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44 WEALTH MANAGEMENT LLC13F | |
| 44 WEALTH MANAGEMENT LLC | |
| Last update 2025-04-29 | 186 Stocks (23 new) |
| Value $266.00 Mil | Turnover 12 % |
44 WEALTH MANAGEMENT LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NKE | Nike Inc | 336,317 | 21,349.4 | -0.07% | 8.010 | -0.01% | 0.020 | +34.42% | -2.89% | 107,201.2 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
| |
MSFT | Microsoft Corp | 38,717 | 14,533.8 | +5.14% | 5.450 | +0.27% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AAPL | Apple Inc | 24,366 | 5,412.4 | +4.85% | 2.030 | +0.09% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
HD | The Home Depot Inc | 12,982 | 4,757.9 | -0.59% | 1.790 | -0.01% | 0.000 | +5.23% | -3.67% | 368,193.0 | Retail - Cyclical | |
CSCO | Cisco Systems Inc | 69,292 | 4,276.0 | +5.07% | 1.600 | +0.08% | 0.000 | +19.24% | +17.03% | 269,081.9 | Hardware | |
MDT | Medtronic PLC | 47,505 | 4,268.8 | +0.75% | 1.600 | +0.01% | 0.000 | +9.37% | +14.40% | 115,211.3 | Medical Devices & Instruments | |
VZ | Verizon Communications Inc | 80,979 | 3,673.2 | +10.32% | 1.380 | +0.13% | 0.000 | -3.29% | +9.36% | 175,480.5 | Telecommunication Services | |
BMY | Bristol-Myers Squibb Co | 59,991 | 3,658.8 | -1.73% | 1.370 | -0.02% | 0.000 | -6.37% | -14.21% | 95,363.9 | Drug Manufacturers | |
WFC | Wells Fargo & Co | 50,673 | 3,637.8 | +0.32% | 1.370 | 0% | 0.000 | +32.78% | +18.75% | 268,632.8 | Banks | |
APD | Air Products & Chemicals Inc | 11,825 | 3,487.5 | +1.35% | 1.310 | +0.02% | 0.010 | +9.23% | +2.55% | 64,976.2 | Chemicals |
44 WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns
44 WEALTH MANAGEMENT LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
URI | United Rentals Inc | 2025-03-31 | Sold Out Sold Out | -1.14% | 594.17 ($687.44) 789.56 | $814.28 | 18.45% | Sold Out | 0 | -4,225 | |
VTV | Vanguard Value ETF | 2025-03-31 | Sold Out Sold Out | -1.02% | 167.73 ($174.39) 179.21 | $178.26 | 2.22% | Sold Out | 0 | -15,669 | |
GM | General Motors Co | 2025-03-31 | Reduce Reduce | -0.72% | 45.22 ($49.28) 54.92 | $53.39 | 8.34% | Reduce -61.08% | 22,459 | -35,247 | |
COR | Cencora Inc | 2025-03-31 | New Buy New Buy | +0.68% | 224.74 ($251.19) 278.09 | $295.21 | 17.52% | New holding | 6,473 | 6,473 | |
OC | Owens-Corning Inc | 2025-03-31 | Sold Out Sold Out | -0.64% | 137.83 ($165.31) 191.19 | $147.44 | -10.81% | Sold Out | 0 | -9,807 | |
VIRT | Virtu Financial Inc | 2025-03-31 | New Buy New Buy | +0.63% | 34.19 ($37.2) 40.96 | $43.96 | 18.17% | New holding | 44,228 | 44,228 | |
AXP | American Express Co | 2025-03-31 | Sold Out Sold Out | -0.61% | 255.39 ($295.58) 325.87 | $319.47 | 8.08% | Sold Out | 0 | -5,325 | |
CHTR | Charter Communications Inc | 2025-03-31 | New Buy New Buy | +0.60% | 334.89 ($357.69) 384.77 | $392.20 | 9.65% | New holding | 4,337 | 4,337 | |
EAT | Brinker International Inc | 2025-03-31 | New Buy New Buy | +0.55% | 133.46 ($153.8) 189.14 | $165.09 | 7.34% | New holding | 9,824 | 9,824 | |
CDW | CDW Corp | 2025-03-31 | Sold Out Sold Out | -0.53% | 160.26 ($181.71) 206.13 | $177.38 | -2.38% | Sold Out | 0 | -7,853 |
44 WEALTH MANAGEMENT LLC Total Holding History ($B)
44 WEALTH MANAGEMENT LLC's Asset Allocation
44 WEALTH MANAGEMENT LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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44 WEALTH MANAGEMENT LLC's Hypothetical Growth since 2025-03-31
44 WEALTH MANAGEMENT LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
44 WEALTH MANAGEMENT LLC's Holdings Heat Map
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44 WEALTH MANAGEMENT LLC's Holdings Bubble Chart
44 WEALTH MANAGEMENT LLC News
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