| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ADOBE SYSTEMS INCORPORATED | 19 | Q2 2024 | 14.7% |
| APPLE INCORPORATED | 19 | Q2 2024 | 13.2% |
| FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | 19 | Q2 2024 | 12.0% |
| AMAZON COM INCORPORATED | 19 | Q2 2024 | 9.4% |
| FIRST TR VALUE LINE DIVID IN | 19 | Q2 2024 | 3.1% |
| FIRST TRUST CAPITAL STRENGTH ETF | 19 | Q2 2024 | 5.0% |
| MICROSOFT CORPORATION | 19 | Q2 2024 | 4.1% |
| FIRST TRUST INST PRD SECS AND | 19 | Q2 2024 | 2.4% |
| TJX COS INC NEW | 19 | Q2 2024 | 2.1% |
| VISA INCORPORATED COM CLASS A | 19 | Q2 2024 | 1.7% |
View 1776 Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-16 |
View 1776 Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.