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.
Portfolio value
$105 Billion
Technology: $28.9 Billion
ETFs: $19.1 Billion
Industrials: $15 Billion
Financial Services: $11.5 Billion
Healthcare: $8.4 Billion
Consumer Cyclical: $6.93 Billion
Communication Services: $6.55 Billion
Energy: $5.33 Billion
Other: $3.49 Billion
Stock Holdings Table Market Cap. of $200 Billions or more