One Charles Private Wealth Services, LLC Incresed Positions in Q4 2024

One Charles Private Wealth Services, LLC

  • $282 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TPL
Texas Pacific Land Corp

Energy
1.13K
+ 4.7%
$915.49 - $1730.0 $1.04M - $1.96M
25.2K $27.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14.1K
+ 19.63%
$442.29 - $483.08 $6.22M - $6.79M
85.7K $38.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
61.2K
+ 50.58%
$50.62 - $50.97 $3.1M - $3.12M
182K $9.24M
VUG
Vanguard Growth ETF

ETFs
4.66K
+ 22.69%
$378.79 - $428.11 $1.77M - $2M
25.2K $10.4M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
47.9K
+ 11.62%
$37.46 - $43.08 $1.8M - $2.06M
460K $17.5M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
7.01K
+ 6.05%
$45.39 - $62.98 $318K - $441K
123K $6.97M
VTV
Vanguard Value ETF

ETFs
9.37K
+ 13.98%
$168.32 - $181.87 $1.58M - $1.7M
76.4K $12.9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
+ 9.5%
$180.88 - $232.93 $190K - $244K
12.1K $2.65M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.45K
+ 26.1%
$264.18 - $304.19 $384K - $442K
7.03K $1.97M
JBBB
Janus Detroit Str Tr Henderson

ETFs
8.1K
+ 48.15%
$48.59 - $49.45 $394K - $400K
24.9K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
75
+ 0.62%
$205.18 - $250.29 $15.4K - $18.8K
12.3K $2.94M
NVDA
Nvidia Corp

Technology
721
+ 3.97%
$117.0 - $148.88 $84.4K - $107K
18.9K $2.54M
VIG
Vanguard Dividend Appreciation

ETFs
1.68K
+ 34.93%
N/A
6.51K $1.18M
VBR
Vanguard Small Cap Value ETF

ETFs
1.62K
+ 19.04%
$197.36 - $217.3 $320K - $352K
10.1K $2.01M
XLK
Technology Sector Spdr

ETFs
167
+ 0.51%
$220.26 - $241.44 $36.8K - $40.3K
32.6K $7.59M
XLF
Financial Sector Spdr

ETFs
1.78K
+ 3.65%
$44.89 - $51.34 $79.9K - $91.4K
50.6K $2.45M
BAC
Bank Of America Corp

Financial Services
210
+ 0.42%
$39.22 - $47.77 $8.24K - $10K
50.4K $2.22M
AVGO
Broadcom Inc.

Technology
274
+ 11.23%
$159.67 - $250.0 $43.7K - $68.5K
2.71K $629K
MSFT
Microsoft Corp

Technology
569
+ 9.92%
$406.35 - $454.46 $231K - $259K
6.31K $2.66M
EPD
Enterprise Products Partners L.P.

Energy
975
+ 1.43%
$28.66 - $34.43 $27.9K - $33.6K
69.2K $2.17M
GOOGL
Alphabet Inc.

Communication Services
115
+ 1.74%
$161.86 - $196.66 $18.6K - $22.6K
6.74K $1.27M
GOOG
Alphabet Inc.

Communication Services
240
+ 4.88%
$163.08 - $198.16 $39.1K - $47.6K
5.16K $983K
VTI
Vanguard Total Stock Market Et

ETFs
270
+ 2.81%
$280.04 - $302.45 $75.6K - $81.7K
9.87K $2.86M
VDE
Vanguard Energy ETF

ETFs
1.02K
+ 37.95%
$116.67 - $136.78 $119K - $140K
3.72K $451K
IYF
Ishares Tr

ETFs
240
+ 2.51%
$102.7 - $119.05 $24.6K - $28.6K
9.79K $1.08M
IYC
Ishares U.S. Consumer Discreti

ETFs
487
+ 9.99%
$85.96 - $101.28 $41.9K - $49.3K
5.36K $515K
GLDM
World Gold Trust

ETFs
1.57K
+ 6.89%
$50.76 - $55.23 $79.8K - $86.8K
24.4K $1.27M
V
Visa Inc.

Financial Services
73
+ 8.29%
$273.87 - $320.91 $20K - $23.4K
954 $301K
TTD
Trade Desk, Inc.

Technology
56
+ 0.91%
$108.7 - $139.51 $6.09K - $7.81K
6.18K $726K
SPY
Spdr S&P 500 ETF Trust

ETFs
49
+ 2.45%
$567.81 - $607.81 $27.8K - $29.8K
2.05K $1.2M
META
Meta Platforms, Inc.

Communication Services
13
+ 0.51%
$554.08 - $632.68 $7.2K - $8.22K
2.58K $1.52M
SPYG
Spdr Portfolio

ETFs
10
+ 0.12%
$81.74 - $91.38 $817 - $914
8.18K $718K
XLB
Select Sector Spdr Fd Material

ETFs
784
+ 32.37%
$83.8 - $97.58 $65.7K - $76.5K
3.21K $269K
ADP
Automatic Data Processing Inc

Industrials
9
+ 0.45%
$280.08 - $307.97 $2.52K - $2.77K
2.01K $588K
VIS
Vanguard Industrial ETF

ETFs
187
+ 3.41%
$254.39 - $279.7 $47.6K - $52.3K
5.68K $1.44M
TJX
Tjx Companies Inc

Consumer Cyclical
86
+ 5.0%
$112.15 - $127.2 $9.64K - $10.9K
1.81K $218K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
276
+ 2.66%
$16.4 - $17.85 $4.53K - $4.93K
10.7K $186K
BOTZ
Global X Fds

ETFs
450
+ 3.39%
$31.11 - $34.18 $14K - $15.4K
13.7K $438K
Ark 21 Shares Bitcoin ETF
1.67K
+ 5.95%
N/A
29.8K $0
CVX
Chevron Corp

Energy
22
+ 1.45%
$141.15 - $162.53 $3.11K - $3.58K
1.54K $223K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.16K
+ 200.0%
$25.79 - $80.4 $159K - $496K
9.25K $241K
VPU
Vanguard Utilities ETF

ETFs
53
+ 3.67%
$160.52 - $179.11 $8.51K - $9.49K
1.5K $244K
ORCL
Oracle Corp

Technology
28
+ 0.76%
$165.41 - $192.43 $4.63K - $5.39K
3.69K $615K
VDC
Vanguard Consumer Staples ETF

ETFs
159
+ 2.48%
$210.96 - $223.62 $33.5K - $35.6K
6.57K $1.39M
SBUX
Starbucks Corp

Consumer Cyclical
38
+ 1.37%
$87.44 - $102.5 $3.32K - $3.9K
2.82K $256K
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 1.24%
$385.02 - $431.37 $8.86K - $9.92K
1.88K $732K
UNP
Union Pacific Corp

Industrials
16
+ 1.08%
$223.15 - $249.32 $3.57K - $3.99K
1.5K $340K
LLY
Eli Lilly & CO

Healthcare
27
+ 6.43%
$727.2 - $932.06 $19.6K - $25.2K
447 $345K
UNH
Unitedhealth Group Inc

Healthcare
26
+ 4.39%
$485.52 - $625.25 $12.6K - $16.3K
618 $312K
Activity Summary
Buys All Purchases 68 New Holdings 11 Increased Positions 57 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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