One Wealth Management Investment & Advisory Services, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $251 Billion distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $51.9B, Ishares Core S&P 500 ETF with a value of $25.5B, Amazon Com Inc with a value of $11B, Apple Inc. with a value of $9.59B, and Ishares Core Total Usd Bond Ma with a value of $9.36B.
Examining the 13F form we can see an increase of $6.97B in the current position value, from $244B to 251B.
One Wealth Management Investment & Advisory Services, LLC is based out at Miami Beach, FL
Below you can find more details about One Wealth Management Investment & Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$251 Billion
ETFs: $110 Billion
Technology: $84.9 Billion
Consumer Cyclical: $19.1 Billion
Communication Services: $15 Billion
Healthcare: $7.71 Billion
Financial Services: $7.38 Billion
Consumer Defensive: $1.23 Billion
Basic Materials: $1.15 Billion
Other: $1.87 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
