1776 Wealth LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $213 Million distributed in 180 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.3M, Amazon Com Inc with a value of $20.8M, Adobe Inc. with a value of $18.2M, First Tr Enhanced Traded Fd Iv with a value of $13.7M, and Microsoft Corp with a value of $9.02M.
Examining the 13F form we can see an increase of $14.3M in the current position value, from $198M to 213M.
Below you can find more details about 1776 Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$213 Million
Technology: $77 Million
ETFs: $50.2 Million
Consumer Cyclical: $32.7 Million
Financial Services: $20.9 Million
Healthcare: $6.58 Million
Communication Services: $5.38 Million
Energy: $3.61 Million
Real Estate: $3.22 Million
Other: $8.07 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions