One Wealth Management Investment & Advisory Services, LLC Portfolio Holdings

One Wealth Management Investment & Advisory Services, LLC

  • $57 Billion
  • Q3 2024

One Wealth Management Investment & Advisory Services, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $57 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.56B, Nvidia Corp with a value of $5.9B, Amazon Com Inc with a value of $5.55B, Microsoft Corp with a value of $4.87B, and Onespaworld Holdings LTD with a value of $3.95B.

Examining the 13F form we can see an decrease of $194B in the current position value, from $251B to 57B.

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 $57 Billion
Technology: $24.1 Billion
Consumer Cyclical: $11.4 Billion
ETFs: $11.4 Billion
Communication Services: $7.82 Billion
Financial Services: $1.48 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.57B
$3.95 Billion 6.93% of portfolio
239,275
Q3 2024 Added 8.25%
$1.68B
$1.13 Billion 1.98% of portfolio
42,432
Q3 2024 Reduced 8.61%
$1.96B
$79.2 Million 0.14% of portfolio
13,775
Q3 2024 Added 0.84%
$1.74B
$71.5 Million 0.13% of portfolio
25,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $57 Billion
  • Prior Value $251 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 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