One Wealth Management Investment & Advisory Services, LLC Reduced Holdings in Q3 2024

One Wealth Management Investment & Advisory Services, LLC

  • $57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-105K
- 90.24%
$395.15 - $467.56 $41.4M - $49M
11.3K $4.87B
IVV
Ishares Core S&P 500 ETF

ETFs
-41.8K
- 89.61%
$520.18 - $576.82 $21.8M - $24.1M
4.85K $2.8B
IVW
Ishares S&P 500 Growth ETF

ETFs
-88K
- 92.89%
$84.77 - $97.13 $7.46M - $8.54M
6.73K $645M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-37.4K
- 96.56%
$162.64 - $179.3 $6.09M - $6.71M
1.33K $239M
AMZN
Amazon Com Inc

Consumer Cyclical
-27.1K
- 47.64%
$161.02 - $200.0 $4.37M - $5.42M
29.8K $5.55B
EFV
Msci Eafe Value ETF

ETFs
-57.7K
- 94.08%
$51.72 - $57.96 $2.99M - $3.35M
3.63K $209M
GOOG
Alphabet Inc.

Communication Services
-15.3K
- 84.81%
$149.54 - $192.66 $2.29M - $2.94M
2.74K $458M
NFLX
Netflix Inc

Communication Services
-2.6K
- 82.52%
$598.55 - $722.26 $1.55M - $1.87M
550 $390M
NVDA
Nvidia Corp

Technology
-12.9K
- 21.0%
$98.91 - $134.91 $1.28M - $1.74M
48.6K $5.9B
GOOGL
Alphabet Inc.

Communication Services
-6.86K
- 26.23%
$148.65 - $191.18 $1.02M - $1.31M
19.3K $3.2B
META
Meta Platforms, Inc.

Communication Services
-2.13K
- 24.73%
$453.41 - $572.44 $964K - $1.22M
6.47K $3.7B
SHOP
Shopify Inc.

Technology
-8.5K
- 62.01%
$52.26 - $80.75 $444K - $687K
5.21K $418M
HD
Home Depot, Inc.

Consumer Cyclical
-1K
- 56.41%
$333.64 - $405.2 $335K - $406K
775 $314M
CRWD
Crowd Strike Holdings, Inc.

Technology
-195
- 15.13%
$217.89 - $392.15 $42.5K - $76.5K
1.09K $307M
ZS
Zscaler, Inc.

Technology
-51
- 1.55%
$155.9 - $204.47 $7.95K - $10.4K
3.25K $555M
AAPL
Apple Inc.

Technology
-4.48K
- 9.85%
$207.23 - $234.82 $929K - $1.05M
41K $9.56B
PANW
Palo Alto Networks Inc

Technology
-80
- 4.62%
$294.18 - $368.01 $23.5K - $29.4K
1.65K $564M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-146
- 16.29%
$405.19 - $478.57 $59.2K - $69.9K
750 $345M
SQ
Block, Inc.

Technology
-601
- 5.21%
$57.21 - $72.07 $34.4K - $43.3K
10.9K $734M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-46
- 6.43%
$285.48 - $330.24 $13.1K - $15.2K
669 $215M
MAR
Marriott International Inc

Consumer Cyclical
-25
- 2.72%
$211.35 - $255.11 $5.28K - $6.38K
893 $222M
AMD
Advanced Micro Devices Inc

Technology
-13
- 0.68%
$128.67 - $183.96 $1.67K - $2.39K
1.89K $310M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12
- 1.08%
$332.02 - $382.76 $3.98K - $4.59K
1.1K $412M
VO
Vanguard Mid Cap ETF

ETFs
-73
- 5.12%
$237.84 - $263.83 $17.4K - $19.3K
1.35K $357M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-86
- 1.99%
$77.64 - $90.33 $6.68K - $7.77K
4.23K $377M
DIVD
Ea Ser Tr
-527
- 2.96%
N/A
17.3K $590M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-112
- 2.16%
$64.53 - $72.17 $7.23K - $8.08K
5.07K $366M
VTI
Vanguard Total Stock Market Et

ETFs
-22
- 1.03%
$255.18 - $283.2 $5.61K - $6.23K
2.12K $601M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-4K
- 8.61%
$23.0 - $28.7 $92K - $115K
42.4K $1.13B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.23K
- 19.5%
$191.76 - $263.26 $236K - $324K
5.08K $1.33B
Activity Summary
Buys All Purchases 13 New Holdings 3 Increased Positions 10 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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