1858 Wealth Management, LLC Purchases and Sells in Q3 2025

1858 Wealth Management, LLC

$142 Billion
Q3 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	246 + 0.63%	$153.3 - $186.58 $37.7K - $45.9K	39.2K $7.32B
GOOG	103 + 0.82%	$175.16 - $255.24 $18K - $26.3K	12.7K $3.08B
FXO	11.6K + 60.05%	$55.81 - $60.32 $646K - $699K	30.9K $1.83B
GRID	3.5K + 24.05%	$138.08 - $151.2 $483K - $529K	18.1K $2.73B
AVGO	932 + 18.96%	$264.74 - $369.57 $247K - $344K	5.85K $1.93B
MSFT	91 + 0.55%	$491.09 - $535.64 $44.7K - $48.7K	16.7K $8.66B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	57K New	$93.91 - $97.26 $5.35M - $5.54M	57K $5.5B
TIDAL TRUST I	155K New	N/A	155K $3.87B
SHY	41.9K New	$82.38 - $83.0 $3.45M - $3.48M	41.9K $3.47B
TIDAL TRUST I	129K New	N/A	129K $3.28B
CRH.L	2.79K New	N/A	2.79K $334M
ALL	1.42K New	$192.0 - $214.65 $272K - $304K	1.42K $304M

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GE VERNOVA INC	-2.36K - 24.74%	N/A	7.18K $4.41B
BRK-B	-1.1K - 18.36%	$459.11 - $506.91 $506K - $559K	4.9K $2.46B
META	-513 - 6.91%	$695.21 - $791.73 $357K - $406K	6.91K $5.07B
NFLX	-28 - 1.68%	$1147.87 - $1297.18 $32.1K - $36.3K	1.63K $1.96B
GE	-2.05K - 22.48%	$244.75 - $305.63 $502K - $627K	7.07K $2.13B
TMUS	-911 - 38.87%	$226.02 - $259.01 $206K - $236K	1.43K $343M

Activity Summary All Purchases 42 New Holdings 15 Increased Positions 27 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 1858 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1858 Wealth Management, LLC with notifications on news.