Fund Holdings1900 WEALTH MANAGEMENT LLC

Total Portfolio Value
$1.00B
Total Bought
$174.73M
Total Sold
$138.79M
Net Transaction
+$35.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR86,168161,091+74,92338,40669,1776.90%+30,771
ISHARES TR059,010+59,010013,8621.38%+13,862
ISHARES TR88,459178,083+89,6249,44118,2611.82%+8,819
GOLDMAN SACHS ETF TR1,489,5911,844,213+354,62246,69955,3825.52%+8,683
SUPER MICRO COMPUTER INC(SMCI)023,924+23,92406,5600.65%+6,560
SPDR SER TR
ST STR P500ETF
0129,596+129,59606,5140.65%+6,514
ISHARES TR25,79891,286+65,4882,5278,5840.86%+6,058
JANUS DETROIT STR TR
HENDRSON AAA CL
0118,834+118,83405,9810.60%+5,981
INVESCO EXCH TRD SLF IDX FD
BLOO PRI PWR ETF
085,114+85,11405,5770.56%+5,577
ISHARES TR312,382365,219+52,83730,56334,4003.43%+3,837
VANECK ETF TRUST
LONG MUNI ETF
0206,818+206,81803,4560.34%+3,456
ISHARES TR6,99319,452+12,4591,9245,1740.52%+3,250
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
270,715369,691+98,9768,89312,0591.20%+3,166
ISHARES U S ETF TR
SHOR MAT MUN ETF
72,940132,911+59,9713,6396,6200.66%+2,981
VANGUARD INTL EQUITY INDEX F107,138156,972+49,8344,3586,1550.61%+1,797
ISHARES TR92,139120,546+28,4077,2118,9950.90%+1,784
SPDR SER TR
ST STR RATE ETF
089,280+89,28002,7430.27%+2,743
AKAMAI TECHNOLOGIES INC(AKAM)016,045+16,04501,7090.17%+1,709
PURE STORAGE INC(P)045,151+45,15101,6080.16%+1,608
PLEXUS CORP(PLXS)017,215+17,21501,6010.16%+1,601
COTERRA ENERGY INC055,009+55,00901,4880.15%+1,488
INVESCO EXCH TRADED FD TR II019,497+19,49701,4640.15%+1,464
GENTEX CORP(GNTX)044,437+44,43701,4460.14%+1,446
MICROCHIP TECHNOLOGY INC.(MCHP)018,505+18,50501,4440.14%+1,444
ARISTA NETWORKS INC07,618+7,61801,4010.14%+1,401
GARMIN LTD(GRMN)013,224+13,22401,3910.14%+1,391
INVESCO EXCH TRADED FD TR II071,314+71,31401,3470.13%+1,347
ISHARES TR148,373166,896+18,52314,48715,8271.58%+1,340
TEXAS PACIFIC LAND CORPORATI(TPL)2,6122,61203,4394,7630.47%+1,324
POWER INTEGRATIONS INC(POWI)017,020+17,02001,2990.13%+1,299
CHEVRON CORP NEW(CVX)014,038+14,03802,3670.24%+2,367
SCHWAB STRATEGIC TR63,99190,988+26,9972,9544,0240.40%+1,071
SOUTHWESTERN ENERGY CO0164,448+164,44801,0610.11%+1,061
DOLBY LABORATORIES INC(DLB)013,252+13,25201,0500.10%+1,050
ALIGN TECHNOLOGY INC03,285+3,28501,0030.10%+1,003
SNAP ON INC(SNA)03,544+3,54409040.09%+904
PROSPERITY BANCSHARES INC(PB)015,576+15,57608500.08%+850
ALARM COM HLDGS INC013,876+13,87608480.08%+848
INTUITIVE SURGICAL INC03,577+3,57701,0460.10%+1,046
COGNEX CORP(CGNX)019,822+19,82208410.08%+841
VANGUARD INDEX FDS3,9316,206+2,2751,6012,4370.24%+836
VANGUARD ADMIRAL FDS INC23,50227,562+4,0605,9726,8030.68%+832
SPDR SER TR
ST STR P400MID
018,096+18,09607920.08%+792
ROYAL CARIBBEAN GROUP
COM
08,259+8,25907610.08%+761
AUTODESK INC07,555+7,55501,5630.16%+1,563
INTUIT(INTU)01,408+1,40807190.07%+719
HONEYWELL INTL INC(HON)07,000+7,00001,2930.13%+1,293
APPLE INC(AAPL)33,16441,458+8,2946,4337,0980.71%+665
FLOOR & DECOR HLDGS INC(FND)07,079+7,07906410.06%+641
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
015,174+15,17401,0380.10%+1,038
LANDSTAR SYS INC(LSTR)03,392+3,39206000.06%+600
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
054,422+54,42201,4210.14%+1,421
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
024,615+24,61505850.06%+585
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
53,27569,166+15,8912,4503,0280.30%+578
VANGUARD INDEX FDS38,83943,033+4,1947,8748,4210.84%+548
MICROSOFT CORP(MSFT)11,41814,047+2,6293,8884,4350.44%+547
ABBVIE INC(ABBV)06,247+6,24709310.09%+931
LOWES COS INC(LOW)03,378+3,37807020.07%+702
ADOBE INC(ADBE)02,334+2,33401,1900.12%+1,190
JEFFERIES FINL GROUP INC(JEF)011,268+11,26804130.04%+413
LAM RESEARCH CORP(LRCX)0652+65204090.04%+409
IPG PHOTONICS CORP(IPGP)03,993+3,99304050.04%+405
BANK AMERICA CORP014,691+14,69104020.04%+402
INTERDIGITAL INC(IDCC)04,874+4,87403910.04%+391
LGI HOMES INC(LGIH)03,906+3,90603890.04%+389
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
125,121133,314+8,1936,3376,7260.67%+388
GENERAC HLDGS INC(GNRC)03,403+3,40303710.04%+371
VANGUARD TAX-MANAGED FDS603,161645,548+42,38727,85428,2232.81%+369
GILEAD SCIENCES INC(GILD)04,838+4,83803630.04%+363
VIASAT INC(VSAT)019,568+19,56803610.04%+361
UNITEDHEALTH GROUP INC(UNH)0712+71203590.04%+359
ISHARES TR
0-5YR HI YL CP
180,905191,407+10,5027,4997,8530.78%+355
EOG RES INC(EOG)05,459+5,45906920.07%+692
UNDER ARMOUR INC(UA)051,428+51,42803520.04%+352
KROGER CO(KR)07,820+7,82003500.03%+350
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,846+5,84603450.03%+345
NOVARTIS AG(NVS)07,275+7,27507410.07%+741
ALPHABET INC(GOOG)010,299+10,29901,3480.13%+1,348
PIMCO ETF TR
INTER MUN BD ACT
06,420+6,42003210.03%+321
NVIDIA CORPORATION(NVDA)0710+71003090.03%+309
GRACO INC(GGG)04,186+4,18603050.03%+305
MASTERCARD INCORPORATED(MA)01,451+1,45105740.06%+574
BP PLC(BP)07,693+7,69302980.03%+298
BROADCOM INC(AVGO)0672+67205580.06%+558
WALMART INC(WMT)05,259+5,25908410.08%+841
VICTORY PORTFOLIOS II
CORE PLUS BD ETF
013,143+13,14302720.03%+272
ISHARES TR03,588+3,58802640.03%+264
STARBUCKS CORP(SBUX)02,896+2,89602640.03%+264
GENTHERM INC(THRM)04,864+4,86402640.03%+264
PROTO LABS INC(PRLB)09,904+9,90402610.03%+261
SLEEP NUMBER CORP010,630+10,63002610.03%+261
IRON MTN INC DEL(IRM)04,385+4,38502610.03%+261
MSC INDL DIRECT INC(MSM)02,594+2,59402550.03%+255
STRATEGIC ED INC(STRA)03,305+3,30502490.02%+249
AFLAC INC(AFL)03,225+3,22502480.02%+248
PULTE GROUP INC(PHM)012,246+12,24609070.09%+907
EXXON MOBIL CORP29,83329,215-6183,2003,4350.34%+235
MYRIAD GENETICS INC014,617+14,61702340.02%+234
INVESCO QQQ TR0654+65402340.02%+234
DUKE ENERGY CORP NEW(DUK)02,599+2,59902290.02%+229
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