1858 Wealth Management, LLC Reduced Holdings in Q2 2025

1858 Wealth Management, LLC

  • $136 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EOG
Eog Resources Inc

Energy
-6.1K
- 68.35%
$104.61 - $129.97 $638K - $793K
2.83K $338M
AAPL
Apple Inc.

Technology
-453
- 1.51%
$172.42 - $223.89 $78.1K - $101K
29.6K $6.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-185
- 2.99%
$483.48 - $539.8 $89.4K - $99.9K
6K $2.92B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-375
- 13.21%
$421.16 - $509.5 $158K - $191K
2.46K $1.1B
MRK
Merck & Co., Inc.

Healthcare
-1.65K
- 19.44%
$73.47 - $87.12 $121K - $144K
6.84K $542M
GOOG
Alphabet Inc.

Communication Services
-2.94K
- 18.98%
$146.58 - $180.01 $431K - $529K
12.6K $2.23B
ABBV
Abb Vie Inc.

Healthcare
-307
- 8.28%
$170.16 - $206.27 $52.2K - $63.3K
3.4K $631M
BMY
Bristol Myers Squibb CO

Healthcare
-221
- 3.44%
$44.12 - $59.6 $9.75K - $13.2K
6.2K $287M
XOM
Exxon Mobil Corp

Energy
-593
- 19.2%
$99.93 - $119.04 $59.3K - $70.6K
2.5K $269M
ADP
Automatic Data Processing Inc

Industrials
-300
- 5.04%
$276.76 - $326.81 $83K - $98K
5.65K $1.74B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-603
- 17.95%
$100.35 - $100.71 $60.5K - $60.7K
2.76K $278M
QCOM
Qualcomm Inc

Technology
-471
- 18.05%
$124.66 - $159.48 $58.7K - $75.1K
2.14K $341M
PG
Procter & Gamble CO

Consumer Defensive
-70
- 2.63%
$157.66 - $172.39 $11K - $12.1K
2.59K $412M
ZTS
Zoetis Inc.

Healthcare
-135
- 6.04%
$144.41 - $170.3 $19.5K - $23K
2.1K $328M
JNJ
Johnson & Johnson

Healthcare
-132
- 8.92%
$146.36 - $159.82 $19.3K - $21.1K
1.35K $206M
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 1.81%
$285.55 - $321.23 $4.85K - $5.46K
920 $269M
Linde PLC
-38
- 6.62%
N/A
536 $251M
VRSK
Verisk Analytics, Inc.

Industrials
-84
- 8.97%
$277.03 - $321.33 $23.3K - $27K
852 $265M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-300
- 1.6%
$47.46 - $55.3 $14.2K - $16.6K
18.5K $1.02B
SYY
Sysco Corp

Consumer Defensive
-116
- 3.45%
$68.0 - $75.91 $7.89K - $8.81K
3.25K $246M
BR
Broadridge Financial Solutions, Inc.

Technology
-25
- 1.52%
$217.22 - $246.25 $5.43K - $6.16K
1.62K $393M
TJX
Tjx Companies Inc

Consumer Cyclical
-59
- 2.84%
$119.13 - $135.03 $7.03K - $7.97K
2.02K $249M
PHM
Pultegroup Inc

Consumer Cyclical
-82
- 2.81%
$92.02 - $106.54 $7.55K - $8.74K
2.84K $299M
KR
Kroger CO

Consumer Defensive
-84
- 2.26%
$64.62 - $74.0 $5.43K - $6.22K
3.64K $261M
HWM
Howmet Aerospace Inc.

Industrials
-583
- 27.78%
$112.33 - $186.13 $65.5K - $109K
1.52K $282M
BK
Bank Of New York Mellon Corp

Financial Services
-213
- 5.04%
$73.31 - $91.62 $15.6K - $19.5K
4.01K $366M
BSX
Boston Scientific Corp

Healthcare
-265
- 4.31%
$89.7 - $107.41 $23.8K - $28.5K
5.88K $632M
JCI
Johnson Controls International PLC

Industrials
-166
- 5.83%
$71.14 - $105.62 $11.8K - $17.5K
2.68K $283M
ORCL
Oracle Corp

Technology
-426
- 21.81%
$122.82 - $218.63 $52.3K - $93.1K
1.53K $334M
RTX
Raytheon Technologies Corp

Industrials
-40
- 0.5%
$113.75 - $148.48 $4.55K - $5.94K
8.03K $1.17B
JPM
Jpmorgan Chase & CO

Financial Services
-141
- 4.14%
$210.28 - $289.91 $29.6K - $40.9K
3.27K $947M
AME
Ametek Inc

Industrials
-161
- 0.72%
$151.41 - $182.75 $24.4K - $29.4K
22.1K $4B
CAT
Caterpillar Inc

Industrials
-10
- 0.27%
$273.94 - $388.21 $2.74K - $3.88K
3.74K $1.45B
GE
General Electric CO

Industrials
-307
- 3.26%
$166.81 - $257.39 $51.2K - $79K
9.12K $2.35B
AVGO
Broadcom Inc.

Technology
-380
- 7.18%
$146.29 - $275.65 $55.6K - $105K
4.92K $1.35B
UBER
Uber Technologies, Inc

Technology
-2.13K
- 6.38%
$64.62 - $93.3 $138K - $199K
31.2K $2.92B
Arista Networks Inc
-252
- 1.12%
N/A
22.3K $2.28B
PANW
Palo Alto Networks Inc

Technology
-1
- 0.01%
$152.44 - $204.64 $152 - $205
16.2K $3.32B
NFLX
Netflix Inc

Communication Services
-90
- 5.14%
$855.86 - $1339.13 $77K - $121K
1.66K $2.23B
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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