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Dan Wohlgemuth

@49 Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$614.108MTotal holdings179
Assets growth rate21.09%Assets growth rate (2-Q avg)14.94%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in 49 Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of 49 Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 614.108M in assets, with a quarterly growth rate of 21.09% and a 2-quarter average growth rate of 14.94%. The portfolio is managed by Dan Wohlgemuth, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UTENUs Treasury 10 Year Note Etf
Recent Activity
Exited
0%
$7.536M
175,553 shares@ $42.93 avg price
VGITVanguard Intrmdiat Trm Trsry Etf
Recent Activity
Exited
0%
$7.53M
130,280 shares@ $57.81 avg price
LONZPimco Senior Loan Active Etf
Recent Activity
Exited
0%
$7.462M
146,456 shares@ $50.95 avg price
VSSVgrd Ftse All Wrld Ex Us Sml Cap Etf
Recent Activity
Exited
0%
$6.884M
58,595 shares@ $117.5 avg price
AGGIshares Core Us Aggregate Bond Etf
Recent Activity
Exited
0%
$5.746M
59,698 shares@ $96.26 avg price
VCITVanguard Intermediate Term Cor Etf
Recent Activity
Exited
0%
$5.722M
72,164 shares@ $79.3 avg price
VCSHVanguard Short Term Cor Bd Etf
Recent Activity
Exited
0%
$5.645M
73,363 shares@ $76.95 avg price
JEPQJ P Morgan Nasdaq Eqt Prm Inc Etf
Recent Activity
Exited
0%
$688,898
12,478 shares@ $55.21 avg price
DFASDimensional U S Small Cap Etf
Recent Activity
Exited
0%
$525,566
8,830 shares@ $59.53 avg price
VEUVanguard Ftse All World Ex Us Etf
Recent Activity
Exited
0%
$365,747
6,228 shares@ $58.73 avg price