1858 Wealth Management, LLC Purchases in Q3 2024

1858 Wealth Management, LLC

  • $122 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.85K
+ 5.9%
$207.23 - $234.82 $383K - $433K
33.1K $7.72B
IWM
Ishares Russell 2000 ETF

ETFs
4.11K
New
$200.87 - $224.6 $826K - $923K
4.11K $908M
IVRA
Invesco Actively Man Exch Trad
54.1K
New
N/A
54.1K $880M
KRE
Spdr S&P Regional Banking ETF

ETFs
15.3K
New
$47.94 - $59.23 $733K - $905K
15.3K $865M
AMT
American Tower Corp

Real Estate
2.3K
New
$192.27 - $242.73 $443K - $559K
2.3K $536M
WMT
Walmart Inc.

Consumer Defensive
6.55K
New
$66.91 - $81.4 $438K - $533K
6.55K $529M
DELL
Dell Technologies Inc.

Technology
3.66K
New
$87.89 - $145.97 $322K - $535K
3.66K $434M
ZTS
Zoetis Inc.

Healthcare
1.79K
New
$172.58 - $196.48 $309K - $351K
1.79K $349M
ETN
Eaton Corp PLC

Industrials
798
+ 65.41%
$272.52 - $333.02 $217K - $266K
2.02K $669M
MMM
3 M CO

Industrials
2.02K
New
$99.69 - $139.42 $201K - $282K
2.02K $276M
GE
General Electric CO

Industrials
41
+ 0.53%
$156.66 - $189.66 $6.42K - $7.78K
7.74K $1.46B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.33K
New
$100.3 - $100.74 $233K - $234K
2.33K $234M
BLK
Black Rock Inc.

Financial Services
242
New
$782.27 - $949.51 $189K - $230K
242 $230M
Brookfield Infrastructure CO
5.03K
New
N/A
5.03K $218M
Cooper Cos Inc
1.97K
New
N/A
1.97K $217M
DASH
Door Dash, Inc.

Communication Services
885
+ 33.73%
$100.28 - $143.99 $88.7K - $127K
3.51K $501M
BX
Blackstone Inc.

Financial Services
1.37K
New
$120.77 - $159.66 $165K - $218K
1.37K $209M
TOST
Toast, Inc.

Technology
7.38K
New
$22.71 - $28.31 $168K - $209K
7.38K $209M
SPGI
S&P Global Inc.

Financial Services
404
New
$446.32 - $527.38 $180K - $213K
404 $209M
SCI
Service Corp International

Consumer Cyclical
2.54K
New
$69.55 - $80.63 $177K - $205K
2.54K $200M
JNJ
Johnson & Johnson

Healthcare
1.24K
New
$145.48 - $167.38 $180K - $207K
1.24K $200M
TMUS
T Mobile Us, Inc.

Communication Services
496
+ 20.71%
$175.14 - $206.36 $86.9K - $102K
2.89K $597M
ORCL
Oracle Corp

Technology
560
+ 21.09%
$125.9 - $170.35 $70.5K - $95.4K
3.22K $548M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.63K
+ 10.32%
$45.78 - $51.72 $74.6K - $84.3K
17.4K $891M
JPM
Jpmorgan Chase & CO

Financial Services
499
+ 13.69%
$194.9 - $224.8 $97.3K - $112K
4.14K $874M
SNPS
Synopsys Inc

Technology
340
+ 76.75%
$463.97 - $621.3 $158K - $211K
783 $397M
Linde PLC
231
+ 50.11%
N/A
692 $330M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.53K
+ 1.2%
$21.22 - $22.22 $32.5K - $34.1K
129K $2.85B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.73K
+ 1.39%
$21.96 - $22.69 $38K - $39.3K
126K $2.85B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.27K
+ 1.9%
$23.13 - $23.43 $52.6K - $53.3K
122K $2.86B
MSFT
Microsoft Corp

Technology
764
+ 5.01%
$395.15 - $467.56 $302K - $357K
16K $6.9B
PAVE
Global X Fds Us Infrastructure

ETFs
25
+ 0.17%
$36.39 - $41.16 $910 - $1.03K
14.5K $596M
AVGO
Broadcom Inc.

Technology
4.37K
+ 892.04%
$136.27 - $1745.86 $596K - $7.63M
4.86K $839M
AMD
Advanced Micro Devices Inc

Technology
181
+ 3.6%
$128.67 - $183.96 $23.3K - $33.3K
5.21K $854M
EOG
Eog Resources Inc

Energy
135
+ 1.76%
$117.9 - $132.65 $15.9K - $17.9K
7.8K $959M
QCOM
Qualcomm Inc

Technology
310
+ 13.91%
$156.12 - $209.64 $48.4K - $65K
2.54K $432M
AMZN
Amazon Com Inc

Consumer Cyclical
544
+ 3.28%
$161.02 - $200.0 $87.6K - $109K
17.2K $3.2B
LRCX
Lam Research Corp

Technology
3
+ 1.18%
$731.56 - $1127.3 $2.19K - $3.38K
257 $210M
OXY
Occidental Petroleum Corp

Energy
279
+ 2.2%
$49.91 - $63.73 $13.9K - $17.8K
13K $669M
MRK
Merck & Co., Inc.

Healthcare
76
+ 0.43%
$111.15 - $128.97 $8.45K - $9.8K
17.9K $2.03B
Activity Summary
Buys All Purchases 41 New Holdings 18 Increased Positions 23 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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