One Charles Private Wealth Services, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $226 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $23.2M, Acv Auctions Inc. with a value of $22.4M, Grayscale Bitcoin Trust (Btc) with a value of $19.2M, Texas Pacific Land Corp with a value of $13.1M, and Listed Fds Tr Horizon Kinetics with a value of $12.5M.
Examining the 13F form we can see an increase of $36.5M in the current position value, from $189M to 226M.
Below you can find more details about One Charles Private Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$226 Million
ETFs: $117 Million
Financial Services: $30.2 Million
Consumer Cyclical: $26.4 Million
Energy: $16.4 Million
Technology: $14.6 Million
Healthcare: $4.33 Million
Industrials: $4.1 Million
Communication Services: $3.3 Million
Other: $7.06 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions