1858 Wealth Management, LLC Portfolio Holdings
1858 Wealth Management, LLC
- $120 Billion
- Q2 2024
1858 Wealth Management, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $120 Billion distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $6.82B, Apple Inc. with a value of $6.59B, Nvidia Corp with a value of $4.74B, Ametek Inc with a value of $3.81B, and Meta Platforms, Inc. with a value of $3.64B.
Examining the 13F form we can see an increase of $15B in the current position value, from $105B to 120B.
1858 Wealth Management, LLC is based out at Akron, OH
Below you can find more details about 1858 Wealth Management, LLC portfolio as well as his latest detailed transactions.