1900-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "FNDF",
  "ABT",
  "ABBV",
  "ADBE",
  "SFNC",
  "SBR",
  null,
  null,
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "FELE",
  null,
  "DUK",
  "EOG",
  "FFIN",
  null,
  "HON",
  "HD",
  null,
  "MCD",
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  "GSIE",
  "EMR",
  null,
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "NAK",
  null,
  "KMI",
  null,
  null,
  "MPC",
  null,
  null,
  "MA",
  "MSFT",
  "CORZ",
  "ETSY",
  null,
  null,
  null,
  "NVS",
  "ICLR",
  "DLN",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  null,
  "VHT",
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "IEMG",
  "IVV",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "MRK",
  null,
  "ROK",
  null,
  null,
  null,
  "SCHX",
  null,
  "ROP",
  "SHEL",
  null,
  null,
  null,
  "SPLG",
  "SNPS",
  "TMO",
  "UL",
  "VO",
  "VV",
  "IVOO",
  null,
  "SUN",
  "VWO",
  "IWV",
  "PRF",
  null,
  null,
  null,
  "CSWC",
  "MTD",
  null,
  "TSM",
  null,
  null,
  null,
  "VYM",
  "MGC",
  "ADSK",
  "DEO",
  "IWR",
  "EFX",
  "GSLC",
  null,
  "IDXX",
  "NVO",
  "AMZN",
  null,
  "LUV",
  null,
  "TPL",
  "ABEV",
  null,
  "VUG",
  "VEA",
  "MGK",
  "VONE",
  "VOOV",
  "VOOG",
  null,
  "VTWO",
  "VTEB",
  "BND",
  null,
  "VB",
  "VOO",
  "VBTX",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "IUSG",
  null,
  null,
  "ET",
  null,
  "SCHF",
  "NSC",
  null,
  "TRMB",
  "CRM",
  "RVTY",
  "MTUM",
  "IUSV",
  "SPYV",
  "ADP",
  "BNS",
  "BK",
  "BRK-A",
  "BRK-B",
  "CDNS",
  "CVX",
  "CME",
  "KO",
  "CMA",
  "COST",
  "CSWI",
  "CFR",
  "DHR",
  "DE",
  null,
  null,
  null,
  null,
  "DFAC",
  "ADI",
  "USMV",
  "IWB",
  "NKE",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 214
Total Value: 1202498842
Accession Number: 0001791996-25-000005
Form Type: 13F-HR
CIK: 1900-wealth-management
Manager Name: 1900-Wealth-Management

Data Enrichment

72% identified

154 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

214 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 11

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LOWES COMPANIES INC

LOW|548661107

Shares:1.0K

Value:$239.5K

% of Portfolio:0.0% ($239.5K/$1.2B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:475

Value:$235.3K

% of Portfolio:0.0% ($235.3K/$1.2B)

464287101

Shares:866

Value:$234.6K

% of Portfolio:0.0% ($234.6K/$1.2B)

464287309

IVW|464287309

Shares:2.5K

Value:$232.1K

% of Portfolio:0.0% ($232.1K/$1.2B)

808524839

Shares:10.0K

Value:$232.1K

% of Portfolio:0.0% ($232.1K/$1.2B)

72201R833

Shares:2.1K

Value:$216.3K

% of Portfolio:0.0% ($216.3K/$1.2B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.0K

Value:$215.8K

% of Portfolio:0.0% ($215.8K/$1.2B)

78468R721

Shares:4.8K

Value:$214.1K

% of Portfolio:0.0% ($214.1K/$1.2B)

FIRST FINANCIAL BANKSHARES INC

FFIN|32020R109

Shares:5.9K

Value:$212.7K

% of Portfolio:0.0% ($212.7K/$1.2B)

Walt Disney Co

DIS|254687106

Shares:2.1K

Value:$209.0K

% of Portfolio:0.0% ($209.0K/$1.2B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:388

Value:$203.4K

% of Portfolio:0.0% ($203.4K/$1.2B)

ANALOG DEVICES INC

ADI|032654105

Shares:999

Value:$201.4K

% of Portfolio:0.0% ($201.4K/$1.2B)

37950E291

Shares:10.3K

Value:$193.4K

% of Portfolio:0.0% ($193.4K/$1.2B)

NORTHERN DYNASTY MINERALS LTD

NAK|66510M204

Shares:10.5K

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOWES COMPANIES INC(LOWcusip548661107)	1.0K	QoQ +0.39% (-4) YoY +1.48% (-15)	All Managers (Combined)	$239.5K	0.0% ($239.5K/$1.2B)	QoQ -5.15% (-$13.0K) YoY -7.12% (-$18.4K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	475	QoQ +21.17% (+83) YoY NEW(+475)	All Managers (Combined)	$235.3K	0.0% ($235.3K/$1.2B)	QoQ +14.97% (+$30.6K) YoY NEW(+$235.3K)
(cusip464287101)✕	866	QoQ -29.93% (-370) YoY -55.49% (-1.1K)	All Managers (Combined)	$234.6K	0.0% ($234.6K/$1.2B)	QoQ -34.28% (-$122.4K) YoY -51.27% (-$246.9K)
(IVWcusip464287309)	2.5K	QoQ -17.76% (-540) YoY -14.55% (-426)	All Managers (Combined)	$232.1K	0.0% ($232.1K/$1.2B)	QoQ -24.80% (-$76.6K) YoY -6.07% (-$15.0K)
(cusip808524839)✕	10.0K	QoQ -12.55% (-1.4K) YoY -50.47% (-10.2K)	All Managers (Combined)	$232.1K	0.0% ($232.1K/$1.2B)	QoQ -10.77% (-$28.0K) YoY -75.06% (-$698.6K)
(cusip72201R833)✕	2.1K	QoQ +0.51% (+11) YoY -57.92% (-3.0K)	All Managers (Combined)	$216.3K	0.0% ($216.3K/$1.2B)	QoQ +0.79% (+$1.7K) YoY -57.89% (-$297.5K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.0K	QoQ +0.10% (-2) YoY +0.10% (-2)	All Managers (Combined)	$215.8K	0.0% ($215.8K/$1.2B)	QoQ -11.44% (-$27.9K) YoY -3.23% (-$7.2K)
(cusip78468R721)✕	4.8K	QoQ 0.00% (-0) YoY -79.82% (-18.8K)	All Managers (Combined)	$214.1K	0.0% ($214.1K/$1.2B)	QoQ -1.20% (-$2.6K) YoY -80.43% (-$880.4K)
FIRST FINANCIAL BANKSHARES INC(FFINcusip32020R109)	5.9K	QoQ -50.00% (-5.9K) YoY -50.00% (-5.9K)	All Managers (Combined)	$212.7K	0.0% ($212.7K/$1.2B)	QoQ -50.18% (-$214.3K) YoY -45.26% (-$175.9K)
Walt Disney Co(DIScusip254687106)	2.1K	QoQ +0.18% (-4) YoY +0.18% (-4)	All Managers (Combined)	$209.0K	0.0% ($209.0K/$1.2B)	QoQ -11.19% (-$26.3K) YoY -19.18% (-$49.6K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	388	QoQ NEW(+388) YoY NEW(+388)	All Managers (Combined)	$203.4K	0.0% ($203.4K/$1.2B)	QoQ NEW(+$203.4K) YoY NEW(+$203.4K)
ANALOG DEVICES INC(ADIcusip032654105)	999	QoQ +0.60% (-6) YoY -2.34% (-24)	All Managers (Combined)	$201.4K	0.0% ($201.4K/$1.2B)	QoQ -4.58% (-$9.7K) YoY -0.51% (-$1.0K)
(cusip37950E291)✕	10.3K	QoQ 0.00% (+0) YoY -0.01% (-2)	All Managers (Combined)	$193.4K	0.0% ($193.4K/$1.2B)	QoQ +4.48% (+$8.3K) YoY +8.31% (-$14.9K)
NORTHERN DYNASTY MINERALS LTD(NAKcusip66510M204)	10.5K	QoQ 0.00% (+0) YoY NEW(+10.5K)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$1.2B)	QoQ +97.75% (+$6.0K) YoY NEW(+$12.1K)