1858 WEALTH MANAGEMENT, LLC
CIK 2011812 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- MSFT5.39%
- AAPL5.08%
- CME3.65%
- AME3.57%
- IBTH2.66%
- 46436E8662.66%
- IBTJ2.65%
- BRK.B2.62%
- PANW2.47%
- META2.43%
Share classes counted separately33.18%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $5.68M | 5.39% | 15.11K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $5.36M | 5.08% | 27.82K shares | Prior unavailable — | — | ↗▾ |
| 03 | CMECME GROUP INC View history and evidence | $3.85M | 3.65% | 18.30K shares | Prior unavailable — | — | ↗▾ |
| 04 | AMEAMETEK INC View history and evidence | $3.77M | 3.57% | 22.86K shares | Prior unavailable — | — | ↗▾ |
| 05 | IBTHISHARES IBONDS DEC 2027 TERMIBONDS 27 TRM TS View history and evidence | $2.81M | 2.66% | 125.45K shares | Prior unavailable — | — | ↗▾ |
| 06 | 46436E866ISHARES TRIBONDS 25 TRM TS View history and evidence | $2.81M | 2.66% | 120.65K shares | Prior unavailable — | — | ↗▾ |
| 07 | IBTJISHARES IBONDS DEC 2029 TERMIBONDS 29 TRM TS View history and evidence | $2.80M | 2.65% | 128.44K shares | Prior unavailable — | — | ↗▾ |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $2.76M | 2.62% | 7.74K shares | Prior unavailable — | — | ↗▾ |
| 09 | PANWPALO ALTO NETWORKS INC View history and evidence | $2.60M | 2.47% | 8.83K shares | Prior unavailable — | — | ↗▾ |
| 10 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $2.56M | 2.43% | 7.25K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2011812 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 13, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 105458734
}Research all 121 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.