ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRM | 2K | $364.27K |
 | AVGO | 1K | $409.09K |
 | NFLX | 1K | $1.44M |
 | CRWD | 1K | $572.27K |
 | MAR | 969 | $252.37K |
 | BRK-B | 790 | $397.17K |
 | HD | 754 | $305.51K |
Salesforce, Inc.
CRM
Shares Held
2K
Value
$364.27K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$409.09K
Netflix, Inc.
NFLX
Shares Held
1K
Value
$1.44M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
1K
Value
$572.27K
Marriott International, Inc.
MAR
Shares Held
969
Value
$252.37K
Berkshire Hathaway Inc.
BRK-B
Shares Held
790
Value
$397.17K
The Home Depot, Inc.
HD
Shares Held
754
Value
$305.51K