1900 Wealth Management LLC Purchases in Q1 2025

1900 Wealth Management LLC

  • $1.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
299K
+ 122.17%
$49.69 - $50.76 $14.8M - $15.2M
543K $27.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
422K
+ 8.96%
$64.88 - $72.1 $27.4M - $30.4M
5.13M $335M
FNDF
Schwab Fundamental Intl Large

ETFs
10.6K
+ 4.51%
$32.9 - $37.45 $349K - $397K
245K $8.95M
IQLT
Ishares Msci Intl Quality Fact

ETFs
15K
+ 8.64%
$36.91 - $41.03 $554K - $615K
189K $7.49M
SPMD
Spdr Portfolio

ETFs
48.8K
+ 9.42%
$50.21 - $57.73 $2.45M - $2.82M
567K $28.9M
NVDA
Nvidia Corp

Technology
6.83K
+ 122.32%
$106.98 - $149.43 $730K - $1.02M
12.4K $1.34M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.6K
+ 6.7%
$49.25 - $50.66 $621K - $639K
201K $9.95M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
8.14K
+ 12.64%
$96.88 - $111.25 $788K - $905K
72.5K $7.24M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12.3K
+ 0.6%
$50.48 - $51.04 $622K - $629K
2.06M $104M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.5K
+ 8.21%
$18.36 - $20.51 $229K - $256K
164K $3.28M
PRF
Invesco Exchange Traded Fd Tr

ETFs
10.9K
New
$39.4 - $42.61 $428K - $462K
10.9K $438K
DFAT
Dimensional ETF Tr U S Target

ETFs
14.5K
+ 18.43%
$50.44 - $58.1 $733K - $844K
93.4K $4.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.06%
$442.66 - $534.52 $1.33K - $1.6K
5.12K $2.73M
XOM
Exxon Mobil Corp

Energy
129
+ 0.37%
$105.44 - $118.93 $13.6K - $15.3K
34.6K $4.11M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.87K
+ 6.6%
$76.77 - $82.22 $297K - $318K
62.5K $4.91M
MSFT
Microsoft Corp

Technology
2.15K
+ 21.2%
$375.39 - $447.2 $807K - $961K
12.3K $4.61M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
4.94K
+ 43.7%
$76.24 - $95.41 $376K - $471K
16.2K $1.27M
TSLA
Tesla, Inc.

Consumer Cyclical
1.18K
+ 231.12%
$222.15 - $428.22 $262K - $506K
1.69K $438K
ABT
Abbott Laboratories

Healthcare
1.23K
+ 40.21%
$111.1 - $140.22 $137K - $172K
4.29K $568K
UNH
Unitedhealth Group Inc

Healthcare
388
New
$461.52 - $548.18 $179K - $213K
388 $203K
CVX
Chevron Corp

Energy
180
+ 2.56%
$146.71 - $167.97 $26.4K - $30.2K
7.21K $1.21M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.55K
+ 9.32%
$50.72 - $50.92 $180K - $181K
41.7K $2.12M
AAPL
Apple Inc.

Technology
4.74K
+ 15.21%
$209.68 - $247.1 $994K - $1.17M
35.9K $7.97M
GOOGL
Alphabet Inc.

Communication Services
2.88K
+ 34.33%
$154.33 - $206.19 $444K - $594K
11.3K $1.74M
ABBV
Abb Vie Inc.

Healthcare
184
+ 5.18%
$169.2 - $216.66 $31.1K - $39.9K
3.74K $783K
META
Meta Platforms, Inc.

Communication Services
258
+ 40.57%
$576.36 - $736.67 $149K - $190K
894 $515K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.81K
+ 3.83%
$97.76 - $107.35 $177K - $194K
49.1K $4.94M
SBR
Sabine Royalty Trust

Energy
1.14K
+ 23.99%
$64.04 - $69.75 $73.2K - $79.7K
5.91K $399K
KO
Coca Cola CO

Consumer Defensive
205
+ 3.59%
$60.81 - $72.32 $12.5K - $14.8K
5.91K $423K
SHEL
Shell PLC

Energy
48
+ 0.81%
$62.84 - $73.29 $3.02K - $3.52K
5.94K $435K
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 2.86%
$279.74 - $321.29 $14K - $16.1K
1.8K $561K
UNP
Union Pacific Corp

Industrials
154
+ 7.39%
$225.21 - $254.42 $34.7K - $39.2K
2.24K $528K
HON
Honeywell International Inc

Industrials
401
+ 17.72%
$202.75 - $226.52 $81.3K - $90.8K
2.66K $564K
LLY
Eli Lilly & CO

Healthcare
22
+ 4.09%
$725.72 - $929.72 $16K - $20.5K
560 $462K
EOG
Eog Resources Inc

Energy
216
+ 11.93%
$120.54 - $138.05 $26K - $29.8K
2.03K $259K
IDXX
Idexx Laboratories Inc

Healthcare
75
+ 9.68%
$406.29 - $469.04 $30.5K - $35.2K
850 $356K
SUN
Sunoco LP

Energy
14
+ 0.3%
$51.29 - $59.25 $718 - $830
4.64K $269K
DUK
Duke Energy Corp

Utilities
1
+ 0.04%
$105.87 - $121.97 $106 - $122
2.28K $277K
ISRG
Intuitive Surgical Inc

Healthcare
83
+ 21.17%
$476.63 - $610.45 $39.6K - $50.7K
475 $235K
IWD
Ishares Russell 1000 Val ETF

ETFs
29
+ 0.15%
$182.82 - $196.21 $5.3K - $5.69K
19.8K $3.68M
BK
Bank Of New York Mellon Corp

Financial Services
2
+ 0.05%
$75.42 - $88.95 $151 - $178
4K $335K
KR
Kroger CO

Consumer Defensive
3
+ 0.07%
$58.36 - $67.72 $175 - $203
4.08K $276K
UL
Unilever PLC

Consumer Defensive
52
+ 0.79%
$54.72 - $60.29 $2.85K - $3.14K
6.68K $397K
ORCL
Oracle Corp

Technology
839
+ 22.69%
$139.81 - $186.47 $117K - $156K
4.54K $634K
PG
Procter & Gamble CO

Consumer Defensive
27
+ 0.64%
$158.56 - $176.26 $4.28K - $4.76K
4.23K $721K
KMI
Kinder Morgan, Inc.

Energy
6
+ 0.04%
$26.1 - $31.22 $157 - $187
14K $399K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
23
+ 0.14%
$59.15 - $62.71 $1.36K - $1.44K
16.4K $1.01M
MA
Mastercard Inc

Financial Services
4
+ 0.68%
$504.67 - $576.31 $2.02K - $2.31K
592 $324K
MPC
Marathon Petroleum Corp

Energy
5
+ 0.24%
$134.72 - $159.03 $674 - $795
2.06K $300K
Activity Summary
Buys All Purchases 92 New Holdings 2 Increased Positions 90 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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