1858 Wealth Management, LLC Purchases and Sells in Q2 2025

1858 Wealth Management, LLC

$136 Billion
Q2 2025

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GE VERNOVA INC	368 + 4.01%	N/A	9.54K $5.05B
MSFT	268 + 1.64%	$354.56 - $497.45 $95K - $133K	16.6K $8.27B
NVDA	182 + 0.47%	$94.31 - $157.99 $17.2K - $28.8K	39K $6.16B
VRT	607 + 2.32%	N/A	26.7K $3.43B
META	588 + 8.6%	$484.66 - $738.09 $285K - $434K	7.42K $5.48B
NU	77.6K + 182.57%	$9.6 - $13.72 $745K - $1.06M	120K $1.65B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	52.6K New	$110.06 - $110.46 $5.79M - $5.81M	52.6K $5.81B
USFR	60.9K New	$50.28 - $50.47 $3.06M - $3.07M	60.9K $3.06B
PLTR	9.78K New	$74.01 - $144.25 $724K - $1.41M	9.78K $1.33B
BA	6.32K New	$136.59 - $217.51 $863K - $1.37M	6.32K $1.32B
CGBD	41.3K New	$13.55 - $16.25 $560K - $672K	41.3K $566M
DIS	4.37K New	$81.72 - $124.01 $357K - $542K	4.37K $542M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EOG	-6.1K - 68.35%	$104.61 - $129.97 $638K - $793K	2.83K $338M
AAPL	-453 - 1.51%	$172.42 - $223.89 $78.1K - $101K	29.6K $6.08B
BRK-B	-185 - 2.99%	$483.48 - $539.8 $89.4K - $99.9K	6K $2.92B
VRTX	-375 - 13.21%	$421.16 - $509.5 $158K - $191K	2.46K $1.1B
MRK	-1.65K - 19.44%	$73.47 - $87.12 $121K - $144K	6.84K $542M
GOOG	-2.94K - 18.98%	$146.58 - $180.01 $431K - $529K	12.6K $2.23B

Activity Summary All Purchases 55 New Holdings 14 Increased Positions 41 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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