Fund Holdings

1858 WEALTH MANAGEMENT, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ISHARES TR057,004+57,00405,498,6063.86%+5,498,606
TIDAL TRUST I0154,864+154,86403,870,0512.72%+3,870,051
ISHARES TR041,884+41,88403,474,6972.44%+3,474,697
TIDAL TRUST I0129,173+129,17303,281,3562.30%+3,281,356
NVIDIA CORPORATION(NVDA)38,99939,245+2466,161,4527,322,3325.14%+1,160,880
APPLE INC(AAPL)29,61828,338-1,2806,076,7257,215,7055.07%+1,138,980
ALPHABET INC(GOOG)12,55612,659+1032,227,3093,083,0992.16%+855,790
SNOWFLAKE INC(SNOW)03,348+3,3480755,1410.53%+755,141
FIRST TR EXCHANGE TRADED FD19,28330,863+11,5801,081,0051,832,9541.29%+751,949
FIRST TR EXCHANGE TRADED FD14,55418,054+3,5002,023,2972,727,5981.92%+704,301
BROADCOM INC(AVGO)4,9155,847+9321,354,8201,928,9841.35%+574,164
MICROSOFT CORP(MSFT)16,62916,720+918,271,4318,660,1246.08%+388,693
CRH PLC02,788+2,7880334,2810.23%+334,281
ALLSTATE CORP(ALL)01,415+1,4150303,7300.21%+303,730
MCKESSON CORP(MCK)0388+3880299,7460.21%+299,746
VERTEX PHARMACEUTICALS INC(VRTX)2,4633,542+1,0791,096,5281,387,1890.97%+290,661
IQVIA HLDGS INC(IQV)01,463+1,4630277,8820.20%+277,882
ARISTA NETWORKS INC(ANET)22,32617,546-4,7802,284,1732,556,6281.80%+272,455
ADVANCED MICRO DEVICES INC(AMD)3,6574,876+1,219518,928788,8880.55%+269,960
AT&T INC(T)09,382+9,3820264,9480.19%+264,948
GENUINE PARTS CO(GPC)01,829+1,8290253,4990.18%+253,499
SERVICENOW INC(NOW)2,1862,709+5232,247,3832,493,0391.75%+245,656
GENERAL DYNAMICS CORP(GD)3,2563,485+229949,6451,188,3850.83%+238,740
CHENIERE ENERGY INC(LNG)0922+9220216,6520.15%+216,652
CATERPILLAR INC(CAT)3,7413,497-2441,452,2941,668,5941.17%+216,300
ACCENTURE PLC IRELAND0848+8480209,1170.15%+209,117
SCHLUMBERGER LTD(SLB)06,082+6,0820209,0380.15%+209,038
FERGUSON ENTERPRISES INC(FERG)0916+9160205,7150.14%+205,715
ETF SER SOLUTIONS3,5005,020+1,520321,353526,6480.37%+205,295
APPLIED MATLS INC01,000+1,0000204,7400.14%+204,740
ADOBE INC(ADBE)2,7783,617+8391,074,7531,275,8970.90%+201,144
PALANTIR TECHNOLOGIES INC(PLTR)9,7768,377-1,3991,332,6641,528,1321.07%+195,468
LAM RESEARCH CORP(LRCX)5,1375,061-76500,036677,6680.48%+177,632
NU HLDGS LTD(NU)120,062113,841-6,2211,647,2511,822,5941.28%+175,343
ALPHABET INC(GOOG)3,7153,373-342654,694819,9760.58%+165,282
BOEING CO(BA)6,3166,839+5231,323,3911,476,0611.04%+152,670
TJX COS INC NEW(TJX)2,0182,773+755249,203400,8090.28%+151,606
LEIDOS HOLDINGS INC(LDOS)7,3116,736-5751,153,3831,272,8350.89%+119,452
ABBVIE INC(ABBV)3,4023,207-195631,479742,5490.52%+111,070
EATON CORP PLC(ETN)1,8172,012+195648,651752,9910.53%+104,340
PACER FDS TR60,00060,00002,278,2002,377,2001.67%+99,000
CADENCE DESIGN SYSTEM INC(CDNS)1,7191,788+69529,710628,0530.44%+98,343
ORACLE CORP(ORCL)1,5271,529+2333,848430,0160.30%+96,168
DELL TECHNOLOGIES INC(DELL)4,5774,5770561,140648,8810.46%+87,741
RTX CORPORATION(RTX)8,0297,432-5971,172,3951,243,5970.87%+71,202
ELI LILLY & CO(LLY)1,3971,515+1181,089,0031,155,9450.81%+66,942
CISCO SYS INC(CSCO)34,87636,250+1,3742,419,6972,480,2251.74%+60,528
VERTIV HOLDINGS CO(VRT)26,73123,125-3,6063,432,5283,488,6382.45%+56,110
PULTE GROUP INC(PHM)2,8372,687-150299,190355,0330.25%+55,843
BANK NEW YORK MELLON CORP4,0133,867-146365,624421,3480.30%+55,724
CROWDSTRIKE HLDGS INC(CRWD)595721+126303,039353,5640.25%+50,525
TAPESTRY INC(TPR)3,8353,372-463336,751381,7780.27%+45,027
PACER FDS TR18,50018,50001,019,3501,063,1950.75%+43,845
FIFTH THIRD BANCORP(FITB)11,21311,2130461,191499,5390.35%+38,348
FIRSTENERGY CORP(FE)6,3496,3490255,611290,9110.20%+35,300
AUTOLIV INC(ALV)1,9912,061+70222,793254,5340.18%+31,741
NEXTERA ENERGY INC(NEE)6,3306,238-92439,429470,9070.33%+31,478
JOHNSON & JOHNSON(JNJ)1,3471,274-73205,754236,2250.17%+30,471
BLACKSTONE INC(BX)1,3651,3650204,177233,2100.16%+29,033
BLACKROCK INC(BLK)2422420253,919282,1410.20%+28,222
INVESCO EXCH TRADED FD TR II2,1802,1800212,615239,3640.17%+26,749
GLOBAL X FDS6,2706,2700273,247298,6400.21%+25,393
ZOETIS INC(ZTS)2,1012,387+286327,651349,2660.25%+21,615
INVESCO EXCHANGE TRADED FD T2,2952,2950283,662304,0420.21%+20,380
AMPLIFY ETF TR7,2207,2200307,211321,7950.23%+14,584
DIAMONDBACK ENERGY INC(FANG)1,4881,519+31204,451217,3690.15%+12,918
MCDONALDS CORP(MCD)920911-9268,796276,8440.19%+8,048
SERVICE CORP INTL(SCI)2,5392,5390206,675211,2960.15%+4,621
BANK AMERICA CORP6,4265,982-444304,078308,6110.22%+4,533
AMERICAN EXPRESS CO(AXP)1,6991,645-54541,947546,4030.38%+4,456
SYSCO CORP(SYY)3,2453,037-208245,776250,0670.18%+4,291
STRYKER CORPORATION(SYK)578622+44228,674229,9350.16%+1,261
AFLAC INC(AFL)2,4712,339-132260,592261,2660.18%+674
WORKDAY INC(WDAY)952940-12228,480226,2860.16%-2,194
EMERSON ELEC CO(EMR)1,9021,9020253,594249,5040.18%-4,090
GENERAL MLS INC(GIS)5,4505,508+58282,365277,7130.19%-4,652
UBER TECHNOLOGIES INC(UBER)31,24729,707-1,5402,915,3452,910,3952.04%-4,950
BRISTOL-MYERS SQUIBB CO(BMY)6,2006,2000286,998279,6200.20%-7,378
JPMORGAN CHASE & CO.(JPM)3,2652,967-298946,556935,8810.66%-10,675
KIMBERLY-CLARK CORP(KMB)1,7591,737-22226,770215,9790.15%-10,791
THERMO FISHER SCIENTIFIC INC(TMO)554438-116224,625212,4390.15%-12,186
CANADIAN PACIFIC KANSAS CITY(CP)2,7902,7900221,163207,8270.15%-13,336
WASTE CONNECTIONS INC(WCN)1,3511,3510252,259237,5060.17%-14,753
AMETEK INC22,08621,171-9153,996,6833,980,1482.79%-16,535
KROGER CO(KR)3,6353,540-95260,739238,6310.17%-22,108
S&P GLOBAL INC(SPGI)504496-8265,754241,4080.17%-24,346
JOHNSON CTLS INTL PLC2,6802,279-401283,062250,5760.18%-32,486
DISNEY WALT CO(DIS)4,3744,418+44542,420505,8610.36%-36,559
TEXAS INSTRS INC(TXN)1,5841,5840328,870291,0280.20%-37,842
HOME DEPOT INC(HD)1,5661,309-257574,158530,3940.37%-43,764
HOWMET AEROSPACE INC(HWM)1,5161,206-310282,173236,6530.17%-45,520
TOAST INC(TOST)7,3807,3800326,860269,4440.19%-57,416
MERCK & CO INC(MRK)6,8415,759-1,082541,534483,3530.34%-58,181
QUALCOMM INC(QCOM)2,1391,586-553340,657263,8470.19%-76,810
CARLYLE SECURED LENDING INC41,34338,343-3,000565,572479,2880.34%-86,284
DOORDASH INC(DASH)2,0211,473-548498,197400,6410.28%-97,556
CME GROUP INC(CME)18,30018,30005,043,8464,944,4773.47%-99,369
PROCTER AND GAMBLE CO(PG)2,5871,998-589412,161306,9930.22%-105,168
ABBOTT LABS6,4275,735-692874,136768,1460.54%-105,990
BROADRIDGE FINL SOLUTIONS IN(BR)1,6161,185-431392,736282,2310.20%-110,505
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