CIK 1840760
Olde Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
116
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–116 of 116
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| T | AT&T INC COM | 10K | $100K–$500K | SH |
| EXR | EXTRA SPACE STORAGE INC COM | 2K | $100K–$500K | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 637 | $100K–$500K | SH |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 7K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 347 | $100K–$500K | SH |
| DSI | ISHARES ESG MSCI KLD 400 ETF | 2K | $100K–$500K | SH |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 2K | $100K–$500K | SH |
| NYF | ISHARES NEW YORK MUNI BOND ETF | 4K | $100K–$500K | SH |
| BA | BOEING CO COM | 994 | $100K–$500K | SH |
| DE | DEERE & CO COM | 460 | $100K–$500K | SH |
| LLY | ELI LILLY & CO COM | 198 | $100K–$500K | SH |
| QCOM | QUALCOMM INC COM | 1K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO COM | 2K | $100K–$500K | SH |
| USRT | ISHARES CORE U.S. REIT ETF | 4K | $100K–$500K | SH |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | 2K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | 15K | $50K–$100K | SH |