One Capital Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.94 Billion distributed in 375 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares 5 10 Yea with a value of $241M, Ishares National Muni Bond ETF with a value of $135M, Wisdomtree Tr Us Quality Divid with a value of $106M, Wisdomtree Tr Intl Quality Div with a value of $97.3M, and Ishares Trust Ishares 1 5 Year with a value of $61.9M.
Examining the 13F form we can see an increase of $189M in the current position value, from $2.75B to 2.94B.
One Capital Management, LLC is based out at Westlake Village, CA
Below you can find more details about One Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.94 Billion
ETFs: $2.32 Billion
Technology: $187 Million
Healthcare: $80.5 Million
Communication Services: $65.9 Million
Financial Services: $63.8 Million
Consumer Defensive: $62.5 Million
Consumer Cyclical: $45.3 Million
Industrials: $28.7 Million
Other: $87.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
