49 WEALTH MANAGEMENT, LLC
Top Portfolio Positions
118 positions ·
$110,207,572 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 | 10.76% | |
| AAPL |
Apple Inc.
Technology
|
27,933 | $7,089,116 | 6.43% | |
| MSFT |
Microsoft Corp
Technology
|
14,691 | $5,438,167 | 4.93% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
37,551 | $4,666,838 | 4.23% | |
| NVDA |
Nvidia Corp
Technology
|
23,088 | $4,026,547 | 3.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,106 | $3,768,761 | 3.42% | |
| XOM |
Exxon Mobil Corp
Energy
|
19,933 | $3,381,832 | 3.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,606 | $2,417,181 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
7,465 | $2,310,492 | 2.10% | |
| ROAD |
Construction Partners, Inc.
Industrials
|
19,757 | $2,195,397 | 1.99% |
Portfolio Trend
Holdings in OVBC
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,163,254 | 26,522 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,124,917 | 28,137 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,092,832 | 29,552 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,539,884 | 47,778 | Shares | Sole | 2025-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||