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  Name: 1776 WEALTH LLC
  City: Atlanta
  State: GA
  Zip: 30328
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $211,280,000
  Total Value Change : $9,574,000
  Securities Held Change : 2
   
All Securities Held : 135
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 18
  Unchanged Positions : 75
  Decreased Positions : 37

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Holdings Found : 15     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 2 - $186.57 $19,463,000 107,900 9.21% 3,080,000 72 0.001    Internet Software & S...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 5 - $413.72 $8,370,000 19,895 3.96% 906,000 46 0    Application Software
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 12 - $169.14 $3,261,000 21,604 1.54% 254,000 78 0    Search Engines & Info...
   (BX)1 Year Chart         BX Blackstone Group LP 13 - $120.62 $3,139,000 23,897 1.49% 37,000 200 0.004    Asset Management
   (FPEI)1 Year Chart         FPEI First Trust Institutional P... 15 - $0.00 $3,044,000 167,061 1.44% 66,000 21 0.114    N/A
   (KBH)1 Year Chart         KBH KB Home 21 - $70.10 $2,500,000 35,274 1.18% 297,000 3 0.039    Residential Construct...
   (FJAN)1 Year Chart         FJAN Ft Cboe Vest Us Equity Buff... 22 - $0.00 $2,334,000 55,603 1.1% 1,568,000 36,363 0.618    N/A
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 39 - $199.51 $1,054,000 3,977 0.5% 630,000 1,538 0.003    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 44 - $511.74 $918,000 1,868 0.43% -64,000 2 0    Health Care Plans
   (FFEB)1 Year Chart         FFEB Ft Cboe Vest Us Equity Buff... 54 - $0.00 $698,000 15,423 0.33% 284,000 5,723 0    N/A
   (APA)1 Year Chart         APA Apache Corp 57 - $30.20 $673,000 19,579 0.32% -26,000 108 0.005    Independent Oil & Gas
   (RVT)1 Year Chart         RVT Royce Value Trust Inc 76 - $14.81 $547,000 36,067 0.26% 31,000 661 0.056    Closed - End Fund - E...
   (DHR)1 Year Chart         DHR Danaher Corp 87 - $251.61 $451,000 1,806 0.21% 34,000 2 0    General Building Mate...
   (DG)1 Year Chart         DG Dollar General Corp 103 - $137.93 $304,000 1,947 0.14% 45,000 41 0    Discount, Variety Stores
   (EL)1 Year Chart         EL Estee Lauder Companies Inc 111 - $147.36 $269,000 1,742 0.13% 22,000 53 0.001    Personal Products
      15 Records Found
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Page 1 of 1
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