1900 WEALTH MANAGEMENT LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
San Antonio, TX
CIK
0001791996
Alternate names
MONTICELLO WEALTH MANAGEMENT, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 294 1,089,530 SPLG, IVV, DFUS, GSIE 13F-HR 2/1/2024 000179199624000001
Q3 2023 290 1,002,942 IVV, GSIE, QUAL, DFUS 13F-HR 10/17/2023 000179199623000006
Q2 2023 238 971,662 QUAL, MTUM, GSIE, IVV 13F-HR 7/21/2023 000179199623000005
Q1 2023 240 931,000 MTUM, QUAL, GSIE, GSLC 13F-HR 5/2/2023 000179199623000004
Q4 2022 234 922,238 MTUM, QUAL, GSIE, GSLC 13F-HR 2/6/2023 000179199623000002
Q3 2022 220 855,139 MTUM, QUAL, GSIE, GSLC 13F-HR 10/31/2022 000179199622000005
Q2 2022 223 916,640 MTUM, QUAL, GSIE, GSLC 13F-HR 8/1/2022 000179199622000004
Q1 2022 237 1,051,372 MTUM, GSLC, QUAL, GSIE 13F-HR 4/27/2022 000179199622000003
Q4 2021 241 1,106,063 MTUM, QUAL, GSLC, GSIE 13F-HR 1/31/2022 000179199622000001
Q3 2021 215 1,030,308 MTUM, QUAL, GSLC, MUB 13F-HR 11/1/2021 000179199621000016
Q2 2021 215 1,045,302 MTUM, QUAL, GSLC, MUB 13F-HR 7/20/2021 000179199621000014
Q1 2021 171 1,322,332 T, MTUM, QUAL, GSLC 13F-HR 4/26/2021 000179199621000006
Q4 2020 139 856,041 MTUM, QUAL, MUB, GSLC 13F-HR 2/5/2021 000179199621000004