1776 Wealth LLC Reduced Holdings in Q1 2025

1776 Wealth LLC

  • $209 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-817
- 0.65%
$209.68 - $247.1 $171K - $202K
125K $27.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-820
- 0.8%
$190.26 - $242.06 $156K - $198K
101K $19.3M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-27.4K
- 13.01%
$59.78 - $60.03 $1.64M - $1.65M
183K $11M
PLTR
Palantir Technologies Inc.

Technology
-32.4K
- 19.37%
$64.98 - $124.62 $2.1M - $4.03M
135K $11.4M
GOOGL
Alphabet Inc.

Communication Services
-18
- 0.08%
$154.33 - $206.19 $2.78K - $3.71K
21.2K $3.28M
SNPS
Synopsys Inc

Technology
-1.06K
- 21.44%
$428.58 - $551.54 $454K - $584K
3.88K $1.66M
CRM
Salesforce, Inc.

Technology
-26
- 0.39%
$268.36 - $359.95 $6.98K - $9.36K
6.64K $1.78M
VMC
Vulcan Materials CO

Basic Materials
-400
- 7.18%
$220.9 - $277.54 $88.4K - $111K
5.17K $1.21M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-2.56K
- 7.72%
$47.09 - $50.46 $121K - $129K
30.6K $1.46M
HD
Home Depot, Inc.

Consumer Cyclical
-48
- 1.41%
$347.25 - $424.87 $16.7K - $20.4K
3.35K $1.23M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.95K
- 14.38%
$48.31 - $49.23 $94.2K - $96K
11.6K $570K
AMP
Ameriprise Financial Inc

Financial Services
-32
- 2.29%
$472.29 - $575.13 $15.1K - $18.4K
1.36K $660K
AMAT
Applied Materials Inc

Technology
-37
- 0.88%
$145.06 - $195.51 $5.37K - $7.23K
4.18K $606K
TFC
Truist Financial Corp

Financial Services
-1.5K
- 22.73%
$39.48 - $48.15 $59.2K - $72.2K
5.1K $209K
PAVE
Global X Fds Us Infrastructure

ETFs
-1K
- 7.51%
$37.31 - $43.82 $37.3K - $43.8K
12.3K $464K
PANW
Palo Alto Networks Inc

Technology
-98
- 2.28%
$167.82 - $208.28 $16.4K - $20.4K
4.21K $718K
RVT
Royce Value Trust, Inc.

Financial Services
-568
- 1.74%
$14.07 - $16.68 $7.99K - $9.47K
32.1K $456K
DHR
Danaher Corp

Healthcare
-60
- 3.48%
$201.62 - $250.59 $12.1K - $15K
1.66K $340K
ISRG
Intuitive Surgical Inc

Healthcare
-26
- 1.74%
$476.63 - $610.45 $12.4K - $15.9K
1.47K $728K
HON
Honeywell International Inc

Industrials
-74
- 3.59%
$202.75 - $226.52 $15K - $16.8K
1.99K $420K
ROK
Rockwell Automation, Inc

Industrials
-38
- 3.56%
$255.29 - $303.75 $9.7K - $11.5K
1.03K $266K
FVD
First Tr Value Line Divid Inde

ETFs
-3.73K
- 2.74%
$42.61 - $45.51 $159K - $170K
133K $5.91M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-750
- 4.13%
$38.02 - $39.4 $28.5K - $29.6K
17.4K $670K
APA
Apa Corp

Energy
-427
- 3.97%
$18.54 - $25.45 $7.92K - $10.9K
10.3K $217K
RGT
Royce Global Value Trust, Inc.

Financial Services
-1.29K
- 4.2%
$10.34 - $11.27 $13.3K - $14.5K
29.4K $309K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 0.67%
$497.6 - $606.74 $2.49K - $3.03K
737 $366K
TXN
Texas Instruments Inc

Technology
-85
- 3.55%
N/A
2.31K $449K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-2.36K
- 4.16%
$9.82 - $10.44 $23.2K - $24.6K
54.4K $541K
PG
Procter & Gamble CO

Consumer Defensive
-111
- 3.66%
$158.56 - $176.26 $17.6K - $19.6K
2.92K $497K
WM
Waste Management Inc

Industrials
-199
- 14.61%
$200.54 - $233.78 $39.9K - $46.5K
1.16K $269K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-53
- 2.23%
$126.11 - $135.06 $6.68K - $7.16K
2.32K $299K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-22
- 0.01%
$18.54 - $18.88 $408 - $415
152K $2.84M
First Trust Active Global Quality Income ETF
-2.87K
- 5.44%
N/A
49.9K $0
FNY
First Trust Mid Cap Growth Alp
-638
- 17.59%
N/A
2.99K $0
Flaherty & Crumrine Dynamic Pf Shs
-1.72K
- 2.73%
N/A
61.1K $0
SPGI
S&P Global Inc.

Financial Services
-12
- 1.11%
$478.26 - $543.77 $5.74K - $6.53K
1.07K $543K
UNP
Union Pacific Corp

Industrials
-55
- 2.18%
$225.21 - $254.42 $12.4K - $14K
2.46K $581K
SHW
Sherwin Williams CO

Basic Materials
-23
- 1.24%
$330.16 - $365.55 $7.59K - $8.41K
1.83K $637K
SLB
Schlumberger Limited

Energy
-286
- 4.2%
$38.4 - $43.74 $11K - $12.5K
6.52K $272K
COST
Costco Wholesale Corp

Consumer Defensive
-24
- 1.61%
$890.62 - $1076.86 $21.4K - $25.8K
1.46K $1.38M
TJX
Tjx Companies Inc

Consumer Cyclical
-63
- 0.19%
$112.81 - $126.16 $7.11K - $7.95K
33K $4.03M
MDT
Medtronic PLC

Healthcare
-176
- 3.11%
$79.84 - $94.5 $14.1K - $16.6K
5.48K $492K
FTCS
First Trust Capital Strength E

ETFs
-111
- 0.37%
$86.39 - $91.35 $9.59K - $10.1K
29.5K $2.65M
FEP
First Trust Europe Alphadex Fu

ETFs
-54
- 0.51%
$35.43 - $42.94 $1.91K - $2.32K
10.6K $431K
INTC
Intel Corp

Technology
-200
- 0.91%
$19.1 - $27.39 $3.82K - $5.48K
21.9K $496K
AMT
American Tower Corp

Real Estate
-20
- 0.92%
$173.46 - $217.6 $3.47K - $4.35K
2.16K $469K
ABT
Abbott Laboratories

Healthcare
-146
- 2.78%
$111.1 - $140.22 $16.2K - $20.5K
5.1K $677K
BSX
Boston Scientific Corp

Healthcare
-331
- 2.86%
$89.38 - $106.18 $29.6K - $35.1K
11.3K $1.14M
LLY
Eli Lilly & CO

Healthcare
-9
- 0.44%
$725.72 - $929.72 $6.53K - $8.37K
2.02K $1.66M
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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