One Wealth Management Investment & Advisory Services, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmiami beach, FL
- CIK0002009427
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
47 | $63.07M | AAPL, AMZN, NVDA, MSFT | 13F-HR | Jan 21, 2025 | 000200942725000001 | ||
45 | $57.02M | AAPL, NVDA, AMZN, MSFT | 13F-HR | Nov 6, 2024 | 000200942724000006 | ||
135 | $251.28M | MSFT, IVV, AMZN, AAPL | 13F-HR | Aug 6, 2024 | 000200942724000004 | ||
144 | $244.31M | MSFT, IVV, AMZN, IUSB | 13F-HR | May 14, 2024 | 000200942724000002 | ||
126 | $224.44M | MSFT, IVV, AAPL, AMZN | 13F-HR | Jan 25, 2024 | 000200942724000001 |