1858 Wealth Management, LLC Portfolio Holdings
1858 Wealth Management, LLC
- $122 Billion
- Q3 2024
1858 Wealth Management, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 122 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.72B, Microsoft Corp with a value of $6.9B, Nvidia Corp with a value of $4.41B, Meta Platforms, Inc. with a value of $4.06B, and Cme Group Inc. with a value of $4.04B.
Examining the 13F form we can see an increase of $1.03B in the current position value, from $120B to 122B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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