44 WEALTH MANAGEMENT LLC
CIK 1831187 · Holdings on Sep 30, 2024 · First reported Oct 25, 2024
Top ten holdings
Q3 2024- NKE9.51%
- MSFT5.41%
- AAPL1.98%
- HD1.92%
- MDT1.62%
- APD1.39%
- URI1.37%
- CSCO1.36%
- SNY1.34%
- WFC1.24%
Share classes counted separately27.14%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NKENIKE INC -CL BCL B View history and evidence | $27.03M | 9.51% | 337.72K shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORP View history and evidence | $15.38M | 5.41% | 36.21K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INC View history and evidence | $5.61M | 1.98% | 24.33K shares | — | ↗▾ | |
| 04 | HDHOME DEPOT INC View history and evidence | $5.44M | 1.92% | 13.62K shares | — | ↗▾ | |
| 05 | MDTMEDTRONIC PLCSHS View history and evidence | $4.62M | 1.62% | 50.04K shares | — | ↗▾ | |
| 06 | APDAIR PRODUCTS & CHEMICALS INC View history and evidence | $3.96M | 1.39% | 12.13K shares | — | ↗▾ | |
| 07 | URIUNITED RENTALS INC View history and evidence | $3.89M | 1.37% | 4.66K shares | — | ↗▾ | |
| 08 | CSCOCISCO SYSTEMS INC View history and evidence | $3.87M | 1.36% | 68.74K shares | — | ↗▾ | |
| 09 | SNYSANOFI-ADRSPONSORED ADR View history and evidence | $3.80M | 1.34% | 71.86K shares | — | ↗▾ | |
| 10 | WFCWELLS FARGO & CO View history and evidence | $3.53M | 1.24% | 54.62K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 34
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NEE NEXTERA ENERGY INC | Non-derivative | — | — | SEC filing ↗ | |
| WEC WEC ENERGY GROUP INC | Non-derivative | — | — | SEC filing ↗ | |
| AES AES CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 34 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1831187 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-25
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 284170252
}Research all 199 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.