One Wealth Management Investment & Advisory Services, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $244 Billion distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $48.9B, Ishares Core S&P 500 ETF with a value of $27.5B, Amazon Com Inc with a value of $10.6B, Ishares Core Total Usd Bond Ma with a value of $9.84B, and Ishares National Muni Bond ETF with a value of $9.56B.
Examining the 13F form we can see an increase of $19.9B in the current position value, from $224B to 244B.
One Wealth Management Investment & Advisory Services, LLC is based out at Miami Beach, FL
Below you can find more details about One Wealth Management Investment & Advisory Services, LLC portfolio as well as his latest detailed transactions.