One Wealth Management Investment & Advisory Services, LLC
Q1 2025 13F Holdings
- Locationmiami beach, FL
- Num holdings
47
- Value ($000)
$60,374
- Date Filed05/08/2025
- Form type13F-HR
- CIK0002009427
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $9.47M | 16 % | 42,631 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.83M | 10 % | 30,665 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.69M | 9 % | 52,527 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.54M | 8 % | 12,083 | ||
META META PLATFORMS INC | CL A | 30303M102 | $3.98M | 7 % | 6,899 | ||
ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | $3.68M | 6 % | 219,275 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $3.00M | 5 % | 19,405 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $2.64M | 4 % | 4,695 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.39M | 4 % | 8,702 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $1.68M | 3 % | 3,587 |
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