1900 WEALTH

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Adviser
Type
Submitted
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
01/28/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$325.3 b % Position27.00 % $ Change56.00 % # Shares4,704,127 # Change39.00 %
Stock Ticker47103U845 Stock NameJANUS DETROIT STR TR $ Position$103.6 b % Position9.00 % $ Change72.00 % # Shares2,043,473 # Change72.00 %
Stock Ticker92647X863 Stock NameVICTORY PORTFOLIOS II $ Position$73.6 b % Position6.00 % $ Change100.00 % # Shares3,445,251 # Change102.00 %
Stock Ticker25434V401 Stock NameDIMENSIONAL ETF TRUST $ Position$49.1 b % Position4.00 % $ Change10.00 % # Shares769,980 # Change-2.00 %
Stock Ticker464287200 Stock NameISHARES TR $ Position$42.0 b % Position4.00 % $ Change-47.00 % # Shares71,358 # Change-53.00 %
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR/A Submitted
11/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$303.1 b % Position26.00 % $ Change14.00 % # Shares4,490,307 # Change8.00 %
Stock Ticker47103U845 Stock NameJANUS DETROIT STR TR $ Position$94.0 b % Position8.00 % $ Change26.00 % # Shares1,848,402 # Change26.00 %
Stock Ticker92647X863 Stock NameVICTORY PORTFOLIOS II $ Position$64.9 b % Position6.00 % $ Change20.00 % # Shares2,918,623 # Change16.00 %
Stock Ticker25434V401 Stock NameDIMENSIONAL ETF TRUST $ Position$48.3 b % Position4.00 % $ Change5.00 % # Shares776,734 # Change0.00 %
Stock Ticker464287200 Stock NameISHARES TR $ Position$42.7 b % Position4.00 % $ Change2.00 % # Shares73,954 # Change-3.00 %
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
11/04/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$208.7 b % Position19.00 % $ Change-21.00 % # Shares3,391,176 # Change-18.00 %
Stock Ticker464287200 Stock NameISHARES TR $ Position$79.5 b % Position7.00 % $ Change91.00 % # Shares151,168 # Change99.00 %
Stock Ticker47103U845 Stock NameJANUS DETROIT STR TR $ Position$60.4 b % Position6.00 % $ Change-19.00 % # Shares1,189,654 # Change-19.00 %
Stock Ticker25434V401 Stock NameDIMENSIONAL ETF TRUST $ Position$44.6 b % Position4.00 % $ Change-3.00 % # Shares781,944 # Change0.00 %
Stock Ticker46432F339 Stock NameISHARES TR $ Position$36.8 b % Position3.00 % $ Change10.00 % # Shares223,917 # Change14.00 %
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
07/26/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$265.3 b % Position25.00 % $ Change27.00 % # Shares4,145,119 # Change22.00 %
Stock Ticker47103U845 Stock NameJANUS DETROIT STR TR $ Position$74.6 b % Position7.00 % $ Change24.00 % # Shares1,466,137 # Change23.00 %
Stock Ticker92647X863 Stock NameVICTORY PORTFOLIOS II $ Position$54.0 b % Position5.00 % $ Change47.00 % # Shares2,525,445 # Change48.00 %
Stock Ticker25434V401 Stock NameDIMENSIONAL ETF TRUST $ Position$45.9 b % Position4.00 % $ Change3.00 % # Shares780,492 # Change0.00 %
Stock Ticker464287200 Stock NameISHARES TR $ Position$41.6 b % Position4.00 % $ Change-48.00 % # Shares76,055 # Change-50.00 %
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
04/24/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$208.7 b % Position19.00 % $ Change53.00 % # Shares3,391,176 # Change39.00 %
Stock Ticker464287200 Stock NameISHARES TR $ Position$79.5 b % Position7.00 % $ Change14.00 % # Shares151,168 # Change4.00 %
Stock Ticker47103U845 Stock NameJANUS DETROIT STR TR $ Position$60.4 b % Position6.00 % $ Change87.00 % # Shares1,189,654 # Change85.00 %
Stock Ticker25434V401 Stock NameDIMENSIONAL ETF TRUST $ Position$44.6 b % Position4.00 % $ Change9.00 % # Shares781,944 # Change-1.00 %
Stock Ticker92647X863 Stock NameVICTORY PORTFOLIOS II $ Position$36.8 b % Position3.00 % $ Change125.00 % # Shares1,706,675 # Change126.00 %
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
02/01/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$136.0 b % Position12.00 % $ Change1988.00 % # Shares2,432,652 # Change1777.00 %
Stock Ticker464287200 Stock NameISHARES TR $ Position$69.5 b % Position6.00 % $ Change1.00 % # Shares145,580 # Change-10.00 %
Stock Ticker381430107 Stock NameGOLDMAN SACHS ETF TR $ Position$40.8 b % Position4.00 % $ Change-26.00 % # Shares1,250,276 # Change-32.00 %
Stock Ticker25434V401 Stock NameDIMENSIONAL ETF TRUST $ Position$40.9 b % Position4.00 % $ Change10.00 % # Shares788,951 # Change-2.00 %
Stock Ticker46432F339 Stock NameISHARES TR $ Position$34.5 b % Position3.00 % $ Change-11.00 % # Shares234,193 # Change-21.00 %
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
10/17/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$69.2 b % Position7.00 % $ Change80.00 % # Shares161,091 # Change87.00 %
Stock Ticker381430107 Stock NameGOLDMAN SACHS ETF TR $ Position$55.4 b % Position6.00 % $ Change19.00 % # Shares1,844,213 # Change24.00 %
Stock Ticker25434V401 Stock NameDIMENSIONAL ETF TRUST $ Position$37.3 b % Position4.00 % $ Change-2.00 % # Shares801,677 # Change1.00 %
Stock Ticker46432F396 Stock NameISHARES TR $ Position$35.3 b % Position4.00 % $ Change-31.00 % # Shares253,015 # Change-29.00 %
Stock Ticker46432F339 Stock NameISHARES TR $ Position$38.9 b % Position4.00 % $ Change-29.00 % # Shares295,145 # Change-27.00 %
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
07/21/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F339 Stock NameISHARES TR $ Position$54.7 b % Position6.00 % $ Change7.00 % # Shares405,893 # Change-7.00 %
Stock Ticker46432F396 Stock NameISHARES TR $ Position$51.4 b % Position5.00 % $ Change-12.00 % # Shares356,583 # Change-12.00 %
Stock Ticker381430107 Stock NameGOLDMAN SACHS ETF TR $ Position$46.7 b % Position5.00 % $ Change1.00 % # Shares1,489,591 # Change-5.00 %
Stock Ticker381430503 Stock NameGOLDMAN SACHS ETF TR $ Position$35.7 b % Position4.00 % $ Change-2.00 % # Shares408,680 # Change-15.00 %
Stock Ticker25434V401 Stock NameDIMENSIONAL ETF TRUST $ Position$38.1 b % Position4.00 % $ Change21.00 % # Shares791,953 # Change7.00 %
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
05/02/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F396 Stock NameISHARES TR $ Position$58.5 b % Position6.00 % $ Change-3.00 % # Shares407,482 # Change-2.00 %
Stock Ticker381430107 Stock NameGOLDMAN SACHS ETF TR $ Position$46.3 b % Position5.00 % $ Change2.00 % # Shares1,569,294 # Change-1.00 %
Stock Ticker46432F339 Stock NameISHARES TR $ Position$51.2 b % Position5.00 % $ Change2.00 % # Shares437,627 # Change-1.00 %
Stock Ticker381430503 Stock NameGOLDMAN SACHS ETF TR $ Position$36.6 b % Position4.00 % $ Change0.00 % # Shares478,985 # Change-1.00 %
Stock Ticker381430206 Stock NameGOLDMAN SACHS ETF TR $ Position$30.3 b % Position3.00 % $ Change1.00 % # Shares1,050,864 # Change-1.00 %
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
02/06/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F396 Stock NameISHARES TR $ Position$60.6 b % Position7.00 % $ Change107397.00 % # Shares415,138 # Change-3.00 %
Stock Ticker46432F339 Stock NameISHARES TR $ Position$50.2 b % Position5.00 % $ Change104145.00 % # Shares440,674 # Change-5.00 %
Stock Ticker381430107 Stock NameGOLDMAN SACHS ETF TR $ Position$45.5 b % Position5.00 % $ Change117533.00 % # Shares1,579,509 # Change1.00 %
Stock Ticker381430503 Stock NameGOLDMAN SACHS ETF TR $ Position$36.7 b % Position4.00 % $ Change96284.00 % # Shares482,019 # Change-10.00 %
Stock Ticker381430206 Stock NameGOLDMAN SACHS ETF TR $ Position$29.9 b % Position3.00 % $ Change106659.00 % # Shares1,057,145 # Change-3.00 %
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
10/31/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F396 Stock NameISHARES TR $ Position$56.4 m % Position6.59 % $ Change-5.81 % # Shares429,627 # Change-2.08 %
Stock Ticker46432F339 Stock NameISHARES TR $ Position$48.2 m % Position5.63 % $ Change-5.43 % # Shares463,472 # Change1.66 %
Stock Ticker381430107 Stock NameGOLDMAN SACHS ETF TR $ Position$38.6 m % Position4.52 % $ Change-9.30 % # Shares1,561,389 # Change1.77 %
Stock Ticker381430503 Stock NameGOLDMAN SACHS ETF TR $ Position$38.1 m % Position4.45 % $ Change-8.72 % # Shares536,086 # Change-3.68 %
Stock Ticker464288414 Stock NameISHARES TR $ Position$30.3 m % Position3.55 % $ Change2.34 % # Shares295,831 # Change6.12 %
Adviser HR - 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
08/01/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F396 Stock NameISHARES TR $ Position$59.8 m % Position6.53 % $ Change-24.43 % # Shares438,762 # Change-6.75 %
Stock Ticker46432F339 Stock NameISHARES TR $ Position$50.9 m % Position5.56 % $ Change-18.80 % # Shares455,903 # Change-2.16 %
Stock Ticker381430107 Stock NameGOLDMAN SACHS ETF TR $ Position$42.6 m % Position4.65 % $ Change-8.86 % # Shares1,534,200 # Change7.41 %
Stock Ticker381430503 Stock NameGOLDMAN SACHS ETF TR $ Position$41.7 m % Position4.55 % $ Change-33.85 % # Shares556,558 # Change-21.40 %
Stock Ticker381430206 Stock NameGOLDMAN SACHS ETF TR $ Position$34.6 m % Position3.77 % $ Change-13.45 % # Shares1,162,474 # Change-1.44 %
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
04/27/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F396 Stock NameISHARES TR $ Position$79.2 m % Position7.53 % $ Change-11.61 % # Shares470,521 # Change-4.49 %
Stock Ticker381430503 Stock NameGOLDMAN SACHS ETF TR $ Position$63.1 m % Position6.00 % $ Change2.92 % # Shares708,119 # Change9.97 %
Stock Ticker46432F339 Stock NameISHARES TR $ Position$62.7 m % Position5.97 % $ Change-11.10 % # Shares465,957 # Change-3.89 %
Stock Ticker381430107 Stock NameGOLDMAN SACHS ETF TR $ Position$46.7 m % Position4.45 % $ Change1.59 % # Shares1,428,293 # Change9.48 %
Stock Ticker381430206 Stock NameGOLDMAN SACHS ETF TR $ Position$40.0 m % Position3.80 % $ Change-5.65 % # Shares1,179,457 # Change3.06 %
Adviser HR - 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
01/31/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F396 Stock NameISHARES TR $ Position$89.6 m % Position8.10 % $ Change5.30 % # Shares492,631 # Change1.70 %
Stock Ticker46432F339 Stock NameISHARES TR $ Position$70.6 m % Position6.38 % $ Change9.00 % # Shares484,803 # Change-1.36 %
Stock Ticker381430503 Stock NameGOLDMAN SACHS ETF TR $ Position$61.3 m % Position5.54 % $ Change12.01 % # Shares643,920 # Change1.29 %
Stock Ticker381430107 Stock NameGOLDMAN SACHS ETF TR $ Position$46.0 m % Position4.16 % $ Change15.97 % # Shares1,304,649 # Change12.35 %
Stock Ticker381430206 Stock NameGOLDMAN SACHS ETF TR $ Position$42.4 m % Position3.83 % $ Change6.44 % # Shares1,144,395 # Change6.70 %
Adviser HR - 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
11/01/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F396 Stock NameISHARES TR $ Position$85.1 m % Position8.26 % $ Change-1.18 % # Shares484,405 # Change-2.40 %
Stock Ticker46432F339 Stock NameISHARES TR $ Position$64.7 m % Position6.28 % $ Change1.64 % # Shares491,465 # Change2.52 %
Stock Ticker381430503 Stock NameGOLDMAN SACHS ETF TR $ Position$54.7 m % Position5.31 % $ Change-10.26 % # Shares635,743 # Change-10.26 %
Stock Ticker464288414 Stock NameISHARES TR $ Position$40.3 m % Position3.91 % $ Change-16.52 % # Shares346,553 # Change-15.78 %
Stock Ticker381430206 Stock NameGOLDMAN SACHS ETF TR $ Position$39.8 m % Position3.86 % $ Change-6.80 % # Shares1,072,557 # Change2.52 %
Adviser 1900 WEALTH MANAGEMENT LLC Type 13F-HR Submitted
07/20/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F396 Stock NameISHARES TR $ Position$86.1 m % Position8.23 % $ Change1.46 % # Shares496,303 # Change-5.89 %
Stock Ticker46432F339 Stock NameISHARES TR $ Position$63.7 m % Position6.09 % $ Change8.14 % # Shares479,364 # Change-0.88 %
Stock Ticker381430503 Stock NameGOLDMAN SACHS ETF TR $ Position$60.9 m % Position5.83 % $ Change10.35 % # Shares708,409 # Change1.49 %
Stock Ticker464288414 Stock NameISHARES TR $ Position$48.2 m % Position4.61 % $ Change15.39 % # Shares411,495 # Change14.26 %
Stock Ticker381430206 Stock NameGOLDMAN SACHS ETF TR $ Position$42.7 m % Position4.08 % $ Change7.56 % # Shares1,046,197 # Change4.07 %
Adviser MONTICELLO WEALTH MANAGEMENT, LLC Type 13F-HR Submitted
04/26/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker00206R102 Stock NameAT&T INC $ Position$424.4 m % Position32.10 % $ Change118118.11 % # Shares14,027 # Change12.36 %
Stock Ticker46432F396 Stock NameISHARES TR $ Position$84.8 m % Position6.42 % $ Change-6.97 % # Shares527,365 # Change-6.72 %
Stock Ticker46432F339 Stock NameISHARES TR $ Position$58.9 m % Position4.45 % $ Change-3.18 % # Shares483,634 # Change-7.61 %
Stock Ticker381430503 Stock NameGOLDMAN SACHS ETF TR $ Position$55.2 m % Position4.18 % $ Change37.80 % # Shares698,012 # Change31.82 %
Stock Ticker464288414 Stock NameISHARES TR $ Position$41.8 m % Position3.16 % $ Change-1.50 % # Shares360,143 # Change-0.52 %
Adviser MONTICELLO WEALTH MANAGEMENT, LLC Type 13F-HR Submitted
02/05/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker46432F396 Stock NameISHARES TR $ Position$91.2 m % Position10.65 % $ ChangeN / A # Shares565,340 # ChangeN / A
Stock Ticker46432F339 Stock NameISHARES TR $ Position$60.8 m % Position7.11 % $ ChangeN / A # Shares523,449 # ChangeN / A
Stock Ticker464288414 Stock NameISHARES TR $ Position$42.4 m % Position4.96 % $ ChangeN / A # Shares362,033 # ChangeN / A
Stock Ticker381430503 Stock NameGOLDMAN SACHS ETF TR $ Position$40.1 m % Position4.68 % $ ChangeN / A # Shares529,503 # ChangeN / A
Stock Ticker46434V449 Stock NameISHARES TR $ Position$39.8 m % Position4.65 % $ ChangeN / A # Shares1,057,509 # ChangeN / A

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