1858 Wealth Management, LLC Portfolio Holdings
1858 Wealth Management, LLC
- $105 Billion
- Q1 2024
1858 Wealth Management, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $105 Billion distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $5.68B, Apple Inc. with a value of $5.36B, Cme Group Inc. with a value of $3.85B, Ametek Inc with a value of $3.77B, and Ishares Tr Ibonds Dec 2025 Ter with a value of $2.81B.
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.