Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

49 Wealth Management

Latest statistics and disclosures from 49 Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, IEFA, Listed Fd Tr, IDVZ, AAPL, and represent 49.36% of 49 Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGSH (+$35M), SPLG (+$12M), IEFA (+$12M), IDVZ (+$11M), Listed Fd Tr (+$10M), AAPL (+$10M), VTV (+$6.2M), VCSH (+$6.1M), SPHY (+$5.7M), VEA.
Started 31 new stock positions in MDY, MO, BFLY, WDAY, IBIT, EFA, NRIX, AURA, OWL, RLAY.
Reduced shares in these 10 stocks: CLIP (-$17M), XBIL (-$6.2M), IBTF (-$5.3M), JAAA, TBIL, JEPI, KO, PSX, BIL, OVBC.
Sold out of its positions in KO, STZ, INZY, SPGP, KVUE, PFE, PSX, PLUG, SPSM, RUN. TMDX.
49 Wealth Management was a net buyer of stock by $91M.
49 Wealth Management has $1.1B in assets under management (AUM), dropping by 14.92%.
Central Index Key (CIK): 0002022291

Tip: Access up to 7 years of quarterly data

Positions held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for 49 Wealth Management

49 Wealth Management holds 198 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)	12.2	$137M	+9%	1.7M	78.34	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	10.9	$122M	+10%	1.4M	87.31	View chart
Opal Dividend Income Etf Opal Divd Incm E	10.8	$122M	+9%	3.3M	36.39	View chart
The Opal International Div In Etf Opal Intl Income (IDVZ)	8.6	$97M	+12%	3.2M	30.77	View chart
Apple (AAPL)	6.8	$76M	+15%	299k	254.63	View chart
Vanguard Value Etf Value Etf (VTV)	5.2	$59M	+11%	315k	186.49	View chart
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)	4.2	$47M	-26%	468k	100.42	View chart
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)	4.1	$46M	+8%	696k	65.92	View chart
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)	3.9	$43M	+454%	735k	58.85	View chart
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)	3.6	$41M	+7%	210k	194.50	View chart
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)	3.0	$34M	+15%	569k	59.92	View chart
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)	2.4	$27M	-15%	522k	50.78	View chart
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)	2.0	$23M	+9%	346k	65.26	View chart
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)	1.8	$20M	+5%	349k	56.86	View chart
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)	1.7	$19M		942k	19.71	View chart
Polen High Income Etf Polen High Incom (PCHI)	1.2	$14M		548k	25.40	View chart
Us Treasury 12 Month Bill Etf Us Treasry 12 Mt (OBIL)	1.1	$12M		245k	50.30	View chart
Invsc Qqq Trust Srs 1 Etf Unit Ser 1 (QQQ)	0.9	$10M	+7%	17k	600.35	View chart
Invsc Bulletsha 2026 Crp Bnd Etf Iv Bulshs 2026 Cb (BSCQ)	0.8	$8.6M	-3%	440k	19.56	View chart
Us Treasury 2 Year Note Etf Us Treasy 2 Yr (UTWO)	0.7	$7.4M	+7%	153k	48.56	View chart
Us Treasury 3 Month Bill Etf Us Treas 3 Mnth (TBIL)	0.6	$6.9M	-38%	137k	50.00	View chart
Us Treasury 6 Month Bill Etf Us Trsry 6 Mnth (XBIL)	0.5	$6.1M	-50%	122k	50.19	View chart
Vanguard Short Term Cor Bd Etf Shrt Trm Corp Bd (VCSH)	0.5	$6.1M	NEW	76k	79.93	View chart
Spdr Portfolio High Yield Bnd Etf Portfli High Yld (SPHY)	0.5	$5.7M	NEW	240k	23.94	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.5	$5.1M		7.7k	669.32	View chart
Pimco Enhanced Shrt Maturty Actv Etf Enhan Shrt Ma Ac (MINT)	0.4	$5.0M	-11%	50k	100.69	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.4	$4.7M	-29%	82k	57.10	View chart
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo (BIL)	0.4	$4.4M	-15%	48k	91.75	View chart
Microsoft Corporation (MSFT)	0.4	$4.1M		7.9k	517.98	View chart
Invsc Bulltsh 2026 Hg Yld Crp Bd Etf Invsco Blsh 26 (BSJQ)	0.3	$3.7M	+8%	159k	23.40	View chart
NVIDIA Corporation (NVDA)	0.3	$3.7M	+17%	20k	186.58	View chart
Ishs Msci Intl Quality Fact Etf Msci Intl Qualty (IQLT)	0.3	$3.6M	-3%	82k	44.19	View chart
Wal-Mart Stores (WMT)	0.3	$3.1M	+47%	30k	103.06	View chart
Dimensional U S Core Equity 2 Etf Us Core Equity 2 (DFAC)	0.2	$2.6M	-3%	67k	38.57	View chart
Amazon (AMZN)	0.2	$2.5M	+5%	11k	219.57	View chart
Broadcom (AVGO)	0.2	$2.3M		7.0k	329.92	View chart
Noble Energy	0.2	$2.0M		19k	103.07	View chart
Oracle Corporation (ORCL)	0.2	$1.9M	+4%	6.6k	281.25	View chart
Alphabet Inc Class Class A Cap Stk Cl A (GOOGL)	0.2	$1.8M	-2%	7.6k	243.09	View chart
Spdr S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)	0.2	$1.8M	-11%	17k	104.51	View chart
Alphabet Inc Class C Cap Stk Cl C (GOOG)	0.2	$1.8M		7.3k	243.56	View chart
Dimensional Us Equity Market Etf Us Equity Etf (DFUS)	0.2	$1.8M		24k	72.44	View chart
Visa Inc Class A Com Cl A (V)	0.1	$1.7M	+22%	4.9k	341.38	View chart
Timothy Plan Us Larg Md Cp Cr Etf Us Lrgmd Cp Core (TPLC)	0.1	$1.5M	-15%	32k	46.30	View chart
Goldman Sachs (GS)	0.1	$1.4M	+4%	1.8k	796.16	View chart
Meta Platforms Inc Class A Cl A (META)	0.1	$1.4M	+31%	1.9k	734.32	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.4M		4.4k	315.45	View chart
Jpmorgan Municipal Etf Municipal Etf (JMUB)	0.1	$1.3M		26k	50.47	View chart
Abbvie (ABBV)	0.1	$1.3M	-20%	5.7k	231.56	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.2M	-3%	11k	112.75	View chart
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.1	$1.2M	-7%	21k	57.47	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	0.1	$1.2M	+35%	1.8k	666.08	View chart
Philip Morris International (PM)	0.1	$1.1M	+14%	7.1k	162.21	View chart
Procter & Gamble Company (PG)	0.1	$1.1M	+33%	7.4k	153.65	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.1	$1.1M	-5%	1.8k	612.31	View chart
Ohio Valley Banc (OVBC)	0.1	$1.1M	-38%	30k	36.98	View chart
AFLAC Incorporated (AFL)	0.1	$1.1M		9.7k	111.69	View chart
Eventide Us Market Etf Eventide Us Mrkt (ESUM)	0.1	$1.1M	+40%	40k	27.18	View chart
Eventide High Dividend Etf Eventide High Di (ELCV)	0.1	$1.1M	+43%	40k	26.74	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.1	$999k	+281%	3.0k	328.13	View chart
Verizon Communications (VZ)	0.1	$977k	+6%	22k	43.95	View chart
Dell Technologies Inc Class C CL C (DELL)	0.1	$974k	-5%	6.9k	141.74	View chart
Palantir Technologies In Class A Cl A (PLTR)	0.1	$936k	+35%	5.1k	182.42	View chart
Flexshar Hg Yld Vlu Scor Bd Indx Etf Hig Yld Vl Etf (HYGV)	0.1	$926k		23k	41.20	View chart
Chevron Corporation (CVX)	0.1	$923k	+3%	5.9k	155.28	View chart
Enbridge (ENB)	0.1	$887k	+4%	18k	50.46	View chart
Berkshire Hathaway Class B Cl B New (BRK.B)	0.1	$863k		1.7k	502.74	View chart
Vanguard Total International Bnd Etf Total Int Bd Etf (BNDX)	0.1	$859k	NEW	17k	49.46	View chart
Citigroup Com New (C)	0.1	$843k	+2%	8.3k	101.49	View chart
ConocoPhillips (COP)	0.1	$809k	-12%	8.6k	94.59	View chart
Taiwan Semiconductor M F Sponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM)	0.1	$809k	+3%	2.9k	279.29	View chart
At&t (T)	0.1	$808k	+6%	29k	28.24	View chart
Nextera Energy (NEE)	0.1	$788k	+7%	10k	75.49	View chart
Cme Group Inc Class A Com Cl A (CME)	0.1	$785k	+5%	2.9k	270.18	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	0.1	$762k	+4%	7.2k	106.48	View chart
Mplx (MPLX)	0.1	$752k	+24%	15k	49.95	View chart
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)	0.1	$713k	NEW	9.6k	74.37	View chart
Netflix (NFLX)	0.1	$689k	+3%	575.00	1198.92	View chart
Vanguard Total International Stk Etf Vg Tl Intl Stk F (VXUS)	0.1	$674k	+64%	9.2k	73.46	View chart
Altria (MO)	0.1	$635k	NEW	9.6k	66.06	View chart
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	0.1	$627k	+14%	1.3k	468.24	View chart
Johnson & Johnson (JNJ)	0.1	$627k		3.4k	185.41	View chart
Accenture Plc Ireland F Class A Shs Class A (ACN)	0.1	$624k	NEW	2.5k	246.60	View chart
Cheniere Energy Com New (LNG)	0.1	$618k	-21%	2.6k	234.99	View chart
Pepsi (PEP)	0.1	$614k	+5%	4.4k	140.43	View chart
Applied Materials (AMAT)	0.1	$592k	+8%	2.9k	204.75	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.1	$589k	-25%	4.9k	120.71	View chart
Air Products & Chemicals (APD)	0.0	$544k	+5%	2.0k	272.77	View chart
American Electric Power Company (AEP)	0.0	$534k	+7%	4.8k	112.49	View chart
Ishares Ultra Shrt Dur Bd Act Etf Blackrock Ultra (ICSH)	0.0	$531k	-6%	11k	50.75	View chart
British Amern Tob Plc F Unsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (BTI)	0.0	$528k	-51%	9.9k	53.08	View chart
Caterpillar (CAT)	0.0	$523k	+2%	1.1k	477.32	View chart
Blue Owl Cap Inc Class A Com Cl A (OWL)	0.0	$514k	NEW	30k	16.93	View chart
Dominion Resources (D)	0.0	$500k	+15%	8.2k	61.17	View chart
Jpmorgan Ultra Shrt Muncipl Incm Etf Ultra Sht Muncpl (JMST)	0.0	$499k	+14%	9.8k	51.04	View chart
McKesson Corporation (MCK)	0.0	$492k	-5%	637.00	772.45	View chart
Pimco Intrmediate Muni Bond Actv Etf Inter Mun Bd Act (MUNI)	0.0	$485k	+9%	9.3k	52.28	View chart
Crh Public Limited Co F Adr	0.0	$480k	+7%	4.0k	119.90	View chart
Workday Inc Class A Cl A (WDAY)	0.0	$478k	NEW	2.0k	240.73	View chart
Cigna Corp (CI)	0.0	$460k	NEW	1.6k	288.22	View chart
Simmons First Natl Corp Class A Cl A $1 Par (SFNC)	0.0	$458k		24k	19.17	View chart
Ishares Russell Mid Cap Etf Rus Mid Cap Etf (IWR)	0.0	$456k		4.7k	96.55	View chart
Timothy Plan High Dividend Stock Etf Hig Dv Stk Etf (TPHD)	0.0	$453k	+2%	12k	39.34	View chart
Ishares Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	0.0	$449k	+25%	3.1k	145.63	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$444k	+15%	1.8k	242.02	View chart
Starbucks Corporation (SBUX)	0.0	$444k		5.2k	84.60	View chart
Vanguard Mid Cap Growth Etf Mcap Gr Idxvip (VOT)	0.0	$442k	-2%	1.5k	293.77	View chart
Home Depot (HD)	0.0	$428k	+2%	1.1k	405.20	View chart
Raytheon Technologies Corp (RTX)	0.0	$420k		2.5k	167.36	View chart
Nrg Energy Com New (NRG)	0.0	$418k	+9%	2.6k	161.92	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.0	$413k	NEW	4.4k	93.36	View chart
Wells Fargo & Company (WFC)	0.0	$411k		4.9k	83.83	View chart
First Trust Value Dividend Index Etf SHS (FVD)	0.0	$410k	-11%	8.9k	46.24	View chart
Tesla Motors (TSLA)	0.0	$409k	-6%	920.00	444.72	View chart
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)	0.0	$403k		9.0k	44.69	View chart
Genuine Parts Company (GPC)	0.0	$402k	+7%	2.9k	138.58	View chart
Novo-nordisk A S F Sponsored Adr 1 Adr Reps 1 Ord Adr (NVO)	0.0	$400k	NEW	7.2k	55.49	View chart
Jpmorgan U.s. Quality Factor Etf Us Qualty Fctr (JQUA)	0.0	$399k	-9%	6.3k	62.91	View chart
Ishares Morningstar Mid Cap Etf Mrgstr Md Cp Etf (IMCB)	0.0	$399k		4.8k	83.04	View chart
Quanta Services (PWR)	0.0	$398k	+6%	960.00	414.36	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.0	$397k	+2%	827.00	479.51	View chart
American Intl Group Com New (AIG)	0.0	$396k	NEW	5.0k	78.55	View chart
Hershey Company (HSY)	0.0	$388k	+12%	2.1k	187.04	View chart
Kinder Morgan (KMI)	0.0	$384k	+9%	14k	28.31	View chart
Bank of America Corporation (BAC)	0.0	$371k		7.2k	51.59	View chart
Eli Lilly & Co. (LLY)	0.0	$370k	+14%	485.00	763.13	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.0	$364k	-17%	13k	27.30	View chart
Ishares Bitcoin Etf Shs Ben Int (IBIT)	0.0	$362k	NEW	5.6k	65.00	View chart
Lam Research Corporation	0.0	$360k		2.7k	133.91	View chart
Spdr S&p Midcap 400 Etf Utser1 S&pdcrp (MDY)	0.0	$345k	NEW	579.00	596.51	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.0	$342k	+11%	15k	23.28	View chart
Nektar Therapeutics	0.0	$340k	NEW	6.0k	56.90	View chart
Lockheed Martin Corporation (LMT)	0.0	$337k		675.00	498.96	View chart
Invesco Russell 1000 Dymc Mltfct Etf Rusl 1000 Dynm (OMFL)	0.0	$336k	-10%	5.6k	60.26	View chart
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK)	0.0	$336k	-9%	836.00	402.35	View chart
Amphenol Corp New Class A Cl A (APH)	0.0	$336k		2.7k	123.73	View chart
Mondelez Intl Inc Class A Cl A (MDLZ)	0.0	$333k		5.3k	62.48	View chart
MercadoLibre (MELI)	0.0	$332k	+2%	142.00	2336.94	View chart
Texas Instruments Incorporated (TXN)	0.0	$330k	-2%	1.8k	183.71	View chart
Amgen (AMGN)	0.0	$325k	+4%	1.2k	282.27	View chart
Progressive Corporation (PGR)	0.0	$323k		1.3k	246.95	View chart
Bp P L C F Sponsored Adr 1 Adr Reps 6 Ord Sponsored Adr (BP)	0.0	$322k	-20%	9.3k	34.46	View chart
Abbott Laboratories (ABT)	0.0	$317k	-38%	2.4k	133.93	View chart
Invesco S & P Midcap Momentum Etf S&p Mdcp Momntum (XMMO)	0.0	$313k		2.3k	135.23	View chart
American Century Us Qlt Grwt Etf Stoxx Us Qlty (QGRO)	0.0	$313k	-9%	2.7k	114.39	View chart
Medtronic Plc F SHS (MDT)	0.0	$311k	-2%	3.3k	95.24	View chart
McDonald's Corporation (MCD)	0.0	$307k		1.0k	303.87	View chart
Uber Technologies (UBER)	0.0	$300k	+17%	3.1k	97.97	View chart
Technology Select Sector Spdr Etf Technology (XLK)	0.0	$296k	NEW	1.1k	281.79	View chart
UnitedHealth (UNH)	0.0	$296k	-59%	857.00	345.29	View chart
Mesoblast Ltd F Sponsored Adr 1 Adr Reps 10 Ord Spons Adr	0.0	$295k	+2%	18k	16.11	View chart
Npk Interntnl Com Shs (NPKI)	0.0	$292k		26k	11.31	View chart
BlackRock	0.0	$292k	-6%	250.00	1167.98	View chart
Atlas Energy Solutions Inc Com Class A (AESI)	0.0	$287k	+92%	25k	11.37	View chart
Jpmorgan Ultra Short Income Etf Ultra Shrt Inc (JPST)	0.0	$283k	NEW	5.6k	50.73	View chart
Morgan Stanley Com New (MS)	0.0	$277k	+5%	1.7k	158.99	View chart
Automatic Data Processing (ADP)	0.0	$271k	-3%	922.00	293.54	View chart
Jpmrg Dvsfd Retn Emrg Mrks Eqy Etf Div Rtn Em Eqt (JPEM)	0.0	$271k	-21%	4.6k	58.99	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.0	$270k	+3%	362.00	747.04	View chart
Mastercard Inc Class A Cl A (MA)	0.0	$259k		456.00	568.46	View chart
Palo Alto Networks (PANW)	0.0	$255k	-2%	1.3k	203.62	View chart
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB)	0.0	$255k	-8%	9.9k	25.71	View chart
First Trust Sm Cap Gro Alphadx Fund Sml Cp Grw Alp (FYC)	0.0	$251k	-9%	2.8k	90.72	View chart
Linde Plc F SHS	0.0	$249k		524.00	474.61	View chart
Qualcomm (QCOM)	0.0	$243k	+3%	1.5k	166.31	View chart
Vanguard S&p Mid Cap 400 Etf Midcp 400 Idx (IVOO)	0.0	$242k		2.2k	110.40	View chart
Zoetis Inc Class A Cl A (ZTS)	0.0	$240k	NEW	1.6k	146.33	View chart
First Financial Bankshares (FFIN)	0.0	$237k		7.0k	33.65	View chart
Boston Scientific Corporation (BSX)	0.0	$235k		2.4k	97.63	View chart
TJX Companies (TJX)	0.0	$235k		1.6k	144.52	View chart
Timothy Plan International Etf Intl Etf (TPIF)	0.0	$234k	+3%	7.0k	33.38	View chart
Stryker Corporation (SYK)	0.0	$234k		632.00	369.65	View chart
Honeywell International (HON)	0.0	$228k		1.1k	210.55	View chart
Merck & Co (MRK)	0.0	$225k	-2%	2.7k	83.92	View chart
Schwab Fundmtl Us Broad Mkt Etf Schwab Fdt Us Bm (FNDB)	0.0	$220k	-3%	8.6k	25.74	View chart
Lennar Corp Class A Cl A (LEN)	0.0	$219k	NEW	1.7k	126.03	View chart
Janus Hendrson Mortg Bckd Securt Etf Henderson Mtg (JMBS)	0.0	$218k		4.8k	45.67	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.0	$218k	NEW	4.0k	54.18	View chart
Spdr Portfolio Dvlpd Wrld Ex-us Etf Portfolio Devlpd (SPDW)	0.0	$215k	NEW	5.0k	42.79	View chart
Usa Compression Partn Comunit Ltdpar (USAC)	0.0	$210k		8.8k	24.00	View chart
Roku Inc Class A Com Cl A (ROKU)	0.0	$208k	-32%	2.1k	100.13	View chart
United Rentals (URI)	0.0	$208k	NEW	218.00	952.90	View chart
Intuit (INTU)	0.0	$206k	NEW	301.00	683.08	View chart
Ishares Ibonds Term Treasury Etf Iv Ibonds 25 Trm Ts (IBTF)	0.0	$204k	-96%	8.7k	23.36	View chart
Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE)	0.0	$202k	NEW	1.2k	174.61	View chart
908 Devices (MASS)	0.0	$168k		19k	8.76	View chart
Cogent Biosciences (COGT)	0.0	$144k	-35%	10k	14.36	View chart
Evolent Health Inc Class A Cl A (EVH)	0.0	$116k	-28%	14k	8.46	View chart
Nurix Therapeutics (NRIX)	0.0	$108k	NEW	12k	9.24	View chart
PIMCO Global StocksPLUS & Income Fund (PGP)	0.0	$107k	NEW	13k	8.55	View chart
Gabelli Equity Trust (GAB)	0.0	$82k	NEW	14k	6.09	View chart
Relay Therapeutics (RLAY)	0.0	$68k	NEW	13k	5.22	View chart
Aura Biosciences (AURA)	0.0	$66k	NEW	11k	6.18	View chart
Zentalis Pharmaceuticals (ZNTL)	0.0	$43k	+30%	28k	1.51	View chart
Annexon (ANNX)	0.0	$37k		12k	3.05	View chart
Royalty Mgmt Hldg Corp Class A Class A Com (RMCO)	0.0	$25k		12k	2.12	View chart
Pulmonx Corp (LUNG)	0.0	$23k	NEW	15k	1.62	View chart
Butterfly Network Inc Class A Com Cl A (BFLY)	0.0	$22k	NEW	11k	1.93	View chart

Past Filings by 49 Wealth Management

SEC 13F filings are viewable for 49 Wealth Management going back to 2024

49 Wealth Management 2025 Q3 filed Nov. 12, 2025
49 Wealth Management 2025 Q2 filed Aug. 7, 2025
49 Wealth Management 2025 Q1 filed April 30, 2025
49 Wealth Management 2024 Q4 filed Feb. 18, 2025
49 Wealth Management 2024 Q3 filed Nov. 12, 2024
49 Wealth Management 2024 Q2 filed July 30, 2024
49 Wealth Management 2023 Q4 filed May 7, 2024
49 Wealth Management 2024 Q1 filed May 7, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z