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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.37B
$599 Million 0.35% of portfolio
1,131
Q3 2024 Added 11.87%
$4.24B
$371 Million 0.22% of portfolio
14,061
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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