1900 Wealth Management LLC Purchases in Q2 2025

1900 Wealth Management LLC

  • $1.22 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
192K
+ 3.75%
$58.41 - $72.69 $11.2M - $14M
5.32M $387M
VONE
Vanguard Russell 1000 ETF

ETFs
67.4K
+ 6113.07%
$225.48 - $279.48 $15.2M - $18.8M
68.5K $19.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
259K
+ 47.68%
$48.46 - $50.2 $12.5M - $13M
802K $39.8M
IVV
Ishares Core S&P 500 ETF

ETFs
2.06K
+ 2.95%
$498.8 - $620.9 $1.03M - $1.28M
71.8K $44.6M
SPMD
Spdr Portfolio

ETFs
60.1K
+ 10.61%
$44.89 - $54.38 $2.7M - $3.27M
627K $34.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
573
+ 0.07%
$53.65 - $67.02 $30.7K - $38.4K
767K $51.4M
VEA
Vanguard Ftse Developed Market

ETFs
16.1K
+ 3.62%
$45.65 - $57.01 $733K - $915K
460K $26.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.85K
+ 3.53%
$272.36 - $339.57 $503K - $628K
54.2K $18.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
26.4K
+ 13.14%
$48.13 - $49.85 $1.27M - $1.32M
227K $11.1M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
18.8K
+ 200.0%
$37.36 - $43.85 $701K - $823K
28.2K $1.23M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
18.7K
+ 393.29%
$43.63 - $45.4 $815K - $848K
23.4K $1.05M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
264
+ 2.47%
$456.74 - $568.03 $121K - $150K
10.9K $6.22M
EFG
Msci Eafe Growth ETF

ETFs
180
+ 0.34%
$89.8 - $112.0 $16.2K - $20.2K
53.1K $5.95M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
23.9K
+ 195.41%
$24.14 - $25.43 $578K - $608K
36.2K $896K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
259
+ 0.25%
$39.89 - $49.46 $10.3K - $12.8K
105K $5.18M
AVGO
Broadcom Inc.

Technology
285
+ 8.86%
$146.29 - $275.65 $41.7K - $78.6K
3.5K $965K
SCHX
Schwab Strategic Tr Us Large C

ETFs
60
+ 0.05%
$19.6 - $24.44 $1.18K - $1.47K
133K $3.25M
SNPS
Synopsys Inc

Technology
7
+ 0.2%
$380.9 - $517.66 $2.67K - $3.62K
3.51K $1.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
65
+ 1.53%
$141.37 - $228.57 $9.19K - $14.9K
4.32K $978K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
96
+ 0.19%
$90.56 - $109.49 $8.69K - $10.5K
51.5K $5.63M
XLK
Technology Sector Spdr

ETFs
8
+ 0.15%
$179.73 - $253.23 $1.44K - $2.03K
5.19K $1.31M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
14
+ 0.02%
$70.7 - $82.14 $990 - $1.15K
62.5K $5.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
398
New
$416.06 - $551.64 $166K - $220K
398 $219K
CAT
Caterpillar Inc

Industrials
1
+ 0.03%
$273.94 - $388.21 $274 - $388
3.53K $1.37M
MU
Micron Technology Inc

Technology
1.66K
New
$64.72 - $127.91 $107K - $212K
1.66K $204K
DCI
Donaldson CO Inc

Industrials
2.88K
New
$59.18 - $71.02 $171K - $205K
2.88K $200K
IWR
Ishares Russell Mid Cap ETF

ETFs
294
+ 1.24%
$74.88 - $91.97 $22K - $27K
24K $2.21M
PM
Philip Morris International Inc.

Consumer Defensive
115
+ 1.97%
$149.23 - $184.95 $17.2K - $21.3K
5.97K $1.09M
MLM
Martin Marietta Materials Inc

Basic Materials
10
+ 0.52%
$452.51 - $568.19 $4.53K - $5.68K
1.92K $1.05M
WMT
Walmart Inc.

Consumer Defensive
210
+ 2.15%
$81.79 - $99.98 $17.2K - $21K
9.96K $973K
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 0.24%
$361.04 - $536.34 $722 - $1.07K
852 $456K
WFC
Wells Fargo & Company

Financial Services
307
+ 3.5%
$60.98 - $80.12 $18.7K - $24.6K
9.09K $728K
CDNS
Cadence Design Systems Inc

Technology
102
+ 8.69%
$231.64 - $323.08 $23.6K - $33K
1.28K $393K
PANW
Palo Alto Networks Inc

Technology
10
+ 0.37%
$152.44 - $204.64 $1.52K - $2.05K
2.73K $559K
TRMB
Trimble Inc.

Technology
13
+ 0.15%
$55.12 - $75.98 $717 - $988
8.76K $665K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7
+ 0.02%
$22.92 - $28.05 $160 - $196
46.2K $1.3M
VTWG
Vanguard Russell 2000 Growth E

ETFs
25
+ 0.74%
$163.6 - $208.47 $4.09K - $5.21K
3.43K $714K
AXP
American Express CO

Financial Services
42
+ 3.55%
$231.39 - $318.98 $9.72K - $13.4K
1.23K $391K
DIS
Walt Disney CO

Communication Services
142
+ 6.7%
$81.72 - $124.01 $11.6K - $17.6K
2.26K $280K
EFX
Equifax Inc

Industrials
1
+ 0.02%
$205.5 - $280.54 $206 - $281
4.27K $1.11M
NVS
Novartis Ag

Healthcare
47
+ 0.81%
$101.96 - $121.01 $4.79K - $5.69K
5.88K $711K
EMR
Emerson Electric CO

Industrials
10
+ 0.51%
$94.15 - $133.33 $942 - $1.33K
1.98K $263K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.04%
$206.34 - $257.46 $206 - $257
2.44K $623K
VTWV
Vanguard Russell 2000 Value Et

ETFs
170
+ 4.5%
$116.09 - $139.09 $19.7K - $23.6K
3.95K $548K
MPC
Marathon Petroleum Corp

Energy
10
+ 0.49%
$118.55 - $170.08 $1.19K - $1.7K
2.07K $344K
ADI
Analog Devices Inc

Technology
32
+ 3.2%
$164.6 - $238.02 $5.27K - $7.62K
1.03K $245K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
153
+ 3.55%
$86.58 - $104.91 $13.2K - $16.1K
4.46K $468K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.19%
$176.34 - $218.59 $529 - $656
1.6K $346K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 2.83%
$908.13 - $1056.85 $11.8K - $13.7K
472 $467K
Activity Summary
Buys All Purchases 85 New Holdings 3 Increased Positions 82 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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