1858 WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$122M
Signature - Title
Joseph D'Anniballe - Chief Compliance Officer
Location
Akron, OH
Summary
This page shows a list of all the recent 13F filings made by 1858 WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 1858 WEALTH MANAGEMENT, LLC reported 122 stock holdings with total value $122M as of Q3 2024. Top holdings included AAPL, MSFT, NVDA, META, and CME.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 122 $122M +$9.88M -$15M -$5.14M AAPL, MSFT, NVDA, META, CME 13F-HR 10/21/2024, 09:05 AM
Q2 2024 117 $120M +$19.2M -$15.3M +$3.9M MSFT, AAPL, NVDA, AME, META 13F-HR 7/18/2024, 12:08 PM
Q1 2024 121 $92.9M $0 $0 MSFT, AAPL, CME, AME, IBTH 13F-HR 4/15/2024, 11:23 AM
Q4 2023 121 $105M $0 $0 MSFT, AAPL, CME, AME, IBTH 13F-HR 2/13/2024, 04:17 PM