1858 Wealth Management, LLC New Holdings in Q3 2024

1858 Wealth Management, LLC

Stock	Shares change	Price Range	Shares Held
IWM Ishares Russell 2000 ETF ETFs	4.11K New	$200.87 - $224.6 $826K - $923K	4.11K $908M
IVRA Invesco Actively Man Exch Trad	54.1K New	N/A	54.1K $880M
KRE Spdr S&P Regional Banking ETF ETFs	15.3K New	$47.94 - $59.23 $733K - $905K	15.3K $865M
AMT American Tower Corp Real Estate	2.3K New	$192.27 - $242.73 $443K - $559K	2.3K $536M
WMT Walmart Inc. Consumer Defensive	6.55K New	$66.91 - $81.4 $438K - $533K	6.55K $529M
DELL Dell Technologies Inc. Technology	3.66K New	$87.89 - $145.97 $322K - $535K	3.66K $434M
ZTS Zoetis Inc. Healthcare	1.79K New	$172.58 - $196.48 $309K - $351K	1.79K $349M
MMM 3 M CO Industrials	2.02K New	$99.69 - $139.42 $201K - $282K	2.02K $276M
AFL Aflac Inc Financial Services	2.14K New	$88.52 - $111.8 $190K - $240K	2.14K $240M
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	2.33K New	$100.3 - $100.74 $233K - $234K	2.33K $234M
BLK Black Rock Inc. Financial Services	242 New	$782.27 - $949.51 $189K - $230K	242 $230M
Brookfield Infrastructure CO	5.03K New	N/A	5.03K $218M
Cooper Cos Inc	1.97K New	N/A	1.97K $217M
BX Blackstone Inc. Financial Services	1.37K New	$120.77 - $159.66 $165K - $218K	1.37K $209M
TOST Toast, Inc. Technology	7.38K New	$22.71 - $28.31 $168K - $209K	7.38K $209M
SPGI S&P Global Inc. Financial Services	404 New	$446.32 - $527.38 $180K - $213K	404 $209M
SCI Service Corp International Consumer Cyclical	2.54K New	$69.55 - $80.63 $177K - $205K	2.54K $200M
JNJ Johnson & Johnson Healthcare	1.24K New	$145.48 - $167.38 $180K - $207K	1.24K $200M

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