49 Wealth Management »

Automatic Data Processing shares owned by 49 Wealth Management

Quarter-by-quarter ownership of Automatic Data Processing (ADP) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in Automatic Data Processing

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All positions including Automatic Data Processing held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Automatic Data Processing by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 922 293.54
2025-06-30 $294k 952 308.51
2025-03-31 $292k 955 305.38
2024-12-31 $307k 1.0k 292.71
2024-09-30 $321k 1.2k 276.62

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Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)

View all positions for 49 Wealth Management

Top funds holding Automatic Data Processing

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Wells Fargo & Company
Wellington Management Company
Bank of New York Mellon
Alliancebernstein
Northern Trust
Invesco
Ameriprise Financial
Fundsmith
Goldman Sachs Group
State Farm Mutual Automobile Insurance Company

View all funds holding Automatic Data Processing