1858 Wealth Management, LLC Purchases in Q2 2025

1858 Wealth Management, LLC

  • $136 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
52.6K
New
$110.06 - $110.46 $5.79M - $5.81M
52.6K $5.81B
USFR
Wisdomtree Floating Rate Treas

ETFs
60.9K
New
$50.28 - $50.47 $3.06M - $3.07M
60.9K $3.06B
Ge Vernova Inc
368
+ 4.01%
N/A
9.54K $5.05B
MSFT
Microsoft Corp

Technology
268
+ 1.64%
$354.56 - $497.45 $95K - $133K
16.6K $8.27B
NVDA
Nvidia Corp

Technology
182
+ 0.47%
$94.31 - $157.99 $17.2K - $28.8K
39K $6.16B
VRT
Vertiv Holdings CO

Industrials
607
+ 2.32%
N/A
26.7K $3.43B
META
Meta Platforms, Inc.

Communication Services
588
+ 8.6%
$484.66 - $738.09 $285K - $434K
7.42K $5.48B
PLTR
Palantir Technologies Inc.

Technology
9.78K
New
$74.01 - $144.25 $724K - $1.41M
9.78K $1.33B
BA
Boeing CO

Industrials
6.32K
New
$136.59 - $217.51 $863K - $1.37M
6.32K $1.32B
NU
Nu Holdings Ltd.

Financial Services
77.6K
+ 182.57%
$9.6 - $13.72 $745K - $1.06M
120K $1.65B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.92K
+ 15.22%
$101.69 - $139.02 $195K - $267K
14.6K $2.02B
NOW
Service Now, Inc.

Technology
77
+ 3.65%
$721.65 - $1040.18 $55.6K - $80.1K
2.19K $2.25B
CGBD
Carlyle Secured Lending, Inc.

Financial Services
41.3K
New
$13.55 - $16.25 $560K - $672K
41.3K $566M
DIS
Walt Disney CO

Communication Services
4.37K
New
$81.72 - $124.01 $357K - $542K
4.37K $542M
CSCO
Cisco Systems, Inc.

Technology
1.02K
+ 3.02%
$53.19 - $69.38 $54.4K - $70.9K
34.9K $2.42B
DELL
Dell Technologies Inc.

Technology
1.6K
+ 53.9%
$71.63 - $125.98 $115K - $202K
4.58K $561M
FTNT
Fortinet, Inc.

Technology
2.43K
New
$84.71 - $108.69 $206K - $264K
2.43K $257M
Lam Research Corp
1.77K
+ 52.39%
N/A
5.14K $500M
SNOW
Snowflake Inc.

Technology
364
+ 16.32%
$130.53 - $223.77 $47.5K - $81.5K
2.6K $581M
TMO
Thermo Fisher Scientific Inc.

Healthcare
554
New
$390.26 - $489.06 $216K - $271K
554 $225M
ALV
Autoliv Inc

Consumer Cyclical
1.99K
New
$76.77 - $113.1 $153K - $225K
1.99K $223M
ISRG
Intuitive Surgical Inc

Healthcare
98
+ 2.79%
$451.58 - $565.94 $44.3K - $55.5K
3.61K $1.96B
Canadian Pacific Kansas City
2.79K
New
N/A
2.79K $221M
GOOGL
Alphabet Inc.

Communication Services
899
+ 31.92%
$144.7 - $178.6 $130K - $161K
3.72K $655M
WFRD
Weatherford International PLC

Energy
4.31K
New
$39.17 - $54.26 $169K - $234K
4.31K $217M
DASH
Door Dash, Inc.

Communication Services
475
+ 30.72%
$163.16 - $246.51 $77.5K - $117K
2.02K $498M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
2.18K
New
$67.28 - $97.53 $147K - $213K
2.18K $213M
CLH
Clean Harbors Inc

Industrials
912
New
$182.1 - $233.5 $166K - $213K
912 $211M
BX
Blackstone Inc.

Financial Services
1.37K
New
$120.07 - $151.11 $164K - $206K
1.37K $204M
LDOS
Leidos Holdings, Inc.

Technology
257
+ 3.64%
$132.9 - $160.3 $34.2K - $41.2K
7.31K $1.15B
ADBE
Adobe Inc.

Technology
496
+ 21.74%
$340.0 - $420.68 $169K - $209K
2.78K $1.07B
MGNI
Magnite, Inc.

Communication Services
1.47K
+ 11.62%
$9.0 - $24.12 $13.2K - $35.3K
14.1K $339M
AMD
Advanced Micro Devices Inc

Technology
167
+ 4.79%
$78.21 - $143.81 $13.1K - $24K
3.66K $519M
CARR
Carrier Global Corp

Industrials
11
+ 0.07%
$55.55 - $75.83 $611 - $834
15.3K $1.12B
SNPS
Synopsys Inc

Technology
124
+ 12.2%
$380.9 - $517.66 $47.2K - $64.2K
1.14K $584M
FXO
First Tr Exchange Traded Fd Fi

ETFs
955
+ 5.21%
$45.9 - $56.06 $43.8K - $53.5K
19.3K $1.08B
V
Visa Inc.

Financial Services
258
+ 7.7%
$308.27 - $373.31 $79.5K - $96.3K
3.61K $1.28B
AXP
American Express CO

Financial Services
26
+ 1.55%
$231.39 - $318.98 $6.02K - $8.29K
1.7K $542M
TPR
Tapestry, Inc.

Consumer Cyclical
95
+ 2.54%
$60.6 - $87.81 $5.76K - $8.34K
3.84K $337M
GD
General Dynamics Corp

Industrials
32
+ 0.99%
$247.68 - $291.66 $7.93K - $9.33K
3.26K $950M
SPGI
S&P Global Inc.

Financial Services
100
+ 24.75%
$438.31 - $527.29 $43.8K - $52.7K
504 $266M
NEE
Nextera Energy Inc

Utilities
874
+ 16.02%
$64.11 - $75.0 $56K - $65.6K
6.33K $439M
BAC
Bank Of America Corp

Financial Services
289
+ 4.71%
$34.39 - $47.46 $9.94K - $13.7K
6.43K $304M
FE
Firstenergy Corp

Utilities
966
+ 17.95%
$38.31 - $43.17 $37K - $41.7K
6.35K $256M
LLY
Eli Lilly & CO

Healthcare
119
+ 9.31%
$713.71 - $898.95 $84.9K - $107K
1.4K $1.09B
AMT
American Tower Corp

Real Estate
103
+ 4.47%
$203.96 - $228.19 $21K - $23.5K
2.41K $532M
SYK
Stryker Corp

Healthcare
39
+ 7.24%
$337.37 - $395.63 $13.2K - $15.4K
578 $229M
IVRA
Invesco Actively Man Exch Trad
1.05K
+ 1.79%
N/A
59.7K $972M
RGA
Reinsurance Group Of America Inc

Financial Services
11
+ 0.75%
$168.32 - $209.71 $1.85K - $2.31K
1.47K $292M
Activity Summary
Buys All Purchases 55 New Holdings 14 Increased Positions 41 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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