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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

1776 Wealth LLC INSTITUTION : 1776 Wealth LLC
1776 Wealth LLC Portfolio (reported on 2020-04-22)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ADOBE INCORPORATED    (COM) ADBE 13,624,000 41,247 11.60%
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT    (FIRST TR ENH NEW) FTSM 8,912,000 148,311 7.59%
APPLE INCORPORATED    (COM) AAPL 8,776,000 29,700 7.47%
AMAZON COM INCORPORATED    (COM) AMZN 7,080,000 3,822 6.03%
FIRST TRUST CAPITAL STRENGTH ETF    (CAP STRENGTH ETF) FDV 5,925,000 98,164 5.04%
NUVEEN QUALITY MUNCP INCOME FD    (COM) NAD 4,937,000 338,194 4.20%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND    (SHS) FVD 3,644,000 101,143 3.10%
INTEL CORPORATION    (COM) INTC 2,532,000 42,320 2.15%
FLAHERTY & CRUMRINE DYN PREFERRED SHS    (SHS) DFP 2,388,000 89,244 2.03%
INVESCO S&P MIDCAP LOW VOLATILITY ETF    (S&P MIDCP LOW) 2,165,000 40,246 1.84%
TJX COMPANIES INCORPORATED NEW    (COM) TJX 1,890,000 30,768 1.60%
MICROSOFT CORPORATION    (COM) MSFT 1,678,000 10,360 1.42%
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW    (CL B NEW) BRK/B 1,662,000 7,338 1.41%
EATON VANCE TAX ADVT DIV INCM    (COM) EVT 1,497,000 58,667 1.27%
VISA INCORPORATED COM CLASS A    (COM CL A) V 1,389,000 7,275 1.18%
PRA HEALTH SCIENCES INCORPORATED    (COM) PRAH 1,326,000 11,930 1.12%
FIRST TRUST LARGE CAP CORE ALPHADEX FUND    (COM SHS) FEX 1,200,000 18,400 1.02%
INVESCO S&P SMALLCAP LOW VOLATILITY ETF    (S&P SMLCP LOW) 1,199,000 23,578 1.02%
ALPHABET INCORPORATED CAP STK CLASS A    (CAP STK CL A) GOOGL 1,161,000 867 0.98%
IQ MACKAY MUNICIPAL INTERMEDIATE ETF    (IQ MACKAY INTRME) 1,034,000 40,000 0.88%
HOME DEPOT INCORPORATED    (COM) HD 902,000 4,041 0.76%
DISNEY WALT COMPANY COM DISNEY    (COM DISNEY) DIS 891,000 6,028 0.75%
INVESCO S&P 500 LOW VOLATILITY ETF    (S&P500 LOW VOL) 880,000 15,091 0.74%
DIGITAL RLTY TR INCORPORATED REIT    (COM) DLR 802,000 6,700 0.68%
FIRST TRUST ISE CLOUD COMPUTING INDEX FUND    (CLOUD COMPUTING) SKYY 799,000 13,251 0.68%
INVESCO KBW PREMIUM YIELD EQUITY REIT ETF    (KBW PREM YIELD) 793,000 25,435 0.67%
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND    (INSTL PFD SECS) 776,000 38,691 0.66%
NUVEEN ARIZONA QLTY MUN INCORPORATED FD    (COM) NAZ 751,000 55,811 0.63%
MONSTER BEVERAGE CORPORATION NEW    (COM) MNST 699,000 11,000 0.59%
FACEBOOK INCORPORATED CLASS A    (CL A) FB 665,000 3,109 0.56%
DOCUSIGN INCORPORATED    (COM) 659,000 8,905 0.56%
GOLDMAN SACHS GROUP INCORPORATED    (COM) GS 630,000 2,740 0.53%
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND    (COM SHS) FTC 618,000 8,483 0.52%
FIRST TRUST ENERGY ALPHADEX FUND    (ENERGY ALPHADX) FXN 608,000 57,550 0.51%
UNITEDHEALTH GROUP INCORPORATED    (COM) UNH 571,000 1,871 0.48%
VANGUARD HIGH DIVIDEND YIELD ETF    (HIGH DIV YLD) VYM 568,000 6,069 0.48%
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND    (NO AMER ENERGY) EMLP 563,000 22,100 0.47%
FIRST TRUST DOW JONES INTERNET INDEX FUND    (DJ INTERNT IDX) FDN 527,000 3,793 0.44%
COMCAST CORPORATION NEW CLASS A    (CL A) CMCSA 495,000 10,738 0.42%
FIRST TRUST LOW DURATION OPPORTUNITIES ETF    (FST LOW OPPT EFT) LMBS 482,000 9,315 0.41%
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF    (PFD SECS INC ETF) FPE 476,000 23,730 0.40%
VANGUARD DIVIDEND APPRECIATION ETF    (DIV APP ETF) VIG 461,000 3,699 0.39%
FIRST TRUST SENIOR LOAN EXCHANGE-TRADED FUND    (SENIOR LN FD) FTSL 447,000 9,341 0.38%
INTERCONTINENTAL EXCHANGE INCORPORATED    (COM) ICE 440,000 4,613 0.37%
COSTCO WHOLESALE CORPORATION NEW    (COM) COST 436,000 1,437 0.37%
MEDTRONIC PLC SHS    (SHS) MDT 409,000 3,467 0.34%
CHUBB LIMITED    (COM) CB 401,000 2,581 0.34%
THERMO FISHER SCIENTIFIC INCORPORATED    (COM) TMO 400,000 1,184 0.34%
DANAHER CORPORATION    (COM) DHR 390,000 2,360 0.33%
NXP SEMICONDUCTORS N V    (COM) NXPI 389,000 3,060 0.33%
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND    (SHS) FDL 387,000 11,900 0.32%
NUVEEN GEORGIA QLTY MUN INCORPORATED FD    (COM) NKG 384,000 30,453 0.32%
RAYTHEON COMPANY COM NEW    (COM NEW) RTN 372,000 1,695 0.31%
EATON CORPORATION PLC SHS    (SHS) ETN 370,000 3,915 0.31%
FIRST TRUST TECHNOLOGY ALPHADEX FUND    (TECH ALPHADEX) FXL 368,000 5,083 0.31%
HONEYWELL INTERNATIONAL INCORPORATED    (COM) HON 368,000 1,989 0.31%
ACCENTURE PLC IRELAND SHS CLASS A    (SHS CLASS A) ACN 365,000 1,643 0.31%
AMERICAN TOWER CORPORATION NEW REIT    (COM) AMT 364,000 1,547 0.31%
GLOBAL PMTS INCORPORATED    (COM) GPN 357,000 1,960 0.30%
BOEING COMPANY    (COM) BA 354,000 1,030 0.30%
MACQUARIE GLB INFRAST TR FUND    (COM) MGU 354,000 14,290 0.30%
KKR INCOME OPPORTUNITIES FD    (COM) KIO 345,000 21,888 0.29%
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND    (COM SHS) FTA 326,000 5,774 0.27%
SQUARE INCORPORATED CLASS A    (CL A) 325,000 4,995 0.27%
SYNOPSYS INCORPORATED    (COM) SNPS 316,000 2,272 0.26%
3M COMPANY    (COM) MMM 306,000 1,740 0.26%
FIRST TRUST EUROPE ALPHADEX FUND    (EUROPE ALPHADEX) FEP 304,000 8,095 0.25%
O REILLY AUTOMOTIVE INCORPORATED NEW    (COM) ORLY 303,000 664 0.25%
LOWES COMPANIES INCORPORATED    (COM) LOW 293,000 2,346 0.24%
FIDELITY NATL INFORMATION SVCS    (COM) FIS 288,000 2,074 0.24%
VERIZON COMMUNICATIONS INCORPORATED    (COM) VZ 287,000 4,679 0.24%
KINDER MORGAN INCORPORATED DEL    (COM) KMI 287,000 13,570 0.24%
DOLLAR TREE INCORPORATED    (COM) DLTR 279,000 2,975 0.23%
WESTERN ASSET MANAGED MUNI    (COM) MMU 279,000 21,000 0.23%
BLACKSTONE GROUP INCORPORATED COM CLASS A    (COM CL A) 274,000 4,900 0.23%
MONDELEZ INTERNATIONAL INCORPORATED CLASS A    (CL A) MDLZ 274,000 4,808 0.23%
ENTERPRISE PRODUCTS PARTNERS L P    (COM) EPD 273,000 9,699 0.23%
ROYCE VALUE TR INCORPORATED    (COM) RVT 270,000 18,299 0.22%
CROWN CASTLE INTERNATIONAL CORPORATION NEW REIT    (COM) CCI 267,000 1,882 0.22%
PARKER HANNIFIN CORPORATION    (COM) PH 263,000 1,225 0.22%
FLEETCOR TECHNOLOGIES INCORPORATED    (COM) FLT 261,000 910 0.22%
SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF    (SSGA US SMAL ETF) SMLV 260,000 2,600 0.22%
LAUDER ESTEE COMPANIES INCORPORATED CLASS A    (CL A) EL 256,000 1,183 0.21%
PIONEER NAT RES COMPANY    (COM) PXD 249,000 1,650 0.21%
ROCKWELL AUTOMATION INCORPORATED    (COM) ROK 247,000 1,172 0.21%
FIRST TR ENERGY INFRASTRCTR FD    (COM) FIF 243,000 14,450 0.20%
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF    (S&P500 HDL VOL) 239,000 5,432 0.20%
ALPHABET INCORPORATED CAP STK CLASS C    (CAP STK CL C) GOOG 237,000 148 0.20%
FLEXSHARES READY ACCESS VARIABLE INCOME FUND    (READY ACC VARI) RAVI 234,000 3,100 0.19%
FIRST TRUST MULTI-ASSET DIVERSIFIED INCOME INDEX FUND    (MULTI ASSET DI) MDIV 233,000 12,450 0.19%
FIRST TRUST MID CAP CORE ALPHADEX FUND    (COM SHS) FNX 232,000 3,214 0.19%
UNITED TECHNOLOGIES CORPORATION    (COM) UTX 222,000 1,485 0.18%
AMERIPRISE FINL INCORPORATED    (COM) AMP 218,000 1,238 0.18%
FIRST TRUST MID CAP GROWTH ALPHADEX FUND    (MID CP GR ALPH) FNY 214,000 4,483 0.18%
NIKE INCORPORATED CLASS B    (CL B) NKE 213,000 2,108 0.18%
UNITED RENTALS INCORPORATED    (COM) URI 211,000 1,270 0.17%
EXXON MOBIL CORPORATION    (COM) XOM 208,000 2,992 0.17%
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND    (NY ARCA BIOTECH) FBT 203,000 1,366 0.17%
FIRST TRUST HORIZON MANAGED VOLATILITY DEVELOPED    (HORIZON MNGD ETF) 201,000 5,883 0.17%
TECHNOLOGY SELECT SECTORSPDR ETF    (TECHNOLOGY) XLK 191,000 2,100 0.16%
NOVARTIS A G SPONSORED ADR    (SPONSORED ADR) NVS 191,000 2,025 0.16%
ISHARES TR S&P 500 GRWT ETF    (S&P 500 GRWT ETF) IVW 191,000 990 0.16%
SPDR S&P MIDCAP 400 ETF TRUST    (UTSER1 S&PDCRP) MDY 191,000 510 0.16%
ALIBABA GROUP HLDG LIMITED SPONSORED ADS    (SPONSORED ADS) BABA 190,000 900 0.16%
CHEVRON CORPORATION NEW    (COM) CVX 189,000 1,573 0.16%
FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND    (CONSUMR DISCRE) FXD 177,000 3,906 0.15%
NUVEEN REAL ASSET INM AND GWTH    (COM) JRI 174,000 9,503 0.14%
SELECT SECTOR HEALTH CARE SPDR ETF    (SBI HEALTHCARE) XLV 168,000 1,660 0.14%
FIRST TRUST HEALTH CARE ALPHADEX FUND    (HLTH CARE ALPH) FXH 165,000 1,963 0.14%
WALMART INCORPORATED    (COM) WMT 162,000 1,368 0.13%
EATON VANCE NATL MUN OPPORT TR COM SHS    (COM SHS) EOT 159,000 7,384 0.13%
BROADCOM INCORPORATED    (COM) 158,000 500 0.13%
COCA COLA COMPANY    (COM) KO 158,000 2,868 0.13%
WILLIAMS COMPANIES INCORPORATED DEL    (COM) WMB 151,000 6,400 0.12%
INVESCO DWA SMALLCAP MOMENTUM ETF    (DWA SMLCP MENT) 150,000 2,635 0.12%
FIRST TRUST EMERGING MARKETS ALPHADEX FUND    (EMERG MKT ALPH) FEM 149,000 5,640 0.12%
AT&T INCORPORATED    (COM) T 147,000 3,771 0.12%
FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF    (LOW DUR STRTGC) 147,000 7,200 0.12%
JPMORGAN CHASE & COMPANY    (COM) JPM 144,000 1,033 0.12%
SPDR FUND CONSUMER STAPLES ETF    (SBI CONS STPLS) XLP 143,000 2,285 0.12%
F5 NETWORKS INCORPORATED    (COM) FFIV 139,000 1,000 0.11%
INTERNATIONAL PAPER COMPANY    (COM) IP 138,000 3,000 0.11%
MCDONALDS CORPORATION    (COM) MCD 138,000 700 0.11%
CHEWY INCORPORATED CLASS A    (CL A) 131,000 4,520 0.11%
UNDER ARMOUR INCORPORATED CLASS C    (CL C) 130,000 6,800 0.11%
SPDR FUND CONSUMER DISCRE SELECT ETF    (SBI CONS DISCR) XLY 127,000 1,015 0.10%
FIRST TRUST SMALL CAP CORE ALPHADEX FUND    (COM SHS) FYX 126,000 1,948 0.10%
UNITED PARCEL SERVICE INCORPORATED CLASS B    (CL B) UPS 126,000 1,080 0.10%
CISCO SYSTEMS INCORPORATED    (COM) CSCO 125,000 2,619 0.10%
VIRTUS GLOBAL MULTI-SECTOR INCOME    (COM) VGI 123,000 9,847 0.10%
MAINSTAY MACKAY DEFINDTRM MUNI    (COM) MMD 109,000 5,200 0.09%
ISHARES US BASIC MATERIALS ETF    (U.S. BAS MTL ETF) IYM 108,000 1,115 0.09%
ISHARES TR RUS MID CAP ETF    (RUS MID CAP ETF) IWR 107,000 1,800 0.09%
CONOCOPHILLIPS    (COM) COP 106,000 1,631 0.09%
ABBOTT LABS    (COM) ABT 104,000 1,200 0.08%
CAPITAL ONE FINL CORPORATION    (COM) COF 102,000 1,000 0.08%
SELECT STR FINANCIAL SELECT SPDR ETF    (SBI INT-FINL) XLF 102,000 3,350 0.08%
NVIDIA CORPORATION    (COM) NVDA 101,000 430 0.08%
ISHARES TR GLB CNSM STP ETF    (GLB CNSM STP ETF) KXI 99,000 1,800 0.08%
NUVEEN SELECT MAT MUN FD SH BEN INT    (SH BEN INT) NIM 97,000 9,300 0.08%
ALLIANCEBERNSTEIN NATL MUNI IN    (COM) AFB 97,000 7,000 0.08%
FIRST TRUST NASDAQ BANK ETF    (NASDAQ BK ETF) 96,000 3,408 0.08%
APPLIED MATLS INCORPORATED    (COM) AMAT 91,000 1,500 0.07%
BLACKROCK INCORPORATED    (COM) BLK 91,000 167 0.07%
ABBVIE INCORPORATED    (COM) ABBV 88,000 1,000 0.07%
DUKE ENERGY CORPORATION NEW COM NEW    (COM NEW) DUK 88,000 969 0.07%
CYPRESS SEMICONDUCTOR CORPORATION    (COM) CY 81,000 3,500 0.06%
LAZARD GLB TTL RET&INCM FD INCORPORATED    (COM) LGI 80,000 4,884 0.06%
ENERGY SELECT SECTOR SPDR ETF    (ENERGY) XLE 80,000 1,350 0.06%
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF    (S&P INTL LOW) 80,000 2,353 0.06%
SELECT SECTOR UTI SELECTSPDR ETF    (SBI INT-UTILS) XLU 80,000 1,250 0.06%
JOHNSON & JOHNSON    (COM) JNJ 79,000 547 0.06%
SELECT SECTOR INDUSTRIALSPDR ETF    (SBI INT-INDS) XLI 78,000 970 0.06%
MERCK & COMPANY INCORPORATED    (COM) MRK 77,000 855 0.06%
D R HORTON INCORPORATED    (COM) DHI 73,000 1,391 0.06%
PHILLIPS 66    (COM) PSX 69,000 624 0.05%
COHEN & STEERS TOTAL RETURN FD    (COM) RFI 68,000 4,717 0.05%
PFIZER INCORPORATED    (COM) PFE 68,000 1,751 0.05%
STARBUCKS CORPORATION    (COM) SBUX 66,000 753 0.05%
VANGUARD COMMUNICATION SERVICES ETF    (COMM SRVC ETF) VOX 66,000 710 0.05%
CME GROUP INCORPORATED    (COM) CME 64,000 320 0.05%
PUT SPDR S&P 500 $200 EXP 09/17/21    (TR UNIT) SPY 64,000 154 0.05%
VANGUARD SHORT-TERM CORPORATE BOND ETF    (SHRT TRM CORP BD) VCSH 64,000 800 0.05%
AIR PRODUCTS & CHEMICALS INCORPORATED    (COM) APD 63,000 271 0.05%
VANGUARD REAL ESTATE ETF    (REAL ESTATE ETF) VNQ 62,000 670 0.05%
SPDR S&P REGIONAL BANKING ETF    (S&P REGL BKG) KRE 62,000 1,072 0.05%
MOTOROLA SOLUTIONS INCORPORATED COM NEW    (COM NEW) MSI 61,000 380 0.05%
T MOBILE US INCORPORATED    (COM) TMUS 61,000 780 0.05%
GARMIN LIMITED SHS    (SHS) GRMN 60,000 624 0.05%
DOUBLELINE INCOME SOLUTIONS FD    (COM) DSL 59,000 3,000 0.05%
ECOLAB INCORPORATED    (COM) ECL 59,000 306 0.05%
WALGREENS BOOTS ALLIANCE INCORPORATED    (COM) WBA 58,000 1,000 0.04%
UNION PACIFIC CORPORATION    (COM) UNP 57,000 317 0.04%
ALPS ALERIAN MLP ETF    (ALERIAN MLP) AMLP 56,000 6,650 0.04%
ANTARES PHARMA INCORPORATED    (COM) AIS 56,000 12,000 0.04%
BGC PARTNERS INCORPORATED CLASS A    (CL A) BGCP 56,000 9,528 0.04%
MCKESSON CORPORATION    (COM) MCK 55,000 400 0.04%
AUTODESK INCORPORATED    (COM) ADSK 55,000 300 0.04%
ENBRIDGE INCORPORATED got    (COM) ENB 54,000 1,380 0.04%
ACUITY BRANDS INCORPORATED    (COM) AYI 54,000 397 0.04%
ROPER TECHNOLOGIES INCORPORATED    (COM) ROP 53,000 150 0.04%
BOX INCORPORATED CLASS A    (CL A) BOX 53,000 3,200 0.04%
FIDUS INVT CORPORATION    (COM) FDUS 53,000 3,610 0.04%
MARATHON PETE CORPORATION    (COM) MPC 52,000 865 0.04%
CARNIVAL CORPORATION PAIRED CTF    (UNIT 99/99/9999) CCL 52,000 1,026 0.04%
HOLLYFRONTIER CORPORATION    (COM) HFC 51,000 1,011 0.04%
TORONTO DOMINION BK ONT COM NEW    (COM NEW) TD 51,000 925 0.04%
COVANTA HLDG CORPORATION    (COM) CVA 50,000 3,381 0.04%
ABERDEEN GLOBAL DYNAMIC DIVID    (COM) 46,000 4,500 0.03%
MAXLINEAR INCORPORATED    (COM) MXL 46,000 2,170 0.03%
BP PLC SPONSORED ADR    (SPONSORED ADR) BP 45,000 1,200 0.03%
NETFLIX INCORPORATED    (COM) NFLX 45,000 140 0.03%
COLGATE PALMOLIVE COMPANY    (COM) CL 43,000 636 0.03%
ENERGY TRANSFER LP COM UT LTD PTN    (COM UT LTD PTN) ETE 43,000 3,370 0.03%
ZOOM VIDEO COMMUNICATIONS INCORPORATED CLASS A    (CL A) 42,000 628 0.03%
WESTROCK COMPANY    (COM) WRK 42,000 1,000 0.03%
SALESFORCE COM INCORPORATED    (COM) CRM 40,000 250 0.03%
SPDR ENERGY SELECT SECTOR FUND    (ENERGY) XLE 39,000 660 0.03%
VANGUARD HEALTH CARE ETF    (HEALTH CAR ETF) VHT 39,000 208 0.03%
WASTE MGMT INCORPORATED DEL    (COM) WMI 39,000 350 0.03%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 117,402,000 SEC FILING
* Portfolios do not reflect changes after reporting
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