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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
EEMIshares Msci Emerging Markets Etf
Recent Activity
Exited
0%
$340,429
7,974 shares@ $42.7 avg price
ACNAccenture Plc F Class A
Recent Activity
Exited
0%
$284,094
939 shares@ $302.55 avg price
IJTIshares S&p Smll Cap 600 Grth Etf
Recent Activity
Exited
0%
$271,870
2,129 shares@ $127.7 avg price
FDXFedex Corp
Recent Activity
Exited
0%
$260,108
871 shares@ $298.64 avg price
CRMSalesforce Inc
Recent Activity
Exited
0%
$234,176
914 shares@ $256.22 avg price
GHGuardant Health Inc
Recent Activity
Exited
0%
$220,541
7,804 shares@ $28.26 avg price
NVONovo-nordisk As Vormal F Sponsored Adr 1 Adr Reps 1 Ord Shs
Recent Activity
Exited
0%
$216,094
1,486 shares@ $145.42 avg price
XBISpdr S&p Biotech Etf
Recent Activity
Exited
0%
$213,083
2,290 shares@ $93.05 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$210,648
1,438 shares@ $146.49 avg price
SEISolaris Oilfield Class A
Recent Activity
Exited
0%
$91,271
10,700 shares@ $8.53 avg price