1776 Wealth LLC Incresed Positions in Q4 2024

1776 Wealth LLC

  • $226 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
250
+ 1.52%
$213.65 - $479.86 $53.4K - $120K
16.7K $6.74M
AAPL
Apple Inc.

Technology
169
+ 0.13%
$221.69 - $259.02 $37.5K - $43.8K
126K $31.5M
BX
Blackstone Inc.

Financial Services
2.48K
+ 10.57%
$148.45 - $199.05 $369K - $494K
26K $4.48M
NVDA
Nvidia Corp

Technology
525
+ 1.1%
$117.0 - $148.88 $61.4K - $78.2K
48.4K $6.5M
GOOGL
Alphabet Inc.

Communication Services
454
+ 2.18%
$161.86 - $196.66 $73.5K - $89.3K
21.2K $4.02M
LLY
Eli Lilly & CO

Healthcare
841
+ 71.09%
$727.2 - $932.06 $612K - $784K
2.02K $1.56M
SNPS
Synopsys Inc

Technology
1.05K
+ 27.03%
$485.36 - $588.0 $510K - $618K
4.94K $2.4M
V
Visa Inc.

Financial Services
1
+ 0.01%
$273.87 - $320.91 $274 - $321
9.42K $2.98M
FDN
First Tr Fd Dow Jones

ETFs
4
+ 0.06%
$210.5 - $257.24 $842 - $1.03K
6.89K $1.68M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
218
+ 3.53%
$521.84 - $558.82 $114K - $122K
6.39K $3.44M
UNH
Unitedhealth Group Inc

Healthcare
550
+ 30.5%
$485.52 - $625.25 $267K - $344K
2.35K $1.19M
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.0%
$112.15 - $127.2 $112 - $127
33.1K $4M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
9K
+ 900.0%
$11.91 - $14.14 $107K - $127K
10K $122K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.05%
$205.18 - $250.29 $410 - $501
3.65K $875K
EPD
Enterprise Products Partners L.P.

Energy
36
+ 0.08%
$28.66 - $34.43 $1.03K - $1.24K
46K $1.44M
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
3.28K
+ 5.68%
$14.14 - $17.78 $46.4K - $58.3K
60.9K $956K
PANW
Palo Alto Networks Inc

Technology
2.15K
+ 100.0%
$181.96 - $405.9 $392K - $874K
4.31K $783K
RGT
Royce Global Value Trust, Inc.

Financial Services
1.29K
+ 4.36%
$10.64 - $12.0 $13.7K - $15.4K
30.7K $330K
MSFT
Microsoft Corp

Technology
318
+ 1.67%
$406.35 - $454.46 $129K - $145K
19.3K $8.14M
KBH
Kb Home

Consumer Cyclical
3
+ 0.01%
$65.58 - $85.3 $197 - $256
35.3K $2.32M
ADBE
Adobe Inc.

Technology
684
+ 2.11%
$437.39 - $552.96 $299K - $378K
33.1K $14.7M
Activity Summary
Buys All Purchases 28 New Holdings 6 Increased Positions 22 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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