One Wealth Management Investment & Advisory Services, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $251 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $51.9B, Ishares Core S&P 500 ETF with a value of $25.5B, Amazon Com Inc with a value of $11B, Apple Inc. with a value of $9.59B, and Ishares Core Total Usd Bond Ma with a value of $9.36B.

Examining the 13F form we can see an increase of $6.97B in the current position value, from $244B to 251B.

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.

Portfolio value $251 Billion
ETFs: $110 Billion
Technology: $84.9 Billion
Consumer Cyclical: $19.1 Billion
Communication Services: $15 Billion
Healthcare: $7.71 Billion
Financial Services: $7.38 Billion
Consumer Defensive: $1.23 Billion
Basic Materials: $1.15 Billion
Other: $1.87 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $251 Billion
  • Prior Value $244 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
Track This Portfolio

Track One Wealth Management Investment & Advisory Services, LLC Portfolio

Follow One Wealth Management Investment & Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Management Investment & Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Management Investment & Advisory Services, LLC with notifications on news.