One Plus One Wealth Management, LLC 13F Filings

One Plus One Wealth Management, LLC 13F Filings

2 weeks from now

May 9, 2022  · One Plus One Wealth Management, LLC reported 93 holdings with total value $175 M as of Q2 2024. Top holdings included SILJ, PROSHARES TR, SPDN, TLT, and SGDJ. …

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ONE PLUS ONE WEALTH MANAGEMENT, LLC Top 13F Holdings

2 weeks from now

ONE Plus ONE Wealth Management is a large advisory firm with 221 clients and discretionary assets under management (AUM) of $235,600,000 (Form ADV from 2024-03-20). Their last …

whalewisdom.com

One Plus One Wealth Management, Llc 13F Filings

2 weeks from now

One Plus One Wealth Management, Llc reported 87 holdings with total value $168.55M as of Q3 2024. Top holdings included SILJ, PSQ, SPDN, SGDJ. ... ONE PLUS ONE WEALTH …

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One Plus One Wealth Management, LLC Q2 2024 13F Top …

2 weeks from now

One Plus One Wealth Management, LLC reported 93 holdings with total value $175 M as of Q2 2024. ... Jupiter, FL Holdings as of 6/30/2024 Value ($000) $174,737 Num holdings 93 Date …

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One One Wealth Management LLC Top Holdings 13F Filings

2 weeks from now

One Plus One Wealth Management LLC Info: Size ($ in 1000's) At 09/30/2024: $168,549 At 06/30/2024: $174,735. One Plus One Wealth Management LLC AUM history. One Plus One …

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One Plus One Wealth Management, LLC Q2 2022 13F Top …

2 weeks from now

One Plus One Wealth Management, LLC reported 91 holdings with total value $132 M as of Q2 2022. Top holdings included WIZ, GDXJ, SILJ, IDLB, and EWU. ONE PLUS ONE WEALTH …

13f.info

One One Wealth Management LLC Top Holdings 13F Filings

2 weeks from now

One Plus One Wealth Management LLC Info: Size ($ in 1000's) At 06/30/2024: $174,735 At 03/31/2024: $174,359. One Plus One Wealth Management LLC AUM history. One Plus One …

holdingschannel.com

Pines Wealth Management LLC Makes New $1.91 Million

2 weeks from now

1 day ago  · Pines Wealth Management LLC purchased a new stake in FedEx Co. (NYSE:FDX - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the …

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One Plus One Wealth Management, LLC Q1 2024 13F Top …

2 weeks from now

One Plus One Wealth Management, LLC reported 98 holdings with total value $174 M as of Q1 2024. Top holdings included SILJ, SGDJ, ECOW, COWZ, and QVAL. ONE PLUS ONE …

13f.info

One Plus One Wealth Management, LLC Q3 2022 13F Top …

2 weeks from now

One Plus One Wealth Management, LLC reported 90 holdings with total value $123 M as of Q3 2022. Top holdings included WIZ, SGDJ, INVESCO EXCH TRADED FD TR II, EWU, and SILJ …

13f.info

Signal Advisors Wealth LLC Purchases 2,119 Shares Of

2 weeks from now

1 day ago  · Signal Advisors Wealth LLC increased its position in Quanta Services, Inc. (NYSE:PWR - Free Report) by 18.0% during the fourth quarter, according to the company in …

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Oracle Co. (NYSE:ORCL) Shares Bought By Accurate Wealth …

2 weeks from now

1 day ago  · Accurate Wealth Management LLC raised its holdings in shares of Oracle Co. (NYSE:ORCL - Free Report) by 55.3% in the fourth quarter, according to its most recent Form …

marketbeat.com

One Plus One Wealth Management, LLC Q1 2022 13F Top …

2 weeks from now

One Plus One Wealth Management, LLC reported 90 holdings with total value $151 M as of Q1 2022. Top holdings included WIZ, GDXJ, IDLB, EWU, and FYT. ONE PLUS ONE WEALTH …

13f.info

Accurate Wealth Management LLC Increases Stock Holdings In …

2 weeks from now

1 day ago  · Accurate Wealth Management LLC boosted its stake in Fortinet, Inc. (NASDAQ:FTNT - Free Report) by 62.3% in the fourth quarter, according to the company in its most recent 13F …

marketbeat.com

Accurate Wealth Management LLC Grows Position In Block

2 weeks from now

1 day ago  · Accurate Wealth Management LLC grew its stake in Block, Inc. (NYSE:SQ - Free Report) by 35.1% in the fourth quarter, according to the company in its most recent Form 13F …

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