Universe · entity
44 WEALTH MANAGEMENT LLC
Institutional manager (13F) · CIK 1831187
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $174M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NIKE INC | $18M | 334,410 |
| 2 | MICROSOFT CORP | $15M | 40,419 |
| 3 | APPLE INC | $7M | 29,131 |
| 4 | JPMORGAN CHASE & CO | $5M | 16,509 |
| 5 | JOHNSON & JOHNSON | $5M | 19,117 |
| 6 | SPDR GOLD TR | $4M | 10,402 |
| 7 | HOME DEPOT INC | $4M | 13,041 |
| 8 | CHEVRON CORPORATION | $4M | 19,460 |
| 9 | MEDTRONIC PLC | $4M | 45,737 |
| 10 | AMAZON COM INC | $4M | 18,838 |
| 11 | CISCO SYS INC | $4M | 49,628 |
| 12 | COSTCO WHOLESALE CORPORATION | $3M | 3,424 |
| 13 | META PLATFORMS INC | $3M | 5,865 |
| 14 | PHILIP MORRIS INTL INC | $3M | 19,923 |
| 15 | UNION PAC CORP | $3M | 13,557 |
| 16 | COCA COLA CO | $3M | 42,895 |
| 17 | INTERNATIONAL BUSINESS MACHS | $3M | 13,401 |
| 18 | HERSHEY CO | $3M | 15,497 |
| 19 | CITIGROUP INC | $3M | 28,158 |
| 20 | WELLS FARGO & CO | $3M | 38,920 |
| 21 | ALPHABET INC | $3M | 10,489 |
| 22 | HONEYWELL INTL INC | $3M | 13,166 |
| 23 | WALMART INC | $3M | 23,906 |
| 24 | BRITISH AMERN TOB PLC | $3M | 50,496 |
| 25 | BP PLC | $3M | 62,123 |
| 26 | INTERCONTINENTAL EXCHANGE IN | $3M | 17,393 |
| 27 | BRISTOL-MYERS SQUIBB CO | $3M | 44,227 |
| 28 | BROADCOM INC | $3M | 8,643 |
| 29 | SANOFI SA | $3M | 55,469 |
| 30 | MCDONALDS CORP | $3M | 8,462 |
| 31 | EXXON MOBIL CORP | $3M | 15,273 |
| 32 | KLA CORP | $3M | 1,720 |
| 33 | TAPESTRY INC | $2M | 17,662 |
| 34 | MONDELEZ INTL INC | $2M | 41,817 |
| 35 | CVS HEALTH CORP | $2M | 32,817 |
| 36 | MICRON TECHNOLOGY INC | $2M | 6,763 |
| 37 | PROCTER & GAMBLE CO | $2M | 15,385 |
| 38 | CUMMINS INC | $2M | 4,011 |
| 39 | CARDINAL HEALTH INC | $2M | 10,188 |
| 40 | BLACKROCK INC | $2M | 2,228 |
| 41 | WESCO INTL INC | $2M | 7,486 |
| 42 | TAIWAN SEMICONDUCTOR MANUFAC | $2M | 6,005 |
| 43 | CENCORA INC | $2M | 6,236 |
| 44 | UNILEVER PLC | $2M | 34,282 |
| 45 | FEDEX CORP | $2M | 5,381 |
| 46 | ABBOTT LABORATORIES | $2M | 18,442 |
| 47 | ALPHABET INC | $2M | 6,320 |
| 48 | VIRTU FINL INC | $2M | 40,884 |
| 49 | MASTERCARD INCORPORATED | $2M | 3,459 |
| 50 | CAPITAL GROUP GBL GROWTH EQT | $2M | 51,651 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.