MondegarAI
44 WEALTH MANAGEMENT LLC

Q3 2025 · 13F-HR

44 WEALTH MANAGEMENT LLCholdings as filed

Filed 2025-11-14 · accession 0001420506-25-003363

$294.6M
Reported value
199
Positions
2025-09-30
Period end
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The Brief · 44 WEALTH MANAGEMENT LLC · Q3 2025

AI · grounded in 13F

44 WEALTH MANAGEMENT LLC established a new position in NKE valued at $23.3M. The fund also initiated new stakes in MSFT for $20.1M and AAPL for $7.2M. Additional new positions include JPM at $5.6M and MDT at $4.3M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
654106103NKENIKE INC$23.3M7.92%334,617CommonNONE
594918104MSFTMICROSOFT CORP$20.1M6.82%38,812CommonNONE
037833100AAPLAPPLE INC$7.2M2.45%28,325CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$5.6M1.90%17,752CommonNONE
G5960L103MDTMEDTRONIC PLC$4.3M1.47%45,563CommonNONE
17275R102CSCOCISCO SYS INC$4.2M1.43%61,759CommonNONE
023135106AMZNAMAZON COM INC$4.0M1.36%18,316CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.8M1.29%13,435CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.8M1.28%45,110CommonNONE
172967424CCITIGROUP INC$3.7M1.27%36,897CommonNONE
437076102HDHOME DEPOT INC$3.7M1.26%9,170CommonNONE
427866108HSYHERSHEY CO$3.4M1.14%17,974CommonNONE
78463V107GLDSPDR GOLD TR$3.4M1.14%9,432CommonNONE
478160104JNJJOHNSON & JOHNSON$3.2M1.10%17,402CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.2M1.09%3,466CommonNONE
907818108UNPUNION PAC CORP$3.2M1.08%13,498CommonNONE
11135F101AVGOBROADCOM INC$3.2M1.07%9,588CommonNONE
191216100KOCOCA COLA CO$3.0M1.03%45,890CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.0M1.02%66,562CommonNONE
80105N105SNYSANOFI SA$2.9M0.97%60,773CommonNONE
580135101MCDMCDONALDS CORP$2.8M0.94%9,071CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.8M0.94%16,993CommonNONE
126650100CVSCVS HEALTH CORP$2.7M0.93%36,398CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$2.7M0.91%30,218CommonNONE
438516106HONHONEYWELL INTL INC$2.7M0.91%12,693CommonNONE
055622104BPBP PLC$2.6M0.89%76,311CommonNONE
931142103WMTWALMART INC$2.6M0.89%25,472CommonNONE
02079K107GOOGALPHABET INC$2.6M0.89%10,721CommonNONE
30303M102METAMETA PLATFORMS INC$2.5M0.86%3,434CommonNONE
904767704UNILEVER PLC$2.5M0.84%41,813CommonNONE
609207105MDLZMONDELEZ INTL INC$2.4M0.82%38,679CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.4M0.82%15,722CommonNONE
002824100ABTABBOTT LABS$2.4M0.80%17,631CommonNONE
09290D101BLKBLACKROCK INC$2.3M0.79%2,008CommonNONE
780259305SHELSHELL PLC$2.3M0.78%32,262CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.3M0.78%4,053CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$2.2M0.75%1,229CommonNONE
876030107TPRTAPESTRY INC$2.1M0.72%18,616CommonNONE
03073E105CORCENCORA INC$2.0M0.68%6,450CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.9M0.66%7,886CommonNONE
075887109BDXBECTON DICKINSON & CO$1.9M0.66%10,355CommonNONE
14149Y108CAHCARDINAL HEALTH INC$1.9M0.65%12,277CommonNONE
482480100KLACKLA CORP$1.9M0.65%1,785CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.8M0.63%6,620CommonNONE
369604301GEGE AEROSPACE$1.8M0.62%6,083CommonNONE
231021106CMICUMMINS INC$1.8M0.61%4,234CommonNONE
78468R663BILSPDR SERIES TRUST$1.8M0.61%19,433CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.8M0.60%10,430CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.7M0.59%55,400CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.7M0.59%39,476CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$1.7M0.59%24,340CommonNONE
166764100CVXCHEVRON CORP NEW$1.7M0.56%10,719CommonNONE
071813109BAXBAXTER INTL INC$1.7M0.56%72,575CommonNONE
92826C839VVISA INC$1.6M0.54%4,690CommonNONE
25746U109DDOMINION ENERGY INC$1.6M0.54%25,937CommonNONE
30231G102XOMEXXON MOBIL CORP$1.6M0.53%13,962CommonNONE
40434L105HPQHP INC$1.5M0.52%56,630CommonNONE
928254101VIRTVIRTU FINL INC$1.5M0.52%43,425CommonNONE
285512109EAELECTRONIC ARTS INC$1.5M0.52%7,555CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.5M0.51%2CommonNONE
02079K305GOOGLALPHABET INC$1.5M0.51%6,143CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$1.5M0.50%43,182CommonNONE
67066G104NVDANVIDIA CORPORATION$1.5M0.49%7,810CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.4M0.49%59,030CommonNONE
26875P101EOGEOG RES INC$1.4M0.49%12,778CommonNONE
934550203WMGWARNER MUSIC GROUP CORP$1.4M0.49%41,995CommonNONE
103304101BYDBOYD GAMING CORP$1.4M0.49%16,541CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.4M0.48%3,122CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.4M0.48%5,227CommonNONE
278642103EBAYEBAY INC.$1.4M0.48%15,635CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.4M0.47%8,285CommonNONE
78442P106SLMSLM CORP$1.4M0.47%49,924CommonNONE
05329W102ANAUTONATION INC$1.4M0.47%6,297CommonNONE
88579Y101MMM3M CO$1.4M0.47%8,875CommonNONE
256677105DGDOLLAR GEN CORP NEW$1.4M0.47%13,290CommonNONE
110448107BTIBRITISH AMERN TOB PLC$1.4M0.47%25,816CommonNONE
163072101CAKECHEESECAKE FACTORY INC$1.4M0.46%24,999CommonNONE
878742204TECKTECK RESOURCES LTD$1.4M0.46%31,077CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.4M0.46%2,768CommonNONE
30212P303EXPEEXPEDIA GROUP INC$1.4M0.46%6,355CommonNONE
577081102MATMATTEL INC$1.3M0.45%79,482CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.3M0.45%4,343CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$1.3M0.45%20,004CommonNONE
046353108AZNNASTRAZENECA PLC$1.3M0.44%16,722CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$1.3M0.43%30,220CommonNONE
418056107HASHASBRO INC$1.3M0.43%16,589CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.2M0.42%3,866CommonNONE
09257A108BCXBLACKROCK RES & COMMODITIES$1.2M0.42%122,350CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.2M0.42%3,601CommonNONE
109641100EATBRINKER INTL INC$1.2M0.41%9,632CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1.2M0.41%34,405CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.2M0.40%4,241CommonNONE
958102105WDCWESTERN DIGITAL CORP$1.1M0.38%9,329CommonNONE
37045V100GMGENERAL MTRS CO$1.1M0.36%17,614CommonNONE
500754106KHCKRAFT HEINZ CO$1.1M0.36%40,901CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$1.0M0.35%5,500CommonNONE
14316J108CGCARLYLE GROUP INC$1.0M0.35%16,366CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1.0M0.34%2,900CommonNONE
36828A101GEVGE VERNOVA INC$941,4320.32%1,531CommonNONE
458140100INTCINTEL CORP$935,6350.32%27,888CommonNONE
81211K100SDASEALED AIR CORP NEW$925,0030.31%26,167CommonNONE
75513E101RTXRTX CORPORATION$922,8250.31%5,515CommonNONE
693506107PPGPPG INDS INC$905,6280.31%8,616CommonNONE
532457108LLYELI LILLY & CO$902,6290.31%1,183CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$897,3690.30%14,835CommonNONE
14040H105COFCAPITAL ONE FINL CORP$890,4980.30%4,189CommonNONE
95082P105WCCWESCO INTL INC$889,7810.30%4,207CommonNONE
02209S103MOALTRIA GROUP INC$880,1420.30%13,323CommonNONE
539830109LMTLOCKHEED MARTIN CORP$865,6300.29%1,734CommonNONE
22822V101CCICROWN CASTLE INC$865,3220.29%8,968CommonNONE
49271V100KDPKEURIG DR PEPPER INC$806,8050.27%31,627CommonNONE
30161N101EXCEXELON CORP$797,9370.27%17,728CommonNONE
053484101AVBAVALONBAY CMNTYS INC$759,7380.26%3,933CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$757,2920.26%2,580CommonNONE
513272104LWLAMB WESTON HLDGS INC$756,2020.26%13,020CommonNONE
026874784AIGAMERICAN INTL GROUP INC$747,3080.25%9,515CommonNONE
808513105SCHWSCHWAB CHARLES CORP$737,6970.25%7,727CommonNONE
126408103CSXCSX CORP$732,5710.25%20,630CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$727,9680.25%1,448CommonNONE
76169C100REXRREXFORD INDL RLTY INC$712,8470.24%17,340CommonNONE
254687106DISDISNEY WALT CO$712,2250.24%6,220CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$663,2120.23%21,001CommonNONE
34959J108FTVFORTIVE CORP$654,2120.22%13,354CommonNONE
149123101CATCATERPILLAR INC$651,7870.22%1,366CommonNONE
713448108PEPPEPSICO INC$649,3110.22%4,623CommonNONE
020002101ALLALLSTATE CORP$645,0030.22%3,005CommonNONE
64110L106NFLXNETFLIX INC$634,2290.22%529CommonNONE
N07059210ASMLASML HOLDING N V$629,2590.21%650CommonNONE
717081103PFEPFIZER INC$625,5590.21%24,551CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$622,2750.21%9,278CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$621,1150.21%3,082CommonNONE
88160R101TSLATESLA INC$594,1460.20%1,336CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$548,3250.19%4,874CommonNONE
861012102STMSTMICROELECTRONICS N V$542,3660.18%19,192CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$527,4350.18%1,630CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$522,2760.18%10,650CommonNONE
835699307SONYSONY GROUP CORP$518,8250.18%18,021CommonNONE
504922105LHLABCORP HOLDINGS INC$511,8280.17%1,783CommonNONE
30034W106EVRGEVERGY INC$498,0700.17%6,552CommonNONE
060505104BACBANK AMERICA CORP$485,1520.16%9,404CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$480,1440.16%788CommonNONE
228368106CCKCROWN HLDGS INC$479,3760.16%4,963CommonNONE
281020107EIXEDISON INTL$475,2420.16%8,597CommonNONE
68389X105ORCLORACLE CORP$469,6710.16%1,670CommonNONE
69331C108PCGPG&E CORP$465,1280.16%30,844CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$464,4290.16%1,345CommonNONE
78409V104SPGIS&P GLOBAL INC$459,0800.16%943CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$449,9130.15%1,006CommonNONE
95040Q104WELLWELLTOWER INC$447,8440.15%2,514CommonNONE
H1467J104CBCHUBB LIMITED$441,4390.15%1,564CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$439,6660.15%660CommonNONE
629377508NRGNRG ENERGY INC$424,1470.14%2,619CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$419,8590.14%7,864CommonNONE
704326107PAYXPAYCHEX INC$418,2570.14%3,300CommonNONE
521865204LEALEAR CORP$413,0040.14%4,105CommonNONE
G54950103LINLINDE PLC$408,9750.14%861CommonNONE
85254J102STAGSTAG INDL INC$405,8000.14%11,499CommonNONE
749685103RPMRPM INTL INC$401,8530.14%3,409CommonNONE
174610105CFGCITIZENS FINL GROUP INC$395,0320.13%7,431CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$391,9160.13%3,167CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$380,7340.13%1,157CommonNONE
988498101YUMYUM BRANDS INC$373,9260.13%2,460CommonNONE
548661107LOWLOWES COS INC$372,0620.13%1,480CommonNONE
902973304USBUS BANCORP DEL$369,1830.13%7,639CommonNONE
09260D107BXBLACKSTONE INC$367,8400.12%2,153CommonNONE
05464C101AXONAXON ENTERPRISE INC$358,8200.12%500CommonNONE
031162100AMGNAMGEN INC$354,7250.12%1,257CommonNONE
882508104TXNTEXAS INSTRS INC$353,2490.12%1,923CommonNONE
N20944109CNHCNH INDL N V$350,1300.12%32,270CommonNONE
097023105BABOEING CO$340,5800.12%1,578CommonNONE
58933Y105MRKMERCK & CO INC$328,1660.11%3,910CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$327,2390.11%1,161CommonNONE
375558103GILDGILEAD SCIENCES INC$324,3420.11%2,922CommonNONE
464287614IWFISHARES TR$290,4420.10%620CommonNONE
89832Q109TFCTRUIST FINL CORP$290,2760.10%6,349CommonNONE
855244109SBUXSTARBUCKS CORP$277,4030.09%3,279CommonNONE
237194105DRIDARDEN RESTAURANTS INC$276,7830.09%1,454CommonNONE
842587107SOSOUTHERN CO$270,3790.09%2,853CommonNONE
136385101CNQCANADIAN NAT RES LTD$264,8210.09%8,286CommonNONE
816851109SRESEMPRA$256,5330.09%2,851CommonNONE
171779309CIENCIENA CORP$256,2340.09%1,759CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$255,0100.09%2,612CommonNONE
62482R10707WAMR COOPER GROUP INC$250,2080.08%1,187CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$242,2170.08%782CommonNONE
48251W104KKRKKR & CO INC$230,7910.08%1,776CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$227,0990.08%8,823CommonNONE
03831W108APPAPPLOVIN CORP$227,0590.08%316CommonNONE
443201108HWMHOWMET AEROSPACE INC$227,0380.08%1,157CommonNONE
443510607HUBBHUBBELL INC$225,4820.08%524CommonNONE
82509L107SHOPSHOPIFY INC$223,0640.08%1,501CommonNONE
235851102DHRDANAHER CORPORATION$222,2490.08%1,121CommonNONE
452308109ITWILLINOIS TOOL WKS INC$217,4740.07%834CommonNONE
759530108RELXRELX PLC$216,2570.07%4,528CommonNONE
92189F676SMHVANECK ETF TRUST$215,3980.07%660CommonNONE
670100205NVONOVO-NORDISK A S$212,1940.07%3,824CommonNONE
300426103ECGEVERUS CONSTR GROUP$210,0020.07%2,449CommonNONE
23331A109DHID R HORTON INC$206,2450.07%1,217CommonNONE
552690109MDUMDU RES GROUP INC$178,1970.06%10,005CommonNONE
345370860FFORD MTR CO$144,5380.05%12,085CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.