Long-term investor
44 Wealth Management LLC @44wealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001831187).
Record
- Tracked since 2025-06-30 (441 days), 230 trades recorded
- Returns: week n/a · month n/a · 90 days +3.7% · 6 months n/a · 1 year +6.0% · all +6.0%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 5.7% · long · since 2025-06-30
- NKE · 4.5% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30
- JNJ · 2.0% · long · since 2025-06-30
- CSCO · 1.8% · long · since 2025-06-30
- JPM · 1.7% · long · since 2025-06-30
- KLAC · 1.6% · long · since 2025-09-30
- INTC · 1.6% · long · since 2025-06-30
- HD · 1.5% · long · since 2025-06-30
- CVS · 1.4% · long · since 2025-06-30
- IBM · 1.3% · long · since 2025-06-30