1900 Wealth Management LLC Purchases in Q4 2024

1900 Wealth Management LLC

  • $1.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
214K
+ 4.76%
$66.77 - $71.52 $14.3M - $15.3M
4.7M $324M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
195K
+ 10.55%
$50.62 - $50.97 $9.87M - $9.94M
2.04M $104M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
35.6K
+ 17.04%
$50.02 - $51.24 $1.78M - $1.82M
244K $12.3M
VTI
Vanguard Total Stock Market Et

ETFs
3.64K
+ 12.37%
$280.04 - $302.45 $1.02M - $1.1M
33.1K $9.59M
AAPL
Apple Inc.

Technology
1.93K
+ 6.59%
$221.69 - $259.02 $427K - $499K
31.2K $7.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.88K
+ 99.83%
$100.16 - $100.7 $989K - $995K
19.8K $1.98M
AMZN
Amazon Com Inc

Consumer Cyclical
953
+ 4.34%
$180.88 - $232.93 $172K - $222K
22.9K $5.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.44K
+ 14.91%
$521.84 - $558.82 $754K - $807K
11.1K $6M
ET
Energy Transfer LP

Energy
2.75K
+ 1.43%
$16.05 - $19.86 $44.1K - $54.5K
195K $3.83M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
12.4K
New
$47.98 - $49.47 $595K - $614K
12.4K $599K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
21.7K
New
$22.71 - $23.47 $492K - $509K
21.7K $494K
GOOGL
Alphabet Inc.

Communication Services
1.47K
+ 21.27%
$161.86 - $196.66 $238K - $289K
8.39K $1.59M
CRM
Salesforce, Inc.

Technology
1.01K
New
$270.87 - $367.87 $274K - $372K
1.01K $338K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.23K
+ 25.49%
$61.68 - $67.87 $322K - $355K
25.7K $1.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.26K
New
$71.75 - $75.11 $306K - $320K
4.26K $306K
GNR
Spdr S&P Global Natural Resour

ETFs
6.04K
New
$48.67 - $58.43 $294K - $353K
6.04K $300K
XOM
Exxon Mobil Corp

Energy
5.23K
+ 17.89%
$105.51 - $125.37 $552K - $655K
34.4K $3.71M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.61K
+ 17.25%
$50.67 - $50.9 $284K - $286K
38.1K $1.93M
VUG
Vanguard Growth ETF

ETFs
81
+ 0.97%
$378.79 - $428.11 $30.7K - $34.7K
8.4K $3.45M
NVDA
Nvidia Corp

Technology
1.35K
+ 31.93%
$117.0 - $148.88 $158K - $201K
5.58K $749K
V
Visa Inc.

Financial Services
152
+ 3.46%
$273.87 - $320.91 $41.6K - $48.8K
4.55K $1.44M
COP
Conocophillips

Energy
2.13K
New
$95.12 - $114.72 $203K - $245K
2.13K $211K
TSLA
Tesla, Inc.

Consumer Cyclical
511
New
$213.65 - $479.86 $109K - $245K
511 $206K
AVGO
Broadcom Inc.

Technology
4
+ 0.13%
$159.67 - $250.0 $639 - $1K
3.12K $723K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
84
+ 1.24%
$340.59 - $380.5 $28.6K - $32K
6.88K $2.52M
SCHX
Schwab Strategic Tr Us Large C

ETFs
90.4K
+ 205.75%
$22.4 - $68.28 $2.03M - $6.17M
134K $3.11M
META
Meta Platforms, Inc.

Communication Services
209
+ 48.95%
$554.08 - $632.68 $116K - $132K
636 $375K
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 0.39%
$567.81 - $607.81 $17.6K - $18.8K
8.05K $4.72M
DE
Deere & CO

Industrials
252
+ 23.31%
$389.45 - $466.0 $98.1K - $117K
1.33K $564K
WMT
Walmart Inc.

Consumer Defensive
202
+ 2.07%
$79.1 - $95.7 $16K - $19.3K
9.94K $897K
VONE
Vanguard Russell 1000 ETF

ETFs
253
+ 27.32%
$257.18 - $277.76 $65.1K - $70.3K
1.18K $314K
CDNS
Cadence Design Systems Inc

Technology
83
+ 7.08%
$249.1 - $324.54 $20.7K - $26.9K
1.26K $377K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.4%
$486.1 - $608.57 $1.46K - $1.83K
757 $433K
MA
Mastercard Inc

Financial Services
59
+ 11.15%
$491.3 - $536.15 $29K - $31.6K
588 $309K
ADP
Automatic Data Processing Inc

Industrials
51
+ 3.19%
$280.08 - $307.97 $14.3K - $15.7K
1.65K $483K
ADSK
Autodesk, Inc.

Technology
159
+ 4.75%
N/A
3.51K $862K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.19%
$194.8 - $239.43 $584 - $718
1.59K $356K
MSFT
Microsoft Corp

Technology
294
+ 2.99%
$406.35 - $454.46 $119K - $134K
10.1K $4.27M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
32.4K
+ 207.44%
$27.54 - $83.04 $893K - $2.69M
48.1K $1.33M
IVW
Ishares S&P 500 Growth ETF

ETFs
143
+ 4.94%
$94.43 - $105.47 $13.5K - $15.1K
3.04K $308K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.03K
+ 2.03%
$113.92 - $127.38 $117K - $131K
51.8K $5.97M
PANW
Palo Alto Networks Inc

Technology
1.35K
+ 100.0%
$181.96 - $405.9 $245K - $548K
2.7K $490K
VTV
Vanguard Value ETF

ETFs
266
+ 6.79%
$168.32 - $181.87 $44.8K - $48.4K
4.19K $708K
VB
Vanguard Small Cap ETF

ETFs
30
+ 1.24%
$233.76 - $261.58 $7.01K - $7.85K
2.44K $587K
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.3%
$323.08 - $349.08 $1.62K - $1.75K
1.68K $562K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.27K
+ 120.98%
$22.63 - $47.53 $142K - $298K
11.5K $260K
VTWG
Vanguard Russell 2000 Growth E

ETFs
12
+ 0.33%
$202.91 - $229.76 $2.43K - $2.76K
3.6K $756K
T
At&T Inc.

Communication Services
6
+ 0.04%
$21.22 - $23.88 $127 - $143
14.9K $338K
IWR
Ishares Russell Mid Cap ETF

ETFs
63
+ 0.27%
$87.25 - $95.52 $5.5K - $6.02K
23.6K $2.09M
Activity Summary
Buys All Purchases 90 New Holdings 8 Increased Positions 82 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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