1858 Wealth Management, LLC Reduced Holdings in Q3 2025

1858 Wealth Management, LLC

  • $142 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
-2.36K
- 24.74%
N/A
7.18K $4.41B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.1K
- 18.36%
$459.11 - $506.91 $506K - $559K
4.9K $2.46B
META
Meta Platforms, Inc.

Communication Services
-513
- 6.91%
$695.21 - $791.73 $357K - $406K
6.91K $5.07B
NFLX
Netflix Inc

Communication Services
-28
- 1.68%
$1147.87 - $1297.18 $32.1K - $36.3K
1.63K $1.96B
GE
General Electric CO

Industrials
-2.05K
- 22.48%
$244.75 - $305.63 $502K - $627K
7.07K $2.13B
TMUS
T Mobile Us, Inc.

Communication Services
-911
- 38.87%
$226.02 - $259.01 $206K - $236K
1.43K $343M
AMZN
Amazon Com Inc

Consumer Cyclical
-955
- 4.99%
$211.65 - $238.24 $202K - $228K
18.2K $3.99B
PANW
Palo Alto Networks Inc

Technology
-776
- 4.79%
$167.06 - $208.19 $130K - $162K
15.4K $3.14B
ADP
Automatic Data Processing Inc

Industrials
-300
- 5.31%
$288.69 - $310.94 $86.6K - $93.3K
5.35K $1.57B
BSX
Boston Scientific Corp

Healthcare
-1.1K
- 18.68%
$97.03 - $108.14 $107K - $119K
4.78K $467M
MGNI
Magnite, Inc.

Communication Services
-4.86K
- 34.53%
$21.75 - $26.52 $106K - $129K
9.21K $201M
KO
Coca Cola CO

Consumer Defensive
-1.32K
- 18.43%
$65.67 - $71.67 $86.9K - $94.9K
5.86K $389M
BR
Broadridge Financial Solutions, Inc.

Technology
-431
- 26.67%
$233.75 - $266.89 $101K - $115K
1.19K $282M
ABT
Abbott Laboratories

Healthcare
-692
- 10.77%
$120.51 - $136.62 $83.4K - $94.5K
5.74K $768M
PG
Procter & Gamble CO

Consumer Defensive
-589
- 22.77%
$150.47 - $161.22 $88.6K - $95K
2K $307M
DASH
Door Dash, Inc.

Communication Services
-548
- 27.12%
$234.5 - $272.5 $129K - $149K
1.47K $401M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-3K
- 7.26%
$12.5 - $14.2 $37.5K - $42.6K
38.3K $479M
QCOM
Qualcomm Inc

Technology
-553
- 25.85%
$145.84 - $173.55 $80.6K - $96K
1.59K $264M
MRK
Merck & Co., Inc.

Healthcare
-1.08K
- 15.82%
$77.6 - $87.37 $84K - $94.5K
5.76K $483M
HWM
Howmet Aerospace Inc.

Industrials
-310
- 20.45%
$171.0 - $196.23 $53K - $60.8K
1.21K $237M
HD
Home Depot, Inc.

Consumer Cyclical
-257
- 16.41%
$357.4 - $423.42 $91.9K - $109K
1.31K $530M
JCI
Johnson Controls International PLC

Industrials
-401
- 14.96%
$103.24 - $111.73 $41.4K - $44.8K
2.28K $251M
SPGI
S&P Global Inc.

Financial Services
-8
- 1.59%
$484.94 - $564.15 $3.88K - $4.51K
496 $241M
KR
Kroger CO

Consumer Defensive
-95
- 2.61%
$64.52 - $74.35 $6.13K - $7.06K
3.54K $239M
AME
Ametek Inc

Industrials
-915
- 4.14%
$176.44 - $192.03 $161K - $176K
21.2K $3.98B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-116
- 20.94%
$404.94 - $499.99 $47K - $58K
438 $212M
KMB
Kimberly Clark Corp

Consumer Defensive
-22
- 1.25%
$121.72 - $136.77 $2.68K - $3.01K
1.74K $216M
JPM
Jpmorgan Chase & CO

Financial Services
-298
- 9.13%
$282.78 - $316.06 $84.3K - $94.2K
2.97K $936M
UBER
Uber Technologies, Inc

Technology
-1.54K
- 4.93%
$86.91 - $99.57 $134K - $153K
29.7K $2.91B
WDAY
Workday, Inc.

Technology
-12
- 1.26%
$213.69 - $247.69 $2.56K - $2.97K
940 $226M
AFL
Aflac Inc

Financial Services
-132
- 5.34%
$98.09 - $111.7 $12.9K - $14.7K
2.34K $261M
SYY
Sysco Corp

Consumer Defensive
-208
- 6.41%
$76.33 - $82.51 $15.9K - $17.2K
3.04K $250M
AXP
American Express CO

Financial Services
-54
- 3.18%
$294.27 - $342.31 $15.9K - $18.5K
1.65K $546M
BAC
Bank Of America Corp

Financial Services
-444
- 6.91%
$44.92 - $52.42 $19.9K - $23.3K
5.98K $309M
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.98%
$291.67 - $316.99 $2.63K - $2.85K
911 $277M
JNJ
Johnson & Johnson

Healthcare
-73
- 5.42%
$155.17 - $185.42 $11.3K - $13.5K
1.27K $236M
NEE
Nextera Energy Inc

Utilities
-92
- 1.45%
$69.77 - $77.54 $6.42K - $7.13K
6.24K $471M
TPR
Tapestry, Inc.

Consumer Cyclical
-463
- 12.07%
$86.48 - $116.14 $40K - $53.8K
3.37K $382M
BK
Bank Of New York Mellon Corp

Financial Services
-146
- 3.64%
$90.65 - $109.75 $13.2K - $16K
3.87K $421M
PHM
Pultegroup Inc

Consumer Cyclical
-150
- 5.29%
$108.0 - $141.42 $16.2K - $21.2K
2.69K $355M
VRT
Vertiv Holdings CO

Industrials
-3.61K
- 13.49%
N/A
23.1K $3.49B
RTX
Raytheon Technologies Corp

Industrials
-597
- 7.44%
$144.19 - $167.33 $86.1K - $99.9K
7.43K $1.24B
ABBV
Abb Vie Inc.

Healthcare
-195
- 5.73%
$184.85 - $231.54 $36K - $45.2K
3.21K $743M
LDOS
Leidos Holdings, Inc.

Technology
-575
- 7.86%
$159.2 - $188.96 $91.5K - $109K
6.74K $1.27B
GOOGL
Alphabet Inc.

Communication Services
-342
- 9.21%
$174.36 - $254.72 $59.6K - $87.1K
3.37K $820M
NU
Nu Holdings Ltd.

Financial Services
-6.22K
- 5.18%
$11.92 - $16.3 $74.2K - $101K
114K $1.82B
Lam Research Corp
-76
- 1.48%
N/A
5.06K $678M
PLTR
Palantir Technologies Inc.

Technology
-1.4K
- 14.31%
$130.68 - $186.97 $183K - $262K
8.38K $1.53B
CAT
Caterpillar Inc

Industrials
-244
- 6.52%
$390.92 - $477.15 $95.4K - $116K
3.5K $1.67B
Activity Summary
Buys All Purchases 42 New Holdings 15 Increased Positions 27 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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