One Plus One Wealth Management, LLC has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $174 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Managers Tr Etfmg Prime Jr with a value of $13.1B, Sprott ETF Trj R Gold Miners E with a value of $10.2B, Pacer Fds Tr Emerging Markets with a value of $6.68B, Pacer Fds Tr Us Cash Cows 100 with a value of $6.32B, and Ea Ser Tr Alpha Architect U S with a value of $6.21B.

Examining the 13F form we can see an increase of $9.93B in the current position value, from $164B to 174B.

Below you can find more details about One Plus One Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $174 Billion
ETFs: $138 Billion
Technology: $6.05 Billion
Healthcare: $5.1 Billion
Financial Services: $4.48 Billion
Consumer Cyclical: $2.77 Billion
Industrials: $2.12 Billion
Consumer Defensive: $1.9 Billion
Energy: $1.69 Billion
Other: $2.25 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $174 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 14 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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