One Wealth Management Investment & Advisory Services, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Miami Beach, FL
CIK
0002009427
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
144
244,310
MSFT, IVV, AMZN, IUSB
13F-HR
5/14/2024
000200942724000002
Q4 2023
126
224,441
MSFT, IVV, AAPL, AMZN
13F-HR
1/25/2024
000200942724000001