| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHS MSCI INTL QUALITY FACT ETF | 3 | Q2 2024 | 10.3% |
| VANGUARD VALUE ETF | 3 | Q2 2024 | 7.4% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 3 | Q2 2024 | 7.5% |
| SPDR BLOOMBERG 1 3 MNTH T BLL ETF | 3 | Q2 2024 | 8.8% |
| PACER US CASH COWS 100 ETF | 3 | Q2 2024 | 4.6% |
| JPMORGAN MUNICIPAL ETF | 3 | Q2 2024 | 6.4% |
| ISHARES SHORT TREASURY BOND ETF | 3 | Q2 2024 | 5.6% |
| JPMRG DVSFD RETN EMRG MRKS EQY ETF | 3 | Q2 2024 | 5.3% |
| BLACKROCK ULTRA SHORT TERM BOND ETF | 3 | Q2 2024 | 4.7% |
| INVESCO S AND P 500 GARP ETF | 3 | Q2 2024 | 4.6% |
View 49 WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-05-07 |
View 49 WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.