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| Name: |
49 WEALTH MANAGEMENT LLC |
| City: |
Austin |
| State: |
TX |
| Zip: |
78746 |
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data |
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| Holdings
Found :
18 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SBUX |
Starbucks Corp |
60 |
New |
$80.20 |
$453,000 |
4,950 |
0.1% |
453,000 |
4,950 |
0 |
Specialty Eateries |
|
|
JPM |
JP Morgan Chase & Co |
65 |
New |
$197.00 |
$417,000 |
2,094 |
0.09% |
417,000 |
2,094 |
0 |
Domestic Money Center... |
|
|
VOO |
Vanguard S&P 500 Etf |
81 |
New |
$504.28 |
$360,000 |
750 |
0.08% |
360,000 |
750 |
0 |
Closed - End Fund - E... |
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V |
Visa Inc |
86 |
New |
$273.62 |
$302,000 |
1,084 |
0.06% |
302,000 |
1,084 |
0 |
Business Services |
|
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PGR |
Progressive Corp |
90 |
New |
$210.75 |
$272,000 |
1,297 |
0.06% |
272,000 |
1,297 |
0 |
Property & Casualty I... |
|
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FYC |
First Trust Small Cap Growt... |
91 |
New |
$65.29 |
$268,000 |
4,104 |
0.06% |
268,000 |
4,104 |
0.077 |
N/A |
|
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ACN |
Accenture Plc |
93 |
New |
$285.35 |
$266,000 |
783 |
0.06% |
266,000 |
783 |
0 |
Management Services |
|
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EOG |
EOG Resources Inc |
94 |
New |
$119.50 |
$261,000 |
2,014 |
0.06% |
261,000 |
2,014 |
0 |
Independent Oil & Gas |
|
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BITB |
Bitwise Bitcoin ETF |
96 |
New |
$35.09 |
$257,000 |
6,759 |
0.06% |
257,000 |
6,759 |
0.075 |
N/A |
|
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LRCX |
Lam Research Corp |
100 |
New |
$1,089.58 |
$249,000 |
254 |
0.05% |
249,000 |
254 |
0 |
Semiconductor Equipme... |
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LLY |
Eli Lilly & Co |
101 |
New |
$891.46 |
$249,000 |
327 |
0.05% |
249,000 |
327 |
0 |
Drug Manufacturers - ... |
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TXN |
Texas Instruments Inc |
102 |
New |
$196.25 |
$244,000 |
1,411 |
0.05% |
244,000 |
1,411 |
0 |
Semiconductor- Broad... |
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QCOM |
QUALCOMM Inc |
106 |
New |
$227.09 |
$229,000 |
1,332 |
0.05% |
229,000 |
1,332 |
0 |
Communication Equipment |
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PXMG |
Invesco Russell Midcap Pure... |
115 |
New |
$115.27 |
$204,000 |
1,783 |
0.04% |
204,000 |
1,783 |
0 |
Closed - End Fund - Debt |
|
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NVO |
Novo Nordisk A/S (ADR) |
113 |
New |
$140.80 |
$204,000 |
1,597 |
0.04% |
204,000 |
1,597 |
0.008 |
Drug Manufacturers - ... |
|
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ZNTL |
Zentalis Pharmaceuticals, Llc |
120 |
New |
$0.00 |
$172,000 |
10,662 |
0.04% |
172,000 |
10,662 |
0.013 |
N/A |
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NIO |
Nio Inc |
124 |
New |
$4.43 |
$66,000 |
14,216 |
0.01% |
66,000 |
14,216 |
0.001 |
N/A |
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PLUG |
Plug Power Inc |
125 |
New |
$2.64 |
$56,000 |
16,191 |
0.01% |
56,000 |
16,191 |
0.004 |
Industrial Electrical... |
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