49 WEALTH MANAGEMENT, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationaustin, TX
- CIK0002022291
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
173 | $701.75M | KRE, DIVZ, QUAL, IEFA | 13F-HR | Feb 18, 2025 | 000110465925014408 | ||
179 | $614.11M | DIVZ, KRE, IEFA, QUAL | 13F-HR | Nov 12, 2024 | 000110465924116419 | ||
158 | $507.15M | DIVZ, JEPI, VTV, IQLT | 13F-HR | Jul 30, 2024 | 000110465924083787 | ||
128 | $466.23M | IQLT, KRE, VTV, JEPI | 13F-HR | May 7, 2024 | 000110465924057875 | ||
121 | $388.95M | IQLT, JEPI, JMUB, VTV | 13F-HR | May 7, 2024 | 000110465924057869 |