1900 Wealth Management LLC Sells in Q2 2025

1900 Wealth Management LLC

  • $1.22 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-257K
- 87.8%
$22.18 - $23.36 $5.69M - $5.99M
35.7K $798K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-16.8K
- 69.13%
$100.35 - $100.71 $1.68M - $1.69M
7.49K $753K
AAPL
Apple Inc.

Technology
-3.96K
- 11.02%
$172.42 - $223.89 $682K - $886K
31.9K $6.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-58.3K
- 35.44%
$17.76 - $22.1 $1.04M - $1.29M
106K $2.35M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-19.4K
- 17.1%
$35.35 - $42.68 $688K - $830K
94.3K $4.02M
JPM
Jpmorgan Chase & CO

Financial Services
-3.38K
- 25.53%
$210.28 - $289.91 $710K - $978K
9.84K $2.85M
XOM
Exxon Mobil Corp

Energy
-2
- 0.01%
$99.93 - $119.04 $200 - $238
34.6K $3.73M
GOOGL
Alphabet Inc.

Communication Services
-3.03K
- 26.93%
$144.7 - $178.6 $439K - $542K
8.23K $1.45M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-9.46K
- 0.46%
$49.79 - $50.75 $471K - $480K
2.05M $104M
CVX
Chevron Corp

Energy
-552
- 7.65%
$133.73 - $168.51 $73.8K - $93K
6.66K $953K
NVDA
Nvidia Corp

Technology
-5.26K
- 42.42%
$94.31 - $157.99 $496K - $832K
7.15K $1.13M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-5.29K
- 1.85%
N/A
281K $8.84M
ABBV
Abb Vie Inc.

Healthcare
-385
- 10.3%
$170.16 - $206.27 $65.5K - $79.4K
3.35K $622K
DFAT
Dimensional ETF Tr U S Target

ETFs
-6.86K
- 7.35%
$44.8 - $53.97 $307K - $370K
86.6K $4.67M
JNJ
Johnson & Johnson

Healthcare
-430
- 7.8%
$146.36 - $159.82 $62.9K - $68.7K
5.09K $776K
ABT
Abbott Laboratories

Healthcare
-803
- 18.72%
$123.95 - $138.08 $99.5K - $111K
3.49K $474K
FDL
First Tr Morningstar Dividend

ETFs
-626
- 1.58%
$38.19 - $43.19 $23.9K - $27K
39K $1.63M
CRM
Salesforce, Inc.

Technology
-339
- 31.39%
$236.26 - $291.15 $80.1K - $98.7K
741 $202K
MRK
Merck & Co., Inc.

Healthcare
-307
- 6.29%
$73.47 - $87.12 $22.6K - $26.7K
4.57K $361K
ICLR
Icon PLC

Healthcare
-40
- 1.69%
$126.62 - $168.7 $5.06K - $6.75K
2.33K $338K
HD
Home Depot, Inc.

Consumer Cyclical
-210
- 5.23%
$335.24 - $380.78 $70.4K - $80K
3.8K $1.39M
TSLA
Tesla, Inc.

Consumer Cyclical
-528
- 31.21%
$221.86 - $362.89 $117K - $192K
1.16K $369K
LLY
Eli Lilly & CO

Healthcare
-54
- 9.64%
$713.71 - $898.95 $38.5K - $48.5K
506 $394K
HDV
Ishares Core High Dividend ETF

ETFs
-191
- 1.77%
$108.41 - $120.51 $20.7K - $23K
10.6K $1.24M
PFE
Pfizer Inc

Healthcare
-1.6K
- 7.29%
$21.59 - $24.84 $34.4K - $39.6K
20.3K $491K
SUB
Ishares Short Term National Mu

ETFs
-590
- 10.7%
$104.77 - $106.34 $61.8K - $62.7K
4.93K $523K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-877
- 5.34%
$55.57 - $62.73 $48.7K - $55K
15.6K $959K
PG
Procter & Gamble CO

Consumer Defensive
-37
- 0.87%
$157.66 - $172.39 $5.83K - $6.38K
4.19K $668K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.05K
- 3.73%
$35.62 - $39.64 $37.2K - $41.4K
26.9K $1.05M
ADBE
Adobe Inc.

Technology
-133
- 8.73%
$340.0 - $420.68 $45.2K - $56K
1.39K $537K
UNP
Union Pacific Corp

Industrials
-142
- 6.34%
$208.27 - $238.46 $29.6K - $33.9K
2.1K $482K
MCD
Mcdonalds Corp

Consumer Cyclical
-23
- 1.28%
$285.55 - $321.23 $6.57K - $7.39K
1.77K $518K
MUB
Ishares National Muni Bond ETF

ETFs
-347
- 5.68%
$102.31 - $105.8 $35.5K - $36.7K
5.76K $602K
IEMG
Ishares Inc

ETFs
-761
- 2.36%
N/A
31.5K $1.69M
EOG
Eog Resources Inc

Energy
-168
- 8.29%
$104.61 - $129.97 $17.6K - $21.8K
1.86K $222K
HON
Honeywell International Inc

Industrials
-379
- 14.23%
$182.86 - $232.88 $69.3K - $88.3K
2.29K $532K
LUV
Southwest Airlines CO

Industrials
-3
- 0.01%
$24.04 - $34.36 $72.1 - $103
26.8K $868K
QCOM
Qualcomm Inc

Technology
-165
- 8.14%
$124.66 - $159.48 $20.6K - $26.3K
1.86K $296K
ISRG
Intuitive Surgical Inc

Healthcare
-68
- 14.32%
$451.58 - $565.94 $30.7K - $38.5K
407 $221K
MO
Altria Group, Inc.

Consumer Defensive
-81
- 1.53%
$55.56 - $60.91 $4.5K - $4.93K
5.22K $306K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-433
- 4.32%
$22.68 - $23.28 $9.82K - $10.1K
9.59K $221K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-453
- 3.11%
$81.46 - $94.63 $36.9K - $42.9K
14.1K $1.34M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-1.56K
- 3.18%
$89.28 - $103.8 $139K - $162K
47.5K $4.93M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.6K
- 8.11%
$29.12 - $35.84 $192K - $237K
74.8K $2.68M
MBB
Ishares Tr

ETFs
-40
- 0.76%
$91.41 - $94.22 $3.66K - $3.77K
5.23K $490K
MA
Mastercard Inc

Financial Services
-19
- 3.21%
$479.92 - $590.74 $9.12K - $11.2K
573 $321K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-76
- 1.2%
$51.14 - $57.0 $3.89K - $4.33K
6.26K $356K
ADSK
Autodesk, Inc.

Technology
-10
- 0.3%
N/A
3.34K $821K
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-1.5K
- 1.95%
N/A
75.4K $0
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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