1W
| |
1776 WEALTH LLC13F | |
| 1776 WEALTH LLC | |
| Last update 2025-05-06 | 139 Stocks (3 new) |
| Value $218.00 Mil | Turnover 3 % |
1776 WEALTH LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 124,863 | 27,735.8 | -0.65% | 12.740 | -0.04% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
AMZN | Amazon.com Inc | 101,181 | 19,250.7 | -0.80% | 8.840 | -0.08% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
ADBE | Adobe Inc | 33,933 | 13,014.3 | +2.63% | 5.980 | +0.15% | 0.010 | +5.82% | -16.24% | 157,997.5 | Software | |
PLTR | Palantir Technologies Inc | 134,698 | 11,368.5 | -19.37% | 5.220 | -1.13% | 0.010 | +53.36% | +104.44% | 364,887.3 | Software | |
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 183,307 | 10,969.1 | -13.01% | 5.040 | -0.75% | 0.170 | +1.25% | +2.60% | 6,255.0 | ||
MSFT | Microsoft Corp | 19,360 | 7,267.7 | +0.25% | 3.340 | +0.01% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
FVD |
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
| 132,542 | 5,910.0 | -2.74% | 2.710 | -0.08% | 0.070 | +7.19% | +6.78% | 9,223.1 | ||
NVDA | NVIDIA Corp | 54,255 | 5,880.2 | +12.06% | 2.700 | +0.29% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
TSLA | Tesla Inc | 19,180 | 4,970.7 | +14.86% | 2.280 | +0.30% | 0.000 | +32.63% | -17.65% | 1,071,161.2 | Vehicles & Parts | |
TJX | TJX Companies Inc | 33,048 | 4,025.2 | -0.19% | 1.850 | 0% | 0.000 | +1.01% | +5.25% | 140,969.2 | Retail - Cyclical |
1776 WEALTH LLC's Historical Top Holdings Breakdowns
1776 WEALTH LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -1.13% | 64.98 ($87.82) 124.62 | $154.62 | 76.06% | Reduce -19.37% | 134,698 | -32,356 | |
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 2025-03-31 | Reduce Reduce | -0.75% | 59.78 ($59.9) 60.03 | $60.00 | 0.17% | Reduce -13.01% | 183,307 | -27,405 | |
HUBS | HubSpot Inc | 2025-03-31 | Add Add | +0.39% | 571.29 ($701.46) 819.71 | $560.90 | -20.04% | Add 368% | 1,872 | 1,472 | |
ETN | Eaton Corp PLC | 2025-03-31 | Add Add | +0.33% | 271.83 ($311.37) 371.23 | $380.24 | 22.12% | Add 92.93% | 5,514 | 2,656 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +0.30% | 222.15 ($333.26) 428.22 | $332.56 | -0.21% | Add 14.86% | 19,180 | 2,482 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.29% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Add 12.06% | 54,255 | 5,839 | |
SNPS | Synopsys Inc | 2025-03-31 | Reduce Reduce | -0.24% | 428.58 ($485.8) 551.54 | $614.42 | 26.48% | Reduce -21.44% | 3,880 | -1,059 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.18% | 576.36 ($645.17) 736.67 | $713.58 | 10.60% | Add 137.2% | 1,167 | 675 | |
GFS | GLOBALFOUNDRIES Inc | 2025-03-31 | Sold Out Sold Out | -0.17% | 36.53 ($40.42) 46.01 | $40.13 | -0.72% | Sold Out | 0 | -8,775 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.16% | 442.66 ($486.15) 534.52 | $482.63 | -0.72% | Add 10.41% | 7,011 | 661 |
1776 WEALTH LLC Total Holding History ($B)
1776 WEALTH LLC's Asset Allocation
1776 WEALTH LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
1776 WEALTH LLC's Hypothetical Growth since 2025-03-31
1776 WEALTH LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
1776 WEALTH LLC's Holdings Heat Map
Size field:
1776 WEALTH LLC's Holdings Bubble Chart
1776 WEALTH LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers