1900 Wealth Management LLC Purchases in Q3 2025

1900 Wealth Management LLC

  • $1.37 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
1.71K
New
$129.95 - $152.16 $223K - $261K
1.71K $222K
KMB
Kimberly Clark Corp

Consumer Defensive
1.77K
New
$121.72 - $136.77 $216K - $242K
1.77K $220K
IBM
International Business Machines Corp

Technology
775
New
$234.77 - $292.47 $182K - $227K
775 $218K
URI
United Rentals, Inc.

Industrials
228
New
$774.14 - $975.23 $177K - $222K
228 $217K
RTX
Raytheon Technologies Corp

Industrials
1.27K
New
$144.19 - $167.33 $184K - $213K
1.27K $213K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.66K
New
$115.96 - $125.95 $193K - $209K
1.66K $209K
SPYG
Spdr Portfolio

ETFs
1.95K
New
$94.33 - $105.31 $184K - $205K
1.95K $203K
VOT
Vanguard Mid Cap Growth Index

ETFs
684
New
$282.75 - $294.19 $193K - $201K
684 $200K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.41K
+ 1.33%
$21.69 - $23.34 $30.5K - $32.9K
108K $2.5M
DE
Deere & CO

Industrials
458
+ 41.26%
$457.26 - $524.37 $209K - $240K
1.57K $716K
ASML
Asml Holding Nv

Technology
18
+ 2.37%
$689.63 - $968.09 $12.4K - $17.4K
778 $753K
MRK
Merck & Co., Inc.

Healthcare
1.33K
+ 29.17%
$77.6 - $87.37 $103K - $116K
5.9K $495K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
1
+ 0.01%
$82.81 - $93.09 $82.8 - $93.1
15.7K $1.45M
NSC
Norfolk Southern Corp

Industrials
10
+ 0.41%
$259.49 - $300.41 $2.59K - $3K
2.45K $734K
META
Meta Platforms, Inc.

Communication Services
152
+ 20.43%
$695.21 - $791.73 $106K - $120K
896 $658K
DUK
Duke Energy Corp

Utilities
686
+ 30.0%
$116.31 - $125.93 $79.8K - $86.4K
2.97K $367K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
740
+ 1.6%
$28.15 - $30.13 $20.8K - $22.3K
47K $1.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.19%
$459.11 - $506.91 $4.59K - $5.07K
5.17K $2.6M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.03%
$208.02 - $237.84 $208 - $238
3.43K $801K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
967
+ 15.12%
$70.77 - $73.59 $68.4K - $71.2K
7.36K $539K
WFC
Wells Fargo & Company

Financial Services
532
+ 5.85%
$77.05 - $85.16 $41K - $45.3K
9.62K $806K
MU
Micron Technology Inc

Technology
2
+ 0.12%
$104.88 - $168.89 $210 - $338
1.66K $278K
BK
Bank Of New York Mellon Corp

Financial Services
17
+ 0.42%
$90.65 - $109.75 $1.54K - $1.87K
4.02K $438K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 0.91%
$696.56 - $806.32 $4.88K - $5.64K
779 $620K
ABT
Abbott Laboratories

Healthcare
604
+ 17.33%
$120.51 - $136.62 $72.8K - $82.5K
4.09K $547K
VTWV
Vanguard Russell 2000 Value Et

ETFs
2
+ 0.05%
$138.45 - $158.63 $277 - $317
3.95K $615K
EMR
Emerson Electric CO

Industrials
429
+ 21.69%
$128.6 - $149.63 $55.2K - $64.2K
2.41K $315K
IWV
Ishares Russell 3000 ETF

ETFs
4
+ 0.25%
$351.04 - $379.81 $1.4K - $1.52K
1.62K $613K
PFE
Pfizer Inc

Healthcare
843
+ 4.15%
$23.29 - $25.88 $19.6K - $21.8K
21.1K $538K
NVS
Novartis Ag

Healthcare
15
+ 0.26%
$113.5 - $129.73 $1.7K - $1.95K
5.89K $755K
MO
Altria Group, Inc.

Consumer Defensive
41
+ 0.79%
$57.75 - $67.68 $2.37K - $2.77K
5.26K $347K
LOW
Lowes Companies Inc

Consumer Cyclical
40
+ 3.87%
$215.01 - $273.02 $8.6K - $10.9K
1.07K $269K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.19%
$216.09 - $242.18 $648 - $727
1.6K $382K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
22
+ 0.14%
$60.96 - $64.31 $1.34K - $1.41K
15.6K $989K
HON
Honeywell International Inc

Industrials
371
+ 16.24%
$207.7 - $240.4 $77.1K - $89.2K
2.66K $559K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
3
+ 0.01%
$44.22 - $45.74 $133 - $137
23.4K $1.07M
PEP
Pepsico Inc

Consumer Defensive
23
+ 1.0%
$133.81 - $152.16 $3.08K - $3.5K
2.32K $325K
ADP
Automatic Data Processing Inc

Industrials
153
+ 9.62%
$288.69 - $310.94 $44.2K - $47.6K
1.74K $511K
CME
Cme Group Inc.

Financial Services
100
+ 5.38%
$258.83 - $287.1 $25.9K - $28.7K
1.96K $529K
MTD
Mettler Toledo International Inc

Healthcare
2
+ 0.75%
$1166.48 - $1324.06 $2.33K - $2.65K
269 $330K
ADI
Analog Devices Inc

Technology
23
+ 2.23%
$220.68 - $255.63 $5.08K - $5.88K
1.05K $258K
SHEL
Shell PLC

Energy
65
+ 1.07%
$69.82 - $73.93 $4.54K - $4.81K
6.13K $438K
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.36%
$129.01 - $139.72 $903 - $978
1.97K $274K
BND
Vanguard Bd Index Fd Inc Total

ETFs
55
+ 1.33%
$72.57 - $74.72 $3.99K - $4.11K
4.18K $311K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
238
+ 1.14%
$25.24 - $25.56 $6.01K - $6.08K
21.1K $538K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
236
+ 1.09%
$24.14 - $24.34 $5.7K - $5.74K
21.9K $533K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
228
+ 1.06%
N/A
21.8K $517K
SUB
Ishares Short Term National Mu

ETFs
3
+ 0.06%
$106.17 - $107.3 $319 - $322
4.93K $526K
DHR
Danaher Corp

Healthcare
3
+ 0.16%
$181.46 - $212.2 $544 - $637
1.86K $368K
Activity Summary
Buys All Purchases 118 New Holdings 22 Increased Positions 96 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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