1858 Wealth Management, LLC Reduced Holdings in Q3 2024

1858 Wealth Management, LLC

  • $122 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CDNS
Cadence Design Systems Inc

Technology
-4.83K
- 73.38%
$246.84 - $321.11 $1.19M - $1.55M
1.75K $475M
GWW
W.W. Grainger, Inc.

Industrials
-1.07K
- 68.15%
$896.19 - $1044.18 $961K - $1.12M
501 $520M
NVT
N Vent Electric PLC

Industrials
-8.11K
- 73.33%
$60.72 - $81.19 $492K - $658K
2.95K $207M
V
Visa Inc.

Financial Services
-2.36K
- 40.65%
$253.74 - $291.56 $599K - $688K
3.45K $947M
GOOGL
Alphabet Inc.

Communication Services
-1.87K
- 38.1%
$148.65 - $191.18 $278K - $358K
3.04K $504M
GOOG
Alphabet Inc.

Communication Services
-575
- 3.68%
$149.54 - $192.66 $86K - $111K
15.1K $2.52B
NVDA
Nvidia Corp

Technology
-2.06K
- 5.37%
$98.91 - $134.91 $204K - $278K
36.3K $4.41B
PANW
Palo Alto Networks Inc

Technology
-746
- 8.37%
$294.18 - $368.01 $219K - $275K
8.17K $2.79B
JCI
Johnson Controls International PLC

Industrials
-3.69K
- 52.11%
$65.52 - $77.61 $242K - $286K
3.39K $263M
GIS
General Mills Inc

Consumer Defensive
-3.32K
- 41.43%
$62.5 - $75.15 $208K - $250K
4.7K $347M
TGT
Target Corp

Consumer Defensive
-741
- 25.12%
$133.47 - $159.25 $98.9K - $118K
2.21K $344M
AMAT
Applied Materials Inc

Technology
-243
- 19.3%
$174.88 - $254.97 $42.5K - $62K
1.02K $205M
WDAY
Workday, Inc.

Technology
-580
- 20.0%
$207.75 - $264.68 $120K - $154K
2.32K $567M
LLY
Eli Lilly & CO

Healthcare
-66
- 20.37%
$772.14 - $960.02 $51K - $63.4K
258 $229M
ISRG
Intuitive Surgical Inc

Healthcare
-488
- 11.98%
$416.14 - $494.01 $203K - $241K
3.58K $1.76B
KMB
Kimberly Clark Corp

Consumer Defensive
-360
- 16.93%
$135.05 - $148.35 $48.6K - $53.4K
1.77K $251M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-43
- 1.62%
$460.0 - $505.78 $19.8K - $21.7K
2.62K $1.22B
IRM
Iron Mountain Inc

Real Estate
-816
- 32.23%
$89.69 - $119.32 $73.2K - $97.4K
1.72K $204M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.95K
- 7.53%
$42.22 - $48.62 $125K - $144K
36.3K $1.69B
ELV
Elevance Health, Inc.

Healthcare
-14
- 2.93%
$500.12 - $562.29 $7K - $7.87K
464 $241M
C
Citigroup Inc

Financial Services
-176
- 4.44%
$56.11 - $67.61 $9.88K - $11.9K
3.79K $237M
LNG
Cheniere Energy, Inc.

Energy
-122
- 7.89%
$172.24 - $186.09 $21K - $22.7K
1.42K $256M
BK
Bank Of New York Mellon Corp

Financial Services
-883
- 18.15%
$59.54 - $72.17 $52.6K - $63.7K
3.98K $286M
EMR
Emerson Electric CO

Industrials
-4
- 0.2%
$98.19 - $118.87 $393 - $475
1.95K $213M
XOM
Exxon Mobil Corp

Energy
-48
- 0.99%
$109.72 - $119.0 $5.27K - $5.71K
4.79K $561M
LII
Lennox International Inc

Industrials
-35
- 8.82%
$523.72 - $620.83 $18.3K - $21.7K
362 $219M
UBER
Uber Technologies, Inc

Technology
-903
- 2.89%
$58.48 - $77.47 $52.8K - $70K
30.3K $2.28B
PLD
Prologis, Inc.

Real Estate
-145
- 7.13%
$111.95 - $132.43 $16.2K - $19.2K
1.89K $239M
TJX
Tjx Companies Inc

Consumer Cyclical
-30
- 1.32%
$107.93 - $120.23 $3.24K - $3.61K
2.24K $263M
GD
General Dynamics Corp

Industrials
-79
- 2.5%
$279.51 - $308.09 $22.1K - $24.3K
3.08K $930M
BSX
Boston Scientific Corp

Healthcare
-59
- 2.0%
$72.96 - $84.0 $4.3K - $4.96K
2.89K $242M
PG
Procter & Gamble CO

Consumer Defensive
-41
- 1.52%
$160.76 - $177.82 $6.59K - $7.29K
2.66K $461M
TPR
Tapestry, Inc.

Consumer Cyclical
-74
- 1.22%
$36.29 - $47.94 $2.69K - $3.55K
5.99K $282M
LOW
Lowes Companies Inc

Consumer Cyclical
-131
- 11.26%
$213.3 - $270.78 $27.9K - $35.5K
1.03K $280M
BR
Broadridge Financial Solutions, Inc.

Technology
-43
- 2.33%
$196.56 - $218.55 $8.45K - $9.4K
1.8K $388M
NFLX
Netflix Inc

Communication Services
-66
- 3.16%
$598.55 - $722.26 $39.5K - $47.7K
2.02K $1.44B
PHM
Pultegroup Inc

Consumer Cyclical
-445
- 16.59%
$103.95 - $144.98 $46.3K - $64.5K
2.24K $321M
FISV
Fiserv Inc

Technology
-30
- 1.99%
N/A
1.48K $266M
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.11%
$245.82 - $304.51 $246 - $305
938 $286M
NEE
Nextera Energy Inc

Utilities
-880
- 9.75%
$69.9 - $84.97 $61.5K - $74.8K
8.14K $688M
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
-157
- 1.02%
$50.08 - $55.45 $7.86K - $8.71K
15.3K $836M
HWM
Howmet Aerospace Inc.

Industrials
-60
- 2.13%
$77.3 - $100.22 $4.64K - $6.01K
2.76K $277M
KO
Coca Cola CO

Consumer Defensive
-5
- 0.07%
$62.69 - $73.01 $313 - $365
7.19K $516M
CSCO
Cisco Systems, Inc.

Technology
-720
- 4.01%
$44.74 - $53.22 $32.2K - $38.3K
17.2K $917M
RTX
Raytheon Technologies Corp

Industrials
-863
- 10.56%
$99.55 - $123.34 $85.9K - $106K
7.31K $886M
FITB
Fifth Third Bancorp

Financial Services
-4
- 0.04%
$36.01 - $43.64 $144 - $175
11.2K $481M
ABBV
Abb Vie Inc.

Healthcare
-149
- 3.47%
$163.84 - $199.33 $24.4K - $29.7K
4.14K $818M
KIE
Spdr S&P Insurance ETF

ETFs
-263
- 1.79%
$49.44 - $56.87 $13K - $15K
14.5K $821M
CAT
Caterpillar Inc

Industrials
-253
- 7.85%
$316.8 - $391.12 $80.2K - $99K
2.97K $1.16B
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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