1858 WEALTH MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationakron, OH
- Num holdings
117
- Value ($000)
$118,052
- Date Filed04/22/2025
- Form type13F-HR
- CIK0002011812
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $6.68 M | 6 % | 30,071 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.14 M | 5 % | 16,361 | ||
CME CME GROUP INC | COM | 12572Q105 | $4.85 M | 4 % | 18,300 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.21 M | 4 % | 38,817 | ||
META META PLATFORMS INC | CL A | 30303M102 | $3.94 M | 3 % | 6,834 | ||
AME AMETEK INC | COM | 031100100 | $3.83 M | 3 % | 22,247 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.43 M | 3 % | 18,050 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.30 M | 3 % | 6,188 | ||
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $2.94 M | 3 % | 125,832 | ||
IBTH ISHARES TR | IBONDS 27 TRM TS | 46436E841 | $2.92 M | 3 % | 130,069 |
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