1900 Wealth Management LLC Reduced Holdings in Q3 2025

1900 Wealth Management LLC

  • $1.37 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-23.7K
- 43.72%
$339.37 - $366.46 $8.04M - $8.68M
30.5K $11.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-128K
- 56.12%
$48.5 - $50.19 $6.19M - $6.4M
99.7K $4.99M
TPL
Texas Pacific Land Corp

Energy
-600
- 9.36%
$854.83 - $1075.97 $513K - $646K
5.81K $5.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.85K
- 36.4%
$62.09 - $66.51 $549K - $588K
15.5K $1.01M
SFNC
Simmons First National Corp

Financial Services
-24K
- 50.56%
$18.71 - $21.16 $450K - $509K
23.5K $450K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-8.56K
- 16.05%
$31.73 - $33.71 $271K - $288K
44.7K $1.51M
PANW
Palo Alto Networks Inc

Technology
-1.08K
- 39.43%
$167.06 - $208.19 $180K - $224K
1.66K $337K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-6.08K
- 2.17%
N/A
275K $8.65M
V
Visa Inc.

Financial Services
-274
- 6.35%
$332.09 - $358.86 $91K - $98.3K
4.04K $1.38M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-677
- 24.47%
$187.97 - $199.47 $127K - $135K
2.09K $416K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.1K
- 2.97%
$50.81 - $51.07 $55.9K - $56.2K
35.9K $1.83M
IEMG
Ishares Inc

ETFs
-984
- 3.12%
N/A
30.5K $1.64M
MUB
Ishares National Muni Bond ETF

ETFs
-574
- 9.96%
$103.24 - $106.68 $59.3K - $61.2K
5.19K $552K
ADSK
Autodesk, Inc.

Technology
-173
- 5.18%
N/A
3.17K $778K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.15K
- 8.15%
$94.17 - $99.95 $108K - $115K
13K $1.3M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.85%
$915.95 - $994.57 $3.66K - $3.98K
468 $433K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.46K
- 4.03%
$24.11 - $24.94 $35.1K - $36.3K
34.7K $865K
VBTX
Veritex Holdings, Inc.

Financial Services
-6.09K
- 25.82%
$26.87 - $34.78 $164K - $212K
17.5K $586K
KMI
Kinder Morgan, Inc.

Energy
-414
- 2.95%
$26.23 - $28.5 $10.9K - $11.8K
13.6K $385K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-79
- 0.88%
$122.0 - $138.74 $9.64K - $11K
8.9K $1.13M
IVW
Ishares S&P 500 Growth ETF

ETFs
-332
- 13.28%
$108.97 - $121.65 $36.2K - $40.4K
2.17K $261K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-169
- 2.2%
$81.76 - $86.36 $13.8K - $14.6K
7.5K $636K
MPC
Marathon Petroleum Corp

Energy
-309
- 14.92%
$158.59 - $198.69 $49K - $61.4K
1.76K $339K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-97
- 1.55%
$55.61 - $57.37 $5.39K - $5.56K
6.17K $352K
FDL
First Tr Morningstar Dividend

ETFs
-1.44K
- 3.7%
$41.96 - $44.59 $60.5K - $64.3K
37.6K $1.63M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-270
- 1.0%
$38.52 - $39.39 $10.4K - $10.6K
26.7K $1.05M
PKI
Perkinelmer Inc

Healthcare
-6
- 0.18%
N/A
3.28K $396K
TAGG
T Rowe Price Exchange Traded F

ETFs
-88
- 1.41%
$42.21 - $43.44 $3.71K - $3.82K
6.16K $265K
Arista Networks Inc
-100
- 2.31%
N/A
4.24K $0
UNP
Union Pacific Corp

Industrials
-45
- 2.15%
$214.91 - $237.16 $9.67K - $10.7K
2.05K $484K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-40
- 0.42%
$22.9 - $23.58 $916 - $943
9.55K $224K
MBB
Ishares Tr

ETFs
-22
- 0.42%
$92.46 - $95.73 $2.03K - $2.11K
5.21K $495K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.03K
- 5.09%
$132.9 - $142.03 $137K - $147K
19.2K $2.71M
IDV
Ishares Tr

ETFs
-290
- 2.52%
$34.54 - $37.28 $10K - $10.8K
11.2K $410K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-3.55K
- 4.24%
$44.58 - $48.01 $158K - $171K
80.2K $3.84M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-167
- 13.28%
$404.94 - $499.99 $67.6K - $83.5K
1.09K $529K
EFG
Msci Eafe Growth ETF

ETFs
-696
- 1.31%
$106.99 - $114.46 $74.5K - $79.7K
52.4K $5.97M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-390
- 1.32%
$42.43 - $45.05 $16.5K - $17.6K
29.2K $1.29M
IWR
Ishares Russell Mid Cap ETF

ETFs
-775
- 3.23%
$92.26 - $97.51 $71.5K - $75.6K
23.2K $2.24M
CDNS
Cadence Design Systems Inc

Technology
-46
- 3.61%
$309.46 - $373.37 $14.2K - $17.2K
1.23K $432K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.48K
- 6.87%
$42.26 - $47.16 $274K - $305K
87.8K $4.07M
HDV
Ishares Core High Dividend ETF

ETFs
-39
- 0.37%
$118.16 - $123.66 $4.61K - $4.82K
10.6K $1.29M
IWM
Ishares Russell 2000 ETF

ETFs
-300
- 5.68%
$214.92 - $244.84 $64.5K - $73.5K
4.98K $1.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-42
- 0.07%
$92.18 - $95.14 $3.87K - $4K
57.6K $5.48M
JPM
Jpmorgan Chase & CO

Financial Services
-545
- 5.54%
$282.78 - $316.06 $154K - $172K
9.3K $2.93M
DFAE
Dimensional ETF Tr

ETFs
-2.08K
- 3.4%
$28.84 - $31.84 $60K - $66.3K
59.1K $1.86M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.44K
- 3.26%
$36.04 - $38.78 $87.9K - $94.6K
72.3K $2.79M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-242
- 3.96%
$393.18 - $439.39 $95.1K - $106K
5.87K $2.56M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.54K
- 2.66%
$24.46 - $26.5 $86.6K - $93.8K
129K $3.41M
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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