One Wealth Management Investment & Advisory Services, LLC Incresed Positions in Q3 2025

One Wealth Management Investment & Advisory Services, LLC

  • $86.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
644
+ 1.33%
$202.38 - $256.87 $130K - $165K
49K $12.5B
NVDA
Nvidia Corp

Technology
642
+ 1.19%
$153.3 - $186.58 $98.4K - $120K
54.8K $10.2B
GOOGL
Alphabet Inc.

Communication Services
217
+ 1.11%
$174.36 - $254.72 $37.8K - $55.3K
19.8K $4.82B
TSLA
Tesla, Inc.

Consumer Cyclical
343
+ 6.02%
$293.94 - $444.72 $101K - $153K
6.04K $2.68B
QQQ
Invesco Qqq Trust, Series 1

ETFs
771
+ 11.25%
$546.99 - $602.2 $422K - $464K
7.63K $4.58B
SPY
Spdr S&P 500 ETF Trust

ETFs
762
+ 14.22%
$617.65 - $666.84 $471K - $508K
6.12K $4.08B
NFLX
Netflix Inc

Communication Services
569
+ 90.32%
$1147.87 - $1297.18 $653K - $738K
1.2K $1.44B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.58K
+ 21.35%
$100.37 - $100.74 $560K - $563K
31.7K $3.2B
PLTR
Palantir Technologies Inc.

Technology
937
+ 22.62%
$130.68 - $186.97 $122K - $175K
5.08K $927M
MSFT
Microsoft Corp

Technology
216
+ 1.79%
$491.09 - $535.64 $106K - $116K
12.3K $6.36B
GOOG
Alphabet Inc.

Communication Services
27
+ 0.71%
$175.16 - $255.24 $4.73K - $6.89K
3.83K $934M
IVV
Ishares Core S&P 500 ETF

ETFs
34
+ 0.76%
$620.67 - $670.08 $21.1K - $22.8K
4.53K $3.03B
SHOP
Shopify Inc.

Technology
223
+ 4.31%
$112.11 - $157.12 $25K - $35K
5.39K $802M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.64K
+ 7.87%
$23.82 - $25.84 $62.9K - $68.3K
36.2K $932M
AVGO
Broadcom Inc.

Technology
138
+ 12.52%
$264.74 - $369.57 $36.5K - $51K
1.24K $409M
AMZN
Amazon Com Inc

Consumer Cyclical
401
+ 1.29%
$211.65 - $238.24 $84.9K - $95.5K
31.6K $6.93B
SCHG
Schwab Strategic Tr Us Large C

ETFs
725
+ 2.92%
$28.92 - $32.19 $21K - $23.3K
25.5K $815M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
14
+ 0.34%
$97.65 - $111.15 $1.37K - $1.56K
4.19K $460M
Nrx Pharmaceuticals Inc
13K
+ 86.1%
N/A
28K $92.4M
META
Meta Platforms, Inc.

Communication Services
68
+ 1.03%
$695.21 - $791.73 $47.3K - $53.8K
6.68K $4.91B
MRVL
Marvell Technology, Inc.

Technology
57
+ 1.85%
$62.31 - $84.07 $3.55K - $4.79K
3.14K $264M
MAR
Marriott International Inc

Consumer Cyclical
35
+ 3.75%
$255.35 - $282.87 $8.94K - $9.9K
969 $252M
CRWD
Crowd Strike Holdings, Inc.

Technology
21
+ 1.83%
$412.46 - $514.1 $8.66K - $10.8K
1.17K $572M
ZS
Zscaler, Inc.

Technology
15
+ 0.5%
$267.68 - $316.5 $4.02K - $4.75K
3.02K $905M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track One Wealth Management Investment & Advisory Services, LLC Portfolio

Follow One Wealth Management Investment & Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Management Investment & Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Management Investment & Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email