1776 Wealth LLC Reduced Holdings in Q2 2025

1776 Wealth LLC

  • $233 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-28
- 0.02%
$172.42 - $223.89 $4.83K - $6.27K
125K $25.6M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-31K
- 16.93%
$59.8 - $60.07 $1.86M - $1.86M
152K $9.12M
UNH
Unitedhealth Group Inc

Healthcare
-15
- 0.61%
$274.35 - $599.47 $4.12K - $8.99K
2.44K $761K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-19.6K
- 12.88%
$17.99 - $18.99 $352K - $372K
132K $2.51M
EPD
Enterprise Products Partners L.P.

Energy
-148
- 0.33%
$28.95 - $34.22 $4.28K - $5.06K
45.1K $1.4M
LLY
Eli Lilly & CO

Healthcare
-25
- 1.24%
$713.71 - $898.95 $17.8K - $22.5K
1.99K $1.55M
PAVE
Global X Fds Us Infrastructure

ETFs
-4.12K
- 33.44%
$33.78 - $43.68 $139K - $180K
8.19K $357K
VMC
Vulcan Materials CO

Basic Materials
-950
- 18.38%
$226.49 - $276.01 $215K - $262K
4.22K $1.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.85K
- 15.94%
$48.5 - $49.35 $89.7K - $91.3K
9.76K $480K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-9
- 1.22%
$390.26 - $489.06 $3.51K - $4.4K
728 $295K
PG
Procter & Gamble CO

Consumer Defensive
-178
- 6.09%
$157.66 - $172.39 $28.1K - $30.7K
2.74K $437K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-1.88K
- 12.9%
$42.85 - $50.11 $80.3K - $94K
12.7K $634K
UNP
Union Pacific Corp

Industrials
-120
- 4.87%
$208.27 - $238.46 $25K - $28.6K
2.34K $539K
DHR
Danaher Corp

Healthcare
-95
- 5.71%
$174.64 - $205.16 $16.6K - $19.5K
1.57K $309K
TXN
Texas Instruments Inc

Technology
-160
- 6.93%
N/A
2.15K $418K
UPS
United Parcel Service Inc

Industrials
-50
- 1.78%
$91.92 - $110.2 $4.6K - $5.51K
2.75K $277K
MDT
Medtronic PLC

Healthcare
-191
- 3.49%
$80.68 - $88.86 $15.4K - $17K
5.29K $461K
ABT
Abbott Laboratories

Healthcare
-345
- 6.76%
$123.95 - $138.08 $42.8K - $47.6K
4.76K $647K
HD
Home Depot, Inc.

Consumer Cyclical
-63
- 1.88%
$335.24 - $380.78 $21.1K - $24K
3.29K $1.21M
SHW
Sherwin Williams CO

Basic Materials
-29
- 1.59%
$313.51 - $363.51 $9.09K - $10.5K
1.8K $616K
V
Visa Inc.

Financial Services
-141
- 1.51%
$308.27 - $373.31 $43.5K - $52.6K
9.21K $3.27M
BSX
Boston Scientific Corp

Healthcare
-730
- 6.48%
$89.7 - $107.41 $65.5K - $78.4K
10.5K $1.13M
AMT
American Tower Corp

Real Estate
-47
- 2.18%
$203.96 - $228.19 $9.59K - $10.7K
2.11K $466K
Ft Vest Intl Equity Moderate Buffer ETF Dec
-829
- 2.69%
N/A
30K $0
Flaherty & Crumrine Dynamic Pf Shs
-948
- 1.55%
N/A
60.2K $0
First Trust Active Global Quality Income ETF
-911
- 1.82%
N/A
49K $0
SPGI
S&P Global Inc.

Financial Services
-20
- 1.87%
$438.31 - $527.29 $8.77K - $10.5K
1.05K $553K
HON
Honeywell International Inc

Industrials
-96
- 4.83%
$182.86 - $232.88 $17.6K - $22.4K
1.89K $440K
COST
Costco Wholesale Corp

Consumer Defensive
-44
- 3.01%
$908.13 - $1056.85 $40K - $46.5K
1.42K $1.4M
RDVY
First Trust Rising Dividend Ac

ETFs
-75
- 1.11%
$51.6 - $62.74 $3.87K - $4.71K
6.7K $420K
FTCS
First Trust Capital Strength E

ETFs
-52
- 0.18%
$81.6 - $92.39 $4.24K - $4.8K
29.5K $2.68M
RGT
Royce Global Value Trust, Inc.

Financial Services
-487
- 1.65%
$9.34 - $12.03 $4.55K - $5.86K
28.9K $348K
AMP
Ameriprise Financial Inc

Financial Services
-54
- 3.96%
$422.19 - $533.73 $22.8K - $28.8K
1.31K $699K
TJX
Tjx Companies Inc

Consumer Cyclical
-112
- 0.34%
$119.13 - $135.03 $13.3K - $15.1K
32.9K $4.07M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-601
- 0.82%
$20.31 - $24.1 $12.2K - $14.5K
72.6K $1.75M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-927
- 1.7%
$8.74 - $11.04 $8.1K - $10.2K
53.5K $590K
ISRG
Intuitive Surgical Inc

Healthcare
-38
- 2.58%
$451.58 - $565.94 $17.2K - $21.5K
1.43K $778K
ROK
Rockwell Automation, Inc

Industrials
-51
- 4.95%
$218.97 - $332.17 $11.2K - $16.9K
979 $325K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-88
- 0.32%
$38.96 - $44.84 $3.43K - $3.95K
27.8K $1.24M
FEP
First Trust Europe Alphadex Fu

ETFs
-15
- 0.14%
$36.11 - $47.8 $542 - $717
10.5K $504K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-58
- 0.85%
$74.67 - $97.29 $4.33K - $5.64K
6.77K $658K
PANW
Palo Alto Networks Inc

Technology
-156
- 3.71%
$152.44 - $204.64 $23.8K - $31.9K
4.05K $829K
VTI
Vanguard Total Stock Market Et

ETFs
-65
- 1.24%
$243.75 - $303.93 $15.8K - $19.8K
5.18K $1.57M
AMAT
Applied Materials Inc

Technology
-21
- 0.5%
$126.95 - $183.52 $2.67K - $3.85K
4.16K $760K
SNPS
Synopsys Inc

Technology
-70
- 1.8%
$380.9 - $517.66 $26.7K - $36.2K
3.81K $1.95M
AMZN
Amazon Com Inc

Consumer Cyclical
-782
- 0.77%
$167.32 - $223.3 $131K - $175K
100K $22M
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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