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 Market Cap. of $10 Billions to $200 Billions
