One Wealth Management Investment & Advisory Services, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 21, 2025
Value $: $63.1M
Signature - Title: Ericka Herrera - CCO
Location: Miami Beach, FL
Summary: This page shows a list of all the recent 13F filings made by One Wealth Management Investment & Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. One Wealth Management Investment & Advisory Services, LLC reported 47 stock holdings with total value $63.1M as of Q4 2024. Top holdings included AAPL, AMZN, NVDA, MSFT, and OSW.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	47	$63.1M	+$3.08M	-$1.66M	+$1.42M	AAPL, AMZN, NVDA, MSFT, OSW	13F-HR	1/21/2025, 06:39 AM
Q3 2024	45	$57M	+$1.24M	-$197M	-$196M	AAPL, NVDA, AMZN, MSFT, OSW	13F-HR	11/6/2024, 06:29 AM
Q2 2024	134	$250M	+$18.6M	-$17.1M	+$1.48M	MSFT, IVV, AMZN, AAPL, IUSB	13F-HR	8/6/2024, 07:13 AM
Q1 2024	143	$244M	+$34.5M	-$34M	+$505K	MSFT, IVV, AMZN, IUSB, MUB	13F-HR	5/14/2024, 08:36 AM
Q4 2023	125	$224M	$0	$0		MSFT, IVV, AAPL, AMZN, MUB	13F-HR	1/25/2024, 09:29 AM

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