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Name: |
1776 WEALTH LLC |
City: |
Atlanta |
State: |
GA |
Zip: |
30328 |
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Holdings
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15 |
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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 |
Amazon.com Inc |
2 |
- |
$186.57 |
$19,463,000 |
107,900 |
9.21% |
3,080,000 |
72 |
0.001 |
Internet Software & S... |
|
MSFT |
Microsoft Corp |
5 |
- |
$413.72 |
$8,370,000 |
19,895 |
3.96% |
906,000 |
46 |
0 |
Application Software |
|
GOOGL |
Alphabet Inc |
12 |
- |
$169.14 |
$3,261,000 |
21,604 |
1.54% |
254,000 |
78 |
0 |
Search Engines & Info... |
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BX |
Blackstone Group LP |
13 |
- |
$120.62 |
$3,139,000 |
23,897 |
1.49% |
37,000 |
200 |
0.004 |
Asset Management |
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FPEI |
First Trust Institutional P... |
15 |
- |
$0.00 |
$3,044,000 |
167,061 |
1.44% |
66,000 |
21 |
0.114 |
N/A |
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KBH |
KB Home |
21 |
- |
$70.10 |
$2,500,000 |
35,274 |
1.18% |
297,000 |
3 |
0.039 |
Residential Construct... |
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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 |
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COIN |
Coinbase Global, Inc. |
39 |
- |
$199.51 |
$1,054,000 |
3,977 |
0.5% |
630,000 |
1,538 |
0.003 |
N/A |
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UNH |
Unitedhealth Group Inc |
44 |
- |
$511.74 |
$918,000 |
1,868 |
0.43% |
-64,000 |
2 |
0 |
Health Care Plans |
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FFEB |
Ft Cboe Vest Us Equity Buff... |
54 |
- |
$0.00 |
$698,000 |
15,423 |
0.33% |
284,000 |
5,723 |
0 |
N/A |
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APA |
Apache Corp |
57 |
- |
$30.20 |
$673,000 |
19,579 |
0.32% |
-26,000 |
108 |
0.005 |
Independent Oil & Gas |
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RVT |
Royce Value Trust Inc |
76 |
- |
$14.81 |
$547,000 |
36,067 |
0.26% |
31,000 |
661 |
0.056 |
Closed - End Fund - E... |
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DHR |
Danaher Corp |
87 |
- |
$251.61 |
$451,000 |
1,806 |
0.21% |
34,000 |
2 |
0 |
General Building Mate... |
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DG |
Dollar General Corp |
103 |
- |
$137.93 |
$304,000 |
1,947 |
0.14% |
45,000 |
41 |
0 |
Discount, Variety Stores |
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EL |
Estee Lauder Companies Inc |
111 |
- |
$147.36 |
$269,000 |
1,742 |
0.13% |
22,000 |
53 |
0.001 |
Personal Products |
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