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One Wealth Management Investment & Advisory Services, LLC

13F
One Wealth Management Investment & Advisory Services, LLC
Last update 2025-05-08 47 Stocks (5 new)
Value $60.00 Mil Turnover 10 %
Countries:
One Wealth Management Investme... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
42,631
9,469.7
+1.84%
15.690
+0.28%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
AMZN
Amazon.com Inc
30,665
5,834.3
+2.11%
9.660
+0.20%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
NVDA
NVIDIA Corp
52,527
5,692.9
+8.18%
9.430
+0.71%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
MSFT
Microsoft Corp
12,083
4,535.9
+4.96%
7.510
+0.35%
0.000
+29.81%
+19.87%
3,740,948.0
Software
META
Meta Platforms Inc
6,899
3,976.3
+2.76%
6.590
+0.18%
0.000
+32.10%
+22.75%
1,804,054.9
Interactive Media
OSW
OneSpaWorld Holdings Ltd
219,275
3,681.6
0%
6.100
0%
0.210
+24.83%
+7.76%
2,192.6
Travel & Leisure
GOOGL
Alphabet Inc
19,405
3,000.8
+1.20%
4.970
+0.06%
0.000
+14.81%
-4.59%
2,192,674.9
Interactive Media
IVV
iShares Core S&P 500 ETF
4,695
2,638.3
-1.14%
4.370
-0.05%
0.000
+17.02%
+7.08%
622,054.4
 
VTI
Vanguard Total Stock Market ETF
8,702
2,391.7
+310.28%
3.960
+2.99%
0.000
+17.65%
+6.63%
471,718.0
 
QQQ
INVESCO QQQ Trust
3,587
1,682.0
+2.25%
2.790
+0.06%
0.000
+22.10%
+8.69%
355,935.0
 

One Wealth Management Investment & Advisory Services, LLC's Historical Top Holdings Breakdowns

One Wealth Management Investment & Advisory Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+2.99%
271.18 ($290.53) 303.12
$307.02
5.68%
Add 310.28%
8,702
6,581
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
New Buy
New Buy
+1.49%
100.34 ($100.51) 100.68
$100.51
0%
New holding
8,944
8,944
AMD
Advanced Micro Devices Inc
2025-03-31
Reduce
Reduce
-1.07%
96.63 ($111.19) 129.55
$146.42
31.68%
Reduce -72.21%
2,154
-5,597
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
New Buy
New Buy
+1.02%
24.91 ($27.39) 29.02
$29.35
7.16%
New holding
24,631
24,631
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
New Buy
New Buy
+0.93%
21.23 ($22.75) 23.75
$24.07
5.80%
New holding
26,116
26,116
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.71%
106.98 ($126.74) 149.43
$164.92
30.12%
Add 8.18%
52,527
3,974
MRVL
Marvell Technology Inc
2025-03-31
Sold Out
Sold Out
-0.47%
61.57 ($97.02) 126.06
$72.71
-25.06%
Sold Out
0
-2,704
VST
Vistra Corp
2025-03-31
New Buy
New Buy
+0.39%
108.49 ($149.41) 191.89
$196.58
31.57%
New holding
2,012
2,012
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.35%
375.39 ($407.71) 447.2
$503.32
23.45%
Add 4.96%
12,083
571
IWP
iShares Russell Mid-Cap Growth ETF
2025-03-31
Sold Out
Sold Out
-0.35%
114.9 ($128.55) 139.6
$137.51
6.97%
Sold Out
0
-1,747

One Wealth Management Investment & Advisory Services, LLC Total Holding History ($B)

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One Wealth Management Investment & Advisory Services, LLC's Asset Allocation

To

One Wealth Management Investment & Advisory Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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One Wealth Management Investment & Advisory Services, LLC's Hypothetical Growth since 2025-03-31

One Wealth Management Investment & Advisory Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

One Wealth Management Investment & Advisory Services, LLC's Holdings Heat Map

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