1858 Wealth Management, LLC Purchases in Q1 2025

1858 Wealth Management, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SMMV
Ishares Msci Usa Small Cap Min

ETFs
25.4K
New
$40.38 - $42.65 $1.03M - $1.08M
25.4K $1.05B
CSCO
Cisco Systems, Inc.

Technology
14.2K
+ 72.23%
$58.74 - $64.87 $834K - $921K
33.9K $2.09B
UBER
Uber Technologies, Inc

Technology
7.39K
+ 28.45%
$63.17 - $81.49 $467K - $602K
33.4K $2.43B
GE
General Electric CO

Industrials
162
+ 1.75%
$168.59 - $212.13 $27.3K - $34.4K
9.43K $1.89B
TXN
Texas Instruments Inc

Technology
1.58K
New
N/A
1.58K $285M
QTUM
ETF Ser Solutions Defiance Qua
3.5K
New
N/A
3.5K $261M
LLY
Eli Lilly & CO

Healthcare
245
+ 23.72%
$725.72 - $929.72 $178K - $228K
1.28K $1.06B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
54
+ 1.94%
$402.49 - $513.76 $21.7K - $27.7K
2.84K $1.38B
KR
Kroger CO

Consumer Defensive
3.72K
New
$58.36 - $67.72 $217K - $252K
3.72K $252M
JNJ
Johnson & Johnson

Healthcare
1.48K
New
$142.06 - $167.7 $210K - $248K
1.48K $245M
FANG
Diamondback Energy, Inc.

Energy
1.44K
New
$139.9 - $180.18 $202K - $260K
1.44K $231M
NU
Nu Holdings Ltd.

Financial Services
22.3K
+ 110.45%
$10.12 - $13.95 $226K - $311K
42.5K $435M
LDOS
Leidos Holdings, Inc.

Technology
2.01K
+ 39.79%
$126.82 - $161.11 $255K - $324K
7.05K $952M
CVX
Chevron Corp

Energy
1.29K
New
$146.71 - $167.97 $189K - $217K
1.29K $216M
CRWD
Crowd Strike Holdings, Inc.

Technology
595
New
$308.86 - $455.36 $184K - $271K
595 $210M
RTX
Raytheon Technologies Corp

Industrials
631
+ 8.48%
$114.1 - $135.66 $72K - $85.6K
8.07K $1.07B
ALC
Alcon Inc

Healthcare
2.18K
New
$82.73 - $96.8 $180K - $211K
2.18K $207M
GS
Goldman Sachs Group Inc

Financial Services
368
New
$524.81 - $672.19 $193K - $247K
368 $201M
SYK
Stryker Corp

Healthcare
539
New
$355.18 - $399.9 $191K - $216K
539 $201M
GPC
Genuine Parts CO

Consumer Cyclical
1.68K
New
$115.91 - $129.02 $195K - $217K
1.68K $201M
NFLX
Netflix Inc

Communication Services
112
+ 6.83%
$828.4 - $1058.6 $92.8K - $119K
1.75K $1.63B
MGNI
Magnite, Inc.

Communication Services
12.6K
New
$11.41 - $21.17 $144K - $267K
12.6K $144M
ADBE
Adobe Inc.

Technology
606
+ 36.16%
$377.84 - $464.11 $229K - $281K
2.28K $875M
EOG
Eog Resources Inc

Energy
546
+ 6.52%
$120.54 - $138.05 $65.8K - $75.4K
8.93K $1.14B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.97K
+ 1.5%
$21.16 - $21.77 $41.7K - $42.9K
133K $2.9B
NOC
Northrop Grumman Corp

Industrials
35
+ 1.96%
$433.45 - $513.82 $15.2K - $18K
1.82K $931M
BSX
Boston Scientific Corp

Healthcare
204
+ 3.43%
$89.38 - $106.18 $18.2K - $21.7K
6.15K $620M
KIE
Spdr S&P Insurance ETF

ETFs
326
+ 2.17%
$54.24 - $60.81 $17.7K - $19.8K
15.4K $930M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.92K
+ 1.5%
$22.11 - $22.43 $42.4K - $43K
130K $2.92B
IVRA
Invesco Actively Man Exch Trad
1.19K
+ 2.06%
N/A
58.7K $952M
AFL
Aflac Inc

Financial Services
327
+ 15.25%
$100.99 - $111.19 $33K - $36.4K
2.47K $275M
BAC
Bank Of America Corp

Financial Services
1.45K
+ 30.8%
$39.61 - $47.74 $57.2K - $69K
6.14K $256M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.84K
+ 1.49%
$23.29 - $23.38 $42.9K - $43.1K
126K $2.94B
BK
Bank Of New York Mellon Corp

Financial Services
243
+ 6.1%
$75.42 - $88.95 $18.3K - $21.6K
4.23K $354M
SNOW
Snowflake Inc.

Technology
423
+ 23.4%
$146.16 - $192.78 $61.8K - $81.5K
2.23K $326M
QCOM
Qualcomm Inc

Technology
290
+ 12.5%
$151.94 - $175.86 $44.1K - $51K
2.61K $401M
PHM
Pultegroup Inc

Consumer Cyclical
570
+ 24.27%
$101.09 - $118.51 $57.6K - $67.6K
2.92K $300M
BMY
Bristol Myers Squibb CO

Healthcare
221
+ 3.56%
$53.9 - $63.11 $11.9K - $13.9K
6.42K $392M
GD
General Dynamics Corp

Industrials
38
+ 1.19%
$241.94 - $272.58 $9.19K - $10.4K
3.22K $879M
SNPS
Synopsys Inc

Technology
196
+ 23.9%
$428.58 - $551.54 $84K - $108K
1.02K $436M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
323
+ 10.64%
$100.34 - $100.68 $32.4K - $32.5K
3.36K $338M
CAT
Caterpillar Inc

Industrials
416
+ 12.47%
$326.75 - $407.63 $136K - $170K
3.75K $1.24B
RGA
Reinsurance Group Of America Inc

Financial Services
237
+ 19.35%
$186.01 - $231.1 $44.1K - $54.8K
1.46K $288M
GIS
General Mills Inc

Consumer Defensive
750
+ 15.96%
$57.56 - $65.3 $43.2K - $49K
5.45K $326M
SYY
Sysco Corp

Consumer Defensive
194
+ 6.13%
$70.0 - $77.13 $13.6K - $15K
3.36K $252M
ZTS
Zoetis Inc.

Healthcare
13
+ 0.58%
$156.48 - $175.67 $2.03K - $2.28K
2.24K $368M
FXO
First Tr Exchange Traded Fd Fi

ETFs
388
+ 2.16%
$50.93 - $57.24 $19.8K - $22.2K
18.3K $971M
KRE
Spdr S&P Regional Banking ETF

ETFs
344
+ 2.09%
$55.11 - $65.5 $19K - $22.5K
16.8K $954M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
222
+ 1.79%
$113.13 - $127.79 $25.1K - $28.4K
12.6K $1.43B
Activity Summary
Buys All Purchases 62 New Holdings 14 Increased Positions 48 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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