Fund Holdings1858 WEALTH MANAGEMENT, LLC

Total Portfolio Value
$120.49M
Total Bought
$28.54M
Total Sold
$18.76M
Net Transaction
+$9.79M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)4,58138,351+33,7702,2694,7383.93%+2,469
GE VERNOVA INC(GEV)010,239+10,23901,7561.46%+1,756
ARISTA NETWORKS INC04,635+4,63501,6241.35%+1,624
SUPER MICRO COMPUTER INC(SMCI)01,756+1,75601,4391.19%+1,439
CADENCE DESIGN SYSTEM INC(CDNS)2,6546,585+3,9317232,0271.68%+1,304
APPLE INC(AAPL)27,81831,270+3,4525,3566,5865.47%+1,230
MICROSOFT CORP(MSFT)15,11115,261+1505,6826,8215.66%+1,139
AMAZON COM INC(AMZN)13,68116,610+2,9292,0793,2102.66%+1,131
META PLATFORMS INC(META)7,2467,228-182,5653,6453.02%+1,080
NETFLIX INC(NFLX)7232,090+1,3673521,4101.17%+1,058
VERTIV HOLDINGS CO(VRT)020,875+20,87501,8071.50%+1,807
GRAINGER W W INC(GWW)5521,573+1,0214571,4191.18%+962
ALPHABET INC(GOOG)14,21615,637+1,4212,0032,8682.38%+865
NVENT ELECTRIC PLC(NVT)011,058+11,05808470.70%+847
INTUITIVE SURGICAL INC3,2804,072+7921,1071,8111.50%+705
UBER TECHNOLOGIES INC(UBER)031,206+31,20602,2681.88%+2,268
MICRON TECHNOLOGY INC(MU)04,669+4,66906140.51%+614
QUANTA SVCS INC02,385+2,38506060.50%+606
CROWDSTRIKE HLDGS INC(CRWD)4,9794,798-1811,2711,8391.53%+567
BROADCOM INC(AVGO)273490+2173057870.65%+482
TOYOTA MOTOR CORP(TM)05,111+5,11101,0480.87%+1,048
PALO ALTO NETWORKS INC(PANW)8,8318,918+872,6043,0232.51%+419
EATON CORP PLC(ETN)01,220+1,22003830.32%+383
GLOBAL X FDS
US INFR DEV ETF
6,24514,457+8,2122155350.44%+320
BOEING CO(BA)1,2253,425+2,2003196230.52%+304
CARNIVAL CORP016,025+16,02503000.25%+300
APPLIED MATLS INC01,259+1,25902970.25%+297
ELI LILLY & CO(LLY)0324+32402930.24%+293
DOORDASH INC(DASH)02,624+2,62402850.24%+285
JPMORGAN CHASE & CO.(JPM)2,6893,645+9564577370.61%+280
VISA INC(V)05,805+5,80501,5241.26%+1,524
SYNOPSYS INC(SNPS)0443+44302640.22%+264
CITIGROUP INC(C)03,968+3,96802520.21%+252
TJX COS INC NEW(TJX)02,266+2,26602490.21%+249
SKYWORKS SOLUTIONS INC(SWKS)02,264+2,26402410.20%+241
DELTA AIR LINES INC DEL(DAL)04,976+4,97602360.20%+236
ADVANCED MICRO DEVICES INC(AMD)3,9465,024+1,0785828150.68%+233
JOHNSON CTLS INTL PLC
SHS
4,1477,073+2,9262394700.39%+231
BOSTON SCIENTIFIC CORP(BSX)02,951+2,95102270.19%+227
IRON MTN INC DEL(IRM)02,532+2,53202270.19%+227
HOWMET AEROSPACE INC(HWM)02,821+2,82102190.18%+219
EMERSON ELEC CO(EMR)01,956+1,95602150.18%+215
QUALCOMM INC(QCOM)1,5962,228+6322314440.37%+213
CLEAN HARBORS INC(CLH)0941+94102130.18%+213
LENNOX INTL INC(LII)0397+39702120.18%+212
HANNON ARMSTRONG SUST INFR C(HASI)07,012+7,01202080.17%+208
FIRSTENERGY CORP(FE)05,383+5,38302060.17%+206
IQVIA HLDGS INC(IQV)0960+96002030.17%+203
OCCIDENTAL PETE CORP(OXY)10,39812,700+2,3026218000.66%+180
SERVICENOW INC(NOW)2,2962,275-211,6221,7901.49%+168
RTX CORPORATION(RTX)7,8518,174+3236618210.68%+160
GE AEROSPACE(GE)8,3367,698-6381,0641,2241.02%+160
SPDR SER TR
ST STR SP INS
12,98514,722+1,7375877340.61%+146
EOG RES INC(EOG)6,8037,664+8618239650.80%+142
ALPHABET INC(GOOG)5,6064,908-6987838940.74%+111
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
14,38215,795+1,4136237310.61%+109
ADOBE INC(ADBE)2,5472,914+3671,5201,6191.34%+99
VANECK ETF TRUST
INDIA GROWTH LDR
015,465+15,46507860.65%+786
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
7,9667,961-58349200.76%+86
KIMBERLY-CLARK CORP(KMB)1,7852,127+3422172940.24%+77
CARRIER GLOBAL CORPORATION(CARR)13,75613,543-2137908540.71%+64
VERTEX PHARMACEUTICALS INC(VRTX)02,662+2,66201,2481.04%+1,248
LAM RESEARCH CORP(LRCX)272254-182132700.22%+57
ABBVIE INC(ABBV)4,3944,291-1036817360.61%+55
AMERICAN EXPRESS CO(AXP)2,8772,546-3315395900.49%+51
CENCORA INC1,1441,266+1222352850.24%+50
BANK NEW YORK MELLON CORP4,6784,866+1882432910.24%+48
GENERAL DYNAMICS CORP(GD)3,3493,157-1928709160.76%+46
AMETEK INC22,85522,869+143,7693,8123.16%+44
AUTOMATIC DATA PROCESSING IN6,2086,232+241,4461,4881.23%+41
CATERPILLAR INC(CAT)3,4983,223-2751,0341,0740.89%+39
WASTE CONNECTIONS INC(WCN)01,351+1,35102370.20%+237
COCA COLA CO(KO)7,1987,192-64244580.38%+34
ELEVANCE HEALTH INC(ELV)479478-12262590.21%+33
REINSURANCE GRP OF AMERICA I(RGA)1,3521,225-1272192510.21%+33
T-MOBILE US INC(TMUS)02,395+2,39504220.35%+422
VERISK ANALYTICS INC(VRSK)01,028+1,02802770.23%+277
FIFTH THIRD BANCORP(FITB)11,22511,22503874100.34%+22
LOWES COS INC(LOW)1,0631,163+1002372560.21%+20
FISERV INC(FISV)1,6061,510-962132250.19%+12
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
2,2952,29502272380.20%+11
CHEVRON CORP NEW(CVX)1,3891,395+62072180.18%+11
ORACLE CORP(ORCL)3,4602,655-8053653750.31%+10
PACER FDS TR
US SM CAP CA ETF
35,41639,228+3,8121,7011,7091.42%+8
NEXTERA ENERGY INC(NEE)10,4079,023-1,3846326390.53%+7
SCHWAB CHARLES CORP(SCHW)3,5543,233-3212452380.20%-6
LINDE PLC(LIN)511461-502102020.17%-8
HOME DEPOT INC(HD)2,1122,102-107327240.60%-8
BROADRIDGE FINL SOLUTIONS IN(BR)1,8351,846+113783640.30%-14
PACER FDS TR
US CASH COWS 100
20,19019,000-1,1901,0501,0350.86%-14
SYSCO CORP(SYY)03,167+3,16702260.19%+226
TAPESTRY INC(TPR)06,068+6,06802600.22%+260
GENERAL MLS INC(GIS)8,1028,024-785285080.42%-20
PROSHARES TR
ULTR RUSSL2000
8,2208,22003813550.29%-26
NORTHROP GRUMMAN CORP(NOC)1,7651,831+668267980.66%-28
ISHARES TR120,651119,705-9462,8092,7802.31%-29
PULTE GROUP INC(PHM)3,1692,682-4873272950.25%-32
TARGET CORP(TGT)02,950+2,95004370.36%+437
PACER FDS TR
GLOBL CASH ETF
60,00060,00002,0562,0231.68%-33
MERCK & CO INC(MRK)20,58017,836-2,7442,2442,2081.83%-36
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