1858 WEALTH MANAGEMENT, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, 1858 WEALTH MANAGEMENT, LLC opened 12 positions, added to 23, reduced 52, sold out of 15 and left 13 unchanged. The largest increase in value was NVDA (+$1,160,880); the largest decrease was ISRG (-$1,963,884).
- NVDA: Country of operation United States; Class COM; Shares 2025-06-30 38,999; Shares 2025-09-30 39,245.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2025-06-30 12,556; Shares 2025-09-30 12,659.
- AVGO: Country of operation United States; Class COM; Shares 2025-06-30 4,915; Shares 2025-09-30 5,847.
- MSFT: Country of operation United States; Class COM; Shares 2025-06-30 16,629; Shares 2025-09-30 16,720.
Two Form 13F-HR filings compared (SEC CIK 2011812): 2025-06-30 (filed 2025-07-25) and 2025-09-30 (filed 2025-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 38,999 | 39,245 | +246 | $6,161,452 | $7,322,332 | +$1,160,880 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 12,556 | 12,659 | +103 | $2,227,309 | $3,083,099 | +$855,790 |
|---|
AVGO
BROADCOM INC | United States | COM | 4,915 | 5,847 | +932 | $1,354,820 | $1,928,984 | +$574,164 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 16,629 | 16,720 | +91 | $8,271,431 | $8,660,124 | +$388,693 |
|---|
VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 2,463 | 3,542 | +1,079 | $1,096,528 | $1,387,189 | +$290,661 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 3,657 | 4,876 | +1,219 | $518,928 | $788,888 | +$269,960 |
|---|
NOW
SERVICENOW INC | United States | COM | 2,186 | 2,709 | +523 | $2,247,383 | $2,493,039 | +$245,656 |
|---|
GD
GENERAL DYNAMICS CORP | United States | COM | 3,256 | 3,485 | +229 | $949,645 | $1,188,385 | +$238,740 |
|---|
ADBE
ADOBE INC | United States | COM | 2,778 | 3,617 | +839 | $1,074,753 | $1,275,897 | +$201,144 |
|---|
BA
BOEING CO | United States | COM | 6,316 | 6,839 | +523 | $1,323,391 | $1,476,061 | +$152,670 |
|---|
TJX
TJX COS INC NEW | United States | COM | 2,018 | 2,773 | +755 | $249,203 | $400,809 | +$151,606 |
|---|
ETN
EATON CORP PLC | | SHS | 1,817 | 2,012 | +195 | $648,651 | $752,991 | +$104,340 |
|---|
CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 1,719 | 1,788 | +69 | $529,710 | $628,053 | +$98,343 |
|---|
ORCL
ORACLE CORP | United States | COM | 1,527 | 1,529 | +2 | $333,848 | $430,016 | +$96,168 |
|---|
LLY
ELI LILLY & CO | United States | COM | 1,397 | 1,515 | +118 | $1,089,003 | $1,155,945 | +$66,942 |
|---|
CSCO
CISCO SYS INC | United States | COM | 34,876 | 36,250 | +1,374 | $2,419,697 | $2,480,225 | +$60,528 |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 595 | 721 | +126 | $303,039 | $353,564 | +$50,525 |
|---|
DIS
DISNEY WALT CO | United States | COM | 4,374 | 4,418 | +44 | $542,420 | $505,861 | -$36,559 |
|---|
ALV
AUTOLIV INC | | COM | 1,991 | 2,061 | +70 | $222,793 | $254,534 | +$31,741 |
|---|
ZTS
ZOETIS INC | United States | CL A | 2,101 | 2,387 | +286 | $327,651 | $349,266 | +$21,615 |
|---|
FANG
DIAMONDBACK ENERGY INC | United States | COM | 1,488 | 1,519 | +31 | $204,451 | $217,369 | +$12,918 |
|---|
GIS
GENERAL MLS INC | United States | COM | 5,450 | 5,508 | +58 | $282,365 | $277,713 | -$4,652 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 578 | 622 | +44 | $228,674 | $229,935 | +$1,261 |
|---|
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