49 Wealth Management, LLC Top Holdings and 13F Report (2024) → Exposed: 10 CENT Crypto to Explode May 20th? (From True Market Insiders) (Ad) About 49 Wealth Management, LLCInvestment Activity49 Wealth Management, LLC has $466.23 million in total holdings as of March 31, 2024.49 Wealth Management, LLC owns shares of 128 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Largest Holdings iShares MSCI Intl Quality Factor ETF $47,668,702SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $41,075,877Vanguard Value ETF $30,449,046JPMorgan Equity Premium Income ETF $27,007,233JPMorgan Municipal ETF $23,868,448 Sector AllocationMap of 500 Largest Holdings of49 Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIQLTiShares MSCI Intl Quality Factor ETF$47,668,7021,204,36310.2%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$41,075,877449,3108.8%ETFVTVVanguard Value ETF$30,449,046187,7026.5%ETFJEPIJPMorgan Equity Premium Income ETF$27,007,233471,5775.8%ETFJMUBJPMorgan Municipal ETF$23,868,448473,2055.1%ETFJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$23,551,701439,7585.1%ETFSHViShares Short Treasury Bond ETF$21,916,257199,1214.7%ETFSPGPInvesco S&P 500 GARP ETF$21,472,144201,2014.6%ETFCOWZPacer US Cash Cows 100 ETF$21,093,561363,1194.5%ETFQGROAmerican Century STOXX U.S. Quality Growth ETF$20,095,517237,3114.3%ETFICSHBlackRock Ultra Short-Term Bond ETF$18,982,224377,1554.1%ETFLDURPIMCO Low Duration Exchange-Traded Fund$18,488,884195,9484.0%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$15,370,992271,8603.3%MiscellaneousIEFiShares 7-10 Year Treasury Bond ETF$13,957,446149,2303.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$11,554,641116,5372.5%ETFIHFiShares U.S. Healthcare Providers ETF$10,174,350187,6842.2%ETFIYKiShares U.S. Consumer Staples ETF$8,197,187122,0911.8%ETFSYLDCambria Shareholder Yield ETF$7,839,389107,1981.7%ETFACWIiShares MSCI ACWI ETF$6,367,81757,9581.4%ManufacturingJPIEJPMorgan Income ETF$6,033,756133,4611.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$4,423,36387,4360.9%ETFIVViShares Core S&P 500 ETF$4,391,4178,3670.9%ETFAAPLApple$4,285,47425,2040.9%Computer and TechnologyTFINTriumph Financial$3,174,63041,0000.7%FinanceVEAVanguard FTSE Developed Markets ETF$2,741,72654,8670.6%ETFBNDWVanguard Total World Bond ETF$2,628,19238,6100.6%ETFMSFTMicrosoft$2,362,6455,5650.5%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$2,062,05733,4100.4%ETFQQQInvesco QQQ$1,553,2813,4910.3%FinanceNCNOnCino$1,552,00643,9040.3%Computer and TechnologyAMZNAmazon.com$1,406,3187,7710.3%Retail/WholesaleDFISDimensional International Small Cap ETF$1,403,95256,2030.3%ETFSPYSPDR S&P 500 ETF Trust$1,212,9112,3230.3%FinanceIJRiShares Core S&P Small-Cap ETF$1,190,05410,8790.3%ETFGOOGLAlphabet$1,166,0207,4990.3%Computer and TechnologyNVDANVIDIA$1,119,0821,2380.2%Computer and TechnologyGOOGAlphabet$1,031,1866,5890.2%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$999,87118,5400.2%ETFXOMExxon Mobil$998,1218,5320.2%Oils/EnergyEFAiShares MSCI EAFE ETF$834,48310,4940.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$818,73216,3000.2%ETFKOCoca-Cola$765,96912,6230.2%Consumer StaplesAFLAflac$734,4238,6210.2%FinanceVYMVanguard High Dividend Yield ETF$730,4826,0610.2%ETFPGProcter & Gamble$724,3624,5110.2%Consumer StaplesOMFLInvesco Russell 1000 Dynamic Multifactor ETF$662,11912,0630.1%ETFRPGInvesco S&P 500 Pure Growth ETF$642,05217,4950.1%ETFPSXPhillips 66$627,2273,8400.1%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$601,5879,9650.1%ETFVOVanguard Mid-Cap ETF$599,3012,4140.1%ETFFVDFirst Trust Value Line Dividend Index Fund$580,98013,8720.1%ETFBRK.BBerkshire Hathaway$570,6321,3580.1%FinanceSCHDSchwab US Dividend Equity ETF$555,1726,9280.1%ETFAMATApplied Materials$548,2292,6270.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$508,6136,0140.1%ETFMETAMeta Platforms$507,5651,0330.1%Computer and TechnologyCOSTCostco Wholesale$505,0077000.1%Retail/WholesaleREETiShares Global REIT ETF$489,57320,9580.1%ETFMDTMedtronic$461,9895,3090.1%MedicalSBUXStarbucks$453,0484,9500.1%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$451,2955,4020.1%ETFRSPInvesco S&P 500 Equal Weight ETF$437,7782,6000.1%ETFMRKMerck & Co., Inc.$433,4273,3090.1%MedicalFFINFirst Financial Bankshares$428,67113,2880.1%FinanceJPMJPMorgan Chase & Co.$416,5232,0940.1%FinanceABEQAbsolute Select Value ETF$415,32413,6630.1%ETFCHENIERE ENERGY INC$414,2582,6000.1%COM NEWVOEVanguard Mid-Cap Value ETF$413,7842,6740.1%ETFWMTWalmart$411,1376,8520.1%Retail/WholesaleMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$409,5097,8450.1%ETFLOBLive Oak Bancshares$405,60010,0000.1%FinanceCVXChevron$403,6392,5370.1%Oils/EnergyOMFSInvesco Russell 2000 Dynamic Multifactor ETF$398,99410,6850.1%ETFVEUVanguard FTSE All-World ex-US ETF$380,9016,5130.1%ETFJQUAJPMorgan US Quality Factor ETF$378,3297,1830.1%ETFVOTVanguard Mid-Cap Growth ETF$377,5191,6100.1%ETFMROMarathon Oil$371,21012,9930.1%Oils/EnergyDFUVDimensional US Marketwide Value ETF$365,9038,9770.1%ETFVTIVanguard Total Stock Market ETF$365,4391,4070.1%ETFNFLXNetflix$363,0575910.1%Consumer DiscretionaryVOOVanguard S&P 500 ETF$360,0537500.1%ETFEEMiShares MSCI Emerging Markets ETF$342,1818,3150.1%FinanceJPCNuveen Preferred & Income Opportunities Fund$332,28846,4090.1%Financial ServicesAVGOBroadcom$327,7052430.1%Computer and TechnologyGSThe Goldman Sachs Group$308,0657450.1%FinanceVVisa$301,5871,0840.1%Business ServicesIJTiShares S&P Small-Cap 600 Growth ETF$300,4702,3150.1%ETFMGKVanguard Mega Cap Growth ETF$287,4101,0030.1%ETFIWMiShares Russell 2000 ETF$282,2131,3550.1%FinancePGRProgressive$272,3491,2970.1%FinanceFYCFirst Trust Small Cap Growth AlphaDEX Fund$267,5444,1040.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$266,7203,4630.1%ETFACNAccenture$265,5707830.1%Business ServicesEOGEOG Resources$261,3982,0140.1%Oils/EnergyFNDBSchwab Fundamental U.S. Broad Market Index ETF$258,5213,9180.1%ETFBITWISE BITCOIN ETF$257,3156,7590.1%SHS BEN INTCOPConocoPhillips$250,9051,9500.1%Oils/EnergyCRMSalesforce$250,5748290.1%Computer and TechnologyTSLATesla$250,2141,4280.1%Auto/Tires/TrucksLRCXLam Research$249,3752540.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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