1900 Wealth Management LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.11 Billion distributed in 223 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $324M, Janus Detroit Str Tr Janus Hen with a value of $104M, Dimensional ETF Tr U S Equity with a value of $49.1M, Ishares Core S&P 500 ETF with a value of $42M, and Ishares Msci Usa Quality Facto with a value of $34.2M.
Examining the 13F form we can see an increase of $17M in the current position value, from $1.09B to 1.11B.
Below you can find more details about 1900 Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.11 Billion
ETFs: $1.01 Billion
Technology: $21.1 Million
Financial Services: $20.6 Million
Energy: $17.7 Million
Industrials: $13.8 Million
Consumer Cyclical: $11 Million
Healthcare: $7.23 Million
Consumer Defensive: $5.17 Million
Other: $5.89 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
