One Wealth Management Investment & Advisory Services, LLC

Q4 2024 13F Holdings

  • Location
    miami beach, FL
  • Num holdings

    47

  • Value ($000)

    $63,068

  • Date Filed
    01/21/2025
  • Form type
    13F-HR
  • CIK
    0002009427
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$10.48M
17 %

41,862

AMZN
AMZN

AMAZON COM INC

COM
023135106
$6.59M
10 %

30,032

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.52M
10 %

48,553

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.85M
8 %

11,512

---

ONESPAWORLD HOLDINGS LIMITED

COM
P73684113
$4.36M
7 %

219,275

META
META

META PLATFORMS INC

CL A
30303M102
$3.93M
6 %

6,714

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.63M
6 %

19,175

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$2.80M
4 %

4,749

TSLA
TSLA

TESLA INC

COM
88160R101
$2.11M
3 %

5,220

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$1.79M
3 %

3,508

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 47