1900 Wealth Management LLC Sells in Q1 2025

1900 Wealth Management LLC

  • $1.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-330K
- 53.04%
$22.83 - $23.75 $7.54M - $7.84M
292K $6.73M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.6K
- 2.24%
$554.06 - $615.85 $884K - $982K
69.8K $39.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.93K
- 0.51%
$59.61 - $66.71 $234K - $262K
766K $46.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-35.3K
- 23.68%
$40.03 - $46.81 $1.41M - $1.65M
114K $4.62M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-7.95K
- 6.65%
$120.29 - $134.6 $957K - $1.07M
112K $13.6M
VTI
Vanguard Total Stock Market Et

ETFs
-4.41K
- 13.33%
$271.18 - $303.12 $1.2M - $1.34M
28.7K $7.84M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-11.6K
- 7.33%
$62.28 - $71.92 $722K - $833K
146K $9.29M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-50K
- 37.9%
$31.09 - $34.34 $1.56M - $1.72M
82K $2.72M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-19.2K
- 24.95%
$87.68 - $94.52 $1.68M - $1.81M
57.7K $5.41M
DFAE
Dimensional ETF Tr

ETFs
-54.3K
- 44.34%
$24.64 - $26.86 $1.34M - $1.46M
68.1K $1.76M
JPM
Jpmorgan Chase & CO

Financial Services
-5.23K
- 28.33%
$225.19 - $279.95 $1.18M - $1.46M
13.2K $3.24M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-37.2K
- 11.52%
N/A
286K $9.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-138
- 0.65%
$360.07 - $417.26 $49.7K - $57.6K
21K $7.58M
HYD
Vaneck High Yield Muni ETF

ETFs
-13.8K
- 61.79%
$50.79 - $52.53 $699K - $723K
8.51K $434K
VV
Vanguard Large Cap ETF

ETFs
-831
- 2.69%
$253.32 - $282.66 $211K - $235K
30K $7.67M
SUB
Ishares Short Term National Mu

ETFs
-6.07K
- 52.37%
$105.3 - $106.24 $639K - $644K
5.52K $582K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-415
- 0.8%
$102.49 - $119.96 $42.5K - $49.8K
51.4K $5.37M
TAGG
T Rowe Price Exchange Traded F

ETFs
-13K
- 67.63%
$41.42 - $42.9 $540K - $559K
6.24K $266K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-277
- 0.7%
$126.86 - $146.45 $35.1K - $40.6K
39.2K $4.99M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-454
- 4.08%
$507.05 - $563.67 $230K - $256K
10.7K $5.49M
DFAI
Dimensional ETF Tr

ETFs
-30.5K
- 12.73%
$28.88 - $32.4 $882K - $990K
209K $6.54M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-673
- 9.78%
$333.37 - $384.99 $224K - $259K
6.21K $2.07M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-8.6K
- 9.56%
$32.42 - $36.13 $279K - $311K
81.4K $2.68M
HD
Home Depot, Inc.

Consumer Cyclical
-846
- 17.41%
$347.25 - $424.87 $294K - $359K
4.01K $1.47M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-199
- 2.14%
$307.43 - $357.48 $61.2K - $71.1K
9.09K $2.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-180
- 2.24%
$551.42 - $612.93 $99.3K - $110K
7.87K $4.4M
IEMG
Ishares Inc

ETFs
-5.13K
- 13.72%
N/A
32.3K $1.73M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.82K
- 2.42%
$49.78 - $53.19 $190K - $203K
154K $7.81M
SNPS
Synopsys Inc

Technology
-35
- 0.99%
$428.58 - $551.54 $15K - $19.3K
3.51K $1.5M
FFIN
First Financial Bankshares Inc

Financial Services
-5.92K
- 50.0%
$34.78 - $38.52 $206K - $228K
5.92K $212K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-8.98K
- 1.63%
$39.96 - $43.3 $359K - $389K
543K $22.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.4K
- 1.04%
$21.75 - $24.28 $30.5K - $34K
133K $2.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.36K
- 5.3%
$57.21 - $65.8 $78K - $89.8K
24.4K $1.42M
XLK
Technology Sector Spdr

ETFs
-127
- 2.39%
$206.38 - $242.18 $26.2K - $30.8K
5.18K $1.07M
MRK
Merck & Co., Inc.

Healthcare
-827
- 14.5%
$83.01 - $101.02 $68.6K - $83.5K
4.88K $437K
IWM
Ishares Russell 2000 ETF

ETFs
-41
- 0.74%
$198.1 - $229.79 $8.12K - $9.42K
5.49K $1.1M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.2K
- 4.13%
$39.02 - $42.89 $47K - $51.6K
28K $1.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.86K
- 3.86%
$25.58 - $29.24 $47.5K - $54.3K
46.2K $1.21M
ADBE
Adobe Inc.

Technology
-61
- 3.85%
$377.84 - $464.11 $23K - $28.3K
1.52K $584K
NVO
Novo Nordisk A S

Healthcare
-258
- 4.32%
$69.3 - $90.95 $17.9K - $23.5K
5.72K $396K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-200
- 5.55%
$185.73 - $221.19 $37.1K - $44.2K
3.4K $640K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-215
- 2.34%
$119.87 - $145.05 $25.8K - $31.2K
8.97K $1.12M
OEF
Ishares S&P 100 ETF

ETFs
-370
- 29.94%
N/A
866 $230K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-339
- 8.24%
$131.51 - $149.24 $44.6K - $50.6K
3.78K $503K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-680
- 3.15%
$126.11 - $135.06 $85.8K - $91.8K
20.9K $2.67M
CDNS
Cadence Design Systems Inc

Technology
-82
- 6.53%
$233.96 - $324.52 $19.2K - $26.6K
1.17K $298K
IVW
Ishares S&P 500 Growth ETF

ETFs
-540
- 17.76%
$92.45 - $106.69 $49.9K - $57.6K
2.5K $232K
NSC
Norfolk Southern Corp

Industrials
-332
- 12.0%
$227.69 - $259.76 $75.6K - $86.2K
2.44K $576K
COST
Costco Wholesale Corp

Consumer Defensive
-91
- 16.55%
$890.62 - $1076.86 $81K - $98K
459 $434K
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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