49 WEALTH MANAGEMENT, LLC has disclosed 186 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $822.00 Mil. The turnover rate is 32%.
In 49 WEALTH MANAGEMENT, LLC's current portfolio as of 2025-03-31, the top 5 holdings are
Opal Dividend Income ETF (DIVZ), SPDR Portfolio S&P 500 ETF (SPLG), iShares Core MSCI EAFE ETF (IEFA), The Opal International Dividend Income ETF (IDVZ), Vanguard Value ETF (VTV), not including call and put options.
49 WEALTH MANAGEMENT, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for 49 WEALTH MANAGEMENT, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for 49 WEALTH MANAGEMENT, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for 49 WEALTH MANAGEMENT, LLC.