1900 Wealth Management LLC Incresed Positions 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
SPMD
Spdr Portfolio

ETFs
9.55K
+ 1.88%
$54.13 - $59.56 $517K - $569K
518K $28.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.23K
+ 25.49%
$61.68 - $67.87 $322K - $355K
25.7K $1.6M
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
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
MO
Altria Group, Inc.

Consumer Defensive
14
+ 0.23%
$49.06 - $57.74 $687 - $808
5.99K $313K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
297
+ 1.42%
N/A
21.2K $503K
ORCL
Oracle Corp

Technology
111
+ 3.1%
$165.41 - $192.43 $18.4K - $21.4K
3.7K $616K
IEMG
Ishares Inc

ETFs
20
+ 0.05%
N/A
37.4K $2.01M
Victory Portfolios Ii
527K
+ 18.04%
N/A
3.45M $0
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.16%
N/A
1.24K $328K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
312
+ 1.49%
$23.88 - $24.32 $7.45K - $7.59K
21.3K $510K
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
Track This Portfolio

Track 1900 Wealth Management LLC Portfolio

Follow 1900 Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 1900 Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1900 Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email