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1776 Wealth

1776 Wealth is an investment advisor in Sandy Springs with $280.57M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
814578527
SEC advisor number
801-109928
FINRA CRD number
286321
AUM ?
$280.57M (as of 15 Jul 22)
Accounts
335 (as of 15 Jul 22)
Employees
3 (2 investment advisory or research)
Address
1776 Wealth
750 HAMMOND DR
BUILDING 5, SUITE 200
ATLANTA
GA 30328
Phone
678-257-2730

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 112 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$17.18M 125.67K 124.87K +0.6
$15.05M 41.11K 41.04K +0.2
$14.76M 253.57K NEW
$10.79M 101.58K 4.93K +1958.8
First Trust Value Line Dividend Index Fund
$3.69M 95.14K NEW
$3.6M 45.89K NEW
$3.56M 285.09K NEW
$3.02M 4.49K 4.02K +11.6
$2.97M 11.57K 11.39K +1.5
$2.96M 89.61K NEW
$2.61M 147.12K NEW
$2.4M 265K NEW
$2.33M 121.17K NEW
$2.31M 1.06K NEW
$2.26M 105.35K NEW
$2.1M 10.66K NEW
$2.06M 36.92K 38.12K -3.1
$1.93M 7.07K NEW
$1.88M 20.55K 19.29K +6.5
$1.75M 73.27K NEW
$1.62M 86.49K NEW
$1.54M 41.07K 41.12K -0.1
$1.42M 4.76K 4.62K +3.0
$1.2M 35.16K NEW
$1.16M 8.93K 8.08K +10.5
$1.15M 13.14K NEW
$1.01M 78.94K NEW
$989K 1.93K 1.93K 0
$988K 3.6K 3.34K +7.7
$898K 6.32K 6.32K 0
$852K 5.16K 4.06K +27.1
$807K 2.66K 2.51K +6.0
$734K 3.39K NEW
$709K 24.93K 26.92K -7.4
$695K 4.58K 3.76K +21.9
$679K 2.94K NEW
$613K 30.24K 31.16K -3.0
$611K 1.28K 1.32K -3.5
$591K 2.65K 2.8K -5.4
$590K 6.37K 6.37K 0
$589K 62.81K NEW
First Trust Mstar Div Lead Indx FD
$579K 16.43K NEW
$556K 879 879 0
$548K 3.25K 3.25K 0
$545K 48.93K NEW
$540K 9.41K 9.51K -1.1
Vanguard Dividend Appreciation Etf
$532K 3.71K NEW
$527K 4.85K 5.15K -5.8
$515K 2.41K 2.41K 0
$510K 5.56K 4.92K +13.1
Holdings list only includes long positions. Only includes long positions.

Calendar

25 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings