One Wealth Management Investment & Advisory Services, LLC Top Holdings and 13F Report (2025) About One Wealth Management Investment & Advisory Services, LLCInvestment ActivityOne Wealth Management Investment & Advisory Services, LLC has $60.37 million in total holdings as of March 31, 2025.One Wealth Management Investment & Advisory Services, LLC owns shares of 47 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 9.89% of the portfolio was purchased this quarter.About 2.46% of the portfolio was sold this quarter.This quarter, One Wealth Management Investment & Advisory Services, LLC has purchased 47 new stocks and bought additional shares in 20 stocks.One Wealth Management Investment & Advisory Services, LLC sold shares of 13 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $9,469,718Amazon.com $5,834,323NVIDIA $5,692,858Microsoft $4,535,878Meta Platforms $3,976,342 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $900,392 Holding808524300 - Schwab U.S. Large-Cap Growth ETF $616,760 Holding808524102 - Schwab US Broad Market ETF $562,278 Holding92840M102 - Vistra $236,289 Holding11135F101 - Broadcom $200,246 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 6,581 shares (about $1.81M)iShares 0-3 Month Treasury Bond ETF 8,944 shares (about $900.39K)Schwab U.S. Large-Cap Growth ETF 24,631 shares (about $616.76K)Schwab US Broad Market ETF 26,116 shares (about $562.28K)NVIDIA 3,974 shares (about $430.70K) Largest Sales this Quarter Advanced Micro Devices 5,597 shares (about $575.04K)Altrius Global Dividend ETF 1,321 shares (about $45.71K)iShares Core S&P 500 ETF 54 shares (about $30.34K)SPDR Dow Jones Industrial Average ETF Trust 48 shares (about $20.16K)iShares Core S&P Mid-Cap ETF 226 shares (about $13.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOne Wealth Management Investment & Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$9,469,718$170,820 ▲1.8%42,63115.7%Computer and TechnologyAMZNAmazon.com$5,834,323$120,435 ▲2.1%30,6659.7%Retail/WholesaleNVDANVIDIA$5,692,858$430,701 ▲8.2%52,5279.4%Computer and TechnologyMSFTMicrosoft$4,535,878$214,350 ▲5.0%12,0837.5%Computer and TechnologyMETAMeta Platforms$3,976,342$106,628 ▲2.8%6,8996.6%Computer and TechnologyOSWOneSpaWorld$3,681,6270.0%219,2756.1%Consumer DiscretionaryGOOGLAlphabet$3,000,789$35,567 ▲1.2%19,4055.0%Computer and TechnologyIVViShares Core S&P 500 ETF$2,638,251$30,344 ▼-1.1%4,6954.4%ETFVTIVanguard Total Stock Market ETF$2,391,668$1,808,730 ▲310.3%8,7024.0%ETFQQQInvesco QQQ$1,682,016$37,045 ▲2.3%3,5872.8%FinanceTSLATesla$1,485,764$132,949 ▲9.8%5,7332.5%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$1,422,114$50,350 ▲3.7%2,5422.4%FinanceSBCFSeacoast Banking Co. of Florida$974,2150.0%37,8631.6%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$947,370$20,157 ▼-2.1%2,2561.6%FinanceSGOViShares 0-3 Month Treasury Bond ETF$900,392$900,392 ▲New Holding8,9441.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$616,760$616,760 ▲New Holding24,6311.0%ETFIVWiShares S&P 500 Growth ETF$613,699$5,941 ▼-1.0%6,6111.0%ETFPANWPalo Alto Networks$593,998$28,326 ▲5.0%3,4811.0%Computer and TechnologyZSZscaler$590,696$2,579 ▲0.4%2,9771.0%Computer and TechnologyNFLXNetflix$582,831$62,479 ▲12.0%6251.0%Consumer DiscretionarySCHBSchwab US Broad Market ETF$562,278$562,278 ▲New Holding26,1160.9%ETFDIVDAltrius Global Dividend ETF$549,919$45,711 ▼-7.7%15,8920.9%ETFGOOGAlphabet$500,676$67,798 ▲15.7%3,2050.8%Computer and TechnologySHOPShopify$493,632$6,206 ▼-1.2%5,1700.8%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$440,530$44,414 ▲11.2%1,2200.7%ETFCRMSalesforce$423,472$3,220 ▼-0.8%1,5780.7%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$419,3500.0%8,4190.7%ETFCRWDCrowdStrike$401,941$15,514 ▲4.0%1,1400.7%Computer and TechnologyBRK.BBerkshire Hathaway$387,186$12,249 ▼-3.1%7270.6%FinanceIJHiShares Core S&P Mid-Cap ETF$383,529$13,187 ▼-3.3%6,5730.6%ETFBBJPJPMorgan BetaBuilders Japan ETF$366,0800.0%6,5220.6%ETFVOVanguard Mid-Cap ETF$348,3610.0%1,3470.6%ETFPALANTIR TECHNOLOGIES INC$345,618$59,671 ▲20.9%4,0950.6%CL AFIDUFidelity MSCI Industrials Index ETF$345,1570.0%5,0410.6%ETFSPHBInvesco S&P 500 High Beta ETF$329,3960.0%4,2090.5%ETFHDHome Depot$312,584$5,130 ▼-1.6%8530.5%Retail/WholesaleCOSTCostco Wholesale$265,764$53,909 ▲25.4%2810.4%Retail/WholesaleBBCAJPMorgan BetaBuilders Canada ETF$260,4070.0%3,6390.4%ETFTTDTrade Desk$239,455$6,895 ▲3.0%4,3760.4%Computer and TechnologyVSTVistra$236,289$236,289 ▲New Holding2,0120.4%UtilitiesAMDAdvanced Micro Devices$221,302$575,036 ▼-72.2%2,1540.4%Computer and TechnologyMARMarriott International$217,715$4,526 ▲2.1%9140.4%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$216,689$3,760 ▼-1.7%1,2680.4%ETFMGKVanguard Mega Cap Growth ETF$206,332$309 ▼-0.1%6680.3%ETFAVGOBroadcom$200,246$200,246 ▲New Holding1,1960.3%Computer and TechnologyIQiQIYI$38,025$396 ▼-1.0%16,8250.1%Computer and TechnologyNRX PHARMACEUTICALS INC$30,8340.0%15,0410.1%COM NEWMRVLMarvell Technology$0$298,657 ▼-100.0%00.0%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$0$221,432 ▼-100.0%00.0%ETFSERVE ROBOTICS INC$0$153,630 ▼-100.0%00.0%COMQSQuantumScape$0$70,895 ▼-100.0%00.0%Auto/Tires/TrucksNIKOLA CORP$0$16,660 ▼-100.0%00.0%COM NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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