CIK 2022291
49 WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
198
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 198
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| META | META PLATFORMS INC CLASS A | 3K | $1M+ | SH |
| ORCL | ORACLE CORP | 8K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 13K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 5K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| NFLX | NETFLIX INC | 15K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 2K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 8K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 12K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY CLASS CLASS B | 2K | $1M+ | SH |
| COWZ | PACER US CASH COWS 100 ETF | 19K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO | 8K | $1M+ | SH |
| OVBC | OHIO VY BANC CORP | 28K | $1M+ | SH |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | 42K | $1M+ | SH |
| HYGV | FLEXSHAR HG YLD VLU SCOR BD INDX ETF | 27K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | 4K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES IN CLASS CLASS A | 6K | $1M+ | SH |
| HIG | HARTFORD INS GROUP INC | 8K | $1M+ | SH |
| AFL | AFLAC INC | 10K | $1M+ | SH |
| C | CITIGROUP INC | 9K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS I | 25K | $1M+ | SH |
| JMST | JPMORGAN ULTRA SHRT MUNCIPL INCM ETF | 19K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 10K | $500K+ | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 5K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 12K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| MUNI | PIMCO INTRMEDIATE MUNI BOND ACTV ETF | 18K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $500K+ | SH |
| MPLX | MPLX LP LP | 17K | $500K+ | SH |
| ENB | ENBRIDGE INC F | 19K | $500K+ | SH |
| CME | CME GROUP INC CLASS CLASS A | 3K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND F CLASS CLASS A | 3K | $500K+ | SH |
| NVO | NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 14K | $500K+ | SH |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | 19K | $500K+ | SH |
| ESLG | STRATEGY SHS EVENTIDE LARGE CAP GROWTH ETF | 28K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| D | DOMINION ENERGY INC | 11K | $500K+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STK ETF | 9K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 11K | $500K+ | SH |
| MCK | MCKESSON CORP | 771 | $500K+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 5K | $500K+ | SH |
| LLY | ELI LILLY AND CO | 569 | $500K+ | SH |
| BTI | BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 11K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| SPYG | ST STRT SPDR PRTL S&P 500 GRW ETF IV | 5K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 5K | $500K+ | SH |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | 6K | $500K+ | SH |
| NRG | NRG ENERGY INC | 3K | $500K+ | SH |