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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
JPEMJpmrg Dvsfd Retn Emrg Mrks Eqy Etf
Recent Activity
Decreased -32.11%
0.34%
$2.082M
36,759 shares@ $56.63 avg price
IEFIshares 7-10 Year Trsury Bond Etf
Recent Activity
Decreased -32.73%
0.33%
$1.981M
20,194 shares@ $98.13 avg price
SPGPInvesco S And P 500 Garp Etf
Recent Activity
Decreased -37.3%
0.3%
$1.814M
17,327 shares@ $104.67 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Decreased -38.9%
0.29%
$1.731M
32,784 shares@ $52.81 avg price
QGROAmerican Century Us Qlt Grwt Etf
Recent Activity
Decreased -18.75%
0.28%
$1.687M
18,531 shares@ $91.07 avg price
GOOGLAlphabet Inc. Class A
Recent Activity
Decreased -0.87%
0.25%
$1.515M
9,133 shares@ $165.86 avg price
QQQInvsc Qqq Trust Srs 1 Etf Iv
Recent Activity
Decreased -12.95%
0.25%
$1.486M
3,044 shares@ $488.1 avg price
JMSTJpmorgan Ultra Shrt Muncipl Incm Etf
Recent Activity
Decreased -40.2%
0.23%
$1.366M
26,822 shares@ $50.95 avg price
IHFIshares Us Healthcare Pro Etf
Recent Activity
Decreased -21.23%
0.22%
$1.335M
23,374 shares@ $57.12 avg price
NCNONcino Inc New
Recent Activity
Decreased -8.89%
0.21%
$1.264M
40,000 shares@ $31.59 avg price