1858 Wealth Management, LLC Incresed Positions in Q4 2024

1858 Wealth Management, LLC

  • $126 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
9.91K
+ 270.64%
$111.96 - $144.21 $1.11M - $1.43M
13.6K $1.56B
LLY
Eli Lilly & CO

Healthcare
775
+ 300.39%
$727.2 - $932.06 $564K - $722K
1.03K $797M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4.47K
+ 56.22%
$119.34 - $127.78 $533K - $571K
12.4K $1.48B
GOOG
Alphabet Inc.

Communication Services
244
+ 1.62%
$163.08 - $198.16 $39.8K - $48.4K
15.3K $2.91B
IWM
Ishares Russell 2000 ETF

ETFs
1.32K
+ 32.11%
$216.13 - $242.4 $285K - $320K
5.43K $1.2B
AVGO
Broadcom Inc.

Technology
2
+ 0.04%
$159.67 - $250.0 $319 - $500
4.86K $1.13B
BSX
Boston Scientific Corp

Healthcare
3.05K
+ 105.5%
$83.62 - $91.5 $255K - $279K
5.94K $531M
CSCO
Cisco Systems, Inc.

Technology
2.42K
+ 14.04%
$52.45 - $60.02 $127K - $145K
19.7K $1.16B
META
Meta Platforms, Inc.

Communication Services
208
+ 2.93%
$554.08 - $632.68 $115K - $132K
7.3K $4.27B
PANW
Palo Alto Networks Inc

Technology
8.16K
+ 99.83%
$181.96 - $405.9 $1.48M - $3.31M
16.3K $2.97B
KRE
Spdr S&P Regional Banking ETF

ETFs
1.16K
+ 7.58%
$54.6 - $68.9 $63.2K - $79.8K
16.4K $992M
TPR
Tapestry, Inc.

Consumer Cyclical
60
+ 1.0%
$43.54 - $66.18 $2.61K - $3.97K
6.05K $396M
TGT
Target Corp

Consumer Defensive
1.03K
+ 46.4%
$121.59 - $160.69 $125K - $165K
3.23K $437M
GE
General Electric CO

Industrials
1.53K
+ 19.76%
$159.95 - $194.23 $245K - $297K
9.27K $1.55B
FXO
First Tr Exchange Traded Fd Fi

ETFs
515
+ 2.96%
$50.63 - $59.0 $26.1K - $30.4K
17.9K $971M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
710
+ 30.52%
$100.16 - $100.7 $71.1K - $71.5K
3.04K $305M
CRM
Salesforce, Inc.

Technology
41
+ 4.47%
$270.87 - $367.87 $11.1K - $15.1K
958 $320M
EOG
Eog Resources Inc

Energy
581
+ 7.45%
$118.22 - $136.54 $68.7K - $79.3K
8.38K $1.03B
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
2.75K
+ 17.94%
$48.99 - $54.61 $135K - $150K
18.1K $888M
CAT
Caterpillar Inc

Industrials
365
+ 12.29%
$360.37 - $416.88 $132K - $152K
3.34K $1.21B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.01K
+ 1.65%
$23.25 - $23.37 $46.7K - $47K
124K $2.89B
KIE
Spdr S&P Insurance ETF

ETFs
579
+ 4.0%
$55.65 - $62.03 $32.2K - $35.9K
15K $850M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.62K
+ 7.23%
$43.84 - $48.76 $115K - $128K
38.9K $1.71B
ZTS
Zoetis Inc.

Healthcare
435
+ 24.33%
$162.24 - $194.42 $70.6K - $84.6K
2.22K $362M
IVRA
Invesco Actively Man Exch Trad
3.38K
+ 6.25%
N/A
57.5K $887M
JCI
Johnson Controls International PLC

Industrials
21
+ 0.62%
$74.23 - $86.6 $1.56K - $1.82K
3.41K $269M
SNPS
Synopsys Inc

Technology
37
+ 4.73%
$485.36 - $588.0 $18K - $21.8K
820 $398M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.17K
+ 1.72%
$22.1 - $22.59 $48K - $49K
128K $2.84B
ABBV
Abb Vie Inc.

Healthcare
381
+ 9.2%
$164.99 - $203.87 $62.9K - $77.7K
4.52K $804M
RTX
Raytheon Technologies Corp

Industrials
127
+ 1.74%
$114.45 - $127.21 $14.5K - $16.2K
7.44K $861M
UNH
Unitedhealth Group Inc

Healthcare
37
+ 6.45%
$485.52 - $625.25 $18K - $23.1K
611 $309M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.39K
+ 1.86%
$21.25 - $22.07 $50.8K - $52.8K
131K $2.8B
MSFT
Microsoft Corp

Technology
185
+ 1.15%
$406.35 - $454.46 $75.2K - $84.1K
16.2K $6.83B
PHM
Pultegroup Inc

Consumer Cyclical
112
+ 5.01%
$108.86 - $149.04 $12.2K - $16.7K
2.35K $256M
CARR
Carrier Global Corp

Industrials
1.42K
+ 10.51%
$66.69 - $82.65 $94.7K - $117K
14.9K $1.02B
NOC
Northrop Grumman Corp

Industrials
56
+ 3.24%
$466.52 - $543.88 $26.1K - $30.5K
1.78K $837M
GD
General Dynamics Corp

Industrials
108
+ 3.51%
$260.28 - $314.03 $28.1K - $33.9K
3.19K $839M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
165
+ 6.3%
$396.64 - $516.74 $65.4K - $85.3K
2.78K $1.12B
Activity Summary
Buys All Purchases 52 New Holdings 13 Increased Positions 39 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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