49 Wealth Management, LLC New Holdings in Q2 2024

49 Wealth Management, LLC

  • $507 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DIVZ
Listed Fds Tr Trueshares Low V

ETFs
1.47M
New
$28.65 - $31.02 $42M - $45.5M
1.47M $44.2B
QUAL
Ishares Msci Usa Quality Facto

ETFs
176K
New
$154.56 - $173.19 $27.2M - $30.5M
176K $30B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
951K
New
$13.7 - $14.47 $13M - $13.8M
951K $13.5B
VGLT
Vanguard Long Term Treasury Et

ETFs
232K
New
$55.25 - $59.25 $12.8M - $13.8M
232K $13.1B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
668K
New
$19.04 - $19.32 $12.7M - $12.9M
668K $12.8B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
242K
New
$50.49 - $50.93 $12.2M - $12.3M
242K $12.3B
OBIL
Rbb Fd Inc Us Treas 12 Month B
175K
New
N/A
175K $8.7B
Us Treasury 6 Month Bill ETF
165K
New
N/A
165K $8.23B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
126K
New
$58.24 - $64.51 $7.32M - $8.1M
126K $8.06B
IEMG
Ishares Inc

ETFs
143K
New
$50.02 - $54.95 $7.13M - $7.83M
143K $7.64B
VGIT
Vanguard Intermediate Term Tre

ETFs
130K
New
$57.14 - $58.53 $7.44M - $7.63M
130K $7.53B
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
146K
New
$50.92 - $51.46 $7.46M - $7.54M
146K $7.46B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
58.6K
New
$112.27 - $120.96 $6.58M - $7.09M
58.6K $6.88B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
124K
New
N/A
124K $6.16B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
59.7K
New
$95.11 - $97.92 $5.68M - $5.85M
59.7K $5.75B
VCIT
Vanguard Intermediate Term Cor

ETFs
72.2K
New
$77.99 - $80.49 $5.63M - $5.81M
72.2K $5.72B
SJNK
Spdr Bloomberg Short Term High

ETFs
230K
New
$24.69 - $25.06 $5.68M - $5.77M
230K $5.71B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
73.4K
New
$76.35 - $77.35 $5.6M - $5.67M
73.4K $5.64B
XLU
Utilities Sector Spdr

ETFs
83.4K
New
$62.77 - $72.87 $5.24M - $6.08M
83.4K $5.64B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
247K
New
$19.08 - $19.25 $4.71M - $4.75M
247K $4.74B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
30.4K
New
$100.13 - $100.67 $3.04M - $3.06M
30.4K $3.04B
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
63.7K
New
N/A
63.7K $3.04B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
80.8K
New
$22.94 - $23.25 $1.85M - $1.88M
80.8K $1.86B
MCK
Mckesson Corp

Healthcare
749
New
$518.81 - $607.81 $389K - $455K
749 $439M
ORCL
Oracle Corp

Technology
2.3K
New
$113.75 - $144.64 $262K - $333K
2.3K $330M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
4.72K
New
$68.23 - $72.35 $322K - $341K
4.72K $329M
HD
Home Depot, Inc.

Consumer Cyclical
970
New
$325.1 - $368.03 $315K - $357K
970 $326M
UNH
Unitedhealth Group Inc

Healthcare
575
New
$439.2 - $524.63 $253K - $302K
575 $285M
ABBV
Abb Vie Inc.

Healthcare
1.54K
New
$154.79 - $180.76 $239K - $279K
1.54K $263M
FDX
Fedex Corp

Industrials
871
New
$245.11 - $299.84 $213K - $261K
871 $260M
CAT
Caterpillar Inc

Industrials
738
New
$321.47 - $379.3 $237K - $280K
738 $243M
IWF
Ishares Russell 1000 Gr ETF

ETFs
658
New
$316.15 - $367.33 $208K - $242K
658 $242M
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
GH
Guardant Health, Inc.

Healthcare
7.8K
New
$16.07 - $31.84 $125K - $248K
7.8K $221M
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
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
SENR
Strategic Environmental & Energy Resources, Inc.

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