One Wealth Management Investment & Advisory Services, LLC - Q42025 Holdings
One Wealth Management Investment & Advisory Services, LLC holds 52 stocks with a total portfolio value of $ 91.69M as of Q42025. In Q42025, One Wealth Management Investment & Advisory Services, LLC added 6 new positions, increased stakes in 23 stocks, reduced 15 holdings, and fully exited 4 positions. The largest holding is Apple Inc (AAPL), representing 14.58% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options