Fund Holdings44 WEALTH MANAGEMENT LLC

Total Portfolio Value
$284.17M
Total Bought
$284.17M
Total Sold
$0
Net Transaction
+$284.17M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
NIKE INC(NKE)0337,722+337,722027,0359.51%+27,035
MICROSOFT CORP(MSFT)036,211+36,211015,3755.41%+15,375
APPLE INC(AAPL)024,329+24,32905,6141.98%+5,614
HOME DEPOT INC(HD)013,619+13,61905,4431.92%+5,443
MEDTRONIC PLC(MDT)050,038+50,03804,6171.62%+4,617
AIR PRODS & CHEMS INC012,131+12,13103,9621.39%+3,962
UNITED RENTALS INC(URI)04,661+4,66103,8881.37%+3,888
CISCO SYS INC(CSCO)068,741+68,74103,8691.36%+3,869
SANOFI(SNY)071,861+71,86103,8011.34%+3,801
WELLS FARGO CO NEW(WFC)054,621+54,62103,5261.24%+3,526
BRISTOL-MYERS SQUIBB CO(BMY)063,285+63,28503,3581.18%+3,358
ALLSTATE CORP(ALL)017,139+17,13903,3041.16%+3,304
VERIZON COMMUNICATIONS INC(VZ)077,029+77,02903,3011.16%+3,301
COCA COLA CO(KO)047,171+47,17103,2081.13%+3,208
GENERAL MTRS CO(GM)060,434+60,43403,1981.13%+3,198
HERSHEY CO(HSY)017,261+17,26103,1411.11%+3,141
COSTCO WHSL CORP NEW(COST)03,478+3,47803,1271.10%+3,127
AUTOMATIC DATA PROCESSING IN010,663+10,66303,0931.09%+3,093
JOHNSON & JOHNSON(JNJ)018,515+18,51503,0711.08%+3,071
MCDONALDS CORP(MCD)010,008+10,00802,9881.05%+2,988
PROCTER AND GAMBLE CO(PG)017,560+17,56002,9781.05%+2,978
UNION PAC CORP(UNP)012,133+12,13302,9281.03%+2,928
FIRST CTZNS BANCSHARES INC N(FCNCA)01,330+1,33002,7700.97%+2,770
PEPSICO INC(PEP)015,970+15,97002,7620.97%+2,762
TEXAS INSTRS INC(TXN)013,507+13,50702,7250.96%+2,725
CATERPILLAR INC(CAT)07,034+7,03402,7130.95%+2,713
JPMORGAN CHASE & CO.(JPM)011,652+11,65202,6030.92%+2,603
HONEYWELL INTL INC(HON)011,668+11,66802,5710.90%+2,571
LOWES COS INC(LOW)09,382+9,38202,5340.89%+2,534
CITIGROUP INC(C)039,585+39,58502,4980.88%+2,498
CVS HEALTH CORP(CVS)043,988+43,98802,4980.88%+2,498
COMCAST CORP NEW(CCZ)057,168+57,16802,3750.84%+2,375
L3HARRIS TECHNOLOGIES INC(LHX)09,377+9,37702,3050.81%+2,305
PHILIP MORRIS INTL INC(PM)017,369+17,36902,2820.80%+2,282
CARDINAL HEALTH INC(CAH)019,100+19,10002,1380.75%+2,138
SPDR SER TR
ST STR BLO 1 ETF
022,921+22,92102,1020.74%+2,102
BP PLC(BP)066,244+66,24402,0740.73%+2,074
MASTERCARD INCORPORATED(MA)04,006+4,00602,0580.72%+2,058
HP INC(HPQ)056,877+56,87702,0390.72%+2,039
SPDR GOLD TR(GLD)08,100+8,10002,0320.72%+2,032
SS&C TECHNOLOGIES HLDGS INC(SSNC)026,651+26,65102,0200.71%+2,020
KIMBERLY-CLARK CORP(KMB)014,734+14,73402,0170.71%+2,017
COLGATE PALMOLIVE CO(CL)020,274+20,27402,0070.71%+2,007
WALMART INC(WMT)023,878+23,87801,9880.70%+1,988
OWENS CORNING NEW(OC)010,947+10,94701,9850.70%+1,985
RTX CORPORATION(RTX)015,467+15,46701,9680.69%+1,968
BROADCOM INC(AVGO)011,236+11,23601,9490.69%+1,949
KRAFT HEINZ CO(KHC)053,687+53,68701,9060.67%+1,906
CDW CORP(CDW)08,659+8,65901,8850.66%+1,885
BAXTER INTL INC051,351+51,35101,8730.66%+1,873
ELI LILLY & CO(LLY)02,028+2,02801,8320.64%+1,832
CHEVRON CORP NEW(CVX)011,256+11,25601,6940.60%+1,694
TJX COS INC NEW(TJX)014,253+14,25301,6280.57%+1,628
EOG RES INC(EOG)012,980+12,98001,6190.57%+1,619
EXXON MOBIL CORP013,452+13,45201,6180.57%+1,618
AMERICAN INTL GROUP INC020,788+20,78801,6100.57%+1,610
GOLDMAN SACHS GROUP INC(GS)03,098+3,09801,6020.56%+1,602
AMERICAN EXPRESS CO(AXP)05,895+5,89501,5990.56%+1,599
SHELL PLC(SHEL)023,680+23,68001,5750.55%+1,575
SEMPRA(SRE)017,383+17,38301,4940.53%+1,494
INTERCONTINENTAL EXCHANGE IN(ICE)09,001+9,00101,4850.52%+1,485
APPLIED MATLS INC08,097+8,09701,4790.52%+1,479
VISA INC(V)05,116+5,11601,4520.51%+1,452
CRANE COMPANY(CR)09,527+9,52701,4460.51%+1,446
BLACKROCK RES & COMMODITIES(BCX)0151,837+151,83701,4380.51%+1,438
FIDELITY NATL INFORMATION SV(FIS)015,936+15,93601,4330.50%+1,433
AMERIPRISE FINL INC(AMP)02,729+2,72901,4200.50%+1,420
MOTOROLA SOLUTIONS INC(MSI)02,989+2,98901,3960.49%+1,396
BERKSHIRE HATHAWAY INC DEL02+201,3820.49%+1,382
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)017,878+17,87801,3600.48%+1,360
CLOROX CO DEL(CLX)08,378+8,37801,3320.47%+1,332
WARNER MUSIC GROUP CORP(WMG)041,279+41,27901,3100.46%+1,310
BRITISH AMERN TOB PLC(BTI)037,165+37,16501,2900.45%+1,290
RENAISSANCERE HLDGS LTD(RNR)04,484+4,48401,2340.43%+1,234
DEVON ENERGY CORP NEW(DVN)031,172+31,17201,2320.43%+1,232
FORTINET INC(FTNT)015,005+15,00501,2060.42%+1,206
INTERNATIONAL BUSINESS MACHS(IBM)05,134+5,13401,1950.42%+1,195
ELEVANCE HEALTH INC(ELV)02,835+2,83501,1780.41%+1,178
HESS CORP08,409+8,40901,1610.41%+1,161
LABCORP HOLDINGS INC(LH)05,254+5,25401,1550.41%+1,155
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
038,568+38,56801,1550.41%+1,155
TAIWAN SEMICONDUCTOR MFG LTD(TSM)05,727+5,72701,1500.40%+1,150
ELECTRONIC ARTS INC(EA)07,630+7,63001,1050.39%+1,105
HASBRO INC(HAS)015,360+15,36001,0800.38%+1,080
GENERAL DYNAMICS CORP(GD)03,541+3,54101,0780.38%+1,078
CROWN CASTLE INC(CCI)09,626+9,62601,0650.37%+1,065
JOHNSON CTLS INTL PLC
SHS
013,421+13,42101,0260.36%+1,026
SEALED AIR CORP NEW028,057+28,05701,0190.36%+1,019
KEURIG DR PEPPER INC(KDP)027,744+27,74401,0180.36%+1,018
GE AEROSPACE(GE)05,484+5,48409960.35%+996
LEIDOS HOLDINGS INC(LDOS)05,917+5,91709960.35%+996
ENTERGY CORP NEW(ETR)07,137+7,13709770.34%+977
SONY GROUP CORP(SONY)054,642+54,64209580.34%+958
ASTRAZENECA PLC(AZN)012,340+12,34009500.33%+950
FIDELITY NATIONAL FINANCIAL(FNF)015,691+15,69109410.33%+941
EXELON CORP(EXC)022,931+22,93109340.33%+934
META PLATFORMS INC(META)01,651+1,65109310.33%+931
AMAZON COM INC(AMZN)04,979+4,97909200.32%+920
DOLLAR GEN CORP NEW(DG)011,294+11,29409150.32%+915
WILLIS TOWERS WATSON PLC LTD(WTW)03,129+3,12909130.32%+913
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