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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BMYBristol-myers Squibb Co
Recent Activity
Increased 1892.61%
1.19%
$3.358M
63,285 shares@ $53.06 avg price
ALLAllstate Corp
Recent Activity
Decreased -29.33%
1.17%
$3.304M
17,139 shares@ $192.79 avg price
VZVerizon Communications Inc
Recent Activity
Increased 13.52%
1.17%
$3.301M
77,029 shares@ $42.87 avg price
KOCoca Cola Co
Recent Activity
Decreased -28.51%
1.13%
$3.208M
47,171 shares@ $68.02 avg price
GMGeneral Mtrs Co
Recent Activity
Decreased -7.32%
1.13%
$3.198M
60,434 shares@ $52.92 avg price
HSYHershey Co
Recent Activity
Increased 218.24%
1.11%
$3.141M
17,261 shares@ $181.99 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -53.05%
1.11%
$3.127M
3,478 shares@ $899.08 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 568.53%
1.09%
$3.093M
10,663 shares@ $290.04 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -17.08%
1.09%
$3.071M
18,515 shares@ $165.86 avg price
MCDMcdonalds Corp
Recent Activity
New Position
1.06%
$2.988M
10,008 shares@ $298.58 avg price