One Wealth Management Investment & Advisory Services, LLC Portfolio Holdings

One Wealth Management Investment & Advisory Services, LLC

  • $63.1 Billion
  • Q4 2024

One Wealth Management Investment & Advisory Services, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $63.1 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.5B, Amazon Com Inc with a value of $6.59B, Nvidia Corp with a value of $6.52B, Microsoft Corp with a value of $4.85B, and Onespaworld Holdings LTD with a value of $4.36B.

Examining the 13F form we can see an increase of $6.05B in the current position value, from $57B to 63.1B.

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 $63.1 Billion
Technology: $26.4 Billion
Consumer Cyclical: $13.7 Billion
ETFs: $11.9 Billion
Communication Services: $8.62 Billion
Financial Services: $1.38 Billion
Consumer Defensive: $205 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $63.1 Billion
  • Prior Value $57 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 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.

Choose your preferred platform and Sign Up 👇 Telegram Email