
$22.01 - $66.82 $167K - $508K
11.1K $251M
FYC
First Trust Small Cap Growth A

ETFs
82
+ 2.24%
$72.19 - $84.64 $5.92K - $6.94K
3.74K $289M
Activity Summary
Buys All Purchases 100 New Holdings 20 Increased Positions 80 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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