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44 Wealth Management Llc

Portfolio Manager
44 Wealth Management LLC
Performance
-8.27% (2026 Q1)
AUM (13F)
$285.87M
# of Holdings
183
Performance Rank
Allocation (Top 20)
36.19%

44 Wealth Management Llc Holdings Map

Top 50 44 Wealth Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NKE
NIKE INC
6.18%334.4K$17.7M
+0.00%(+0)
2025-Q1: 336.3K shares2025-Q2: 334.6K shares2025-Q3: 334.6K shares2025-Q4: 334.4K shares2026-Q1: 334.4K shares
$129.52(-67.67%)
2026-03-31
MSFT
MICROSOFT CORP
5.23%40.4K$15.0M
+4.07%(+1.58K)
2025-Q1: 38.7K shares2025-Q2: 39.6K shares2025-Q3: 38.8K shares2025-Q4: 38.8K shares2026-Q1: 40.4K shares
$244.72(+72.41%)
2026-03-31
AAPL
APPLE INC
2.59%29.1K$7.4M
+3.20%(+903)
2025-Q1: 24.4K shares2025-Q2: 24.3K shares2025-Q3: 28.3K shares2025-Q4: 28.2K shares2026-Q1: 29.1K shares
$146.19(+105.36%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.7%16.5K$4.9M
-6.16%(-1.08K)
2025-Q1: 11.1K shares2025-Q2: 11.1K shares2025-Q3: 17.8K shares2025-Q4: 17.6K shares2026-Q1: 16.5K shares
$202.50(+47.07%)
2026-03-31
JNJ
JOHNSON & JOHNSON
1.63%19.1K$4.7M
+15.36%(+2.55K)
2025-Q1: 18.3K shares2025-Q2: 17.6K shares2025-Q3: 17.4K shares2025-Q4: 16.6K shares2026-Q1: 19.1K shares
$170.05(+33.32%)
2026-03-31
GLD
SPDR GOLD TR
1.57%10.4K$4.5M
-2.55%(-272)
2025-Q1: 9.4K shares2025-Q2: 9.4K shares2025-Q3: 9.4K shares2025-Q4: 10.7K shares2026-Q1: 10.4K shares
$212.54(+96.33%)
2026-03-31
HD
HOME DEPOT INC
1.5%13.0K$4.3M
+49.24%(+4.30K)
2025-Q1: 13.0K shares2025-Q2: 12.6K shares2025-Q3: 9.2K shares2025-Q4: 8.7K shares2026-Q1: 13.0K shares
$313.83(-5.20%)
2026-03-31
CVX
CHEVRON CORPORATION
1.41%19.5K$4.0M
+52.62%(+6.71K)
2025-Q1: 9.5K shares2025-Q2: 9.7K shares2025-Q3: 10.7K shares2025-Q4: 12.8K shares2026-Q1: 19.5K shares
$135.15(+41.40%)
2026-03-31
MDT
MEDTRONIC PLC
1.39%45.7K$4.0M
+0.06%(+26)
2025-Q1: 47.5K shares2025-Q2: 50.6K shares2025-Q3: 45.6K shares2025-Q4: 45.7K shares2026-Q1: 45.7K shares
$89.78(-15.19%)
2026-03-31
AMZN
AMAZON COM INC
1.37%18.8K$3.9M
+2.00%(+370)
2025-Q1: 7.1K shares2025-Q2: 8.1K shares2025-Q3: 18.3K shares2025-Q4: 18.5K shares2026-Q1: 18.8K shares
$196.37(+34.51%)
2026-03-31

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