1776 Wealth LLC

Q1 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    139

  • Value ($000)

    $217,711

  • Date Filed
    05/06/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INCORPORATED

COM
037833100
$27.74 M
13 %

124,863

AMZN
AMZN

AMAZON COM INCORPORATED

COM
023135106
$19.25 M
9 %

101,181

ADBE
ADBE

ADOBE INCORPORATED

COM
00724F101
$13.01 M
6 %

33,933

PLTR
PLTR

PALANTIR TECHNOLOGIES INCORPORATED CLASS A

COM
69608A108
$11.37 M
5 %

134,698

FTSM
FTSM

FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT

ETF
33739Q408
$10.97 M
5 %

183,307

MSFT
MSFT

MICROSOFT CORPORATION

COM
594918104
$7.27 M
3 %

19,360

FVD
FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

ETF
33734H106
$5.91 M
3 %

132,542

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.88 M
3 %

54,255

TSLA
TSLA

TESLA INCORPORATED

COM
88160R101
$4.97 M
2 %

19,180

---

TJX COMPANIES INCORPORATED NEW

COM
872540109
$4.03 M
2 %

33,048

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