1858 Wealth Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.68B, Microsoft Corp with a value of $6.14B, Cme Group Inc. with a value of $4.85B, Nvidia Corp with a value of $4.21B, and Meta Platforms, Inc. with a value of $3.94B.
Examining the 13F form we can see an decrease of $8.2B in the current position value, from $126B to 118B.
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.
Portfolio value
$118 Billion
Technology: $33.1 Billion
ETFs: $19.9 Billion
Industrials: $16.6 Billion
Financial Services: $13.1 Billion
Communication Services: $9.44 Billion
Healthcare: $8.9 Billion
Consumer Cyclical: $5.52 Billion
Consumer Defensive: $2.04 Billion
Other: $3.06 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
