Universe · entity

44 WEALTH MANAGEMENT LLC

Institutional manager (13F) · CIK 1831187
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $174M
#IssuerValueShares
1NIKE INC$18M334,410
2MICROSOFT CORP$15M40,419
3APPLE INC$7M29,131
4JPMORGAN CHASE & CO$5M16,509
5JOHNSON & JOHNSON$5M19,117
6SPDR GOLD TR$4M10,402
7HOME DEPOT INC$4M13,041
8CHEVRON CORPORATION$4M19,460
9MEDTRONIC PLC$4M45,737
10AMAZON COM INC$4M18,838
11CISCO SYS INC$4M49,628
12COSTCO WHOLESALE CORPORATION$3M3,424
13META PLATFORMS INC$3M5,865
14PHILIP MORRIS INTL INC$3M19,923
15UNION PAC CORP$3M13,557
16COCA COLA CO$3M42,895
17INTERNATIONAL BUSINESS MACHS$3M13,401
18HERSHEY CO$3M15,497
19CITIGROUP INC$3M28,158
20WELLS FARGO & CO$3M38,920
21ALPHABET INC$3M10,489
22HONEYWELL INTL INC$3M13,166
23WALMART INC$3M23,906
24BRITISH AMERN TOB PLC$3M50,496
25BP PLC$3M62,123
26INTERCONTINENTAL EXCHANGE IN$3M17,393
27BRISTOL-MYERS SQUIBB CO$3M44,227
28BROADCOM INC$3M8,643
29SANOFI SA$3M55,469
30MCDONALDS CORP$3M8,462
31EXXON MOBIL CORP$3M15,273
32KLA CORP$3M1,720
33TAPESTRY INC$2M17,662
34MONDELEZ INTL INC$2M41,817
35CVS HEALTH CORP$2M32,817
36MICRON TECHNOLOGY INC$2M6,763
37PROCTER & GAMBLE CO$2M15,385
38CUMMINS INC$2M4,011
39CARDINAL HEALTH INC$2M10,188
40BLACKROCK INC$2M2,228
41WESCO INTL INC$2M7,486
42TAIWAN SEMICONDUCTOR MANUFAC$2M6,005
43CENCORA INC$2M6,236
44UNILEVER PLC$2M34,282
45FEDEX CORP$2M5,381
46ABBOTT LABORATORIES$2M18,442
47ALPHABET INC$2M6,320
48VIRTU FINL INC$2M40,884
49MASTERCARD INCORPORATED$2M3,459
50CAPITAL GROUP GBL GROWTH EQT$2M51,651
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.