49 WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0002022291 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 30, 2024

Total Value ($000): $507,151 (100.0% shares, 0.0% debt)

Holdings (158)

OPAL DIVIDEND INCOME ETF 8.7%
Value ($000) $44,199 Shares 1,465,966 Est. Cost $30.15 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 7.5%
Value ($000) $38,122 Shares 679,411 Est. Cost $55.33 Unrealized
VTV VANGUARD VALUE ETF 7.4%
Value ($000) $37,588 Shares 235,296 Est. Cost $152.76 Unrealized
IQLT ISHS MSCI INTL QUALITY FACT ETF 7.4%
Value ($000) $37,496 Shares 959,948 Est. Cost $37.79 Unrealized
QUAL ISHARES MSCI USA QLTY FACT ETF 5.9%
Value ($000) $30,004 Shares 176,047 Est. Cost $170.43 Unrealized
COWZ PACER US CASH COWS 100 ETF 4.6%
Value ($000) $23,124 Shares 427,818 Est. Cost $52.91 Unrealized
BIL SPDR BLOOMBERG 1 3 MNTH T BLL ETF 3.7%
Value ($000) $18,927 Shares 207,036 Est. Cost $91.41 Unrealized
PDBC INVSC ACTVLY MNG OPTM YD DVRS ETF 2.7%
Value ($000) $13,531 Shares 950,872 Est. Cost $14.23 Unrealized
VGLT VANGUARD LONG TERM TREASURY ETF 2.6%
Value ($000) $13,135 Shares 232,393 Est. Cost $56.52 Unrealized
BSCR INVSC BULLETSHARES 2027 CRP BND ETF 2.5%
Value ($000) $12,821 Shares 667,773 Est. Cost $19.20 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 2.4%
Value ($000) $12,265 Shares 242,294 Est. Cost $50.62 Unrealized
OBIL US TREASURY 12 MONTH BILL ETF 1.7%
Value ($000) $8,705 Shares 175,265 Est. Cost $49.67 Unrealized
XBIL US TREASURY 6 MONTH BILL ETF 1.6%
Value ($000) $8,226 Shares 164,880 Est. Cost $49.89 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 1.6%
Value ($000) $8,056 Shares 125,605 Est. Cost $64.14 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 1.5%
Value ($000) $7,645 Shares 142,518 Est. Cost $53.64 Unrealized
UTEN US TREASURY 10 YEAR NOTE ETF 1.5%
Value ($000) $7,536 Shares 175,553 Est. Cost $42.93 Unrealized
VGIT VANGUARD INTRMDIAT TRM TRSRY ETF 1.5%
Value ($000) $7,530 Shares 130,280 Est. Cost $57.80 Unrealized
LONZ PIMCO SENIOR LOAN ACTIVE ETF 1.5%
Value ($000) $7,462 Shares 146,456 Est. Cost $50.95 Unrealized
VSS VGRD FTSE ALL WRLD EX US SML CAP ETF 1.4%
Value ($000) $6,884 Shares 58,595 Est. Cost $117.49 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $6,466 Shares 29,831 Est. Cost $182.97 Unrealized +1.2%
JMUB JPMORGAN MUNICIPAL ETF 1.2%
Value ($000) $6,199 Shares 123,602 Est. Cost $50.96 Unrealized
TBIL US TREASURY 3 MONTH BILL ETF 1.2%
Value ($000) $6,165 Shares 123,767 Est. Cost $49.81 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.1%
Value ($000) $5,782 Shares 28,740 Est. Cost $201.16 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 1.1%
Value ($000) $5,746 Shares 59,698 Est. Cost $96.25 Unrealized
VCIT VANGUARD INTERMEDIATE TERM COR ETF 1.1%
Value ($000) $5,722 Shares 72,164 Est. Cost $79.29 Unrealized
SJNK SPDR BLMRG SHR TR HG YLD BD ETF 1.1%
Value ($000) $5,707 Shares 230,123 Est. Cost $24.80 Unrealized
VCSH VANGUARD SHORT TERM COR BD ETF 1.1%
Value ($000) $5,645 Shares 73,363 Est. Cost $76.94 Unrealized
XLU SELECT SECTOR UTI SELECT SPDR ETF 1.1%
Value ($000) $5,644 Shares 83,407 Est. Cost $67.67 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 1.1%
Value ($000) $5,595 Shares 50,837 Est. Cost $110.13 Unrealized
LDUR PIMCO ENHNCD LW DRTN ACTV ETF 1.1%
Value ($000) $5,418 Shares 57,397 Est. Cost $94.71 Unrealized
ICSH BLACKROCK ULTRA SHORT TERM BOND ETF 1.0%
Value ($000) $4,886 Shares 97,106 Est. Cost $50.36 Unrealized
BSCQ INVSC BULLETSHARS 2026 CORP BND ETF 0.9%
Value ($000) $4,739 Shares 246,824 Est. Cost $19.20 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $4,552 Shares 8,300 Est. Cost $477.64 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $3,387 Shares 7,416 Est. Cost $372.30 Unrealized +12.1%
MINT PIMCO ENHANCED SHRT MATURTY ACTV ETF 0.6%
Value ($000) $3,042 Shares 30,361 Est. Cost $100.21 Unrealized
UTWO US TREASURY 2 YEAR NOTE ETF 0.6%
Value ($000) $3,041 Shares 63,714 Est. Cost $47.73 Unrealized
JPEM JPMRG DVSFD RETN EMRG MRKS EQY ETF 0.6%
Value ($000) $2,933 Shares 54,150 Est. Cost $52.43 Unrealized
SPGP INVESCO S AND P 500 GARP ETF 0.6%
Value ($000) $2,829 Shares 27,639 Est. Cost $99.12 Unrealized
IEF ISHARES 7-10 YEAR TRSURY BOND ETF 0.5%
Value ($000) $2,782 Shares 30,020 Est. Cost $96.15 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $2,654 Shares 53,657 Est. Cost $48.14 Unrealized
PG PROCTER & GAMBLE 0.5%
Value ($000) $2,352 Shares 14,452 Est. Cost $152.60 Unrealized +3.0%
JMST JPMORGAN ULTRA SHRT MUNCIPL INCM ETF 0.4%
Value ($000) $2,270 Shares 44,860 Est. Cost $50.74 Unrealized
QGRO AMERICAN CENTURY US QLT GRWT ETF 0.4%
Value ($000) $1,959 Shares 22,808 Est. Cost $77.04 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.4%
Value ($000) $1,924 Shares 19,435 Est. Cost $98.64 Unrealized
BSJQ INVSC BULLTSH 2026 HG YLD CRP BD ETF 0.4%
Value ($000) $1,864 Shares 80,776 Est. Cost $23.08 Unrealized
NVDA NVIDIA CORP 0.3%
Value ($000) $1,731 Shares 13,924 Est. Cost $96.97 Unrealized +4.2%
GOOGL ALPHABET INC. CLASS A 0.3%
Value ($000) $1,686 Shares 9,214 Est. Cost $140.87 Unrealized +18.8%
QQQ INVSC QQQ TRUST SRS 1 ETF IV 0.3%
Value ($000) $1,685 Shares 3,497 Est. Cost $410.71 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,682 Shares 8,531 Est. Cost $144.06 Unrealized +27.5%
IHF ISHARES US HEALTHCARE PRO ETF 0.3%
Value ($000) $1,534 Shares 29,675 Est. Cost $92.39 Unrealized
XSVM INVESCO S & P SMALLCAP VALUE WITH MOMENTUM ETF 0.3%
Value ($000) $1,400 Shares 26,862 Est. Cost $54.45 Unrealized
NCNO NCINO INC NEW 0.3%
Value ($000) $1,372 Shares 43,904 Est. Cost $29.76 Unrealized +5.1%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $1,350 Shares 2,476 Est. Cost $482.70 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,327 Shares 11,545 Est. Cost $100.89 Unrealized +9.1%
GOOG ALPHABET INC. CLASS C 0.3%
Value ($000) $1,311 Shares 7,104 Est. Cost $137.42 Unrealized +22.9%
TFIN TRIUMPH FINL INC 0.2%
Value ($000) $1,202 Shares 15,000 Est. Cost $67.69 Unrealized +10.1%
JPIE JPMORGAN INCOME ETF 0.2%
Value ($000) $992 Shares 21,971 Est. Cost $45.61 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $954 Shares 10,716 Est. Cost $78.19 Unrealized +6.3%
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.2%
Value ($000) $923 Shares 13,571 Est. Cost $68.48 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $891 Shares 8,420 Est. Cost $108.25 Unrealized
IYK ISHARES U S CONSUMER STAPLES ETF 0.2%
Value ($000) $836 Shares 12,803 Est. Cost $103.75 Unrealized
KO THE COCA-COLA CO 0.2%
Value ($000) $832 Shares 13,156 Est. Cost $53.49 Unrealized +10.1%
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $763 Shares 8,179 Est. Cost $80.10 Unrealized
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.1%
Value ($000) $689 Shares 12,478 Est. Cost $49.93 Unrealized
V VISA INC CLASS A 0.1%
Value ($000) $689 Shares 2,617 Est. Cost $271.47 Unrealized -0.2%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $684 Shares 5,777 Est. Cost $111.63 Unrealized
JPM J P MORGAN CHASE & CO 0.1%
Value ($000) $683 Shares 3,326 Est. Cost $179.38 Unrealized +5.5%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $656 Shares 2,765 Est. Cost $147.52 Unrealized +43.3%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $647 Shares 3,737 Est. Cost $167.99 Unrealized -5.2%
RPG INVSC S P 500 PURE GROWTH ETF 0.1%
Value ($000) $646 Shares 17,385 Est. Cost $32.26 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $637 Shares 1,272 Est. Cost $488.70 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $622 Shares 1,536 Est. Cost $357.67 Unrealized +14.2%
AVGO BROADCOM INC 0.1%
Value ($000) $609 Shares 371 Est. Cost $107.91 Unrealized +27.6%
OMFL INVESCO RUSSELL 1000 DYMC MLTFCT ETF 0.1%
Value ($000) $604 Shares 11,623 Est. Cost $51.67 Unrealized
MRK MERCK & CO. INC. 0.1%
Value ($000) $601 Shares 4,696 Est. Cost $106.99 Unrealized +13.8%
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $596 Shares 705 Est. Cost $582.25 Unrealized +32.9%
WMT WALMART INC 0.1%
Value ($000) $593 Shares 8,785 Est. Cost $56.17 Unrealized +10.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $584 Shares 7,547 Est. Cost $76.99 Unrealized
FVD FIRST TRUST VALUE DIVIDEND INDEX ETF 0.1%
Value ($000) $575 Shares 14,165 Est. Cost $40.65 Unrealized
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $567 Shares 2,359 Est. Cost $232.66 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $534 Shares 3,789 Est. Cost $111.37 Unrealized +25.4%
DFAS DIMENSIONAL U S SMALL CAP ETF 0.1%
Value ($000) $526 Shares 8,830 Est. Cost $59.66 Unrealized
GS GOLDMAN SACHS GROUP 0.1%
Value ($000) $491 Shares 1,059 Est. Cost $349.73 Unrealized +21.2%
JPST JPMORGAN ULTRA SHORT INCOME ETF 0.1%
Value ($000) $487 Shares 9,701 Est. Cost $50.23 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $485 Shares 1,811 Est. Cost $248.81 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $460 Shares 7,937 Est. Cost $111.30 Unrealized
RSP INVSC S P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $459 Shares 2,815 Est. Cost $160.73 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $451 Shares 2,883 Est. Cost $139.51 Unrealized +6.4%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.1%
Value ($000) $441 Shares 8,356 Est. Cost $49.60 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $439 Shares 749 Est. Cost $552.61 Unrealized 0.0%
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $432 Shares 5,376 Est. Cost $77.73 Unrealized
LLY ELI LILLY AND CO 0.1%
Value ($000) $409 Shares 448 Est. Cost $726.38 Unrealized +8.9%
NFLX NETFLIX INC 0.1%
Value ($000) $403 Shares 599 Est. Cost $43.90 Unrealized +42.3%
MDT MEDTRONIC PLC F 0.1%
Value ($000) $402 Shares 5,210 Est. Cost $71.73 Unrealized +8.8%
VOE VANGUARD MID CAP VALUE ETF 0.1%
Value ($000) $380 Shares 2,547 Est. Cost $144.99 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $379 Shares 4,910 Est. Cost $88.61 Unrealized -11.9%
META META PLATFORMS INC CLASS A 0.1%
Value ($000) $375 Shares 743 Est. Cost $334.41 Unrealized +44.5%
MARATHON OIL CORP 0.1%
Value ($000) $373 Shares 12,993 Est. Cost $24.63 Unrealized
MUNI PIMCO INTRMEDIATE MUNI BOND ACTV ETF 0.1%
Value ($000) $370 Shares 7,155 Est. Cost $52.80 Unrealized
OMFS INVESCO RUSSLL 2000 DYMC MLTFCTR ETF 0.1%
Value ($000) $369 Shares 10,299 Est. Cost $38.76 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.1%
Value ($000) $366 Shares 6,228 Est. Cost $56.14 Unrealized
VOT VANGUARD MID CAP GROWTH ETF 0.1%
Value ($000) $355 Shares 1,553 Est. Cost $219.62 Unrealized
ABEQ ABSOLUTE SELECT VALUE ETF 0.1%
Value ($000) $353 Shares 11,810 Est. Cost $28.37 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.1%
Value ($000) $351 Shares 8,977 Est. Cost $37.22 Unrealized
NUVEEN PREFERRED INCOME 0.1%
Value ($000) $346 Shares 46,409 Est. Cost $6.76 Unrealized
FFIN 1ST FINL BANKSH 0.1%
Value ($000) $344 Shares 11,922 Est. Cost $25.26 Unrealized +14.3%
LOB LIVE OAK BANCSHARES INCO 0.1%
Value ($000) $342 Shares 10,000 Est. Cost $33.56 Unrealized +5.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $340 Shares 7,974 Est. Cost $40.39 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $330 Shares 2,304 Est. Cost $122.30 Unrealized 0.0%
IMCB ISHARES MORNINGSTAR MID CAP ETF 0.1%
Value ($000) $329 Shares 4,718 Est. Cost $69.64 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $326 Shares 970 Est. Cost $327.56 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $317 Shares 4,044 Est. Cost $75.35 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $306 Shares 1,573 Est. Cost $159.77 Unrealized +10.3%
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $296 Shares 933 Est. Cost $259.51 Unrealized
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $285 Shares 575 Est. Cost $473.12 Unrealized 0.0%
ACN ACCENTURE PLC F CLASS A 0.1%
Value ($000) $284 Shares 939 Est. Cost $345.55 Unrealized -13.4%
FYC FIRST TR SMALL CAP GROW ALPHADEX ETF 0.1%
Value ($000) $277 Shares 4,223 Est. Cost $65.20 Unrealized
PGR PROGRESSIVE CO OHIO 0.1%
Value ($000) $274 Shares 1,309 Est. Cost $170.60 Unrealized +13.0%
IJT ISHARES S&P SMLL CAP 600 GRTH ETF 0.1%
Value ($000) $272 Shares 2,129 Est. Cost $125.23 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $271 Shares 1,357 Est. Cost $149.16 Unrealized +22.3%
LAM RESEARCH CORP 0.1%
Value ($000) $267 Shares 252 Est. Cost $981.79 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $267 Shares 1,270 Est. Cost $237.66 Unrealized -26.5%
ABBV ABBVIE INC 0.1%
Value ($000) $263 Shares 1,544 Est. Cost $157.12 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $260 Shares 871 Est. Cost $251.77 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $252 Shares 2,438 Est. Cost $97.69 Unrealized +5.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $243 Shares 738 Est. Cost $338.69 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $242 Shares 658 Est. Cost $367.93 Unrealized
XMMO INVESCO S & P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $238 Shares 2,114 Est. Cost $114.33 Unrealized
FNDB SCHWAB FUNDMTL US BROAD MKT ETF 0.0%
Value ($000) $238 Shares 3,633 Est. Cost $61.11 Unrealized
PM PHILIP MORRIS INTL 0.0%
Value ($000) $238 Shares 2,348 Est. Cost $91.29 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $234 Shares 914 Est. Cost $228.37 Unrealized +15.9%
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $233 Shares 430 Est. Cost $569.75 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $232 Shares 2,028 Est. Cost $109.94 Unrealized +4.9%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $221 Shares 7,804 Est. Cost $23.27 Unrealized 0.0%
QTWO Q2 HOLDINGS INC 0.0%
Value ($000) $217 Shares 3,605 Est. Cost $57.46 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $217 Shares 7,672 Est. Cost $26.40 Unrealized -6.2%
NVO NOVO-NORDISK AS VORMAL F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $216 Shares 1,486 Est. Cost $127.55 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $213 Shares 2,290 Est. Cost $89.29 Unrealized
IVOO VANGUARD S&P MID CAP 400 ETF 0.0%
Value ($000) $213 Shares 2,168 Est. Cost $93.97 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $211 Shares 1,438 Est. Cost $141.44 Unrealized 0.0%
CMCSA COMCAST CORP CLASS A 0.0%
Value ($000) $209 Shares 5,468 Est. Cost $40.09 Unrealized -7.4%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $203 Shares 3,221 Est. Cost $62.95 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $203 Shares 2,787 Est. Cost $72.74 Unrealized
GTM ZOOMINFO TECHNOLOGIES IN 0.0%
Value ($000) $162 Shares 12,788 Est. Cost $15.74 Unrealized -11.1%
RUN SUNRUN INC. 0.0%
Value ($000) $158 Shares 14,477 Est. Cost $12.74 Unrealized -3.9%
MASS 908 DEVICES INC 0.0%
Value ($000) $128 Shares 26,756 Est. Cost $6.81 Unrealized -11.3%
COGT COGENT BIOSCIENCES INC 0.0%
Value ($000) $112 Shares 12,582 Est. Cost $7.41 Unrealized +2.3%
SEI SOLARIS OILFIELD CLASS A 0.0%
Value ($000) $91 Shares 10,700 Est. Cost $8.39 Unrealized 0.0%
MDXG MIMEDX GROUP INC 0.0%
Value ($000) $74 Shares 11,071 Est. Cost $7.32 Unrealized -4.0%
MPT MEDICAL PROPERTIES REIT 0.0%
Value ($000) $70 Shares 17,000 Est. Cost $4.09 Unrealized
NIO NIO INC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $62 Shares 13,961 Est. Cost $4.64 Unrealized
ZNTL ZENTALIS PHARMACEUTICALS 0.0%
Value ($000) $52 Shares 12,413 Est. Cost $13.39 Unrealized -16.6%
ANNX ANNEXON INC 0.0%
Value ($000) $51 Shares 10,111 Est. Cost $2.47 Unrealized +109.0%
RNG REGO PAYMENT ARCHITECTUR 0.0%
Value ($000) $46 Shares 56,250 Est. Cost $31.90 Unrealized +0.8%
PLUG PLUG POWER INC 0.0%
Value ($000) $38 Shares 16,601 Est. Cost $3.69 Unrealized -22.5%
BFLY BUTTERFLY NETWORK INC CLASS A 0.0%
Value ($000) $25 Shares 28,410 Est. Cost $1.00 Unrealized -6.2%
RMCO ROYALTY MGMT HLDG CORP CLASS A 0.0%
Value ($000) $10 Shares 11,875 Est. Cost $6.32 Unrealized -84.0%
SENR STRAT ENV & ENERGY 0.0%
Value ($000) $4 Shares 50,000 Est. Cost $0.08 Unrealized 0.0%