44 WEALTH MANAGEMENT LLC
CIK: 0001831187SEC EDGAR →
Portfolio Value
$298.0B
Holdings
196
As of
Q4 2025
New Positions
29
Closed Positions
20
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NIKE INC | 334,410 | $21.3B | 7.15% |
| 2 | MICROSOFT CORP | 38,839 | $18.8B | 6.30% |
| 3 | APPLE INC | 28,228 | $7.7B | 2.57% |
| 4 | JPMORGAN CHASE & CO. | 17,592 | $5.7B | 1.90% |
| 5 | CISCO SYS INC | 59,896 | $4.6B | 1.55% |
| 6 | MEDTRONIC PLC | 45,711 | $4.4B | 1.47% |
| 7 | AMAZON COM INC | 18,468 | $4.3B | 1.43% |
| 8 | SPDR GOLD TR | 10,674 | $4.2B | 1.42% |
| 9 | INTERNATIONAL BUSINESS MACHS | 13,799 | $4.1B | 1.37% |
| 10 | WELLS FARGO CO NEW | 41,884 | $3.9B | 1.31% |
Quarterly Changes
New Positions (15)
$3.1B · 16K shares
$2.3B · 35K shares
$1.4B · 2K shares
$1.1B · 8K shares
$530.0M · 2K shares
$509.0M · 744 shares
$505.0M · 8K shares
$501.0M · 13K shares
$379.0M · 5K shares
$331.0M · 2K shares
$325.0M · 2K shares
$304.0M · 1K shares
$242.0M · 999 shares
$203.0M · 4K shares
$199.0M · 10K shares
Closed Positions (18)
$2.5B · 42K shares
$645.0M · 3K shares
$622.3M · 9K shares
$542.4M · 19K shares
$518.8M · 18K shares
$511.8M · 2K shares
$413.0M · 4K shares
$353.2M · 2K shares
$328.2M · 4K shares
$255.0M · 3K shares
$250.2M · 1K shares
$242.2M · 782 shares
$217.5M · 834 shares
$216.3M · 5K shares
$212.2M · 4K shares
$210.0M · 2K shares
$206.2M · 1K shares
$178.2M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 27 | $64.6B | 21.7% |
| Consumer Cyclical | 23 | $51.5B | 17.3% |
| Financial Services | 39 | $45.8B | 15.4% |
| Healthcare | 19 | $32.1B | 10.8% |
| Consumer Defensive | 15 | $25.7B | 8.6% |
| Unknown | 15 | $22.0B | 7.4% |
| Industrials | 22 | $21.8B | 7.3% |
| Communication Services | 9 | $12.0B | 4.0% |
| Energy | 7 | $11.0B | 3.7% |
| Utilities | 10 | $5.8B | 1.9% |
| Basic Materials | 6 | $3.1B | 1.1% |
| Real Estate | 4 | $2.4B | 0.8% |