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CIK: 0001803140
Total reported value
$283.7M
$283.7M
135 檔
28.4%
During the Q1 2024 filing period, 1776 Wealth LLC (CIK: 0001803140) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $283.7M across 135 reported positions.
During Q1 2024, 1776 Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.81% | +0.19% | -0.00% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.45% | +0.16% | +0.07% | |
| 3 | ADBE | Adobe Inc | Stock-Tech | 8.13% | -0.84% | -15.23% | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 6.69% | -0.57% | -5.29% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.07% | -0.21% | +0.23% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-Other | 3.01% | -0.31% | -3.13% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.26% | -2.34% | -9.60% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.13% | +0.21% | -0.61% | |
| 9 | ✓ | Indexiq Active ETF Tr | ETF-Large Cap & Growth | 2.10% | — | -1.14% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.71% | -0.32% | -0.13% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.58% | +0.20% | +0.36% | |
| 12 | BX | Blackstone Inc | Stock-Financials | 1.53% | -0.15% | +0.84% | |
| 13 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.49% | -0.02% | — | |
| 14 | FPEI | First Trust Institutional Pr | ETF-Other | 1.48% | -0.08% | +0.01% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | — | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.39% | +0.04% | -0.28% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.38% | +0.05% | -13.34% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | -0.08% | -5.94% | |
| 19 | FTCS | First Trust Capital Strength | ETF-Other | 1.33% | -0.10% | -1.30% | |
| 20 | KBH | Kb Home | Stock-Consumer Disc | 1.21% | +0.04% | +0.01% | |
| 21 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.13% | -0.02% | +189.00% | |
| 22 | SNPS | Synopsys Inc | Stock-Tech | 1.07% | — | — | |
| 23 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.99% | — | — | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.97% | -0.11% | -0.49% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.95% | +0.11% | — | |
| 26 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 0.86% | — | — | |
| 27 | VMC | Vulcan Materials Co | Stock-Materials | 0.84% | -0.01% | — | |
| 28 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.69% | -0.09% | — | |
| 29 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.69% | — | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.01% | -0.53% | |
| 31 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.62% | -0.03% | -0.74% | |
| 32 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.60% | +0.03% | — | |
| 33 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 0.55% | -0.04% | — | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.05% | -0.97% | |
| 35 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | 0.54% | — | — | |
| 36 | SKYY | First Trust Cloud Computing | ETF-Other | 0.52% | +0.04% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | -0.04% | — | |
| 38 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.51% | -0.07% | +63.06% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.08% | — | |
| 40 | INTC | Intel CORP | Stock-Tech | 0.47% | +0.81% | — | |
| 41 | AGQI | First Tr Act Glbl Qlty Inc | ETF-Other | 0.47% | -0.01% | — | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.45% | +0.38% | -1.77% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.14% | +0.11% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.13% | -2.49% | |
| 45 | YDEC | Ft Vest International Equity | ETF-Other | 0.42% | -0.03% | — | |
| 46 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.40% | — | -1.02% | |
| 47 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.39% | -0.01% | — | |
| 48 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.38% | -0.01% | — | |
| 49 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.37% | +0.05% | — | |
| 50 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.36% | -0.01% | — |
According to official SEC Form 13F filings, 1776 Wealth LLC reported a total U.S. public equity portfolio value of $283.7M across 135 disclosed positions in Q1 2024.
During Q1 2024, 1776 Wealth LLC's top holdings by market value included AAPL (10.8%)、AMZN (9.4%)、ADBE (8.1%). The largest single position, AAPL, represented 10.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, ADBE) accounted for 28.4% of total reported equity market value during Q1 2024.
In Q1 2024, 1776 Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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