1900 WEALTH MANAGEMENT LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsan antonio, TX
- CIK0001791996
- Alternate namesMONTICELLO WEALTH MANAGEMENT, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
223 | $1.19B | KRE, JAAA, UBND, DFUS | 13F-HR | Jan 27, 2025 | 000179199625000001 | ||
223 | $1.17B | KRE, JAAA, UBND, DFUS | RESTATEMENT | Nov 14, 2024 | 000179199624000007 | ||
221 | $1.07B | KRE, JAAA, UBND, DFUS | 13F-HR | Jul 26, 2024 | 000179199624000005 | ||
235 | $1.10B | KRE, IVV, JAAA, DFUS | 13F-HR | Apr 24, 2024 | 000179199624000004 | ||
294 | $1.09B | KRE, IVV, DFUS, GSIE | 13F-HR | Feb 1, 2024 | 000179199624000001 | ||
290 | $1.00B | IVV, GSIE, QUAL, DFUS | 13F-HR | Oct 17, 2023 | 000179199623000006 | ||
238 | $971.66M | QUAL, MTUM, GSIE, IVV | 13F-HR | Jul 21, 2023 | 000179199623000005 | ||
240 | $931.00M | MTUM, QUAL, GSIE, GSLC | 13F-HR | May 2, 2023 | 000179199623000004 | ||
234 | $922.24M | MTUM, QUAL, GSIE, GSLC | 13F-HR | Feb 6, 2023 | 000179199623000002 | ||
220 | $855.14M | MTUM, QUAL, GSIE, GSLC | 13F-HR | Oct 31, 2022 | 000179199622000005 | ||
223 | $916.64M | MTUM, QUAL, GSIE, GSLC | 13F-HR | Aug 1, 2022 | 000179199622000004 | ||
237 | $1.05B | MTUM, GSLC, QUAL, GSIE | 13F-HR | Apr 27, 2022 | 000179199622000003 | ||
241 | $1.11B | MTUM, QUAL, GSLC, GSIE | 13F-HR | Jan 31, 2022 | 000179199622000001 | ||
215 | $1.03B | MTUM, QUAL, GSLC, MUB | 13F-HR | Nov 1, 2021 | 000179199621000016 | ||
215 | $1.05B | MTUM, QUAL, GSLC, MUB | 13F-HR | Jul 20, 2021 | 000179199621000014 | ||
171 | $1.32B | T, MTUM, QUAL, GSLC | 13F-HR | Apr 26, 2021 | 000179199621000006 | ||
139 | $856.04M | MTUM, QUAL, MUB, GSLC | 13F-HR | Feb 5, 2021 | 000179199621000004 |