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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New 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
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 115 New $177.86 $257,000 1,276 0.12% 257,000 1,276 0    Oil & Gas Refining, P...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 123 New $184.21 $223,000 1,320 0.11% 223,000 1,320 0    Communication Equipment
   (MSI)1 Year Chart         MSI Motorola Inc 125 New $358.00 $219,000 618 0.1% 219,000 618 0    Communication Equipment
   (MRK)1 Year Chart         MRK Merck & Co Inc 126 New $131.20 $211,000 1,601 0.1% 211,000 1,601 0    Drug Manufacturers - ...
   (TDIV)1 Year Chart         TDIV First Trust Vi First Trust ... 130 New $70.09 $201,000 2,887 0.1% 201,000 2,887 0.01    N/A

      5 Records Found
  1    
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