Julie Wagner

44 Wealth Management Llc

Assets Managed

$285.87M

Holdings

183

Last Quarter

2026 - Q1

Filed Date

1mo 10d ago

Growth Rate

-4.07%(2Q avg: -1.46%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in 44 Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 183 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 2026 - Q1, they manage 285.87M in assets, with a quarterly growth rate of -4.07% and a 2-quarter average growth rate of -1.46%. The portfolio is managed by Julie Wagner, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NKE Nike Inc -cl B Recent Activity	6.18%	$17.664M 334,410 shares@ $52.82 avg price
MSFT Microsoft Corp Recent Activity Increased 4.07%	5.24%	$14.962M 40,419 shares@ $370.17 avg price	Increased 4.07%
AAPL Apple Inc Recent Activity Increased 3.2%	2.59%	$7.393M 29,131 shares@ $253.79 avg price	Increased 3.2%
JPM Jpmorgan Chase & Co Recent Activity Decreased -6.15%	1.7%	$4.856M 16,509 shares@ $294.16 avg price	Decreased -6.15%
JNJ Johnson & Johnson Recent Activity Increased 15.37%	1.64%	$4.673M 19,117 shares@ $244.44 avg price	Increased 15.37%
GLD Spdr Gold Shares Recent Activity Decreased -2.54%	1.57%	$4.476M 10,402 shares@ $430.28 avg price	Decreased -2.54%
HD Home Depot Inc Recent Activity Increased 49.25%	1.51%	$4.289M 13,041 shares@ $328.89 avg price	Increased 49.25%
CVX Chevron Corp Recent Activity Increased 52.62%	1.41%	$4.026M 19,460 shares@ $206.9 avg price	Increased 52.62%
MDT Medtronic Plc Recent Activity Increased 0.06%	1.39%	$3.963M 45,737 shares@ $86.66 avg price	Increased 0.06%
AMZN Amazon.com Inc Recent Activity Increased 2.01%	1.38%	$3.923M 18,838 shares@ $208.27 avg price	Increased 2.01%

1-10 of 183