1776 Wealth LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
1W 1776 Wealth LLC | Institutional Filer | ▼ 4.26% | $254.3M | 146 |
Current Portfolio Holdings
Showing all 146 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 124K | $31.6M | 12.42% |
| 2 | PLTR | Palantir Technologies Inc. | Technology | 147K | $21.5M | 8.45% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 97K | $20.2M | 7.95% |
| 4 | NVDA | NVIDIA Corporation | Technology | 64K | $11.1M | 4.36% |
| 5 | ADBE | Adobe Inc. | Technology | 36K | $8.8M | 3.46% |
| 6 | BWIN | The Baldwin Insurance Group, Inc. | Financial Services | 359K | $7.9M | 3.10% |
| 7 | TSLA | Tesla, Inc. | Consumer Cyclical | 21K | $7.8M | 3.07% |
| 8 | MSFT | Microsoft Corporation | Technology | 19K | $6.9M | 2.73% |
| 9 | FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | — | 110K | $6.6M | 2.59% |
| 10 | FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | — | 135K | $6.3M | 2.50% |
| 11 | GOOGL | Alphabet Inc. | Technology | 18K | $5.3M | 2.08% |
| 12 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 33K | $5.3M | 2.08% |
| 13 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | — | 8K | $4.6M | 1.82% |
| 14 | BX | Blackstone Inc. | Financial Services | 39K | $4.5M | 1.77% |
| 15 | GS | The Goldman Sachs Group, Inc. | Financial Services | 5K | $4.0M | 1.56% |
Showing 1 to 15 of 146 holdings