1776 Wealth LLC Portfolio Holdings
1776 Wealth LLC
- $198 Million
- Q1 2024
1776 Wealth LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $198 Million distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.2M, Amazon Com Inc with a value of $19.5M, Adobe Inc. with a value of $16.7M, First Tr Enhanced Traded Fd Iv with a value of $13.8M, and Microsoft Corp with a value of $8.37M.
Examining the 13F form we can see an increase of $30.2M in the current position value, from $168M to 198M.
Below you can find more details about 1776 Wealth LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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