1900 Wealth Management LLC Incresed Positions in Q4 2024

1900 Wealth Management LLC

  • $1.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
17
+ 0.1%
$60.51 - $65.57 $1.03K - $1.11K
16.4K $997K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
315
+ 1.56%
$24.82 - $25.48 $7.82K - $8.03K
20.5K $510K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
72
+ 1.59%
$45.07 - $47.1 $3.25K - $3.39K
4.59K $207K
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.11%
$118.38 - $133.06 $829 - $931
6.51K $782K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.43K
+ 8.67%
$40.06 - $45.21 $57.3K - $64.7K
17.9K $728K
VOOV
Vanguard S&P 500 Value ETF

ETFs
32
+ 1.07%
$184.21 - $199.29 $5.89K - $6.38K
3.01K $555K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
9
+ 0.08%
$19.47 - $20.95 $175 - $189
12K $234K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
9
+ 0.15%
$32.75 - $35.81 $295 - $322
6.21K $204K
SHEL
Shell PLC

Energy
18
+ 0.31%
$60.63 - $70.23 $1.09K - $1.26K
5.89K $369K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 0.31%
$442.29 - $483.08 $7.08K - $7.73K
5.12K $2.32M
QCOM
Qualcomm Inc

Technology
2
+ 0.1%
$150.4 - $178.04 $301 - $356
2.02K $310K
MRK
Merck & Co., Inc.

Healthcare
406
+ 7.66%
$96.31 - $114.76 $39.1K - $46.6K
5.7K $567K
UNP
Union Pacific Corp

Industrials
1
+ 0.05%
$223.15 - $249.32 $223 - $249
2.08K $475K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
11
+ 0.02%
$77.23 - $82.11 $850 - $903
58.6K $4.56M
IDXX
Idexx Laboratories Inc

Healthcare
50
+ 6.9%
$406.92 - $495.42 $20.3K - $24.8K
775 $320K
MPC
Marathon Petroleum Corp

Energy
4
+ 0.19%
$131.65 - $174.84 $527 - $699
2.06K $286K
UL
Unilever PLC

Consumer Defensive
53
+ 0.81%
$56.7 - $64.64 $3.01K - $3.43K
6.62K $375K
MTD
Mettler Toledo International Inc

Healthcare
12
+ 4.9%
$1160.67 - $1498.12 $13.9K - $18K
257 $314K
HDV
Ishares Core High Dividend ETF

ETFs
48
+ 0.44%
$110.82 - $121.28 $5.32K - $5.82K
11K $1.24M
KO
Coca Cola CO

Consumer Defensive
2
+ 0.04%
$61.74 - $71.71 $123 - $143
5.71K $355K
SNPS
Synopsys Inc

Technology
35
+ 1.0%
$485.36 - $588.0 $17K - $20.6K
3.54K $1.72M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.06%
$164.99 - $203.87 $330 - $408
3.56K $631K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.1%
$385.02 - $431.37 $1.93K - $2.16K
4.86K $1.89M
ADBE
Adobe Inc.

Technology
74
+ 4.9%
$437.39 - $552.96 $32.4K - $40.9K
1.58K $704K
CAT
Caterpillar Inc

Industrials
2
+ 0.06%
$360.37 - $416.88 $721 - $834
3.51K $1.27M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.01%
$73.36 - $89.13 $73.4 - $89.1
8.25K $624K
TMO
Thermo Fisher Scientific Inc.

Healthcare
12
+ 0.95%
$501.29 - $612.85 $6.02K - $7.35K
1.27K $660K
NVO
Novo Nordisk A S

Healthcare
600
+ 11.16%
$85.0 - $120.04 $51K - $72K
5.98K $513K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
77.6K
+ 104.25%
$18.41 - $40.87 $1.43M - $3.17M
152K $2.81M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.15K
+ 3.09%
$44.04 - $49.49 $139K - $156K
105K $4.63M
VEA
Vanguard Ftse Developed Market

ETFs
2.86K
+ 0.64%
$47.57 - $52.44 $136K - $150K
447K $21.4M
Activity Summary
Buys All Purchases 90 New Holdings 8 Increased Positions 82 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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