1858 Wealth Management, LLC Incresed Positions in Q1 2025

1858 Wealth Management, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
RTX
Raytheon Technologies Corp

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

Communication Services
112
+ 6.83%
$828.4 - $1058.6 $92.8K - $119K
1.75K $1.63B
ADBE
Adobe Inc.

Technology
606
+ 36.16%
$377.84 - $464.11 $229K - $281K
2.28K $875M
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
CARR
Carrier Global Corp

Industrials
311
+ 2.08%
$62.07 - $70.55 $19.3K - $21.9K
15.2K $966M
IWM
Ishares Russell 2000 ETF

ETFs
119
+ 2.19%
$198.1 - $229.79 $23.6K - $27.3K
5.55K $1.11B
ETN
Eaton Corp PLC

Industrials
9
+ 0.5%
$271.83 - $371.23 $2.45K - $3.34K
1.82K $494M
Arista Networks Inc
5.38K
+ 31.28%
N/A
22.6K $1.75B
Ge Vernova Inc
150
+ 1.66%
N/A
9.17K $2.8B
AVGO
Broadcom Inc.

Technology
432
+ 8.88%
$167.43 - $244.7 $72.3K - $106K
5.3K $887M
AMZN
Amazon Com Inc

Consumer Cyclical
1.21K
+ 7.17%
$190.26 - $242.06 $230K - $292K
18.1K $3.43B
NOW
Service Now, Inc.

Technology
275
+ 14.99%
$783.83 - $1170.39 $216K - $322K
2.11K $1.68B
VRT
Vertiv Holdings CO

Industrials
6.56K
+ 33.55%
N/A
26.1K $1.89B
GOOG
Alphabet Inc.

Communication Services
191
+ 1.25%
$156.06 - $207.71 $29.8K - $39.7K
15.5K $2.42B
NVDA
Nvidia Corp

Technology
2.67K
+ 7.38%
$106.98 - $149.43 $285K - $399K
38.8K $4.21B
MSFT
Microsoft Corp

Technology
151
+ 0.93%
$375.39 - $447.2 $56.7K - $67.5K
16.4K $6.14B
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
Track This Portfolio

Track 1858 Wealth Management, LLC Portfolio

Follow 1858 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 1858 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1858 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email