ONE PLUS ONE WEALTH MANAGEMENT, LLC Top 13F Holdings
ONE Plus ONE Wealth Management is based out of Jupiter. ONE Plus ONE Wealth Management is a large advisory firm with 221 clients and discretionary assets under management (AUM) of …
OFF
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 $175 M as of Q2 2024. Top holdings included SILJ, PROSHARES TR, SPDN, TLT, and SGDJ. ...
13f.info
OFF
One One Wealth Management LLC Top Holdings 13F Filings
2 weeks from now
100 rows · One Plus One Wealth Management LLC Info: Size ($ in 1000's) At 06/30/2024: $174,735 At 03/31/2024: $174,359. One Plus One Wealth Management LLC AUM history. …
holdingschannel.com
OFF
One Plus One Wealth Management, LLC Q3 2024 13F Top …
2 weeks from now
One Plus One Wealth Management, LLC reported 87 holdings with total value $169 M as of Q3 2024. Top holdings included SILJ, PSQ, SPDN, SGDJ, and COWZ. ... 87 Date filed …
13f.info
OFF
ONE PLUS ONE WEALTH MANAGEMENT, Current Portfolio, 13F …
2 weeks from now
Past Performances and the history of Asset Under Management ONE PLUS ONE WEALTH MANAGEMENT, LLC. Current Holdings: 85Stocks(4 new) Top holdings: SILJ(10.34%) …
gurufocus.com
OFF
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
OFF
ONE PLUS ONE WEALTH MANAGEMENT, LLC - Hedge Fund 13F …
2 weeks from now
ONE PLUS ONE WEALTH MANAGEMENT, LLC is a hedge fund with $328.8 Millions invested in stocks. Its top stocks are AIEQ, SGDJ, AFTY. ... Last Reported on: 22 Jan, 2024. About One + …
grufity.com
OFF
San Luis Wealth Advisors LLC Trims Stock Holdings In
2 weeks from now
1 day ago · San Luis Wealth Advisors LLC reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 86.3% in the 4th quarter, according to the …
marketbeat.com
OFF
One One Wealth Management LLC Top Holdings 13F Filings
2 weeks from now
One Plus One Wealth Management LLC Info: Size ($ 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 …
holdingschannel.com
OFF
Accurate Wealth Management LLC Purchases 11,368 Shares Of …
2 weeks from now
1 day ago · Accurate Wealth Management LLC boosted its position in Becton, Dickinson and Company (NYSE:BDX - Free Report) by 750.4% during the fourth quarter, according to its …
marketbeat.com
OFF
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
OFF
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. ... 91 Date filed 7/12/2022 …
13f.info
OFF
Pines Wealth Management LLC Acquires New Position In
2 weeks from now
1 day ago · IHT Wealth Management LLC now owns 32,267 shares of the company's stock worth $5,493,000 after purchasing an additional 5,220 shares during the last quarter. Finally, …
marketbeat.com
OFF
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 …
13f.info
OFF
RETIREMENT WEALTH SOLUTIONS LLC Top 13F Holdings
2 weeks from now
Dec 31, 2024 · Retirement Wealth Solutions is a large advisory firm with 164 clients and discretionary assets under management (AUM) of $140,735,000 (Form ADV from 2024-09 …
whalewisdom.com
OFF
10 Best Financial Advisors In New Jersey | 2021-2022 Ranking
2 weeks from now
Oct 10, 2017 · This fee-only NJ wealth management firm works with individuals, families, trusts, institutions, and philanthropic organizations who typically have at least $1 million in investment …
advisoryhq.com
OFF
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
OFF
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
OFF
One Plus One Wealth Management, LLC Q4 2022 13F Top …
2 weeks from now
One Plus One Wealth Management, LLC top investments as of Q4 2022 based on public SEC filings. ... Q4 2022 13F Holdings Location Jupiter, FL Holdings as of 12/31/2022 Value ($000) …
13f.info
OFF
Acropolis Investment Management LLC Has $1.30 Million Stock …
2 weeks from now
1 day ago · Acropolis Investment Management LLC reduced its stake in QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 35.8% during the 4th quarter, according to …
marketbeat.com
OFF
Kopion Asset Management LLC Has $6.14 Million Stock Holdings …
2 weeks from now
17 hours ago · The firm owned 97,960 shares of the aerospace company's stock after acquiring an additional 9,861 shares during the quarter. Hexcel makes up about 4.3% of Kopion Asset …
marketbeat.com
OFF
Sheets Smith Wealth Management Has $12.41 Million Holdings
2 weeks from now
8 hours ago · Sheets Smith Wealth Management lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 18.0% during the 3rd quarter, according to the company in …
marketbeat.com
Install CouponFollow Extension on Chrome
Install the CouponFollow extension to search for discount codes when shopping the fastest!
Install CouponFollow Chrome Extension
Listing Store by Characters
