1900 WEALTH MANAGEMENT LLC Q4 2023 Filing

Filed February 1, 2024

Portfolio Value

$1.1T

Holdings

294

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (294 positions)

#StockSharesValue% PortfolioType
101
GRMNGARMIN LTD
12,562$1.6B0.15%
102
MCDMCDONALDS CORP
5,441$1.6B0.15%
103
PSTGPURE STORAGE INC
45,151$1.6B0.15%
104
DWASINVESCO EXCH TRADED FD TR II
18,929$1.6B0.15%
105
MBBISHARES TR
16,473$1.5B0.14%
106
FDLFIRST TR MORNINGSTAR DIVID L
42,245$1.5B0.14%
107
GNTXGENTEX CORP
44,437$1.5B0.13%
108
HONHONEYWELL INTL INC
6,856$1.4B0.13%
109
SCHMSCHWAB STRATEGIC TR
19,041$1.4B0.13%
110
VMBSVANGUARD SCOTTSDALE FDS
30,550$1.4B0.13%
111
AFWALIGN TECHNOLOGY INC
5,118$1.4B0.13%
112
PWIPOWER INTEGRATIONS INC
17,020$1.4B0.13%
113
TFISPDR SER TR
29,367$1.4B0.13%
114
VTWVVANGUARD SCOTTSDALE FDS
10,018$1.4B0.13%
115
PGHYINVESCO EXCH TRADED FD TR II
69,614$1.4B0.12%
116
IGLBISHARES TR
25,366$1.3B0.12%
117
CTRACOTERRA ENERGY INC
51,567$1.3B0.12%
118
SCHZSCHWAB STRATEGIC TR
28,125$1.3B0.12%
119
VVISA INC
4,894$1.3B0.12%
120
GOOGLALPHABET INC
9,097$1.3B0.12%
121
AQLTISHARES TR
55,089$1.3B0.12%
122
ADBEADOBE INC
2,123$1.3B0.12%
123
IJHISHARES TR
4,459$1.2B0.11%
124
ISRGINTUITIVE SURGICAL INC
3,577$1.2B0.11%
125
METAMETA PLATFORMS INC
3,342$1.2B0.11%
126
SPYDSPDR SER TR
30,032$1.2B0.11%
127
PHMPULTE GROUP INC
11,360$1.2B0.11%
128
IWMISHARES TR
5,766$1.2B0.11%
129
FUODOLBY LABORATORIES INC
13,235$1.1B0.10%
130
VONVVANGUARD SCOTTSDALE FDS
15,371$1.1B0.10%
131
VSATVIASAT INC
39,136$1.1B0.10%
132
CATCATERPILLAR INC
3,695$1.1B0.10%
133
IDV*ISHARES TR
39,024$1.1B0.10%
134
JNJJOHNSON & JOHNSON
6,935$1.1B0.10%
135
XLKSELECT SECTOR SPDR TR
5,644$1.1B0.10%
136
SWN1EURSOUTHWESTERN ENERGY CO
164,448$1.1B0.10%
137
RCLROYAL CARIBBEAN GROUP
8,259$1.1B0.10%
138
EFXEQUIFAX INC
4,273$1.1B0.10%
139
CFRCULLEN FROST BANKERS INC
9,492$1.0B0.09%
140
SNASNAP ON INC
3,544$1.0B0.09%
141
NKENIKE INC
9,324$1.0B0.09%
142
VTWGVANGUARD SCOTTSDALE FDS
5,499$1.0B0.09%
143
PGPROCTER AND GAMBLE CO
6,818$999.1M0.09%
144
SFNCSIMMONS 1ST NATL CORP
48,415$960.6M0.09%
145
MLMMARTIN MARIETTA MATLS INC
1,909$952.5M0.09%
146
EMHYISHARES INC
26,141$950.2M0.09%
147
ALRMALARM COM HLDGS INC
13,876$896.7M0.08%
148
XMLVINVESCO EXCH TRADED FD TR II
16,724$889.4M0.08%
149
ABBVABBVIE INC
5,737$889.0M0.08%
150
INTUINTUIT
1,408$880.0M0.08%
151
SHYMBLACKROCK ETF TRUST II
38,300$847.2M0.08%
152
WMTWALMART INC
5,359$844.9M0.08%
153
CGNXCOGNEX CORP
19,824$827.5M0.08%
154
PFEPFIZER INC
27,729$798.3M0.07%
155
FNDFLOOR & DECOR HLDGS INC
7,079$789.7M0.07%
156
LUVSOUTHWEST AIRLS CO
26,910$777.2M0.07%
157
MRKMERCK & CO INC
7,063$770.0M0.07%
158
SPHQINVESCO EXCHANGE TRADED FD T
13,771$744.8M0.07%
159
IGSBISHARES TR
14,374$737.0M0.07%
160
LOWLOWES COS INC
3,224$717.6M0.07%
161
NVSNNOVARTIS AG
7,016$708.4M0.07%
162
HDVISHARES TR
6,923$706.1M0.06%
163
MINTPIMCO ETF TR
7,042$702.7M0.06%
164
VOOVVANGUARD ADMIRAL FDS INC
4,111$690.5M0.06%
165
SHMSPDR SER TR
14,402$688.3M0.06%
166
PCYINVESCO EXCH TRADED FD TR II
33,319$687.0M0.06%
167
TMOTHERMO FISHER SCIENTIFIC INC
1,294$686.8M0.06%
168
AVGOBROADCOM INC
599$668.6M0.06%
169
NSCNORFOLK SOUTHN CORP
2,826$668.0M0.06%
170
LSTRLANDSTAR SYS INC
3,392$656.9M0.06%
171
4I1PHILIP MORRIS INTL INC
6,932$652.2M0.06%
172
PEPPEPSICO INC
3,807$646.5M0.06%
173
ROPROPER TECHNOLOGIES INC
1,180$643.3M0.06%
174
VBVANGUARD INDEX FDS
3,008$641.7M0.06%
175
Roche Holding AG-Genusschein (SEDOL 7110388)
2,208$641.4M0.06%
176
UNPUNION PAC CORP
2,585$635.0M0.06%
177
VONGVANGUARD SCOTTSDALE FDS
7,803$608.8M0.06%
178
IWVISHARES TR
2,188$598.9M0.05%
179
VTVVANGUARD INDEX FDS
3,919$585.9M0.05%
180
VBTXVERITEX HLDGS INC
23,569$548.5M0.05%
181
SCZISHARES TR
8,718$539.6M0.05%
182
LLYELI LILLY & CO
914$532.8M0.05%
183
IDIINTERDIGITAL INC
4,874$529.0M0.05%
184
ABTABBOTT LABS
4,795$527.8M0.05%
185
LGIHLGI HOMES INC
3,906$520.1M0.05%
186
COSTCOSTCO WHSL CORP NEW
783$516.8M0.05%
187
WFCWELLS FARGO CO NEW
10,222$503.1M0.05%
188
OEFISHARES TR
2,248$502.1M0.05%
189
IBDTISHARES TR
19,938$500.2M0.05%
190
IBDSISHARES TR
20,768$497.0M0.05%
191
QCOMQUALCOMM INC
3,417$494.2M0.05%
192
IBDRISHARES TR
20,679$494.2M0.05%
193
PANWPALO ALTO NETWORKS INC
1,674$493.6M0.05%
194
IBDQISHARES TR
19,865$491.9M0.05%
195
IDXXIDEXX LABS INC
875$485.7M0.04%
196
DHRDANAHER CORPORATION
2,032$470.1M0.04%
197
ASMLASML HOLDING N V
617$467.0M0.04%
198
TRMBTRIMBLE INC
8,750$465.5M0.04%
199
VOTVANGUARD INDEX FDS
2,106$462.4M0.04%
200
EMREMERSON ELEC CO
4,735$460.9M0.04%
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