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1858 WEALTH MANAGEMENT, LLC13F | |
| 1858 WEALTH MANAGEMENT, LLC | |
| Last update 2025-04-22 | 117 Stocks (14 new) |
| Value $118.00 Mil | Turnover 8 % |
1858 WEALTH MANAGEMENT, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 30,071 | 6,679.7 | -6.30% | 5.660 | -0.40% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 16,361 | 6,141.8 | +0.93% | 5.200 | +0.05% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
CME | CME Group Inc | 18,300 | 4,854.8 | 0% | 4.110 | 0% | 0.010 | +5.11% | +19.42% | 98,990.7 | Capital Markets | |
NVDA | NVIDIA Corp | 38,817 | 4,207.0 | +7.38% | 3.560 | +0.24% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
META | Meta Platforms Inc | 6,834 | 3,938.8 | -6.33% | 3.340 | -0.21% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
AME | AMETEK Inc | 22,247 | 3,829.6 | -1.69% | 3.240 | -0.05% | 0.010 | +13.31% | -0.62% | 41,214.2 | Industrial Products | |
AMZN | Amazon.com Inc | 18,050 | 3,434.2 | +7.17% | 2.910 | +0.19% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 6,188 | 3,295.6 | -2.40% | 2.790 | -0.05% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
IBTF |
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
| 125,832 | 2,940.7 | +1.49% | 2.490 | +0.04% | 0.130 | +1.00% | +2.20% | 1,981.2 | ||
IBTH |
iShares iBonds Dec 2027 Term Treasury ETF
iShares iBonds Dec 2027 Term Treasury ETF
| 130,069 | 2,916.2 | +1.50% | 2.470 | +0.04% | 0.190 | +0.77% | +2.96% | 1,624.6 |
1858 WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns
1858 WEALTH MANAGEMENT, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CALF | Pacer US Small Cap Cash Cows ETF | 2025-03-31 | Sold Out Sold Out | -1.36% | 36.64 ($41.46) 45.76 | $40.62 | -2.03% | Sold Out | 0 | -38,897 | |
DELL | Dell Technologies Inc | 2025-03-31 | Reduce Reduce | -0.97% | 90.34 ($105.78) 124.66 | $131.24 | 24.07% | Reduce -78.09% | 2,974 | -10,599 | |
SMMV |
iShares MSCI USA Small-Cap Min Vol Factor ETF
iShares MSCI USA Small-Cap Min Vol Factor ETF
| 2025-03-31 | New Buy New Buy | +0.89% | 40.38 ($41.72) 42.65 | $41.73 | 0.02% | New holding | 25,420 | 25,420 | |
IAT | iShares U.S. Regional Banks ETF | 2025-03-31 | Sold Out Sold Out | -0.80% | 44.81 ($50.16) 53.56 | $52.06 | 3.79% | Sold Out | 0 | -19,975 | |
CSCO | Cisco Systems Inc | 2025-03-31 | Add Add | +0.74% | 58.74 ($61.57) 64.87 | $68.05 | 10.52% | Add 72.23% | 33,854 | 14,198 | |
SCIF |
VanEck Vectors India Small-Cap Index ETF
VanEck Vectors India Small-Cap Index ETF
| 2025-03-31 | Sold Out Sold Out | -0.70% | 39.22 ($43.38) 49.82 | $22.38 | -48.41% | Sold Out | 0 | -18,054 | |
LPX | Louisiana-Pacific Corp | 2025-03-31 | Sold Out Sold Out | -0.55% | 89.37 ($104.37) 118.15 | $87.41 | -16.25% | Sold Out | 0 | -6,686 | |
STRL | Sterling Infrastructure Inc | 2025-03-31 | Sold Out Sold Out | -0.54% | 108.65 ($140.77) 200.56 | $250.95 | 78.27% | Sold Out | 0 | -4,072 | |
XYZ | Block Inc | 2025-03-31 | Sold Out Sold Out | -0.52% | 54.04 ($74.64) 92.95 | $72.82 | -2.44% | Sold Out | 0 | -7,792 | |
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +0.46% | 63.17 ($72.04) 81.49 | $90.59 | 25.75% | Add 28.45% | 33,377 | 7,392 |
1858 WEALTH MANAGEMENT, LLC Total Holding History ($B)
1858 WEALTH MANAGEMENT, LLC's Asset Allocation
1858 WEALTH MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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1858 WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31
1858 WEALTH MANAGEMENT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
1858 WEALTH MANAGEMENT, LLC's Holdings Heat Map
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1858 WEALTH MANAGEMENT, LLC's Holdings Bubble Chart
1858 WEALTH MANAGEMENT, LLC News
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