ONE Advisory Partners
Latest statistics and disclosures from ONE Advisory Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IUSB, QUAL, DYNF, IVW, and represent 54.94% of ONE Advisory Partners's stock portfolio.
- Added to shares of these 10 stocks: DYNF (+$12M), IUSB (+$9.4M), IVE (+$6.7M), IVW, HEFA, BINC, XCEM, MUB, IXC, VMBS.
- Started 6 new stock positions in IYE, IVE, MSFT, HEFA, DYNF, BINC.
- Reduced shares in these 10 stocks: IVV (-$15M), TFLO (-$5.9M), OEF, EFV, LQD, SPEM, QUAL, USMV, MTUM, EFG.
- Sold out of its positions in SUB, AOA, IEMG, TFLO, SHM.
- ONE Advisory Partners was a net buyer of stock by $1.6M.
- ONE Advisory Partners has $204M in assets under management (AUM), dropping by 6.88%.
- Central Index Key (CIK): 0001819695
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ONE Advisory Partners holds 43 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by ONE Advisory Partners
SEC 13F filings are viewable for ONE Advisory Partners going back to 2020
- ONE Advisory Partners 2024 Q1 filed April 11, 2024
- ONE Advisory Partners 2023 Q4 filed Jan. 26, 2024
- ONE Advisory Partners 2023 Q3 filed Oct. 16, 2023
- ONE Advisory Partners 2023 Q2 filed July 12, 2023
- ONE Advisory Partners 2023 Q1 filed April 12, 2023
- ONE Advisory Partners 2022 Q4 filed Jan. 25, 2023
- ONE Advisory Partners 2022 Q3 filed Oct. 17, 2022
- ONE Advisory Partners 2022 Q2 filed July 25, 2022
- ONE Advisory Partners 2022 Q1 filed May 4, 2022
- ONE Advisory Partners 2021 Q4 filed Jan. 24, 2022
- ONE Advisory Partners 2021 Q3 filed Oct. 18, 2021
- ONE Advisory Partners 2021 Q2 filed July 16, 2021
- ONE Advisory Partners 2021 Q1 filed April 19, 2021
- ONE Advisory Partners 2020 Q4 filed Jan. 19, 2021
- ONE Advisory Partners 2020 Q3 filed Oct. 19, 2020
- ONE Advisory Partners 2020 Q2 filed Sept. 29, 2020