Sponsored
The Analysis of 1776 Wealth LLC's Holdings & P&L
Currently, 1776 Wealth LLC holds 146 types of securities in its portfolio with a total value $254.3M. In the most recent quarter, they have increased their positions in BWIN (+359.2K shares, valued at $7.9M), PLTR (+9.0K shares, valued at $1.3M), RDVI (+23.5K shares, valued at $600.9K); decreased their positions in FTSM (-3.8K shares, valued at $226.0K), ADBE (-738 shares, valued at $179.4K), MNST (-2.0K shares, valued at $144.9K); initiated new positions in BWIN (+359.2K shares, valued at $7.9M), RDVI (+23.5K shares, valued at $600.9K), IVV (+568 shares, valued at $371.0K).
1M P&L
+8.2M+3.39%
3M P&L
+18.9M+8.14%
HY P&L
+8.9M+3.70%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A62.1M
27.1%
2Consumer Electronics31.6M
13.8%
3Software - Infrastructure31.1M
13.5%
Top Industries by Stock Count
1N/A63 stocks
46.7%
2Software - Infrastructure7 stocks
5.2%
3Software - Application6 stocks
4.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
BWIN THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A359.2K sharesnew addition2026-03-312026-05-08
Sponsored
ALPHABET INCORPORATED CAP STK CLASS A ALPHABET INCORPORATED CAP STK CLASS A18.4K shares1.66%2026-03-312026-05-08
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW7.8K shares11.28%2026-03-312026-05-08
Sponsored
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW7.0K shares0.00%2026-03-312026-05-08
EATON CORPORATION PLC SHS (IRELAND) EATON CORPORATION PLC SHS (IRELAND)6.6K shares0.00%2026-03-312026-05-08
Sponsored
ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C6.6K shares0.00%2026-03-312026-05-08
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
AAPL
0.22%APPLE INCORPORATED
Shares124.5K
Event2026-03-31
Filed2026-05-08
PLTR
6.52%PALANTIR TECHNOLOGIES INCORPORATED CLASS A
Shares146.9K
Event2026-03-31
Filed2026-05-08
AMZN
-0.26%AMAZON COM INCORPORATED
Shares97.1K
Event2026-03-31
Filed2026-05-08
NVDA
3.72%NVIDIA CORPORATION
Shares63.5K
Event2026-03-31
Filed2026-05-08
ADBE
-2.00%ADOBE INCORPORATED
Shares36.2K
Event2026-03-31
Filed2026-05-08
BWIN
NewTHE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A
Shares359.2K
Event2026-03-31
Filed2026-05-08
TSLA
0.00%TESLA INCORPORATED
Shares21.0K
Event2026-03-31
Filed2026-05-08
MSFT
0.53%MICROSOFT CORPORATION
Shares18.7K
Event2026-03-31
Filed2026-05-08
FTSM
-3.32%FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
Shares110.0K
Event2026-03-31
Filed2026-05-08
FVD
-0.08%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares135.0K
Event2026-03-31
Filed2026-05-08
ALPHABET INCORPORATED CAP STK CLASS A
1.66%ALPHABET INCORPORATED CAP STK CLASS A
Shares18.4K
Event2026-03-31
Filed2026-05-08
TJX
0.00%TJX COMPANIES INCORPORATED NEW
Shares33.1K
Event2026-03-31
Filed2026-05-08
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
11.28%VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Shares7.8K
Event2026-03-31
Filed2026-05-08
BLACKSTONE INCORPORATED
8.45%BLACKSTONE INCORPORATED
Shares39.2K
Event2026-03-31
Filed2026-05-08
GS
0.00%GOLDMAN SACHS GROUP INCORPORATED
Shares4.7K
Event2026-03-31
Filed2026-05-08
FSEP
0.00%FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER
Shares73.4K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
0.00%BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Shares7.0K
Event2026-03-31
Filed2026-05-08
FJAN
0.14%FT VEST U.S. EQUITY BUFFER - JANUARY
Shares58.6K
Event2026-03-31
Filed2026-05-08
FTCS
-0.37%FIRST TRUST CAPITAL STRENGTH ETF
Shares27.6K
Event2026-03-31
Filed2026-05-08
FPEI
-0.30%FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND
Shares124.8K
Event2026-03-31
Filed2026-05-08
V
-0.36%VISA INCORPORATED COM CLASS A
Shares7.8K
Event2026-03-31
Filed2026-05-08
EATON CORPORATION PLC SHS (IRELAND)
0.00%EATON CORPORATION PLC SHS (IRELAND)
Shares6.6K
Event2026-03-31
Filed2026-05-08
KBH
0.01%KB HOME
Shares40.3K
Event2026-03-31
Filed2026-05-08
LLY
8.08%ELI LILLY & COMPANY
Shares2.3K
Event2026-03-31
Filed2026-05-08
ALPHABET INCORPORATED CAP STK CLASS C
0.00%ALPHABET INCORPORATED CAP STK CLASS C
Shares6.6K
Event2026-03-31
Filed2026-05-08
EVT
0.00%EATON VANCE TAX ADVT DIV INCM
Shares76.3K
Event2026-03-31
Filed2026-05-08
EPD
0.08%ENTERPRISE PRODUCTS PARTNERS L P
Shares44.7K
Event2026-03-31
Filed2026-05-08
VTI
-0.12%VANGUARD TOTAL STOCK MARKET ETF
Shares5.1K
Event2026-03-31
Filed2026-05-08
BROADCOM INCORPORATED
0.00%BROADCOM INCORPORATED
Shares5.3K
Event2026-03-31
Filed2026-05-08
FDEC
0.00%FT VEST U.S. EQUITY BUFFER ETF - DECEMBER
Shares32.0K
Event2026-03-31
Filed2026-05-08
FDN
-3.88%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares6.7K
Event2026-03-31
Filed2026-05-08
FMAY
-0.01%FT VEST U.S. EQUITY BUFFER ETF - MAY
Shares28.8K
Event2026-03-31
Filed2026-05-08
FJUL
0.00%FT VEST U.S. EQUITY BUFFER ETF - JULY
Shares26.8K
Event2026-03-31
Filed2026-05-08
META
8.62%META PLATFORMS INCORPORATED CLASS A
Shares2.5K
Event2026-03-31
Filed2026-05-08
FMAR
6.68%FT VEST U.S. EQUITY BUFFER ETF - MARCH
Shares29.6K
Event2026-03-31
Filed2026-05-08
SNPS
-1.36%SYNOPSYS INCORPORATED
Shares3.6K
Event2026-03-31
Filed2026-05-08
QMAR
-0.87%FT VEST NASDAQ-100 BUFFER ETF - MARCH
Shares40.7K
Event2026-03-31
Filed2026-05-08
CRM
-2.28%SALESFORCE INCORPORATED
Shares6.4K
Event2026-03-31
Filed2026-05-08
AMAT
-0.75%APPLIED MATLS INCORPORATED
Shares3.3K
Event2026-03-31
Filed2026-05-08
INTC
0.00%INTEL CORPORATION
Shares25.3K
Event2026-03-31
Filed2026-05-08
FAUG
0.00%FT VEST U.S. EQUITY BUFFER ETF - AUGUST
Shares20.7K
Event2026-03-31
Filed2026-05-08
YDEC
0.00%FT VEST INTL EQUITY MODERATE BUFFER ETF DEC
Shares40.3K
Event2026-03-31
Filed2026-05-08
JPM
0.06%JPMORGAN CHASE & COMPANY
Shares3.6K
Event2026-03-31
Filed2026-05-08
DFP
-0.18%FLAHERTY & CRUMRINE DYNAMIC PF SHS
Shares52.0K
Event2026-03-31
Filed2026-05-08
SKYY
-1.21%FIRST TRUST ISE CLOUD COMPUTING INDEX FUND
Shares9.4K
Event2026-03-31
Filed2026-05-08
FFEB
6.50%FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY
Shares18.0K
Event2026-03-31
Filed2026-05-08
NREF
0.00%NEXPOINT REAL ESTATE FIN INCORPORATED REIT
Shares72.4K
Event2026-03-31
Filed2026-05-08
DLR
-1.55%DIGITAL RLTY TR INCORPORATED REIT
Shares5.4K
Event2026-03-31
Filed2026-05-08
UNH
-3.70%UNITEDHEALTH GROUP INCORPORATED
Shares3.6K
Event2026-03-31
Filed2026-05-08
XOM
-5.86%EXXON MOBIL CORPORATION
Shares5.6K
Event2026-03-31
Filed2026-05-08
RDVY
1.06%FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
Shares13.9K
Event2026-03-31
Filed2026-05-08
SHOP
23.64%SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)
Shares7.6K
Event2026-03-31
Filed2026-05-08
SDVD
-2.97%FT VEST SMID RISING DIVID ACHIEVERS TARGET
Shares40.7K
Event2026-03-31
Filed2026-05-08
VMC
0.00%VULCAN MATLS COMPANY
Shares3.2K
Event2026-03-31
Filed2026-05-08
CB
0.04%CHUBB LIMITED SWITZ (SWITZERLAND)
Shares2.6K
Event2026-03-31
Filed2026-05-08
AMD
0.00%ADVANCED MICRO DEVICES INCORPORATED
Shares4.1K
Event2026-03-31
Filed2026-05-08
VRT
1.55%VERTIV HOLDINGS COMPANY COM CLASS A
Shares3.3K
Event2026-03-31
Filed2026-05-08
HUBS
8.70%HUBSPOT INCORPORATED
Shares3.2K
Event2026-03-31
Filed2026-05-08
MNST
-15.70%MONSTER BEVERAGE CORPORATION NEW
Shares10.7K
Event2026-03-31
Filed2026-05-08
COST
0.00%COSTCO WHOLESALE CORPORATION
Shares772
Event2026-03-31
Filed2026-05-08
MA
0.00%MASTERCARD INCORPORATED CLASS A
Shares1.5K
Event2026-03-31
Filed2026-05-08
XJUN
0.00%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF-JUNE
Shares17.4K
Event2026-03-31
Filed2026-05-08
HD
0.00%HOME DEPOT INCORPORATED
Shares2.2K
Event2026-03-31
Filed2026-05-08
NXTG
0.00%FIRST TRUST INDXX NEXTG ETF
Shares6.5K
Event2026-03-31
Filed2026-05-08
MCK
0.00%MCKESSON CORPORATION
Shares838
Event2026-03-31
Filed2026-05-08
NXPI
0.00%NXP SEMICONDUCTORS N V (NETHERLANDS)
Shares3.6K
Event2026-03-31
Filed2026-05-08
COIN
0.75%COINBASE GLOBAL INCORPORATED COM CLASS A
Shares4.0K
Event2026-03-31
Filed2026-05-08
ASML
0.00%ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)
Shares525
Event2026-03-31
Filed2026-05-08
FDL
0.00%FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares13.6K
Event2026-03-31
Filed2026-05-08
QDEC
0.00%FT VEST NASDAQ-100 BUFFER ETF - DECEMBER
Shares21.5K
Event2026-03-31
Filed2026-05-08
FNOV
0.00%FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
Shares12.7K
Event2026-03-31
Filed2026-05-08
FTC
0.00%FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
Shares4.4K
Event2026-03-31
Filed2026-05-08
IBIT
0.00%ISHARES BITCOIN TRUST ETF SHS BEN INT
Shares17.3K
Event2026-03-31
Filed2026-05-08
QSPT
0.00%FT VEST NASDAQ-100 BUFFER ETF SEP
Shares21.6K
Event2026-03-31
Filed2026-05-08
EME
20.27%EMCOR GROUP INCORPORATED
Shares890
Event2026-03-31
Filed2026-05-08
ETG
0.00%EATON VANCE TX ADV GLBL DIV FD
Shares32.1K
Event2026-03-31
Filed2026-05-08
URI
0.00%UNITED RENTALS INCORPORATED
Shares850
Event2026-03-31
Filed2026-05-08
PH
0.00%PARKER-HANNIFIN CORPORATION
Shares690
Event2026-03-31
Filed2026-05-08
RDVI
NewFT VEST RISING DIVIDEND ACHIEVERS TARGET
Shares23.5K
Event2026-03-31
Filed2026-05-08
RITM
0.00%RITHM CAPITAL CORPORATION COM NEW REIT
Shares63.1K
Event2026-03-31
Filed2026-05-08
AGQI
0.00%FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF
Shares33.8K
Event2026-03-31
Filed2026-05-08
TMO
0.00%THERMO FISHER SCIENTIFIC INCORPORATED
Shares1.1K
Event2026-03-31
Filed2026-05-08
KNG
0.00%FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
Shares11.3K
Event2026-03-31
Filed2026-05-08
FEP
0.00%FIRST TRUST EUROPE ALPHADEX FUND
Shares9.8K
Event2026-03-31
Filed2026-05-08
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares2.3K
Event2026-03-31
Filed2026-05-08
DHI
0.00%D R HORTON INCORPORATED
Shares3.5K
Event2026-03-31
Filed2026-05-08
DOCT
0.00%FT VEST US EQUITY DEEP BFFR ETF OCT
Shares10.7K
Event2026-03-31
Filed2026-05-08
ISRG
-3.19%INTUITIVE SURGICAL INCORPORATED COM NEW
Shares1.0K
Event2026-03-31
Filed2026-05-08
PGR
-2.27%PROGRESSIVE CORPORATION
Shares2.3K
Event2026-03-31
Filed2026-05-08
STRV
0.00%EA SER TR STRIVE 500 ETF
Shares10.9K
Event2026-03-31
Filed2026-05-08
RVT
1.81%ROYCE SMALL CAP TRUST INCORPORATED
Shares26.8K
Event2026-03-31
Filed2026-05-08
LQTI
0.00%FT VEST INVESTMENT GRADE & TARGET INCOME ETF
Shares22.4K
Event2026-03-31
Filed2026-05-08
SPGI
0.00%S&P GLOBAL INCORPORATED
Shares1.0K
Event2026-03-31
Filed2026-05-08
INVESCO QQQ TRUST
0.00%INVESCO QQQ TRUST
Shares732
Event2026-03-31
Filed2026-05-08
IWF
0.00%ISHARES TR RUS 1000 GRW ETF
Shares968
Event2026-03-31
Filed2026-05-08
OKE
0.00%ONEOK INCORPORATED NEW
Shares4.5K
Event2026-03-31
Filed2026-05-08
AGD
0.00%ABRDN GLOBAL DYNAMIC DIVIDEND
Shares37.9K
Event2026-03-31
Filed2026-05-08
FTA
0.00%FIRST TRUST LARGE CAP VALUE ALPHADEX FUND
Shares4.2K
Event2026-03-31
Filed2026-05-08
LMBS
0.00%FIRST TRUST LOW DURATION OPPORTUNITIES ETF
Shares7.7K
Event2026-03-31
Filed2026-05-08
WMT
0.00%WALMART INCORPORATED
Shares3.0K
Event2026-03-31
Filed2026-05-08
ORCL
0.00%ORACLE CORPORATION
Shares2.5K
Event2026-03-31
Filed2026-05-08
IVV
NewISHARES TR CORE S&P500 ETF
Shares568
Event2026-03-31
Filed2026-05-08
FXN
0.00%FIRST TRUST ENERGY ALPHADEX FUND
Shares16.4K
Event2026-03-31
Filed2026-05-08
COF
0.00%CAPITAL ONE FINL CORPORATION
Shares2.0K
Event2026-03-31
Filed2026-05-08
EWY
0.00%ISHARES INCORPORATED MSCI STH KOR ETF
Shares2.9K
Event2026-03-31
Filed2026-05-08
XAUG
0.00%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER
Shares9.6K
Event2026-03-31
Filed2026-05-08
AMT
0.00%AMERICAN TOWER CORPORATION REIT
Shares2.1K
Event2026-03-31
Filed2026-05-08
IVW
0.00%ISHARES TR S&P 500 GRWT ETF
Shares3.0K
Event2026-03-31
Filed2026-05-08
KJAN
0.00%INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
Shares8.0K
Event2026-03-31
Filed2026-05-08
RAVI
0.00%FLEXSHARES ULTRA-SHORT INCOME
Shares4.4K
Event2026-03-31
Filed2026-05-08
VYM
-2.07%VANGUARD HIGH DIVIDEND YIELD ETF
Shares2.2K
Event2026-03-31
Filed2026-05-08
NOW
8.71%SERVICENOW INCORPORATED
Shares3.1K
Event2026-03-31
Filed2026-05-08
YSEP
0.00%FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPT
Shares12.3K
Event2026-03-31
Filed2026-05-08
NVO
0.00%NOVO-NORDISK A S ADR (DENMARK)
Shares8.7K
Event2026-03-31
Filed2026-05-08
PWR
0.00%QUANTA SVCS INCORPORATED
Shares576
Event2026-03-31
Filed2026-05-08
NET
0.00%CLOUDFLARE INCORPORATED CLASS A COM
Shares1.5K
Event2026-03-31
Filed2026-05-08
INTU
0.00%INTUIT
Shares709
Event2026-03-31
Filed2026-05-08
GJUN
0.00%FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE
Shares7.6K
Event2026-03-31
Filed2026-05-08
APA CORPORATION
NewAPA CORPORATION
Shares6.9K
Event2026-03-31
Filed2026-05-08
FFIV
0.00%F5 INCORPORATED
Shares1.0K
Event2026-03-31
Filed2026-05-08
SDVY
-0.08%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares7.1K
Event2026-03-31
Filed2026-05-08
MPC
NewMARATHON PETE CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-05-08
TDG
0.00%TRANSDIGM GROUP INCORPORATED
Shares238
Event2026-03-31
Filed2026-05-08
ICE
0.00%INTERCONTINENTAL EXCHANGE INCORPORATED
Shares1.8K
Event2026-03-31
Filed2026-05-08
RGT
0.00%ROYCE GLOBAL TRUST INCORPORATED
Shares20.4K
Event2026-03-31
Filed2026-05-08
UPS
0.00%UNITED PARCEL SVCS INCORPORATED CLASS B
Shares2.8K
Event2026-03-31
Filed2026-05-08
WM
0.00%WASTE MGMT INCORPORATED DEL
Shares1.2K
Event2026-03-31
Filed2026-05-08
VEA
NewVANGUARD FTSE DEVELOPED MARKETS ETF
Shares4.2K
Event2026-03-31
Filed2026-05-08
MSI
0.00%MOTOROLA SOLUTIONS INCORPORATED COM NEW
Shares597
Event2026-03-31
Filed2026-05-08
ORLY
0.00%OREILLY AUTOMOTIVE INCORPORATED
Shares2.8K
Event2026-03-31
Filed2026-05-08
JRI
-5.47%NUVEEN REAL ASSET INCOME & GRO
Shares20.8K
Event2026-03-31
Filed2026-05-08
IWM
0.00%ISHARES TR RUSSELL 2000 ETF
Shares1.0K
Event2026-03-31
Filed2026-05-08
PANW
0.00%PALO ALTO NETWORKS INCORPORATED
Shares1.5K
Event2026-03-31
Filed2026-05-08
SLB
NewSLB LIMITED COM STK (CURACAO)
Shares4.7K
Event2026-03-31
Filed2026-05-08
FNY
0.00%FIRST TRUST MID CAP GROWTH ALPHADEX FUND
Shares2.6K
Event2026-03-31
Filed2026-05-08
BARON FIRST PRINCIPLES ETF
0.00%BARON FIRST PRINCIPLES ETF
Shares10.2K
Event2026-03-31
Filed2026-05-08
FPE
-4.20%FIRST TRUST PREFERRED SECURITIES AND INCOME ETF
Shares12.7K
Event2026-03-31
Filed2026-05-08
BARON SMID CAP ETF
0.00%BARON SMID CAP ETF
Shares10.3K
Event2026-03-31
Filed2026-05-08
ABBV
0.00%ABBVIE INCORPORATED
Shares1.0K
Event2026-03-31
Filed2026-05-08
DMAR
0.00%FT VEST U.S. EQUITY DEEP BUFFER - ETF - MARCH
Shares5.2K
Event2026-03-31
Filed2026-05-08
JNJ
NewJOHNSON & JOHNSON
Shares852
Event2026-03-31
Filed2026-05-08
AMP
0.00%AMERIPRISE FINL INCORPORATED
Shares463
Event2026-03-31
Filed2026-05-08
CSCO
0.00%CISCO SYSTEMS INCORPORATED
Shares2.6K
Event2026-03-31
Filed2026-05-08
VBK
0.00%VANGUARD SMALL-CAP GROWTH ETF
Shares672
Event2026-03-31
Filed2026-05-08
BGB
0.00%BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN
Shares10.9K
Event2026-03-31
Filed2026-05-08
ABR
0.00%ARBOR REALTY TRUST INCORPORATED REIT
Shares13.7K
Event2026-03-31
Filed2026-05-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available