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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 : 3     View All Holdings Currently Viewing:  Closed 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
   (NKE)1 Year Chart         NKE Nike Inc B 137 Closed $92.79 $0 0 0% -229,000 -2,108 0    Textile - Apparel Foo...
   (DOCU)1 Year Chart         DOCU Docusign Inc 136 Closed $59.73 $0 0 0% -219,000 -3,679 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 134 Closed $117.67 $0 0 0% -281,000 -2,814 0.002    Integrated Oil & Gas

      3 Records Found
  1    
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