ONE CHARLES PRIVATE WEALTH SERVICES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BCSF | 12K | $169.80K |
 | DMLP | 11K | $284.35K |
 | WMT | 11K | $1.08M |
 | NLY | 10K | $202.85K |
 | GOOGL | 8K | $1.97M |
 | PFE | 8K | $204.78K |
 | CMCSA | 7K | $208.75K |
 | BMY | 7K | $297.68K |
 | MSFT | 6K | $3.36M |
 | TTD | 6K | $300.19K |
 | CSCO | 6K | $394.51K |
 | CSX | 6K | $202.48K |
 | HOLX | 6K | $383.34K |
 | WBS | 5K | $294.26K |
 | GOOG | 5K | $1.19M |
 | ABBV | 5K | $1.13M |
 | ORCL | 4K | $1.17M |
 | PG | 4K | $596.29K |
 | CARR | 4K | $214.44K |
 | ABT | 4K | $478.03K |
Bain Capital Specialty Finance, Inc.
BCSF
Shares Held
12K
Value
$169.80K
Dorchester Minerals, L.P.
DMLP
Shares Held
11K
Value
$284.35K
Walmart Inc.
WMT
Shares Held
11K
Value
$1.08M
Annaly Capital Management, Inc.
NLY
Shares Held
10K
Value
$202.85K
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$1.97M
Pfizer Inc.
PFE
Shares Held
8K
Value
$204.78K
Comcast Corporation
CMCSA
Shares Held
7K
Value
$208.75K
Bristol-Myers Squibb Company
BMY
Shares Held
7K
Value
$297.68K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$3.36M
The Trade Desk, Inc.
TTD
Shares Held
6K
Value
$300.19K
Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$394.51K
CSX Corporation
CSX
Shares Held
6K
Value
$202.48K
Hologic, Inc.
HOLX
Shares Held
6K
Value
$383.34K
Webster Financial Corporation
WBS
Shares Held
5K
Value
$294.26K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.19M
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.13M
Oracle Corporation
ORCL
Shares Held
4K
Value
$1.17M
The Procter & Gamble Company
PG
Shares Held
4K
Value
$596.29K
Carrier Global Corporation
CARR
Shares Held
4K
Value
$214.44K
Abbott Laboratories
ABT
Shares Held
4K
Value
$478.03K