One Wealth Management Investment & Advisory Services
Latest statistics and disclosures from One Wealth Management Investment & Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, NVDA, MSFT, OSW, and represent 52.02% of One Wealth Management Investment & Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: AMD, SPY, PANW, MRVL, PLTR, COST, AAPL, SERV, META, DIA.
- Started 4 new stock positions in MRVL, SERV, COST, PLTR.
- Reduced shares in these 10 stocks: SQ, OSW, EFV, SBCF, IVV, ZS, GOOGL, IQ, NKLA, QUAL.
- Sold out of its positions in EFV, SQ.
- One Wealth Management Investment & Advisory Services was a net buyer of stock by $1.4M.
- One Wealth Management Investment & Advisory Services has $63M in assets under management (AUM), dropping by 10.60%.
- Central Index Key (CIK): 0002009427
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Portfolio Holdings for One Wealth Management Investment & Advisory Services
One Wealth Management Investment & Advisory Services holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 16.6 | $11M | 42k | 250.42 |
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Amazon (AMZN) | 10.4 | $6.6M | 30k | 219.39 |
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NVIDIA Corporation (NVDA) | 10.3 | $6.5M | 49k | 134.29 |
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Microsoft Corporation (MSFT) | 7.7 | $4.9M | 12k | 421.50 |
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Onespaworld Holdings Ltd onespaworld hold (OSW) | 6.9 | $4.4M | -8% | 219k | 19.90 |
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Meta Platforms Cl A (META) | 6.2 | $3.9M | +3% | 6.7k | 585.50 |
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Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $3.6M | 19k | 189.30 |
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Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $2.8M | -2% | 4.7k | 588.66 |
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Tesla Motors (TSLA) | 3.3 | $2.1M | +2% | 5.2k | 403.84 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $1.8M | +7% | 3.5k | 511.23 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $1.4M | +27% | 2.5k | 586.15 |
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Seacoast Bkg Corp Fla Com New (SBCF) | 1.7 | $1.0M | -10% | 38k | 27.53 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.6 | $980k | +16% | 2.3k | 425.51 |
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Advanced Micro Devices (AMD) | 1.5 | $936k | +309% | 7.8k | 120.79 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 1.1 | $678k | 6.7k | 101.53 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $615k | 2.1k | 289.81 |
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Palo Alto Networks (PANW) | 1.0 | $603k | +100% | 3.3k | 181.96 |
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Shopify Cl A (SHOP) | 0.9 | $557k | 5.2k | 106.33 |
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Ea Series Trust Altrius Gbl Div (DIVD) | 0.9 | $542k | 17k | 31.50 |
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Zscaler Incorporated (ZS) | 0.8 | $535k | -8% | 3.0k | 180.41 |
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salesforce (CRM) | 0.8 | $532k | 1.6k | 334.33 |
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Alphabet Cap Stk Cl C (GOOG) | 0.8 | $528k | 2.8k | 190.41 |
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The Trade Desk Com Cl A (TTD) | 0.8 | $500k | 4.3k | 117.53 |
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Netflix (NFLX) | 0.8 | $497k | 558.00 | 891.32 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $441k | 1.1k | 401.58 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $424k | 6.8k | 62.31 |
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Select Sector Spdr Tr Financial (XLF) | 0.6 | $407k | 8.4k | 48.33 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $375k | 1.1k | 342.16 |
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Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.6 | $373k | 4.2k | 88.65 |
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.6 | $358k | 6.5k | 54.89 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $356k | 1.3k | 264.13 |
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Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.6 | $354k | 5.0k | 70.31 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $340k | 750.00 | 453.28 |
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Home Depot (HD) | 0.5 | $337k | +11% | 867.00 | 388.95 |
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Marvell Technology (MRVL) | 0.5 | $299k | NEW | 2.7k | 110.45 |
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J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.4 | $257k | 3.6k | 70.59 |
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Palantir Technologies Cl A (PLTR) | 0.4 | $256k | NEW | 3.4k | 75.63 |
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Marriott Intl Cl A (MAR) | 0.4 | $250k | 895.00 | 278.94 |
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Vanguard World Mega Grwth Ind (MGK) | 0.4 | $230k | 669.00 | 343.41 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $230k | -3% | 1.3k | 178.08 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $221k | 1.7k | 126.75 |
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Costco Wholesale Corporation (COST) | 0.3 | $205k | NEW | 224.00 | 916.27 |
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Serve Robotics (SERV) | 0.2 | $154k | NEW | 11k | 13.50 |
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Quantumscape Corp Com Cl A (QS) | 0.1 | $71k | 14k | 5.19 |
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Iqiyi Sponsored Ads (IQ) | 0.1 | $34k | -32% | 17k | 2.01 |
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Nrx Pharmaceuticals Com New (NRXP) | 0.1 | $33k | 15k | 2.20 |
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Nikola Corp Com New (NKLA) | 0.0 | $17k | -41% | 14k | 1.19 |
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Past Filings by One Wealth Management Investment & Advisory Services
SEC 13F filings are viewable for One Wealth Management Investment & Advisory Services going back to 2023
- One Wealth Management Investment & Advisory Services 2024 Q4 filed Jan. 21, 2025
- One Wealth Management Investment & Advisory Services 2024 Q3 filed Nov. 6, 2024
- One Wealth Management Investment & Advisory Services 2024 Q2 filed Aug. 6, 2024
- One Wealth Management Investment & Advisory Services 2024 Q1 filed May 14, 2024
- One Wealth Management Investment & Advisory Services 2023 Q4 filed Jan. 25, 2024