1776 Wealth LLC Incresed Positions in Q2 2025

1776 Wealth LLC

  • $233 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
5.87K
+ 4.36%
$74.01 - $144.25 $435K - $847K
141K $19.2M
NVDA
Nvidia Corp

Technology
3.91K
+ 7.2%
$94.31 - $157.99 $369K - $617K
58.2K $9.19M
MSFT
Microsoft Corp

Technology
399
+ 2.06%
$354.56 - $497.45 $141K - $198K
19.8K $9.83M
TSLA
Tesla, Inc.

Consumer Cyclical
1.46K
+ 7.63%
$221.86 - $362.89 $325K - $531K
20.6K $6.56M
BX
Blackstone Inc.

Financial Services
5.98K
+ 22.19%
$120.07 - $151.11 $718K - $904K
32.9K $4.93M
ETN
Eaton Corp PLC

Industrials
765
+ 13.87%
$246.52 - $356.99 $189K - $273K
6.28K $2.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
387
+ 5.87%
$456.74 - $568.03 $177K - $220K
6.98K $3.96M
GOOGL
Alphabet Inc.

Communication Services
276
+ 1.3%
$144.7 - $178.6 $39.9K - $49.3K
21.5K $3.79M
HUBS
Hubspot Inc

Technology
758
+ 40.49%
$487.07 - $672.24 $369K - $510K
2.63K $1.46M
FDN
First Tr Fd Dow Jones

ETFs
81
+ 1.13%
$200.29 - $269.33 $16.2K - $21.8K
7.22K $1.94M
ADBE
Adobe Inc.

Technology
571
+ 1.68%
$340.0 - $420.68 $194K - $240K
34.5K $13.3M
META
Meta Platforms, Inc.

Communication Services
144
+ 12.34%
$484.66 - $738.09 $69.8K - $106K
1.31K $967K
SKYY
First Trust Cloud Computing Et

ETFs
5
+ 0.05%
$89.46 - $121.64 $447 - $608
10.6K $1.29M
JPM
Jpmorgan Chase & CO

Financial Services
25
+ 0.68%
$210.28 - $289.91 $5.26K - $7.25K
3.68K $1.07M
FVD
First Tr Value Line Divid Inde

ETFs
2.61K
+ 1.97%
$40.62 - $45.12 $106K - $118K
135K $6.04M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
1.67K
+ 6.44%
$15.84 - $20.94 $26.5K - $35K
27.6K $578K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
596
+ 1.87%
$25.96 - $30.99 $15.5K - $18.5K
32.4K $1M
VBK
Vanguard Small Cap Growth ETF

ETFs
132
+ 6.61%
$219.76 - $276.94 $29K - $36.6K
2.13K $589K
WMT
Walmart Inc.

Consumer Defensive
82
+ 2.57%
$81.79 - $99.98 $6.71K - $8.2K
3.27K $319K
CRM
Salesforce, Inc.

Technology
16
+ 0.24%
$236.26 - $291.15 $3.78K - $4.66K
6.66K $1.82M
RVT
Royce Value Trust, Inc.

Financial Services
146
+ 0.46%
$12.5 - $15.21 $1.83K - $2.22K
32.2K $484K
MA
Mastercard Inc

Financial Services
35
+ 6.68%
$479.92 - $590.74 $16.8K - $20.7K
559 $314K
APA
Apa Corp

Energy
3K
+ 29.06%
$14.03 - $21.24 $42.1K - $63.7K
13.3K $243K
KBH
Kb Home

Consumer Cyclical
3.9K
+ 10.91%
$50.15 - $58.93 $196K - $230K
39.7K $2.1M
NRZ
New Residential Investment Corp.

Real Estate
1.15K
+ 2.28%
N/A
51.6K $373K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
7.22K
+ 11.65%
$12.72 - $15.77 $91.8K - $114K
69.2K $953K
SLB
Schlumberger Limited

Energy
1.64K
+ 25.17%
$31.95 - $42.2 $52.4K - $69.3K
8.16K $275K
FJAN
First Exc Trd Viii Cboe Vest U
314
+ 0.56%
N/A
55.9K $0
Innovator U.S. Small Cap Power Buffer ETF January
157
+ 2.64%
N/A
6.11K $0
MSI
Motorola Solutions, Inc.

Technology
19
+ 2.93%
$394.72 - $440.39 $7.5K - $8.37K
667 $280K
ABR
Arbor Realty Trust Inc

Real Estate
694
+ 3.77%
$8.92 - $11.89 $6.19K - $8.25K
19.1K $204K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
128
+ 0.97%
$45.3 - $50.64 $5.8K - $6.48K
13.3K $654K
FDL
First Tr Morningstar Dividend

ETFs
35
+ 0.26%
$38.19 - $43.19 $1.34K - $1.51K
13.7K $574K
CB
Chubb LTD

Financial Services
7
+ 0.26%
$274.32 - $302.46 $1.92K - $2.12K
2.71K $785K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.55K
+ 1338.65%
$87.84 - $1441.89 $575K - $9.44M
7.04K $634K
Activity Summary
Buys All Purchases 46 New Holdings 10 Increased Positions 36 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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