44 WEALTH MANAGEMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1831187
Institutional-grade research for retail investors
13F Reported Value
ⓘ$285.9M
Holdings
183
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
44 WEALTH MANAGEMENT LLC disclosed 183 positions worth $285.9M in its Form 13F-HR for Q1 2026, led by $NKE (NIKE, Inc.) at 6.2% of the equity portfolio, followed by $MSFT and $AAPL. During the quarter the fund opened 14 new positions and exited 26 — including a new stake in $MRK. The portfolio is most concentrated in Technology (21.1% of disclosed assets). All figures are sourced directly from 44 WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1831187.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyConsumer DiscretionaryFinancialsIndustrialsHealthcareConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 53.4#1,274
Quality
$17.7M334,410 sh - 83.7#15
Quality
$15.0M40,419 sh - 76.1#112
Quality
$7.4M29,131 sh - 35.6
Quality
$4.9M16,509 sh - 72.8
Quality
$4.7M19,117 sh - —
Quality
$4.5M10,402 sh - 69.2
Quality
$4.3M13,041 sh - 54.7
Quality
$4.0M19,460 sh - —
Quality
$4.0M45,737 sh - 74.6
Quality
$3.9M18,838 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NIKE, Inc.$NKE | 53.4#1,274 | $17.7M | 334,410 |
 MICROSOFT CORP$MSFT | 83.7#15 | $15.0M | 40,419 |
 Apple Inc.$AAPL | 76.1#112 | $7.4M | 29,131 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $4.9M | 16,509 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $4.7M | 19,117 |
 SPDR GOLD TRUST$GLD | — | $4.5M | 10,402 |
 HOME DEPOT, INC.$HD | 69.2 | $4.3M | 13,041 |
 CHEVRON CORP$CVX | 54.7 | $4.0M | 19,460 |
 Medtronic plc$MDT | — | $4.0M | 45,737 |
 AMAZON COM INC$AMZN | 74.6 | $3.9M | 18,838 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of 44 WEALTH MANAGEMENT LLC's 183 positions.
Showing top 10 of 183 holdings.
Sector Allocation
Technology
$60.4M
Consumer Discretionary
$52.7M
Financials
$41.9M
Industrials
$30.4M
Healthcare
$29.9M
Consumer Staples
$24.4M
Energy
$15.1M
Other
$8.6M
Full Holdings — 44 WEALTH MANAGEMENT LLC (Q1 2026)
All 183 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NKE | NIKE, Inc. | $17.7M | 6.2% | +0% | 53.4 |
| 2 | $MSFT | MICROSOFT CORP | $15.0M | 5.2% | +4% | 83.7 |
| 3 | $AAPL | Apple Inc. | $7.4M | 2.6% | +3% | 76.1 |
| 4 | $JPM | JPMORGAN CHASE & CO | $4.9M | 1.7% | -6% | 35.6 |
| 5 | $JNJ | JOHNSON & JOHNSON | $4.7M | 1.6% | +15% | 72.8 |
| 6 | $GLD | SPDR GOLD TRUST | $4.5M | 1.6% | -3% | — |
| 7 | $HD | HOME DEPOT, INC. | $4.3M | 1.5% | +49% | 69.2 |
| 8 | $CVX | CHEVRON CORP | $4.0M | 1.4% | +53% | 54.7 |
| 9 | $MDT | Medtronic plc | $4.0M | 1.4% | +0% | — |
| 10 | $AMZN | AMAZON COM INC | $3.9M | 1.4% | +2% | 74.6 |
| 11 |  $CSCO | CISCO SYSTEMS, INC. | $3.9M | 1.4% | -17% | 72.3 |
| 12 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 1.2% | -1% | 67 |
| 13 |  $META | Meta Platforms, Inc. | $3.4M | 1.2% | +72% | 80.9 |
| 14 |  $PM | Philip Morris International Inc. | $3.3M | 1.1% | +4% | 80.5 |
| 15 |  $UNP | UNION PACIFIC CORP | $3.3M | 1.1% | -5% | 74 |
| 16 |  $KO | COCA COLA CO | $3.3M | 1.1% | -2% | 74 |
| 17 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.2M | 1.1% | -3% | 66.7 |
| 18 |  $HSY | HERSHEY CO | $3.2M | 1.1% | -10% | 59.4 |
| 19 |  $C | CITIGROUP INC | $3.2M | 1.1% | -14% | 54.8 |
| 20 |  $WFC | WELLS FARGO & COMPANY/MN | $3.1M | 1.1% | -7% | — |
| 21 |  $GOOGL | Alphabet Inc. | $3.0M | 1.1% | +16% | 80.2 |
| 22 |  $HON | HONEYWELL INTERNATIONAL INC | $3.0M | 1.0% | +4% | 65.7 |
| 23 |  $WMT | Walmart Inc. | $3.0M | 1.0% | -5% | 63.2 |
| 24 |  $BTI | British American Tobacco p.l.c. | $3.0M | 1.0% | +93% | — |
| 25 |  $BP | BP PLC | $2.9M | 1.0% | -20% | — |
| 26 |  $ICE | Intercontinental Exchange, Inc. | $2.7M | 1.0% | +19% | 73.8 |
| 27 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.7M | 0.9% | -24% | 70.1 |
| 28 |  $AVGO | Broadcom Inc. | $2.7M | 0.9% | -5% | 86.4 |
| 29 |  $SNY | Sanofi | $2.7M | 0.9% | -15% | — |
| 30 |  $MCD | MCDONALDS CORP | $2.6M | 0.9% | -1% | 73.9 |
| 31 |  $XOM | EXXON MOBIL CORP | $2.6M | 0.9% | +9% | 61.8 |
| 32 |  $KLAC | KLA CORP | $2.5M | 0.9% | -3% | 84.4 |
| 33 |  $TPR | TAPESTRY, INC. | $2.5M | 0.9% | -4% | 76.4 |
| 34 |  $MDLZ | Mondelez International, Inc. | $2.4M | 0.8% | +11% | 53.9 |
| 35 |  $CVS | CVS HEALTH Corp | $2.4M | 0.8% | -1% | 51.3 |
| 36 |  $MU | MICRON TECHNOLOGY INC | $2.3M | 0.8% | -19% | 88.4 |
| 37 |  $PG | PROCTER & GAMBLE Co | $2.2M | 0.8% | +4% | 72.9 |
| 38 |  $CMI | CUMMINS INC | $2.2M | 0.8% | -4% | 58.9 |
| 39 |  $CAH | CARDINAL HEALTH INC | $2.2M | 0.8% | -29% | 58.6 |
| 40 |  $BLK | BlackRock, Inc. | $2.1M | 0.8% | -2% | 70.3 |
| 41 |  $WCC | WESCO INTERNATIONAL INC | $2.0M | 0.7% | +53% | 55.4 |
| 42 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.0M | 0.7% | -3% | — |
| 43 |  $COR | Cencora, Inc. | $2.0M | 0.7% | -2% | 59.6 |
| 44 |  $UL | UNILEVER PLC | $2.0M | 0.7% | -2% | — |
| 45 |  $FDX | FEDEX CORP | $1.9M | 0.7% | +193% | 60.3 |
| 46 |  $ABT | ABBOTT LABORATORIES | $1.9M | 0.7% | +7% | 67 |
| 47 |  $GOOG | Alphabet Inc. | $1.8M | 0.6% | -2% | 80.2 |
| 48 |  $VIRT | Virtu Financial, Inc. | $1.8M | 0.6% | -5% | 62.6 |
| 49 |  $MA | Mastercard Inc | $1.7M | 0.6% | -8% | 81.7 |
| 50 | — | CAPITAL GROUP GBL GROWTH EQT | $1.7M | 0.6% | +26% | — |
| 51 |  $BAX | BAXTER INTERNATIONAL INC | $1.7M | 0.6% | +72% | 45.7 |
| 52 |  $MRK | Merck & Co., Inc. | $1.7M | 0.6% | NEW | 70.9 |
| 53 |  $WDC | WESTERN DIGITAL CORP | $1.7M | 0.6% | -33% | 76.8 |
| 54 |  $EOG | EOG RESOURCES INC | $1.7M | 0.6% | +52% | 71.1 |
| 55 |  $DG | DOLLAR GENERAL CORP | $1.7M | 0.6% | -11% | 60.4 |
| 56 |  $DVN | DEVON ENERGY CORP/DE | $1.6M | 0.6% | -5% | 70.2 |
| 57 |  $APD | Air Products & Chemicals, Inc. | $1.6M | 0.6% | +64% | 41.2 |
| 58 |  $DIS | Walt Disney Co | $1.6M | 0.6% | +198% | 68.9 |
| 59 |  $GE | GENERAL ELECTRIC CO | $1.6M | 0.6% | -4% | 74.8 |
| 60 |  $SYF | Synchrony Financial | $1.6M | 0.6% | -4% | — |
| 61 |  $HAS | HASBRO, INC. | $1.6M | 0.6% | -0% | 43.1 |
| 62 |  $SCHW | SCHWAB CHARLES CORP | $1.6M | 0.5% | +112% | 77.2 |
| 63 | — | CAPITAL GROUP DIVIDEND VALUE | $1.5M | 0.5% | +14% | — |
| 64 |  $INTC | INTEL CORP | $1.5M | 0.5% | +4% | 41.5 |
| 65 |  $ACN | Accenture plc | $1.5M | 0.5% | -1% | — |
| 66 |  $D | DOMINION ENERGY, INC | $1.5M | 0.5% | -1% | 74.9 |
| 67 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $1.5M | 0.5% | -36% | 54.8 |
| 68 |  $NVDA | NVIDIA CORP | $1.5M | 0.5% | +6% | 90.2 |
| 69 |  $FIS | Fidelity National Information Services, Inc. | $1.5M | 0.5% | +28% | 69.6 |
| 70 |  $TXN | TEXAS INSTRUMENTS INC | $1.5M | 0.5% | NEW | 70.4 |
| 71 |  $BCX | BlackRock Resources & Commodities Strategy Trust | $1.5M | 0.5% | -2% | — |
| 72 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.5% | +0% | 64.5 |
| 73 |  $HPE | Hewlett Packard Enterprise Co | $1.4M | 0.5% | -1% | 52.5 |
| 74 |  $EXPE | Expedia Group, Inc. | $1.4M | 0.5% | -5% | 65.7 |
| 75 |  $CCZ | COMCAST CORP | $1.4M | 0.5% | +38% | 70.4 |
| 76 |  $DTB | DTE ENERGY CO | $1.4M | 0.5% | NEW | — |
| 77 |  $BDX | BECTON DICKINSON & CO | $1.4M | 0.5% | -26% | 50.7 |
| 78 |  $KDP | Keurig Dr Pepper Inc. | $1.3M | 0.5% | +21% | 63.1 |
| 79 |  $GEV | GE Vernova Inc. | $1.3M | 0.5% | +0% | 70.1 |
| 80 |  $EBAY | EBAY INC | $1.3M | 0.5% | -5% | 69.3 |
| 81 |  $AZN | ASTRAZENECA PLC | $1.3M | 0.5% | -51% | — |
| 82 |  $CAKE | CHEESECAKE FACTORY INC | $1.3M | 0.5% | -5% | 58.3 |
| 83 |  $EAT | BRINKER INTERNATIONAL, INC | $1.3M | 0.5% | -6% | 74.7 |
| 84 |  $BYD | BOYD GAMING CORP | $1.3M | 0.5% | -5% | 70.7 |
| 85 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.3M | 0.4% | -17% | 66.5 |
| 86 |  $GD | GENERAL DYNAMICS CORP | $1.2M | 0.4% | +1% | 73 |
| 87 |  $ELV | Elevance Health, Inc. | $1.2M | 0.4% | -1% | 59.4 |
| 88 |  $CDW | CDW Corp | $1.2M | 0.4% | +24% | 61.6 |
| 89 |  $MMM | 3M CO | $1.2M | 0.4% | -5% | 60.7 |
| 90 |  $AMP | AMERIPRISE FINANCIAL INC | $1.2M | 0.4% | -5% | 70.2 |
| 91 |  $PPG | PPG INDUSTRIES INC | $1.2M | 0.4% | +19% | 57.1 |
| 92 |  $MSI | Motorola Solutions, Inc. | $1.2M | 0.4% | +36% | 73.8 |
| 93 |  $AN | AUTONATION, INC. | $1.1M | 0.4% | -6% | 51 |
| 94 |  $RTO | RENTOKIL INITIAL PLC /FI | $1.1M | 0.4% | NEW | — |
| 95 |  $MAT | MATTEL INC /DE/ | $1.1M | 0.4% | -5% | 54 |
| 96 | — | SPDR SERIES TRUST | $1.1M | 0.4% | -40% | — |
| 97 |  $EVRG | Evergy, Inc. | $1.1M | 0.4% | +97% | 56.2 |
| 98 |  $RTX | RTX Corp | $1.1M | 0.4% | -3% | 70 |
| 99 |  $LMT | LOCKHEED MARTIN CORP | $1.1M | 0.4% | +24% | 65 |
| 100 |  $EQT | EQT Corp | $1.0M | 0.4% | NEW | 83.3 |
| 101 |  $AJG | Arthur J. Gallagher & Co. | $1.0M | 0.3% | NEW | 72.1 |
| 102 |  $WMG | Warner Music Group Corp. | $998,308 | 0.3% | -6% | 55.9 |
| 103 |  $SPY | SPDR S&P 500 ETF TRUST | $998,049 | 0.3% | +58% | — |
| 104 |  $SLM | SLM Corp | $995,458 | 0.3% | -6% | — |
| 105 |  $COF | CAPITAL ONE FINANCIAL CORP | $955,568 | 0.3% | +152% | 71 |
| 106 |  $CAT | CATERPILLAR INC | $943,669 | 0.3% | -0% | 67.8 |
| 107 |  $MO | ALTRIA GROUP, INC. | $888,427 | 0.3% | +1% | 72.1 |
| 108 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $859,850 | 0.3% | +103% | 68.8 |
| 109 |  $GM | General Motors Co | $858,882 | 0.3% | -35% | 58.7 |
| 110 |  $ASML | ASML HOLDING NV | $857,219 | 0.3% | -1% | — |
| 111 |  $CSX | CSX CORP | $847,974 | 0.3% | -1% | 66.4 |
| 112 |  $V | VISA INC. | $842,486 | 0.3% | -4% | 83.5 |
| 113 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $841,284 | 0.3% | +62% | 57.7 |
| 114 |  $LLY | ELI LILLY & Co | $816,756 | 0.3% | +0% | 89.3 |
| 115 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $798,776 | 0.3% | +47% | 42.4 |
| 116 | — | ISHARES TR | $761,762 | 0.3% | +140% | — |
| 117 |  $BRK.B | BERKSHIRE HATHAWAY INC | $750,427 | 0.3% | +3% | 64.5 |
| 118 |  $FTV | Fortive Corp | $740,254 | 0.3% | +1% | 55.9 |
| 119 |  $PEP | PEPSICO INC | $739,378 | 0.3% | -17% | 62.7 |
| 120 |  $CCK | CROWN HOLDINGS, INC. | $738,642 | 0.3% | -1% | 61.9 |
| 121 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $731,129 | 0.3% | +1% | 59.5 |
| 122 |  $CCI | CROWN CASTLE INC. | $727,562 | 0.3% | +12% | 52.9 |
| 123 |  $ADP | AUTOMATIC DATA PROCESSING INC | $720,299 | 0.3% | -2% | 77.9 |
| 124 |  $VZ | VERIZON COMMUNICATIONS INC | $720,100 | 0.3% | -24% | 71.6 |
| 125 |  $SSNC | SS&C Technologies Holdings Inc | $717,864 | 0.3% | -65% | 67.2 |
| 126 |  $FNF | Fidelity National Financial, Inc. | $689,717 | 0.2% | -1% | 69.7 |
| 127 |  $MPC | Marathon Petroleum Corp | $661,728 | 0.2% | NEW | 50.7 |
| 128 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $648,322 | 0.2% | +0% | 75.4 |
| 129 |  $AVB | AVALONBAY COMMUNITIES INC | $645,559 | 0.2% | +21% | 57.5 |
| 130 |  $STAG | STAG Industrial, Inc. | $637,757 | 0.2% | -1% | 67.8 |
| 131 |  $AMGN | AMGEN INC | $625,589 | 0.2% | -1% | 79.5 |
| 132 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $596,278 | 0.2% | -1% | 60.5 |
| 133 |  $CG | Carlyle Group Inc. | $595,729 | 0.2% | -1% | 47.3 |
| 134 |  $REXR | Rexford Industrial Realty, Inc. | $569,829 | 0.2% | -1% | 53.8 |
| 135 |  $TECK | TECK RESOURCES LTD | $562,367 | 0.2% | -65% | — |
| 136 |  $BAC | BANK OF AMERICA CORP /DE/ | $554,775 | 0.2% | -5% | 68.4 |
| 137 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $546,021 | 0.2% | +7% | 71.5 |
| 138 |  $FCX | FREEPORT-MCMORAN INC | $532,782 | 0.2% | NEW | 73.1 |
| 139 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $528,346 | 0.2% | +17% | — |
| 140 |  $NVS | NOVARTIS AG | $520,114 | 0.2% | +42% | — |
| 141 | — | CAPITAL GROUP CORE BALANCED | $508,344 | 0.2% | NEW | — |
| 142 |  $TSLA | Tesla, Inc. | $502,606 | 0.2% | -0% | 50.1 |
| 143 |  $FBIN | Fortune Brands Innovations, Inc. | $501,271 | 0.2% | +119% | 48.7 |
| 144 |  $WELL | WELLTOWER INC. | $494,868 | 0.2% | -2% | 75.7 |
| 145 |  $DUK | Duke Energy CORP | $414,687 | 0.1% | +0% | 64 |
| 146 |  $USB | US BANCORP DE | $400,026 | 0.1% | +0% | 71.4 |
| 147 |  $SBUX | STARBUCKS CORP | $394,375 | 0.1% | +19% | 54.6 |
| 148 |  $YUM | YUM BRANDS INC | $383,803 | 0.1% | -1% | 71.7 |
| 149 |  $NRG | NRG ENERGY, INC. | $382,741 | 0.1% | +0% | 59.5 |
| 150 |  $IAU | ISHARES GOLD TRUST | $369,584 | 0.1% | NEW | — |
| 151 |  $LIN | LINDE PLC | $358,930 | 0.1% | +4% | — |
| 152 |  $CNH | CNH Industrial N.V. | $356,279 | 0.1% | +37% | — |
| 153 |  $UNH | UNITEDHEALTH GROUP INC | $351,112 | 0.1% | -25% | 66.8 |
| 154 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $339,697 | 0.1% | -17% | — |
| 155 |  $LOW | LOWES COMPANIES INC | $339,313 | 0.1% | +0% | 63.5 |
| 156 |  $PAYX | PAYCHEX INC | $318,299 | 0.1% | +19% | 75.1 |
| 157 |  $CEG | Constellation Energy Corp | $315,553 | 0.1% | -4% | 62.5 |
| 158 |  $CB | Chubb Ltd | $301,159 | 0.1% | -10% | — |
| 159 |  $BA | BOEING CO | $294,763 | 0.1% | -1% | 51.8 |
| 160 |  $DE | DEERE & CO | $294,606 | 0.1% | NEW | 57.4 |
| 161 |  $TFC | TRUIST FINANCIAL CORP | $293,978 | 0.1% | -1% | — |
| 162 |  $CIEN | CIENA CORP | $293,502 | 0.1% | -44% | 70.7 |
| 163 |  $ABBV | AbbVie Inc. | $288,174 | 0.1% | -0% | 59.3 |
| 164 |  $DRI | DARDEN RESTAURANTS INC | $285,826 | 0.1% | -1% | 68.6 |
| 165 |  $NFLX | NETFLIX INC | $285,662 | 0.1% | -29% | 86.7 |
| 166 |  $ISRG | INTUITIVE SURGICAL INC | $277,278 | 0.1% | -20% | 81.4 |
| 167 |  $SRE | SEMPRA | $276,837 | 0.1% | -1% | 47.6 |
| 168 |  $GILD | GILEAD SCIENCES, INC. | $275,674 | 0.1% | -33% | 77.8 |
| 169 |  $SO | SOUTHERN CO | $273,055 | 0.1% | -2% | 65.1 |
| 170 |  $CME | CME GROUP INC. | $272,313 | 0.1% | NEW | 74.5 |
| 171 |  $SHEL | Shell plc | $266,138 | 0.1% | -91% | — |
| 172 | — | ISHARES TR | $264,393 | 0.1% | +0% | — |
| 173 | — | VANECK ETF TRUST | $253,044 | 0.1% | +0% | — |
| 174 |  $ECG | Everus Construction Group, Inc. | $251,822 | 0.1% | NEW | 67 |
| 175 |  $SPGI | S&P Global Inc. | $244,394 | 0.1% | -35% | 79.4 |
| 176 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $241,144 | 0.1% | +1% | 33 |
| 177 |  $ORCL | ORACLE CORP | $234,261 | 0.1% | -4% | 67.2 |
| 178 |  $AXON | AXON ENTERPRISE, INC. | $225,086 | 0.1% | +6% | 55.6 |
| 179 |  $HWM | Howmet Aerospace Inc. | $215,941 | 0.1% | -6% | 79.1 |
| 180 |  $DHR | DANAHER CORP /DE/ | $214,817 | 0.1% | -10% | 63.9 |
| 181 |  $CARR | CARRIER GLOBAL Corp | $212,063 | 0.1% | -2% | 61.5 |
| 182 |  $JCI | Johnson Controls International plc | $205,984 | 0.1% | NEW | — |
| 183 |  $F | FORD MOTOR CO | $140,885 | 0.1% | +1% | 58.5 |
New Positions (14)
$MRK Merck & Co., Inc.$1.7M$TXN TEXAS INSTRUMENTS INC$1.5M$DTB DTE ENERGY CO$1.4M$RTO RENTOKIL INITIAL PLC /FI$1.1M$EQT EQT Corp$1.0M$AJG Arthur J. Gallagher & Co.$1.0M$MPC Marathon Petroleum Corp$661,728$FCX FREEPORT-MCMORAN INC$532,782 CAPITAL GROUP CORE BALANCED$508,344
$IAU ISHARES GOLD TRUST$369,584$DE DEERE & CO$294,606$CME CME GROUP INC.$272,313$ECG Everus Construction Group, Inc.$251,822$JCI Johnson Controls International plc$205,984Exited Positions (26)
VANGUARD INDEX FDS
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AI-Powered Hedge Fund Analysis: 44 WEALTH MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For 44 WEALTH MANAGEMENT LLC (SEC CIK: 1831187), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in 44 WEALTH MANAGEMENT LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.