The Analysis of 1858 WEALTH MANAGEMENT, LLC's Holdings
Currently, 1858 WEALTH MANAGEMENT, LLC holds 113 types of securities in its portfolio with a total value $142.4M. In the most recent quarter, they have increased their positions in IEF (+57.0K shares, valued at $5.5M), GRNY (+154.9K shares, valued at $3.9M), SHY (+41.9K shares, valued at $3.5M); decreased their positions in GEV (-2.4K shares, valued at $1.5M), ANET (-4.8K shares, valued at $696.5K), GE (-2.1K shares, valued at $617.0K); initiated new positions in IEF (+57.0K shares, valued at $5.5M), GRNY (+154.9K shares, valued at $3.9M), SHY (+41.9K shares, valued at $3.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP16.7K shares0.55%2025-09-302025-11-14
NVDA NVIDIA CORPORATION39.2K shares0.63%2025-09-302025-11-14 AAPL APPLE INC28.3K shares-4.32%2025-09-302025-11-14 IEF ISHARES TR57.0K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC6.9K shares-6.91%2025-09-302025-11-14 CME CME GROUP INC18.3K shares0.00%2025-09-302025-11-14 GEV GE VERNOVA INC7.2K shares-24.74%2025-09-302025-11-14 AMZN AMAZON COM INC18.2K shares-4.99%2025-09-302025-11-14 AME AMETEK INC21.2K shares-4.14%2025-09-302025-11-14 GRNY TIDAL TRUST I154.9K sharesnew addition2025-09-302025-11-14 VRT VERTIV HOLDINGS CO23.1K shares-13.49%2025-09-302025-11-14 SHY ISHARES TR41.9K sharesnew addition2025-09-302025-11-14 DUNK TIDAL TRUST I129.2K sharesnew addition2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC15.4K shares-4.79%2025-09-302025-11-14 GOOG ALPHABET INC12.7K shares0.82%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC29.7K shares-4.93%2025-09-302025-11-14 GRID FIRST TR EXCHANGE TRADED FD18.1K shares24.05%2025-09-302025-11-14 ANET ARISTA NETWORKS INC17.5K shares-21.41%2025-09-302025-11-14 NOW SERVICENOW INC2.7K shares23.92%2025-09-302025-11-14 CSCO CISCO SYS INC36.3K shares3.94%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL4.9K shares-18.36%2025-09-302025-11-14 GCOW PACER FDS TR60.0K shares0.00%2025-09-302025-11-14 GE GE AEROSPACE7.1K shares-22.48%2025-09-302025-11-14 NFLX NETFLIX INC1.6K shares-1.68%2025-09-302025-11-14 AVGO BROADCOM INC5.8K shares18.96%2025-09-302025-11-14 FXO FIRST TR EXCHANGE TRADED FD30.9K shares60.05%2025-09-302025-11-14 NU NU HLDGS LTD113.8K shares-5.18%2025-09-302025-11-14 CAT CATERPILLAR INC3.5K shares-6.52%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN5.4K shares-5.31%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC8.4K shares-14.31%2025-09-302025-11-14 BA BOEING CO6.8K shares8.28%2025-09-302025-11-14 VRTX VERTEX PHARMACEUTICALS INC3.5K shares43.81%2025-09-302025-11-14 ADBE ADOBE INC3.6K shares30.20%2025-09-302025-11-14 LDOS LEIDOS HOLDINGS INC6.7K shares-7.86%2025-09-302025-11-14 RTX RTX CORPORATION7.4K shares-7.44%2025-09-302025-11-14 GD GENERAL DYNAMICS CORP3.5K shares7.03%2025-09-302025-11-14 LLY ELI LILLY & CO1.5K shares8.45%2025-09-302025-11-14 V VISA INC3.3K shares-7.59%2025-09-302025-11-14 COWZ PACER FDS TR18.5K shares0.00%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.3.0K shares-9.13%2025-09-302025-11-14 GOOGL ALPHABET INC3.4K shares-9.21%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC4.9K shares33.33%2025-09-302025-11-14 ABT ABBOTT LABS5.7K shares-10.77%2025-09-302025-11-14 SNOW SNOWFLAKE INC3.3K shares29.02%2025-09-302025-11-14 ETN EATON CORP PLC2.0K shares10.73%2025-09-302025-11-14 ABBV ABBVIE INC3.2K shares-5.73%2025-09-302025-11-14 LRCX LAM RESEARCH CORP5.1K shares-1.48%2025-09-302025-11-14 DELL DELL TECHNOLOGIES INC4.6K shares0.00%2025-09-302025-11-14 CDNS CADENCE DESIGN SYSTEM INC1.8K shares4.01%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO1.6K shares-3.18%2025-09-302025-11-14 HD HOME DEPOT INC1.3K shares-16.41%2025-09-302025-11-14 QTUM ETF SER SOLUTIONS5.0K shares43.43%2025-09-302025-11-14 DIS DISNEY WALT CO4.4K shares1.01%2025-09-302025-11-14 FITB FIFTH THIRD BANCORP11.2K shares0.00%2025-09-302025-11-14 MRK MERCK & CO INC5.8K shares-15.82%2025-09-302025-11-14 CGBD CARLYLE SECURED LENDING INC38.3K shares-7.26%2025-09-302025-11-14 NEE NEXTERA ENERGY INC6.2K shares-1.45%2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP4.8K shares-18.68%2025-09-302025-11-14 ORCL ORACLE CORP1.5K shares0.13%2025-09-302025-11-14 BK BANK NEW YORK MELLON CORP3.9K shares-3.64%2025-09-302025-11-14 TJX TJX COS INC NEW2.8K shares37.41%2025-09-302025-11-14 DASH DOORDASH INC1.5K shares-27.12%2025-09-302025-11-14 KO COCA COLA CO5.9K shares-18.43%2025-09-302025-11-14 TPR TAPESTRY INC3.4K shares-12.07%2025-09-302025-11-14 PHM PULTE GROUP INC2.7K shares-5.29%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC721 shares21.18%2025-09-302025-11-14 ZTS ZOETIS INC2.4K shares13.61%2025-09-302025-11-14 TMUS T-MOBILE US INC1.4K shares-38.87%2025-09-302025-11-14 CRH CRH PLC2.8K sharesnew addition2025-09-302025-11-14 DIVO AMPLIFY ETF TR7.2K shares0.00%2025-09-302025-11-14 BAC BANK AMERICA CORP6.0K shares-6.91%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO2.0K shares-22.77%2025-09-302025-11-14 PKW INVESCO EXCHANGE TRADED FD T2.3K shares0.00%2025-09-302025-11-14 ALL ALLSTATE CORP1.4K sharesnew addition2025-09-302025-11-14 MCK MCKESSON CORP388 sharesnew addition2025-09-302025-11-14 PAVE GLOBAL X FDS6.3K shares0.00%2025-09-302025-11-14 TXN TEXAS INSTRS INC1.6K shares0.00%2025-09-302025-11-14 FE FIRSTENERGY CORP6.3K shares0.00%2025-09-302025-11-14 BR BROADRIDGE FINL SOLUTIONS IN1.2K shares-26.67%2025-09-302025-11-14 BLK BLACKROCK INC242 shares0.00%2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO6.2K shares0.00%2025-09-302025-11-14 IQV IQVIA HLDGS INC1.5K sharesnew addition2025-09-302025-11-14 GIS GENERAL MLS INC5.5K shares1.06%2025-09-302025-11-14 MCD MCDONALDS CORP911 shares-0.98%2025-09-302025-11-14 TOST TOAST INC7.4K shares0.00%2025-09-302025-11-14 T AT&T INC9.4K sharesnew addition2025-09-302025-11-14 QCOM QUALCOMM INC1.6K shares-25.85%2025-09-302025-11-14 AFL AFLAC INC2.3K shares-5.34%2025-09-302025-11-14 ALV AUTOLIV INC2.1K shares3.52%2025-09-302025-11-14 GPC GENUINE PARTS CO1.8K sharesnew addition2025-09-302025-11-14 JCI JOHNSON CTLS INTL PLC2.3K shares-14.96%2025-09-302025-11-14 SYY SYSCO CORP3.0K shares-6.41%2025-09-302025-11-14 EMR EMERSON ELEC CO1.9K shares0.00%2025-09-302025-11-14 SPGI S&P GLOBAL INC496 shares-1.59%2025-09-302025-11-14 SPHB INVESCO EXCH TRADED FD TR II2.2K shares0.00%2025-09-302025-11-14 KR KROGER CO3.5K shares-2.61%2025-09-302025-11-14 WCN WASTE CONNECTIONS INC1.4K shares0.00%2025-09-302025-11-14 HWM HOWMET AEROSPACE INC1.2K shares-20.45%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON1.3K shares-5.42%2025-09-302025-11-14 BX BLACKSTONE INC1.4K shares0.00%2025-09-302025-11-14 SYK STRYKER CORPORATION622 shares7.61%2025-09-302025-11-14 WDAY WORKDAY INC940 shares-1.26%2025-09-302025-11-14 FANG DIAMONDBACK ENERGY INC1.5K shares2.08%2025-09-302025-11-14 LNG CHENIERE ENERGY INC922 sharesnew addition2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP1.7K shares-1.25%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC438 shares-20.94%2025-09-302025-11-14 SCI SERVICE CORP INTL2.5K shares0.00%2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND848 sharesnew addition2025-09-302025-11-14 SLB SCHLUMBERGER LTD6.1K sharesnew addition2025-09-302025-11-14 CP CANADIAN PACIFIC KANSAS CITY2.8K shares0.00%2025-09-302025-11-14 FERG FERGUSON ENTERPRISES INC916 sharesnew addition2025-09-302025-11-14 AMAT APPLIED MATLS INC1.0K sharesnew addition2025-09-302025-11-14 MGNI MAGNITE INC9.2K shares-34.53%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available