1900 Wealth Management LLC Purchases in Q3 2024

1900 Wealth Management LLC

  • $1.09 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.1M
+ 32.41%
$60.84 - $67.51 $66.9M - $74.2M
4.49M $303M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
659K
+ 55.37%
$50.52 - $50.95 $33.3M - $33.6M
1.85M $94M
VEA
Vanguard Ftse Developed Market

ETFs
155K
+ 53.8%
$47.6 - $53.31 $7.39M - $8.27M
444K $23.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
115K
+ 122.52%
$50.15 - $51.27 $5.77M - $5.9M
209K $10.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
8
New
$610460.0 - $715910.0 $4.88M - $5.73M
8 $5.52M
SPMD
Spdr Portfolio

ETFs
93.3K
+ 22.47%
$50.29 - $54.92 $4.69M - $5.12M
508K $27.8M
VTWO
Vanguard Russell 2000 ETF

ETFs
41.6K
+ 82.05%
$81.17 - $90.77 $3.38M - $3.78M
92.3K $8.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.6K
+ 26.45%
$105.53 - $118.34 $1.12M - $1.26M
50.8K $5.94M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
9.38K
New
$116.03 - $127.58 $1.09M - $1.2M
9.38K $1.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.09K
+ 27.51%
$475.2 - $527.7 $993K - $1.1M
9.69K $5.11M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.51K
+ 5.04%
$283.28 - $314.39 $712K - $790K
52.4K $16.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
16.5K
New
$38.04 - $45.36 $627K - $748K
16.5K $736K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.71K
+ 8.59%
$332.02 - $382.76 $568K - $655K
21.6K $8.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.08K
+ 15.59%
$517.38 - $573.86 $560K - $621K
8.02K $4.6M
HDV
Ishares Core High Dividend ETF

ETFs
4.68K
+ 74.05%
$107.62 - $118.76 $503K - $555K
11K $1.29M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.5K
+ 6.0%
$49.93 - $51.15 $523K - $536K
185K $9.47M
AVGO
Broadcom Inc.

Technology
2.81K
+ 925.0%
$136.27 - $1745.86 $383K - $4.91M
3.12K $537K
NVDA
Nvidia Corp

Technology
3.84K
+ 973.86%
$98.91 - $134.91 $380K - $518K
4.23K $513K
DEO
Diageo PLC

Consumer Defensive
3.22K
New
$120.02 - $140.77 $386K - $453K
3.22K $451K
SUN
Sunoco LP

Energy
5.54K
New
$50.23 - $58.53 $278K - $324K
5.54K $297K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.57K
+ 12.26%
$79.92 - $88.19 $206K - $227K
23.6K $2.08M
ISRG
Intuitive Surgical Inc

Healthcare
412
New
$416.14 - $494.01 $171K - $204K
412 $202K
ABBV
Abb Vie Inc.

Healthcare
646
+ 22.22%
$163.84 - $199.33 $106K - $129K
3.55K $701K
VV
Vanguard Large Cap ETF

ETFs
463
+ 1.52%
$236.92 - $263.4 $110K - $122K
30.9K $8.14M
ET
Energy Transfer LP

Energy
7.05K
+ 3.8%
$15.43 - $16.44 $109K - $116K
193K $3.09M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.03K
+ 6.76%
$39.95 - $45.86 $81.1K - $93.1K
32.1K $1.46M
LLY
Eli Lilly & CO

Healthcare
59
+ 8.26%
$772.14 - $960.02 $45.6K - $56.6K
773 $684K
CME
Cme Group Inc.

Financial Services
200
+ 11.76%
$193.43 - $220.62 $38.7K - $44.1K
1.9K $419K
NVS
Novartis Ag

Healthcare
350
+ 6.39%
$106.13 - $120.89 $37.1K - $42.3K
5.83K $670K
ABEV
Ambev S.A.

Consumer Defensive
16K
+ 17.23%
$2.04 - $2.44 $32.6K - $39K
109K $265K
EMR
Emerson Electric CO

Industrials
300
+ 15.26%
$98.19 - $118.87 $29.5K - $35.7K
2.27K $247K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
55
+ 1.09%
$405.19 - $478.57 $22.3K - $26.3K
5.1K $2.35M
ADP
Automatic Data Processing Inc

Industrials
95
+ 6.31%
$233.44 - $279.45 $22.2K - $26.5K
1.6K $442K
SFNC
Simmons First National Corp

Financial Services
1.11K
+ 2.29%
$17.05 - $22.07 $18.9K - $24.5K
49.5K $1.07M
VO
Vanguard Mid Cap ETF

ETFs
93
+ 0.31%
$237.84 - $263.83 $22.1K - $24.5K
29.6K $7.82M
PG
Procter & Gamble CO

Consumer Defensive
116
+ 2.56%
$160.76 - $177.82 $18.6K - $20.6K
4.65K $805K
AMZN
Amazon Com Inc

Consumer Cyclical
101
+ 0.46%
$161.02 - $200.0 $16.3K - $20.2K
22K $4.1M
MGC
Vanguard Mega Cap ETF

ETFs
77
+ 0.49%
$185.93 - $206.64 $14.3K - $15.9K
15.7K $3.24M
MGK
Vanguard Mega Cap Growth ETF

ETFs
47
+ 0.51%
$285.48 - $330.24 $13.4K - $15.5K
9.35K $3.01M
GOOGL
Alphabet Inc.

Communication Services
50
+ 0.73%
$148.65 - $191.18 $7.43K - $9.56K
6.92K $1.15M
MA
Mastercard Inc

Financial Services
16
+ 3.12%
$429.6 - $500.99 $6.87K - $8.02K
529 $261K
QQQ
Invesco Qqq Trust, Series 1

ETFs
16
+ 3.0%
$434.77 - $502.96 $6.96K - $8.05K
550 $268K
DUK
Duke Energy Corp

Utilities
66
+ 2.9%
$99.35 - $117.71 $6.56K - $7.77K
2.34K $269K
VB
Vanguard Small Cap ETF

ETFs
28
+ 1.17%
$214.77 - $237.72 $6.01K - $6.66K
2.41K $572K
SHEL
Shell PLC

Energy
91
+ 1.57%
$65.65 - $73.28 $5.97K - $6.67K
5.87K $387K
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.33%
$333.64 - $405.2 $5.34K - $6.48K
4.85K $1.97M
UL
Unilever PLC

Consumer Defensive
101
+ 1.56%
$54.7 - $65.59 $5.52K - $6.62K
6.57K $426K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
232
+ 1.16%
$24.62 - $25.59 $5.71K - $5.94K
20.2K $514K
VLO
Valero Energy Corp

Energy
40
+ 1.44%
$132.81 - $163.48 $5.31K - $6.54K
2.83K $381K
Activity Summary
Buys All Purchases 79 New Holdings 9 Increased Positions 70 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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