Filer Name: 1776 WEALTH LLC
CIK: 1803140
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 140
Portfolio Value: $0.22B

1776 Wealth Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AMZN US AMAZON.COM INC 102,001 $22M 10.28% -1.1% -
ADBE US ADOBE INC 33,062 $15M 6.76% 2.1% -
AAPL US APPLE INC 125,680 $14M 6.53% 0.1% -
PLTR US PALANTIR TECHNOLOGIES INC-A 167,054 $13M 5.81% -17.5% -
FTSM US FIRST TRUST ENH SHORT MAT FD 210,712 $13M 5.79% -4.9% -
MSFT US MICROSOFT CORP 19,311 $8M 3.74% 1.7% -
TSLA US TESLA INC 16,698 $7M 3.10% 1.5% -
NVDA US NVIDIA CORP 48,416 $7M 2.99% 1.1% -
FVD US FIRST TRUST VALUE LINE DVD 136,273 $6M 2.73% -0.3% -
BX US BLACKSTONE INC 25,981 $4M 2.06% 10.6% -
GOOGL US ALPHABET INC-CL A 21,245 $4M 1.85% 2.2% -
TJX US TJX COMPANIES INC 33,111 $4M 1.84% 0.0% -
VOO US VANGUARD S&P 500 ETF 6,388 $3M 1.58% 3.5% -
FSEP US FT VEST U.S. EQUITY BUFFER E 73,408 $3M 1.54% - -
V US VISA INC-CLASS A SHARES 9,421 $3M 1.37% 0.0% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 6,350 $3M 1.32% - -
FPEI US FIRST TRUST INSTITUTIONAL PR 151,970 $3M 1.31% -0.8% -
GS US GOLDMAN SACHS GROUP INC 4,680 $3M 1.23% - -
FTCS US FIRST TRUST CAPITAL STRENGTH 29,658 $3M 1.20% -3.3% -
FJAN US FT VEST U.S. EQUITY BUFFER E 55,603 $3M 1.17% - -
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