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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
OBILUs Treasury 12 Month Bill Etf
Recent Activity
Increased 23.19%
1.77%
$10.852M
215,897 shares@ $50.27 avg price
SJNKSpdr Blmrg Shr Tr Hg Yld Bd Etf
Recent Activity
Increased 79.64%
1.74%
$10.645M
413,392 shares@ $25.76 avg price
XBILUs Treasury 6 Month Bill Etf
Recent Activity
Increased 14.43%
1.55%
$9.471M
188,672 shares@ $50.21 avg price
TBILUs Treasury 3 Month Bill Etf
Recent Activity
Increased 17.11%
1.19%
$7.253M
144,936 shares@ $50.05 avg price
BSCQInvsc Bulletshars 2026 Corp Bnd Etf
Recent Activity
Increased 47.48%
1.16%
$7.12M
364,012 shares@ $19.56 avg price
MINTPimco Enhanced Shrt Maturty Actv Etf
Recent Activity
Increased 65.95%
0.83%
$5.073M
50,383 shares@ $100.69 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 21.97%
0.64%
$3.892M
9,045 shares@ $430.32 avg price
UTWOUs Treasury 2 Year Note Etf
Recent Activity
Increased 19.87%
0.61%
$3.724M
76,372 shares@ $48.76 avg price
NVDANvidia Corp
Recent Activity
Increased 50.18%
0.42%
$2.539M
20,910 shares@ $121.45 avg price
BSJQInvsc Bulltsh 2026 Hg Yld Crp Bd Etf
Recent Activity
Increased 21.15%
0.38%
$2.295M
97,856 shares@ $23.46 avg price