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CIK: 0001803140
Total reported value
$283.7M
$283.7M
139 檔
29.0%
At the close of Q1 2025, 1776 Wealth LLC disclosed equity holdings valued at approximately $283.7M, spread across 139 reported holdings.
In Q1 2025, 1776 Wealth LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, ADBE) accounted for 29.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.74% | +0.19% | -0.65% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.84% | +0.16% | -0.80% | |
| 3 | ADBE | Adobe Inc | Stock-Tech | 5.98% | -0.84% | +2.63% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 5.22% | -2.34% | -19.37% | |
| 5 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 5.04% | -0.57% | -13.01% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.21% | +0.25% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 2.71% | -0.31% | -2.74% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.70% | +0.21% | +12.06% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.28% | +0.05% | +14.86% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.85% | -0.32% | -0.19% | |
| 11 | BX | Blackstone Inc | Stock-Financials | 1.73% | -0.15% | +3.74% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.72% | -0.08% | +10.41% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | — | +3.13% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.20% | -0.08% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | +0.04% | -0.80% | |
| 16 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.50% | -0.02% | — | |
| 17 | FPEI | First Trust Institutional Pr | ETF-Other | 1.31% | -0.08% | -0.01% | |
| 18 | FTCS | First Trust Capital Strength | ETF-Other | 1.22% | -0.10% | -0.37% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.17% | +0.11% | — | |
| 20 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.13% | -0.02% | — | |
| 21 | KBH | Kb Home | Stock-Consumer Disc | 0.96% | +0.04% | +1.43% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 0.82% | -0.11% | -0.39% | |
| 23 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 0.78% | — | — | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.13% | -0.44% | |
| 25 | SNPS | Synopsys Inc | Stock-Tech | 0.76% | — | -21.44% | |
| 26 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.73% | — | +3.55% | |
| 27 | EPD | Enterprise Products Partners | Stock-Energy | 0.71% | -0.08% | -1.66% | |
| 28 | ETN | Eaton Corporation plc | Stock-Industrials | 0.69% | +0.04% | +92.93% | |
| 29 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.67% | -0.09% | -7.72% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | -0.04% | +14.29% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.05% | -1.61% | |
| 32 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.61% | +0.03% | — | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.14% | +4.33% | |
| 34 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.57% | -0.03% | -2.73% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.01% | -1.41% | |
| 36 | VMC | Vulcan Materials Co | Stock-Materials | 0.55% | -0.01% | -7.18% | |
| 37 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 0.54% | -0.04% | — | |
| 38 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.52% | — | -2.86% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.11% | — | |
| 40 | SKYY | First Trust Cloud Computing | ETF-Other | 0.50% | +0.04% | — | |
| 41 | HUBS | Hubspot Inc | Stock-Tech | 0.49% | -0.11% | +368.00% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.08% | — | |
| 43 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.46% | -0.01% | +7.89% | |
| 44 | NREF | Nexpoint Real Estate Finance | Stock-Other | 0.44% | +0.02% | +1.64% | |
| 45 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.41% | -0.01% | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | — | +0.05% | |
| 47 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.39% | +0.08% | — | |
| 48 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.39% | -0.01% | +13.04% | |
| 49 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.39% | -0.01% | — | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.38% | -0.04% | — |
According to official SEC Form 13F filings, 1776 Wealth LLC reported a total U.S. public equity portfolio value of $283.7M across 139 disclosed positions in Q1 2025.
During Q1 2025, 1776 Wealth LLC's top holdings by market value included AAPL (12.7%)、AMZN (8.8%)、ADBE (6.0%). The largest single position, AAPL, represented 12.7% of total portfolio value.
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Top New Position Initiated
AAPL
市值: $27.7M
In Q1 2025, 1776 Wealth LLC made 50 total portfolio adjustments, initiating 50 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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