44 WEALTH MANAGEMENT LLC Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$298.0M

Holdings

196

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (196 positions)

#StockSharesValue% PortfolioType
1
NKENIKE INC
334,410$21.3M7.15%
2
MSFTMICROSOFT CORP
38,839$18.8M6.30%
3
AAPLAPPLE INC
28,228$7.7M2.57%
4
JPMJPMORGAN CHASE & CO.
17,592$5.7M1.90%
5
CSCOCISCO SYS INC
59,896$4.6M1.55%
6
MDTMEDTRONIC PLC
45,711$4.4M1.47%
7
AMZNAMAZON COM INC
18,468$4.3M1.43%
8
GQ9SPDR GOLD TR
10,674$4.2M1.42%
9
IBMINTERNATIONAL BUSINESS MACHS
13,799$4.1M1.37%
10
WFCWELLS FARGO CO NEW
41,884$3.9M1.31%
11
TRVCCITIGROUP INC
32,701$3.8M1.28%
12
JNJJOHNSON & JOHNSON
16,571$3.4M1.15%
13
UNPUNION PAC CORP
14,224$3.3M1.10%
14
SNYSANOFI SA
65,404$3.2M1.06%
15
AVGOBROADCOM INC
9,111$3.2M1.06%
16
BMYBRISTOL-MYERS SQUIBB CO
58,080$3.1M1.05%
17
HSYHERSHEY CO
17,154$3.1M1.05%
18
VTVVANGUARD INDEX FDS
16,340$3.1M1.05%
19
4I1PHILIP MORRIS INTL INC
19,134$3.1M1.03%
20
KOCOCA COLA CO
43,649$3.1M1.02%
21
HDHOME DEPOT INC
8,738$3.0M1.01%
22
COSTCOSTCO WHSL CORP NEW
3,466$3.0M1.00%
23
CAHCARDINAL HEALTH INC
14,258$2.9M0.98%
24
GOOGALPHABET INC
9,008$2.8M0.95%
25
WMTWALMART INC
25,066$2.8M0.94%
26
BPBP PLC
77,524$2.7M0.90%
27
FCNCAFIRST CTZNS BANCSHARES INC D
1,238$2.7M0.89%
28
SSNCSS&C TECHNOLOGIES HLDGS INC
30,343$2.7M0.89%
29
CVSCVS HEALTH CORP
33,123$2.6M0.88%
30
MCDMCDONALDS CORP
8,585$2.6M0.88%
31
HONHONEYWELL INTL INC
12,639$2.5M0.83%
32
BLKBLACKROCK INC
2,263$2.4M0.81%
33
SHELSHELL PLC
32,666$2.4M0.81%
34
MUMICRON TECHNOLOGY INC
8,345$2.4M0.80%
35
ICEINTERCONTINENTAL EXCHANGE IN
14,608$2.4M0.79%
36
TPRTAPESTRY INC
18,413$2.4M0.79%
37
ULUNILEVER PLC
34,902$2.3M0.77%
38
BDXBECTON DICKINSON & CO
11,740$2.3M0.76%
39
METAMETA PLATFORMS INC
3,414$2.3M0.76%
40
ABTABBOTT LABS
17,289$2.2M0.73%
41
KLACKLA CORP
1,778$2.2M0.72%
42
ABGCENCORA INC
6,389$2.2M0.72%
43
MAMASTERCARD INCORPORATED
3,766$2.1M0.72%
44
CMICUMMINS INC
4,191$2.1M0.72%
45
PGPROCTER AND GAMBLE CO
14,754$2.1M0.71%
46
DGDOLLAR GEN CORP NEW
15,688$2.1M0.70%
47
ACNACCENTURE PLC IRELAND
7,742$2.1M0.70%
48
MDLZMONDELEZ INTL INC
37,766$2.0M0.68%
49
GOOGLALPHABET INC
6,439$2.0M0.68%
50
SYFSYNCHRONY FINANCIAL
24,101$2.0M0.67%
51
CVXCHEVRON CORP NEW
12,751$1.9M0.65%
52
TSMTAIWAN SEMICONDUCTOR MFG LTD
6,169$1.9M0.63%
53
BILSPDR SERIES TRUST
19,679$1.8M0.60%
54
EXPEEXPEDIA GROUP INC
6,299$1.8M0.60%
55
GEGE AEROSPACE
5,782$1.8M0.60%
56
XOMEXXON MOBIL CORP
13,995$1.7M0.57%
57
FISFIDELITY NATL INFORMATION SV
24,673$1.6M0.55%
58
WDCWESTERN DIGITAL CORP
9,328$1.6M0.54%
59
MATMATTEL INC
78,756$1.6M0.52%
60
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1.5M0.51%
61
ELVELEVANCE HEALTH INC FORMERLY
4,299$1.5M0.51%
62
TECK/BTECK RESOURCES LTD
31,488$1.5M0.51%
63
NVDANVIDIA CORPORATION
8,032$1.5M0.50%
64
BMTABRITISH AMERN TOB PLC
26,171$1.5M0.50%
65
VOOVANGUARD INDEX FDS
2,313$1.4M0.49%
66
GMGENERAL MTRS CO
17,819$1.4M0.49%
67
DDOMINION ENERGY INC
24,577$1.4M0.48%
68
VIRTVIRTU FINL INC
42,985$1.4M0.48%
69
HPEHEWLETT PACKARD ENTERPRISE C
59,606$1.4M0.48%
70
CGGOCAPITAL GROUP GBL GROWTH EQT
41,137$1.4M0.48%
71
MMM3M CO
8,796$1.4M0.47%
72
BYDBOYD GAMING CORP
16,363$1.4M0.47%
73
CGDGCAPITAL GROUP DIVIDEND VALUE
31,595$1.4M0.46%
74
HASHASBRO INC
16,758$1.4M0.46%
75
EATBRINKER INTL INC
9,505$1.4M0.46%
76
EBAEBAY INC.
15,473$1.3M0.45%
77
A4SAMERIPRISE FINL INC
2,749$1.3M0.45%
78
BCXBLACKROCK RES & COMMODITIES
122,350$1.3M0.45%
79
SLMSLM CORP
49,436$1.3M0.45%
80
LHXL3HARRIS TECHNOLOGIES INC
4,399$1.3M0.43%
81
ANAUTONATION INC
6,230$1.3M0.43%
82
WMGWARNER MUSIC GROUP CORP
41,526$1.3M0.43%
83
DVNDEVON ENERGY CORP NEW
34,126$1.3M0.42%
84
CAKECHEESECAKE FACTORY INC
24,709$1.2M0.42%
85
INTCINTEL CORP
33,087$1.2M0.41%
86
AZNASTRAZENECA PLC
13,207$1.2M0.41%
87
GDGENERAL DYNAMICS CORP
3,606$1.2M0.41%
88
WCCWESCO INTL INC
4,892$1.2M0.40%
89
KDPKEURIG DR PEPPER INC
42,156$1.2M0.40%
90
BAXBAXTER INTL INC
59,503$1.1M0.38%
91
CDWCDW CORP
8,284$1.1M0.38%
92
SEESEALED AIR CORP NEW
26,280$1.1M0.37%
93
CMCSACOMCAST CORP NEW
34,863$1.0M0.35%
94
EAELECTRONIC ARTS INC
5,055$1.0M0.35%
95
RTXRTX CORPORATION
5,614$1.0M0.35%
96
VVISA INC
2,916$1.0M0.34%
97
LDOSLEIDOS HOLDINGS INC
5,570$1.0M0.34%
98
GEVGE VERNOVA INC
1,531$1.0M0.34%
99
WTWWILLIS TOWERS WATSON PLC LTD
2,939$965K0.32%
100
LLYELI LILLY & CO
888$954K0.32%
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