One Wealth Management Investment & Advisory Services, LLC Portfolio Holdings

One Wealth Management Investment & Advisory Services, LLC

  • $57 Billion
  • Q3 2024

One Wealth Management Investment & Advisory Services, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $57 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.56B, Nvidia Corp with a value of $5.9B, Amazon Com Inc with a value of $5.55B, Microsoft Corp with a value of $4.87B, and Onespaworld Holdings LTD with a value of $3.95B.

Examining the 13F form we can see an decrease of $194B in the current position value, from $251B to 57B.

One Wealth Management Investment & Advisory Services, LLC is based out at Miami Beach, FL

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

Portfolio value $57 Billion
Technology: $24.1 Billion
Consumer Cyclical: $11.4 Billion
ETFs: $11.4 Billion
Communication Services: $7.82 Billion
Financial Services: $1.48 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.5B
$734 Million 1.29% of portfolio
10,929
Q3 2024 Reduced 5.21%
$55.9B
$564 Million 0.99% of portfolio
1,650
Q3 2024 Reduced 4.62%
$26.8B
$555 Million 0.97% of portfolio
3,246
Q3 2024 Reduced 1.55%
$55.5B
$466 Million 0.82% of portfolio
4,246
Q3 2024 Added 0.95%
$130B
$418 Million 0.73% of portfolio
5,210
Q3 2024 Reduced 62.01%
$77.8B
$307 Million 0.54% of portfolio
1,094
Q3 2024 Reduced 15.13%
$192B
$310 Million 0.54% of portfolio
1,891
Q3 2024 Reduced 0.68%
$92.2B
$222 Million 0.39% of portfolio
893
Q3 2024 Reduced 2.72%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $57 Billion
  • Prior Value $251 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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