1776 Wealth LLC Top Holdings and 13F Report (2025) About 1776 Wealth LLCInvestment Activity1776 Wealth LLC has $217.71 million in total holdings as of March 31, 2025.1776 Wealth LLC owns shares of 139 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 2.47% of the portfolio was purchased this quarter.About 3.34% of the portfolio was sold this quarter.This quarter, 1776 Wealth LLC has purchased 140 new stocks and bought additional shares in 24 stocks.1776 Wealth LLC sold shares of 53 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $27,735,752Amazon.com $19,250,697Adobe $13,014,323PALANTIR TECHNOLOGIES INCORPORATED CLASS A $11,368,511First Trust Enhanced Short Maturity ETF $10,969,091 Largest New Holdings this Quarter 00287Y109 - AbbVie $256,872 Holding872590104 - T-Mobile US $208,034 Holding Largest Purchases this Quarter HubSpot 1,472 shares (about $840.94K)Eaton 2,656 shares (about $721.98K)Tesla 2,482 shares (about $643.24K)NVIDIA 5,839 shares (about $632.83K)Meta Platforms 675 shares (about $389.04K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INCORPORATED CLASS A 32,356 shares (about $2.73M)First Trust Enhanced Short Maturity ETF 27,405 shares (about $1.64M)Synopsys 1,059 shares (about $454.15K)Apple 817 shares (about $181.48K)First Trust Value Line Dividend Index Fund 3,731 shares (about $166.36K) Sector Allocation Over TimeMap of 500 Largest Holdings of1776 Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$27,735,752$181,480 ▼-0.7%124,86312.7%Computer and TechnologyAMZNAmazon.com$19,250,697$156,013 ▼-0.8%101,1818.8%Retail/WholesaleADBEAdobe$13,014,323$334,055 ▲2.6%33,9336.0%Computer and TechnologyPALANTIR TECHNOLOGIES INCORPORATED CLASS A$11,368,511$2,730,846 ▼-19.4%134,6985.2%COMFTSMFirst Trust Enhanced Short Maturity ETF$10,969,091$1,639,915 ▼-13.0%183,3075.0%ManufacturingMSFTMicrosoft$7,267,692$18,394 ▲0.3%19,3603.3%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$5,910,027$166,365 ▼-2.7%132,5422.7%ETFNVDANVIDIA$5,880,159$632,831 ▲12.1%54,2552.7%Computer and TechnologyTSLATesla$4,970,689$643,235 ▲14.9%19,1802.3%Auto/Tires/TrucksTJXTJX Companies$4,025,239$7,673 ▼-0.2%33,0481.8%Retail/WholesaleBXBlackstone$3,767,480$135,866 ▲3.7%26,9531.7%FinanceBRK.BBerkshire Hathaway$3,733,918$352,035 ▲10.4%7,0111.7%FinanceVOOVanguard S&P 500 ETF$3,385,639$102,782 ▲3.1%6,5881.6%ETFGOOGLAlphabet$3,282,533$2,784 ▼-0.1%21,2271.5%Computer and TechnologyVVisa$3,275,458$26,285 ▼-0.8%9,3461.5%Business ServicesFSEPFT Vest U.S. Equity Buffer ETF - September$3,270,3260.0%73,4081.5%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$2,841,421$411 ▼0.0%151,9481.3%ETFFTCSFirst Trust Capital Strength ETF$2,648,593$9,950 ▼-0.4%29,5471.2%ETFGSThe Goldman Sachs Group$2,556,6370.0%4,6801.2%FinanceFJANFT Vest U.S. Equity Buffer ETF - January$2,465,9930.0%55,6031.1%ETFKBHKB Home$2,079,895$29,235 ▲1.4%35,7861.0%ConstructionCRMSalesforce$1,781,910$6,977 ▼-0.4%6,6400.8%Computer and TechnologyEVTEaton Vance Tax-Advantaged Dividend Income Fund$1,703,5730.0%73,2090.8%Financial ServicesLLYEli Lilly and Company$1,664,209$7,433 ▼-0.4%2,0150.8%MedicalSNPSSynopsys$1,663,938$454,152 ▼-21.4%3,8800.8%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$1,585,485$54,427 ▲3.6%7,1370.7%ETFEPDEnterprise Products Partners$1,545,227$26,152 ▼-1.7%45,2610.7%EnergyETNEaton$1,498,871$721,981 ▲92.9%5,5140.7%IndustrialsFJULFT Vest U.S. Equity Buffer ETF - July$1,458,836$122,038 ▼-7.7%30,6260.7%ETFVTIVanguard Total Stock Market ETF$1,442,085$180,295 ▲14.3%5,2470.7%ETFCOSTCostco Wholesale$1,383,676$22,699 ▼-1.6%1,4630.6%Retail/WholesaleFMAYFT Vest U.S. Equity Buffer ETF - May$1,327,9580.0%28,7570.6%ETFUNHUnitedHealth Group$1,285,806$53,422 ▲4.3%2,4550.6%MedicalDFPFlaherty & Crumrine Dynamic Preferred and Income Fund$1,237,619$34,752 ▼-2.7%61,1470.6%Financial ServicesHDHome Depot$1,227,742$17,592 ▼-1.4%3,3500.6%Retail/WholesaleVMCVulcan Materials$1,206,161$93,320 ▼-7.2%5,1700.6%ConstructionFMARFT Vest U.S. Equity Buffer ETF - March$1,175,3970.0%27,8530.5%ETFBSXBoston Scientific$1,136,111$33,391 ▼-2.9%11,2620.5%MedicalXOMExxon Mobil$1,093,3230.0%9,1930.5%EnergySKYYFirst Trust Cloud Computing ETF$1,083,0250.0%10,5940.5%ManufacturingHUBSHubSpot$1,069,455$840,939 ▲368.0%1,8720.5%Computer and TechnologyGOOGAlphabet$1,028,7750.0%6,5850.5%Computer and TechnologyFDECFT Vest U.S. Equity Buffer ETF - December$1,009,451$73,787 ▲7.9%23,2570.5%ETFNREFNexPoint Real Estate Finance$947,047$15,290 ▲1.6%61,9390.4%FinanceQMARFT Vest Nasdaq-100 Buffer ETF - March$899,3390.0%31,7900.4%ETFJPMJPMorgan Chase & Co.$896,291$491 ▲0.1%3,6540.4%FinanceNXPINXP Semiconductors$850,8990.0%4,4770.4%Computer and TechnologyFFEBFT Vest U.S. Equity Buffer ETF - February$850,605$98,117 ▲13.0%17,4340.4%ETFFAUGFT Vest U.S. Equity Buffer ETF - August$846,9640.0%18,6200.4%ETFDLRDigital Realty Trust$827,5000.0%5,7750.4%FinanceCBChubb$816,837$302 ▲0.0%2,7050.4%FinanceMNSTMonster Beverage$745,5450.0%12,7400.3%Consumer StaplesYDECFT Vest International Equity Moderate Buffer ETF - December$731,9060.0%30,8700.3%ETFISRGIntuitive Surgical$728,542$12,877 ▼-1.7%1,4710.3%MedicalPANWPalo Alto Networks$718,053$16,723 ▼-2.3%4,2080.3%Computer and TechnologyORLYO'Reilly Automotive$700,532$15,758 ▼-2.2%4890.3%Retail/WholesaleFIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF$696,883$40,093 ▼-5.4%49,9200.3%ETFCOINCoinbase Global$684,9590.0%3,9770.3%FinanceFNOVFT Vest U.S. Equity Buffer ETF - November$678,2170.0%14,5320.3%ETFABTAbbott Laboratories$677,046$19,367 ▼-2.8%5,1040.3%MedicalMETAMeta Platforms$672,612$389,043 ▲137.2%1,1670.3%Computer and TechnologyXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$670,870$28,865 ▼-4.1%17,4310.3%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$667,3190.0%13,2090.3%ETFAMPAmeriprise Financial$660,326$15,492 ▼-2.3%1,3640.3%FinanceSHWSherwin-Williams$637,272$8,031 ▼-1.2%1,8250.3%Basic MaterialsFTCFirst Trust Large Cap Growth AlphaDEX Fund$630,8510.0%4,8010.3%ETFAMATApplied Materials$606,021$5,369 ▼-0.9%4,1760.3%Computer and TechnologyQSPTFT Vest Nasdaq-100 Buffer ETF - September$605,2580.0%22,8350.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$594,9110.0%13,6950.3%ETFUNPUnion Pacific$581,859$12,993 ▼-2.2%2,4630.3%TransportationNXTGFirst Trust Indxx NextG ETF$579,4240.0%6,8280.3%ManufacturingRITMRithm Capital$577,1830.0%50,4090.3%FinanceQDECFT Vest Nasdaq-100 Buffer ETF - December$574,7510.0%21,9790.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$570,600$95,862 ▼-14.4%11,6070.3%ManufacturingLDSFFirst Trust Low Duration Strategic Focus ETF$566,1000.0%30,0000.3%ManufacturingMCKMcKesson$563,9660.0%8380.3%MedicalSPGIS&P Global$543,667$6,097 ▼-1.1%1,0700.2%Business ServicesAGDAbrdn Global Dynamic Dividend Fund$541,874$23,516 ▼-4.2%54,4050.2%Financial ServicesURIUnited Rentals$532,6950.0%8500.2%ConstructionRAVIFlexShares Ultra-Short Income Fund$524,1470.0%6,9350.2%ETFVBKVanguard Small-Cap Growth ETF$503,0360.0%1,9980.2%ETFAVGOBroadcom$502,123$14,566 ▲3.0%2,9990.2%Computer and TechnologyDHID.R. Horton$500,6380.0%3,9380.2%ConstructionPGProcter & Gamble$497,797$18,917 ▼-3.7%2,9210.2%Consumer StaplesINTCIntel$496,668$4,542 ▼-0.9%21,8700.2%Computer and TechnologyMDTMedtronic$492,433$15,815 ▼-3.1%5,4800.2%MedicalNOWServiceNow$488,8300.0%6140.2%Computer and TechnologyFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER$481,0830.0%14,1080.2%ETFETGEaton Vance Tax-Advantaged Global Dividend Income Fund$473,2650.0%25,9750.2%Financial ServicesAMTAmerican Tower$469,581$4,352 ▼-0.9%2,1580.2%FinancePAVEGlobal X U.S. Infrastructure Development ETF$464,456$37,730 ▼-7.5%12,3100.2%ETFVIGVanguard Dividend Appreciation ETF$457,816$96,995 ▼-17.5%2,3600.2%ETFISHARES BITCOIN TRUST ETF SHS BEN INT$456,959$8,473 ▲1.9%9,7620.2%ETFRVTRoyce Value Trust$456,435$8,088 ▼-1.7%32,0530.2%FinanceFEPFirst Trust Europe AlphaDEX Fund$431,124$2,205 ▼-0.5%10,5590.2%ETFHONHoneywell International$420,747$15,669 ▼-3.6%1,9870.2%Multi-Sector ConglomeratesTXNTexas Instruments$415,107$15,275 ▼-3.5%2,3100.2%Computer and TechnologyDOCTFT Vest U.S. Equity Deep Buffer ETF - October$408,7340.0%10,6580.2%ETFRDVYFirst Trust Rising Dividend Achievers ETF$396,6670.0%6,7760.2%ManufacturingFTAFirst Trust Large Cap Value AlphaDEX Fund$392,5760.0%5,1170.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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