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
CFR
Cullen/Frost Bankers, Inc.

Financial Services
6
+ 0.07%
$105.8 - $131.55 $635 - $789
8.98K $1.15M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$59.24 - $71.39 $59.2 - $71.4
6.4K $455K
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 0.07%
$73.31 - $91.62 $220 - $275
4.01K $364K
T
At&T Inc.

Communication Services
635
+ 4.3%
$26.33 - $28.94 $16.7K - $18.4K
15.4K $445K
PRF
Invesco Exchange Traded Fd Tr

ETFs
59
+ 0.54%
$35.77 - $42.27 $2.11K - $2.49K
10.9K $461K
CME
Cme Group Inc.

Financial Services
12
+ 0.65%
$252.37 - $290.71 $3.03K - $3.49K
1.86K $512K
VOOV
Vanguard S&P 500 Value ETF

ETFs
12
+ 0.44%
$162.65 - $188.71 $1.95K - $2.26K
2.77K $522K
NVO
Novo Nordisk A S

Healthcare
307
+ 5.37%
$58.08 - $81.05 $17.8K - $24.9K
6.02K $415K
UL
Unilever PLC

Consumer Defensive
121
+ 1.81%
$57.9 - $65.43 $7.01K - $7.92K
6.8K $415K
KMI
Kinder Morgan, Inc.

Energy
33
+ 0.24%
$25.21 - $29.4 $832 - $970
14K $412K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
240
+ 1.16%
$24.94 - $25.42 $5.99K - $6.1K
20.9K $530K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
237
+ 1.1%
$23.96 - $24.27 $5.68K - $5.75K
21.7K $526K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
227
+ 1.06%
N/A
21.6K $512K
PKI
Perkinelmer Inc

Healthcare
32
+ 0.98%
N/A
3.28K $397K
BND
Vanguard Bd Index Fd Inc Total

ETFs
40
+ 0.98%
$72.02 - $73.82 $2.88K - $2.95K
4.13K $303K
CMA
Comerica Inc

Financial Services
2
+ 0.05%
$50.42 - $59.65 $101 - $119
4.2K $250K
MTD
Mettler Toledo International Inc

Healthcare
2
+ 0.75%
$970.15 - $1216.57 $1.94K - $2.43K
267 $313K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11
+ 0.51%
$100.04 - $100.54 $1.1K - $1.11K
2.16K $217K
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.12%
N/A
867 $230K
Victory Portfolios Ii
5.13K
+ 0.13%
N/A
4.08M $0
Arista Networks Inc
98
+ 2.31%
N/A
4.34K $0
TAGG
T Rowe Price Exchange Traded F

ETFs
7
+ 0.11%
$41.84 - $43.57 $293 - $305
6.25K $265K
DUK
Duke Energy Corp

Utilities
11
+ 0.48%
$112.46 - $124.05 $1.24K - $1.36K
2.29K $269K
SHEL
Shell PLC

Energy
121
+ 2.04%
$59.75 - $73.05 $7.23K - $8.84K
6.06K $426K
LOW
Lowes Companies Inc

Consumer Cyclical
7
+ 0.68%
$210.83 - $235.28 $1.48K - $1.65K
1.03K $229K
DHR
Danaher Corp

Healthcare
17
+ 0.92%
$174.64 - $205.16 $2.97K - $3.49K
1.86K $366K
XLV
Select Sector Spdr Fund Health

ETFs
8
+ 0.41%
$128.77 - $144.3 $1.03K - $1.15K
1.97K $264K
SUN
Sunoco LP

Energy
34
+ 0.73%
$50.38 - $59.13 $1.71K - $2.01K
4.67K $250K
ET
Energy Transfer LP

Energy
3.59K
+ 1.8%
$15.65 - $18.93 $56.1K - $67.9K
202K $3.67M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
237
+ 0.81%
$38.81 - $44.28 $9.2K - $10.5K
29.6K $1.26M
PEP
Pepsico Inc

Consumer Defensive
58
+ 2.59%
$128.02 - $151.37 $7.43K - $8.78K
2.3K $303K
SFNC
Simmons First National Corp

Financial Services
497
+ 1.06%
$17.39 - $20.55 $8.64K - $10.2K
47.6K $901K
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 1.37%
$390.26 - $489.06 $6.63K - $8.31K
1.26K $510K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 0.82%
$483.48 - $539.8 $20.3K - $22.7K
5.16K $2.51M
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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