1776 Wealth

1776 Wealth as of March 31, 2025

Portfolio Holdings for 1776 Wealth

1776 Wealth holds 139 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.7 $28M 125k 222.13
Amazon (AMZN) 8.8 $19M 101k 190.26
Adobe Systems Incorporated (ADBE) 6.0 $13M 34k 383.53
Palantir Technologies (PLTR) 5.2 $11M 135k 84.40
First Trust Etf Iv First Trust Enhanced Short Etf (FTSM) 5.0 $11M 183k 59.84
Microsoft Corporation (MSFT) 3.3 $7.3M 19k 375.40
First Trust Value Line Dividend Index Fund Etf (FVD) 2.7 $5.9M 133k 44.59
NVIDIA Corporation (NVDA) 2.7 $5.9M 54k 108.38
Tesla Motors (TSLA) 2.3 $5.0M 19k 259.16
TJX Companies (TJX) 1.8 $4.0M 33k 121.80
Blackstone Group Inc Com Cl A (BX) 1.7 $3.8M 27k 139.78
Berkshire Hathaway (BRK.B) 1.7 $3.7M 7.0k 532.58
Vanguard Index Funds S&p 500 Etf Etf (VOO) 1.6 $3.4M 6.6k 513.91
Alphabet Inc Class A cs (GOOGL) 1.5 $3.3M 21k 154.64
Visa (V) 1.5 $3.3M 9.3k 350.47
Ft Vest U.s. Equity Buffer Etf September Etf (FSEP) 1.5 $3.3M 73k 44.55
First Trust Institutional Preferred Securities And Etf (FPEI) 1.3 $2.8M 152k 18.70
First Trust Capital Strength Etf Etf (FTCS) 1.2 $2.6M 30k 89.64
Goldman Sachs (GS) 1.2 $2.6M 4.7k 546.29
Ft Vest U.s. Equity Buffer - January Etf (FJAN) 1.1 $2.5M 56k 44.35
KB Home (KBH) 1.0 $2.1M 36k 58.12
salesforce (CRM) 0.8 $1.8M 6.6k 268.36
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.8 $1.7M 73k 23.27
Eli Lilly & Co. (LLY) 0.8 $1.7M 2.0k 825.91
Synopsys (SNPS) 0.8 $1.7M 3.9k 428.85
First Trust Dow Jones Internet Index Fund Etf (FDN) 0.7 $1.6M 7.1k 222.15
Enterprise Products Partners (EPD) 0.7 $1.5M 45k 34.14
Eaton Corporation SHS (ETN) 0.7 $1.5M 5.5k 271.83
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL) 0.7 $1.5M 31k 47.63
Vanguard Total Stock Market Etf Etf (VTI) 0.7 $1.4M 5.2k 274.84
Costco Wholesale Corporation (COST) 0.6 $1.4M 1.5k 945.78
Ft Vest U.s. Equity Buffer Etf - May Etf (FMAY) 0.6 $1.3M 29k 46.18
UnitedHealth (UNH) 0.6 $1.3M 2.5k 523.75
Flaherty & Crumrine Dynamic Pf SHS (DFP) 0.6 $1.2M 61k 20.24
Home Depot (HD) 0.6 $1.2M 3.4k 366.49
Vulcan Materials Company (VMC) 0.6 $1.2M 5.2k 233.30
Ft Vest U.s. Equity Buffer Etf - March Etf (FMAR) 0.5 $1.2M 28k 42.20
Boston Scientific Corporation (BSX) 0.5 $1.1M 11k 100.88
Exxon Mobil Corporation (XOM) 0.5 $1.1M 9.2k 118.93
First Trust Ise Cloud Computing Index Fund Etf (SKYY) 0.5 $1.1M 11k 102.23
Hubspot (HUBS) 0.5 $1.1M 1.9k 571.29
Alphabet Inc Class C cs (GOOG) 0.5 $1.0M 6.6k 156.23
Ft Vest U.s. Equity Buffer Etf - December Etf (FDEC) 0.5 $1.0M 23k 43.40
Nexpoint Real Estate Fin Incorporated Reit Reit (NREF) 0.4 $947k 62k 15.29
Ft Vest Nasdaq-100 Buffer Etf - March Etf (QMAR) 0.4 $899k 32k 28.29
JPMorgan Chase & Co. (JPM) 0.4 $896k 3.7k 245.29
Nxp Semiconductors N V (NXPI) 0.4 $851k 4.5k 190.06
Ft Vest U.s. Equity Buffer Etf - February Etf (FFEB) 0.4 $851k 17k 48.79
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG) 0.4 $847k 19k 45.49
Digital Rlty Tr Incorporated Reit Reit (DLR) 0.4 $828k 5.8k 143.29
Chubb Ord (CB) 0.4 $817k 2.7k 301.97
Monster Beverage Corp (MNST) 0.3 $746k 13k 58.52
FT Vest Intl EQUITY MODERATE BUFFER ETF Dec Etf (YDEC) 0.3 $732k 31k 23.71
Intuitive Surgical (ISRG) 0.3 $729k 1.5k 495.27
Palo Alto Networks (PANW) 0.3 $718k 4.2k 170.64
O'reilly Automotive (ORLY) 0.3 $701k 489.00 1432.58
First Trust Active Global Quality Income Etf Etf (AGQI) 0.3 $697k 50k 13.96
Coinbase Global (COIN) 0.3 $685k 4.0k 172.23
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV) 0.3 $678k 15k 46.67
Abbott Laboratories (ABT) 0.3 $677k 5.1k 132.65
Facebook Inc cl a (META) 0.3 $673k 1.2k 576.36
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf-june Etf (XJUN) 0.3 $671k 17k 38.49
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.3 $667k 13k 50.52
Ameriprise Financial (AMP) 0.3 $660k 1.4k 484.11
Sherwin-Williams Company (SHW) 0.3 $637k 1.8k 349.19
First Trust Large Cap Growth Alphadex Fund Etf (FTC) 0.3 $631k 4.8k 131.40
Applied Materials (AMAT) 0.3 $606k 4.2k 145.12
FT Vest Nasdaq-100 Buffer ETF Sep Etf (QSPT) 0.3 $605k 23k 26.51
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.3 $595k 14k 43.44
Union Pacific Corporation (UNP) 0.3 $582k 2.5k 236.24
First Trust Indxx Nextg Etf Etf (NXTG) 0.3 $579k 6.8k 84.86
Rithm Capital Corporation Com New Reit Reit (RITM) 0.3 $577k 50k 11.45
Ft Vest Nasdaq-100 Buffer Etf - December Etf (QDEC) 0.3 $575k 22k 26.15
First Trust Low Duration Opportunities Etf Etf (LMBS) 0.3 $571k 12k 49.16
First Trust Low Duration Strategic Focus Etf Etf (LDSF) 0.3 $566k 30k 18.87
McKesson Corporation (MCK) 0.3 $564k 838.00 672.99
S&p Global (SPGI) 0.2 $544k 1.1k 508.10
Aberdeen Global Dynamic Divd F (AGD) 0.2 $542k 54k 9.96
United Rentals (URI) 0.2 $533k 850.00 626.70
Flexshares Ultra-short Income Etf (RAVI) 0.2 $524k 6.9k 75.58
Vanguard Small-cap Growth Etf Etf (VBK) 0.2 $503k 2.0k 251.77
Broadcom (AVGO) 0.2 $502k 3.0k 167.43
D.R. Horton (DHI) 0.2 $501k 3.9k 127.13
Procter & Gamble Company (PG) 0.2 $498k 2.9k 170.42
Intel Corporation (INTC) 0.2 $497k 22k 22.71
Medtronic SHS (MDT) 0.2 $492k 5.5k 89.86
Servicenow (NOW) 0.2 $489k 614.00 796.14
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf (XAUG) 0.2 $481k 14k 34.10
Eaton Vance Tax-advntg Glbl Di (ETG) 0.2 $473k 26k 18.22
American Tower Corporation New Reit Reit (AMT) 0.2 $470k 2.2k 217.60
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.2 $465k 12k 37.73
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $458k 2.4k 193.99
Ishares Bitcoin Trust Etf Shs Ben Int Etf (IBIT) 0.2 $457k 9.8k 46.81
Royce Value Trust (RVT) 0.2 $456k 32k 14.24
First Trust Europe Alphadex Fund Etf (FEP) 0.2 $431k 11k 40.83
Honeywell International (HON) 0.2 $421k 2.0k 211.75
Texas Instruments Incorporated (TXN) 0.2 $415k 2.3k 179.70
FT Vest US Equity Deep Bffr ETF Oct Etf (DOCT) 0.2 $409k 11k 38.35
First Trust Nasdaq Rising Dividend Achievers Etf (RDVY) 0.2 $397k 6.8k 58.54
First Trust Large Cap Value Alphadex Fund Etf (FTA) 0.2 $393k 5.1k 76.72
Ea Ser Tr Strive 500 Etf Etf (STRV) 0.2 $392k 11k 36.06
Thermo Fisher Scientific (TMO) 0.2 $367k 737.00 497.60
Capital One Financial (COF) 0.2 $359k 2.0k 179.30
Ishares Tr Rus 1000 Grw Etf Etf (IWF) 0.2 $350k 970.00 361.09
Invesco Qqq Tr Etf (QQQ) 0.2 $346k 738.00 468.92
Danaher Corporation (DHR) 0.2 $341k 1.7k 205.00
Kkr Real Estate Fin Tr Incorporated Reit Reit (KREF) 0.2 $340k 32k 10.80
First Trust Energy Alphadex Fund Etf (FXN) 0.2 $332k 20k 16.52
First Trust Preferred Securities And Income Etf Etf (FPE) 0.1 $321k 18k 17.59
Ft Vest International Equity Moderate Buffer Etf - Sept Etf (YSEP) 0.1 $313k 14k 22.73
Royce Global Value Tr (RGT) 0.1 $309k 29k 10.50
United Parcel Service (UPS) 0.1 $308k 2.8k 109.99
Intercontinental Exchange (ICE) 0.1 $302k 1.8k 172.50
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $299k 2.3k 128.96
MasterCard Incorporated (MA) 0.1 $287k 524.00 548.12
Nuveen Real (JRI) 0.1 $284k 22k 12.94
Motorola Solutions (MSI) 0.1 $284k 648.00 437.81
Wal-Mart Stores (WMT) 0.1 $280k 3.2k 87.79
Ishares Tr S&p 500 Grwt Etf Etf (IVW) 0.1 $279k 3.0k 92.83
Schlumberger Limited Com Stk Ord (SLB) 0.1 $273k 6.5k 41.80
First Trust Alternative Absolute Return Strategy Etf Etf (FAAR) 0.1 $270k 9.3k 28.92
Waste Management (WM) 0.1 $269k 1.2k 231.47
F5 Networks (FFIV) 0.1 $266k 1.0k 266.27
Rockwell Automation (ROK) 0.1 $266k 1.0k 258.38
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN) 0.1 $266k 7.6k 35.17
Abbvie (ABBV) 0.1 $257k 1.2k 209.52
First Trust Health Care Alphadex Fund Etf (FXH) 0.1 $247k 2.4k 103.60
First Trust Mid Cap Growth Alphadex Fund Etf (FNY) 0.1 $224k 3.0k 74.88
Apa Corporation (APA) 0.1 $217k 10k 21.02
Arbor Realty Trust Incorporated Reit Reit (ABR) 0.1 $216k 18k 11.75
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN) 0.1 $213k 6.0k 35.74
Truist Financial Corp equities (TFC) 0.1 $210k 5.1k 41.15
Metropcs Communications (TMUS) 0.1 $208k 780.00 266.71
Qualcomm (QCOM) 0.1 $203k 1.3k 153.61
Kkr Income Opportunities (KIO) 0.1 $162k 13k 12.29
Cohen & Steers Quality Income Realty (RQI) 0.1 $126k 10k 12.56
Calibercos 0.0 $14k 25k 0.55
MobilePro 0.0 $0 35k 0.00
Sortis Hldgs Incorporated (SOHI) 0.0 $0 28k 0.00