1776 Wealth LLC Incresed Positions in Q1 2025

1776 Wealth LLC

  • $209 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
661
+ 10.41%
$442.66 - $534.52 $293K - $353K
7.01K $3.73M
HUBS
Hubspot Inc

Technology
1.47K
+ 368.0%
$571.29 - $819.71 $841K - $1.21M
1.87K $1.07M
ETN
Eaton Corp PLC

Industrials
2.66K
+ 92.93%
$271.83 - $371.23 $722K - $986K
5.51K $1.5M
META
Meta Platforms, Inc.

Communication Services
675
+ 137.2%
$576.36 - $736.67 $389K - $497K
1.17K $672K
VTI
Vanguard Total Stock Market Et

ETFs
656
+ 14.29%
$271.18 - $303.12 $178K - $199K
5.25K $1.44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
367
+ 60.86%
$360.07 - $417.26 $132K - $153K
970 $350K
UNH
Unitedhealth Group Inc

Healthcare
102
+ 4.33%
$461.52 - $548.18 $47.1K - $55.9K
2.46K $1.29M
CB
Chubb LTD

Financial Services
1
+ 0.04%
$257.71 - $301.99 $258 - $302
2.71K $816K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.7K
+ 7.89%
$42.86 - $45.92 $72.9K - $78.1K
23.3K $1.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
138
+ 23.0%
$468.34 - $539.52 $64.6K - $74.5K
738 $346K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.05%
$225.19 - $279.95 $450 - $560
3.65K $896K
Ishares Bitcoin Trust ETF Shs Ben Int
181
+ 1.89%
N/A
9.76K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
2.01K
+ 13.04%
N/A
17.4K $0
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
1K
+ 1.64%
$14.9 - $16.57 $14.9K - $16.6K
61.9K $947K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
200
+ 3.13%
$507.05 - $563.67 $101K - $113K
6.59K $3.39M
FDN
First Tr Fd Dow Jones

ETFs
245
+ 3.55%
$221.38 - $266.86 $54.2K - $65.4K
7.14K $1.59M
AVGO
Broadcom Inc.

Technology
87
+ 2.99%
$167.43 - $244.7 $14.6K - $21.3K
3K $502K
KBH
Kb Home

Consumer Cyclical
503
+ 1.43%
$57.73 - $70.05 $29K - $35.2K
35.8K $2.08M
NVDA
Nvidia Corp

Technology
5.84K
+ 12.06%
$106.98 - $149.43 $625K - $873K
54.3K $5.88M
BX
Blackstone Inc.

Financial Services
972
+ 3.74%
$136.53 - $186.74 $133K - $182K
27K $3.77M
MSFT
Microsoft Corp

Technology
49
+ 0.25%
$375.39 - $447.2 $18.4K - $21.9K
19.4K $7.27M
ADBE
Adobe Inc.

Technology
871
+ 2.63%
$377.84 - $464.11 $329K - $404K
33.9K $13M
TSLA
Tesla, Inc.

Consumer Cyclical
2.48K
+ 14.86%
$222.15 - $428.22 $551K - $1.06M
19.2K $4.97M
Activity Summary
Buys All Purchases 26 New Holdings 2 Increased Positions 24 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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