One Charles Private Wealth Services, LLC
Q4 2024 13F Holdings
- Locationhingham, MA
- Num holdings
155
- Value ($000)
$297,383
- Date Filed02/11/2025
- Form type13F-HR
- CIK0001800938
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $38.83M | 13 % | 85,667 | ||
TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | $27.86M | 9 % | 25,194 | ||
GBTC GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $21.81M | 7 % | 294,713 | ||
ACVA ACV AUCTIONS INC | COM CL A | 00091G104 | $21.64M | 7 % | 1,001,669 | ||
INFL LISTED FD TR | HORIZON KINETICS | 53656F623 | $17.53M | 6 % | 460,415 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $12.94M | 4 % | 76,422 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $10.35M | 4 % | 25,223 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $9.24M | 3 % | 182,124 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $7.59M | 3 % | 32,633 | ||
ARKK ARK ETF TR | INNOVATION ETF | 00214Q104 | $6.97M | 2 % | 122,800 |
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