One Plus One Wealth Management, LLC Portfolio Holdings

One Plus One Wealth Management, LLC

  • $170 Billion
  • Q4 2024

One Plus One Wealth Management, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amplify ETF Tr with a value of $12.8B, Sprott ETF Trj R Gold Miners E with a value of $10.5B, Vanguard Long Term Treasury Et with a value of $9.46B, Direxion Shs ETF Tr Daily S&P with a value of $8.67B, and Proshares Short Russell2000 with a value of $6.68B.

Examining the 13F form we can see an increase of $1.7B in the current position value, from $169B to 170B.

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

Portfolio value $170 Billion
ETFs: $111 Billion
Technology: $6.79 Billion
Financial Services: $4.78 Billion
Healthcare: $3.47 Billion
Consumer Cyclical: $2.72 Billion
Industrials: $2.23 Billion
Consumer Defensive: $1.6 Billion
Communication Services: $1.26 Billion
Other: $2.26 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.9B
$1.22 Billion 0.72% of portfolio
7,857
Q4 2024 Added 0.01%
$67.8B
$979 Million 0.57% of portfolio
4,222
Q4 2024 Added 2.05%
$101B
$709 Million 0.42% of portfolio
3,868
Q4 2024 Added 7.21%
$28.4B
$713 Million 0.42% of portfolio
4,351
Q3 2024 Added 16.31%
$195B
$486 Million 0.29% of portfolio
4,200
Q3 2024 Reduced 5.47%
$139B
$441 Million 0.26% of portfolio
6,149
Q4 2024 Reduced 1.05%
$36.4B
$438 Million 0.26% of portfolio
1,386
Q4 2024 Added 16.37%
$73.1B
$416 Million 0.24% of portfolio
899
Q4 2024 Reduced 6.55%
$37.5B
$367 Million 0.22% of portfolio
1,624
Q4 2024 Added 32.25%
$13.5B
$340 Million 0.2% of portfolio
5,930
Q4 2024 Added 23.83%
$78.1B
$338 Million 0.2% of portfolio
915
Q4 2024 Reduced 14.08%
$108B
$339 Million 0.2% of portfolio
1,020
Q4 2024 Reduced 3.32%
$166B
$299 Million 0.18% of portfolio
1,249
Q4 2024 New
$62.5B
$255 Million 0.15% of portfolio
491
Q4 2024 New
$96.3B
$247 Million 0.14% of portfolio
1,656
Q2 2024 Reduced 14.11%
$141B
$200 Million 0.12% of portfolio
556
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $170 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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