Jeffrey Press
@44 Wealth Management Llc
Latest period2024 - Q3ReportedManaged Assets$284.17MTotal holdings199
Assets growth rate-3.02%Assets growth rate (2-Q avg)-1.92%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in 44 Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 199 positions.
Assets under management
The assets under management (AUM) of 44 Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 284.17M in assets, with a quarterly growth rate of -3.02% and a 2-quarter average growth rate of -1.92%. The portfolio is managed by Jeffrey Press, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
NKENike Inc
| 9.52% | $27.035M 337,722 shares@ $80.06 avg price | Decreased -0.46% |
MSFTMicrosoft Corp
| 5.42% | $15.375M 36,211 shares@ $424.61 avg price | Decreased -0.43% |
AAPLApple Inc
| 1.98% | $5.614M 24,329 shares@ $230.77 avg price | Decreased -20% |
HDHome Depot Inc
| 1.92% | $5.443M 13,619 shares@ $399.64 avg price | Decreased -16.01% |
MDTMedtronic Plc
| 1.63% | $4.617M 50,038 shares@ $92.27 avg price | Increased 7.83% |
APDAir Prods & Chems Inc
| 1.4% | $3.962M 12,131 shares@ $326.63 avg price | Increased 21.7% |
URIUnited Rentals Inc
| 1.37% | $3.888M 4,661 shares@ $834.19 avg price | Decreased -18.85% |
CSCOCisco Sys Inc
| 1.37% | $3.869M 68,741 shares@ $56.28 avg price | Decreased -5.65% |
SNYSanofi
| 1.34% | $3.801M 71,861 shares@ $52.89 avg price | Increased 338.48% |
WFCWells Fargo Co New
| 1.25% | $3.526M 54,621 shares@ $64.57 avg price | Increased 59.21% |