1776 Wealth LLC Portfolio Holdings by Sector
1776 Wealth LLC
- $249 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
PLTR ADBE MSFT SNPS ORCL NET FFIV PANW 8 stocks |
$51,180
21.02% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
FTSM FVD VOO FSEP FTCS FPEI FDN SKYY 37 stocks |
$44,033
18.08% of portfolio
|
2
|
24
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$31,627
12.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$21,389
8.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO NXPI INTC AMD QCOM 6 stocks |
$15,488
6.36% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX EVT ETG AGD RVT RGT JRI AMP 9 stocks |
$10,151
4.17% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$9,274
3.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$7,726
3.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM COIN HUBS NOW INTU 5 stocks |
$5,277
2.17% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$4,786
1.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA COF 3 stocks |
$3,980
1.63% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$3,726
1.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3,507
1.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
KBH DHI 2 stocks |
$3,182
1.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN PH 2 stocks |
$2,959
1.22% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
NREF NRZ ABR KREF 4 stocks |
$2,052
0.84% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV 2 stocks |
$1,798
0.74% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE 2 stocks |
$1,747
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,700
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR AMT 2 stocks |
$1,444
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB PGR 2 stocks |
$1,312
0.54% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,273
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML 2 stocks |
$1,196
0.49% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,128
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,051
0.43% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$990
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$937
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST 1 stocks |
$857
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$811
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE 2 stocks |
$787
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME PWR 2 stocks |
$718
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$669
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$647
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$556
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT BSX 2 stocks |
$485
0.2% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$472
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$459
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$323
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$308
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$287
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI 1 stocks |
$273
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$257
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$229
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$220
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$214
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|