One Charles Private Wealth Services, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $282 Million distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $38.8M, Texas Pacific Land Corp with a value of $27.9M, Grayscale Bitcoin Trust (Btc) with a value of $22M, Acv Auctions Inc. with a value of $21.6M, and Listed Fds Tr Horizon Kinetics with a value of $17.5M.
Examining the 13F form we can see an increase of $28.1M in the current position value, from $254M to 282M.
Below you can find more details about One Charles Private Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$282 Million
ETFs: $137 Million
Financial Services: $45.6 Million
Energy: $34.8 Million
Consumer Cyclical: $26.5 Million
Technology: $17 Million
Industrials: $4.91 Million
Communication Services: $4.24 Million
Healthcare: $4.03 Million
Other: $7.81 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
