1858 WEALTH MANAGEMENT, LLC

Q4 2024 13F Holdings

  • Location
    akron, OH
  • Num holdings

    121

  • Value ($000)

    $126,256

  • Date Filed
    01/27/2025
  • Form type
    13F-HR
  • CIK
    0002011812
  • 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
AAPL
AAPL

APPLE INC

COM
037833100
$8.04M
6 %

32,093

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.83M
5 %

16,210

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.85M
4 %

36,150

META
META

META PLATFORMS INC

CL A
30303M102
$4.27M
3 %

7,296

CME
CME

CME GROUP INC

COM
12572Q105
$4.25M
3 %

18,300

AME
AME

AMETEK INC

COM
031100100
$4.08M
3 %

22,629

AMZN
AMZN

AMAZON COM INC

COM
023135106
$3.70M
3 %

16,843

PANW
PANW

PALO ALTO NETWORKS INC

COM
697435105
$2.97M
2 %

16,330

GEV
GEV

GE VERNOVA INC

COM
36828A101
$2.97M
2 %

9,020

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$2.91M
2 %

15,306

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