One Wealth Management Investment & Advisory Services, LLC

13F Portfolio Filings

Most recent 13F: Q4 2023
Location: Miami Beach, FL
CIK: 0002009427
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2023	126	224,441	MSFT, IVV, AAPL, AMZN	13F-HR	1/25/2024	000200942724000001