1858 Wealth Management, LLC Portfolio Holdings

1858 Wealth Management, LLC

  • $126 Billion
  • Q4 2024

1858 Wealth Management, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.04B, Microsoft Corp with a value of $6.83B, Nvidia Corp with a value of $4.85B, Meta Platforms, Inc. with a value of $4.27B, and Cme Group Inc. with a value of $4.25B.

Examining the 13F form we can see an increase of $4.74B in the current position value, from $122B to 126B.

1858 Wealth Management, LLC is based out at Akron, OH

Below you can find more details about 1858 Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
Technology: $36.2 Billion
ETFs: $22.3 Billion
Industrials: $19.4 Billion
Financial Services: $12.3 Billion
Communication Services: $10.2 Billion
Healthcare: $7.98 Billion
Consumer Cyclical: $6.12 Billion
Consumer Defensive: $2.64 Billion
Other: $2.9 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.89 Billion 2.29% of portfolio
123,989
Q4 2024 Added 1.65%
$0
$2.84 Billion 2.25% of portfolio
128,150
Q4 2024 Added 1.72%
$0
$2.8 Billion 2.22% of portfolio
131,288
Q4 2024 Added 1.86%
$0
$2.02 Billion 1.6% of portfolio
60,000
Q4 2023 New
$0
$1.71 Billion 1.36% of portfolio
38,897
Q4 2024 Added 7.23%
$0
$1.48 Billion 1.17% of portfolio
12,410
Q4 2024 Added 56.22%
$0
$1.2 Billion 0.95% of portfolio
5,431
Q4 2024 Added 32.11%
$0
$1.07 Billion 0.85% of portfolio
19,000
Q2 2024 Reduced 5.89%
$0
$1.01 Billion 0.8% of portfolio
19,975
Q4 2024 New
$0
$992 Million 0.79% of portfolio
16,444
Q4 2024 Added 7.58%
$0
$971 Million 0.77% of portfolio
17,940
Q4 2024 Added 2.96%
$0
$888 Million 0.7% of portfolio
18,054
Q4 2024 Added 17.94%
$0
$850 Million 0.67% of portfolio
15,038
Q4 2024 Added 4.0%
$0
$405 Million 0.32% of portfolio
8,220
Q4 2023 New
$0
$305 Million 0.24% of portfolio
3,036
Q4 2024 Added 30.52%
$0
$292 Million 0.23% of portfolio
7,220
Q4 2024 New
$0
$253 Million 0.2% of portfolio
6,270
Q4 2024 Reduced 56.7%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $126 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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