1776 Wealth LLC

Q4 2024 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    140

  • Value ($000)

    $217,623

  • Date Filed
    02/10/2025
  • Form type
    13F-HR
  • CIK
    0001803140
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

AMAZON COM INCORPORATED

COM
023135106
$22.38M
10 %

102,001

ADBE
ADBE

ADOBE INCORPORATED

COM
00724F101
$14.70M
7 %

33,062

AAPL
AAPL

APPLE INCORPORATED

COM
037833100
$14.22M
7 %

125,680

PLTR
PLTR

PALANTIR TECHNOLOGIES INCORPORATED CLASS A

COM
69608A108
$12.63M
6 %

167,054

FTSM
FTSM

FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT

ETF
33739Q408
$12.59M
6 %

210,712

MSFT
MSFT

MICROSOFT CORPORATION

COM
594918104
$8.14M
4 %

19,311

TSLA
TSLA

TESLA INCORPORATED

COM
88160R101
$6.74M
3 %

16,698

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.50M
3 %

48,416

FVD
FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

ETF
33734H106
$5.95M
3 %

136,273

BX
BX

BLACKSTONE INCORPORATED

COM
09260D107
$4.48M
2 %

25,981

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