One Plus One Wealth Management, LLC Portfolio Holdings

One Plus One Wealth Management, LLC

  • $137 Million
  • Q1 2025

One Plus One Wealth Management, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $137 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprott ETF Trj R Gold Miners E with a value of $11.9M, Direxion Shs ETF Tr Daily S&P with a value of $11.2M, Vanguard Long Term Treasury Et with a value of $10.8M, Pacer Fds Tr Us Cash Cows 100 with a value of $5.93M, and Ea Ser Tr Alpha Architect U S with a value of $5.63M.

Examining the 13F form we can see an decrease of $170B in the current position value, from $170B to 137M.

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

Portfolio value $137 Million
ETFs: $114 Million
Technology: $5.99 Million
Financial Services: $4.84 Million
Healthcare: $3.15 Million
Consumer Cyclical: $2.43 Million
Industrials: $1.95 Million
Energy: $1.57 Million
Communication Services: $1.13 Million
Other: $2.22 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $137 Million
  • Prior Value $170 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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