1858 WEALTH MANAGEMENT, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    akron, OH
  • CIK
    0002011812
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

117

$118.05 M
AAPL, MSFT, CME, NVDA
13F-HR
Apr 22, 2025
000195175725000415

121

$126.26 M
AAPL, MSFT, NVDA, META
13F-HR
Jan 27, 2025
000195175725000131

122

$121.52 M
AAPL, MSFT, NVDA, META
13F-HR
Oct 21, 2024
000195175724001079

117

$120.49 M
MSFT, AAPL, NVDA, AME
13F-HR
Jul 18, 2024
000195175724000525

121

$105.46 M
MSFT, AAPL, CME, AME
13F-HR
Apr 15, 2024
000195175724000265

121

$105.46 M
MSFT, AAPL, CME, AME
13F-HR
Feb 13, 2024
000195175724000250
1858 Wealth Management, Llc 13F Filings