One Wealth Management Investment & Advisory Services, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
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
Q3 2024 45 57,021 AAPL, NVDA, AMZN, MSFT 13F-HR 11/6/2024 000200942724000006
Q2 2024 135 251,276 MSFT, IVV, AMZN, AAPL 13F-HR 8/6/2024 000200942724000004
Q1 2024 144 244,310 MSFT, IVV, AMZN, IUSB 13F-HR 5/14/2024 000200942724000002
Q4 2023 126 224,441 MSFT, IVV, AAPL, AMZN 13F-HR 1/25/2024 000200942724000001