49 WEALTH MANAGEMENT, LLC
Top Portfolio Positions
119 positions ·
$111,423,781 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
20,552 | $11,862,203 | 10.65% | |
| AAPL |
Apple Inc.
Technology
|
27,933 | $7,089,116 | 6.36% | |
| MSFT |
Microsoft Corp
Technology
|
14,691 | $5,438,167 | 4.88% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
37,551 | $4,666,838 | 4.19% | |
| NVDA |
Nvidia Corp
Technology
|
23,088 | $4,026,547 | 3.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,106 | $3,768,761 | 3.38% | |
| XOM |
Exxon Mobil Corp
Energy
|
19,933 | $3,381,832 | 3.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,606 | $2,417,181 | 2.17% | |
| AVGO |
Broadcom Inc.
Technology
|
7,465 | $2,310,492 | 2.07% | |
| ROAD |
Construction Partners, Inc.
Industrials
|
19,757 | $2,195,397 | 1.97% |
Portfolio Trend
10 quarters · across all stocks
Holdings in LUNG
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,587 | 15,184 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $26,263 | 11,884 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $23,417 | 14,455 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||