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44 Wealth Management LLC
44 Wealth Management LLC is a privately owned investment firm and registered investment adviser. It provides personalized investment management and wealth planning services to its clients.
Investment Strategy
Fundamental, cyclical, charting, and technical analysis to select securities based on client risk tolerance and investment objectives. Diversification across multiple asset classes is used to minimize risk.
Latest 13F Filing Activity
44 Wealth Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 188 equity positions with a total 13F market value of $282M. The fund increased holdings in Microsoft Corp., Nike Inc., Capital Group Dividend Value among other positions. 44 Wealth Management LLC reduced exposure to SPDR S&P 500 Etf TR, Bristol-myers Squibb Co., Ishares TR among others.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NKE | NIKE INC | 8.42% | $23.8M | 334,617 | $88.40 | $71.04 | +$2.4M |
M MSFT | MICROSOFT CORP | 6.98% | $19.7M | 39,650 | $429.12 | $497.41 | +$5.2M |
A AAPL | APPLE INC | 1.76% | $5.0M | 24,270 | $232.50 | $205.17 | -$433.0K |
H HD | HOME DEPOT INC | 1.64% | $4.6M | 12,633 | $405.20 | $366.64 | -$126.2K |
M MDT | MEDTRONIC PLC | 1.56% | $4.4M | 50,607 | $89.85 | $87.17 | +$142.6K |
Industry Allocation
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