The Analysis of One Wealth Map LLC's Holdings
Currently, One Wealth Map LLC holds 81 types of securities in its portfolio with a total value $188.1M. In the most recent quarter, they have increased their positions in EDV (+5.6K shares, valued at $384.0K), MAS (+6.2K shares, valued at $379.4K), UWM (+8.0K shares, valued at $374.5K); decreased their positions in CWB (-10.7K shares, valued at $986.3K), TIP (-3.6K shares, valued at $400.8K), XLK (-1.3K shares, valued at $388.9K); initiated new positions in MAS (+6.2K shares, valued at $379.4K), UWM (+8.0K shares, valued at $374.5K), WFC (+2.4K shares, valued at $207.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CWB SPDR SERIES TRUST399.8K shares-2.59%2025-09-302025-11-12
EDV VANGUARD WORLD FD188.3K shares3.07%2025-09-302025-11-12 TIP ISHARES TR68.9K shares-4.98%2025-09-302025-11-12 BLV VANGUARD BD INDEX FDS107.3K shares-1.54%2025-09-302025-11-12 VCLT VANGUARD SCOTTSDALE FDS97.6K shares-1.62%2025-09-302025-11-12 DLN WISDOMTREE TR72.1K shares-1.36%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR38.3K shares-3.16%2025-09-302025-11-12 XLP SELECT SECTOR SPDR TR76.9K shares2.87%2025-09-302025-11-12 DES WISDOMTREE TR173.6K shares1.02%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR38.9K shares-0.19%2025-09-302025-11-12 IGIB ISHARES TR104.4K shares-4.19%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR17.6K shares-6.97%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR54.4K shares1.40%2025-09-302025-11-12 XLB SELECT SECTOR SPDR TR53.8K shares-1.63%2025-09-302025-11-12 XLU SELECT SECTOR SPDR TR51.4K shares-2.76%2025-09-302025-11-12 PRF INVESCO EXCHANGE TRADED FD T84.7K shares-2.99%2025-09-302025-11-12 IWB ISHARES TR9.7K shares-4.19%2025-09-302025-11-12 XLY SELECT SECTOR SPDR TR14.6K shares-3.34%2025-09-302025-11-12 IGSB ISHARES TR39.8K shares-3.87%2025-09-302025-11-12 GOOGL ALPHABET INC6.5K shares-8.75%2025-09-302025-11-12 STIP ISHARES TR16.9K shares-1.78%2025-09-302025-11-12 PID INVESCO EXCHANGE TRADED FD T80.1K shares0.39%2025-09-302025-11-12 VTIP VANGUARD MALVERN FDS33.5K shares-12.59%2025-09-302025-11-12 SDY SPDR SERIES TRUST11.7K shares1.32%2025-09-302025-11-12 XLF SELECT SECTOR SPDR TR29.5K shares-1.38%2025-09-302025-11-12 PKW INVESCO EXCHANGE TRADED FD T11.8K shares-3.53%2025-09-302025-11-12 AMZN AMAZON COM INC6.2K shares1.83%2025-09-302025-11-12 MSFT MICROSOFT CORP3.0K shares1.02%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS19.1K shares-6.54%2025-09-302025-11-12 ARTY ISHARES TR26.2K shares-8.26%2025-09-302025-11-12 REZ ISHARES TR14.3K shares-1.03%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD4.0K shares-16.74%2025-09-302025-11-12 IDRV ISHARES TR29.9K shares-7.96%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS12.8K shares-1.95%2025-09-302025-11-12 SRVR PACER FDS TR37.7K shares-1.64%2025-09-302025-11-12 MORT VANECK ETF TRUST109.5K shares0.03%2025-09-302025-11-12 IQV IQVIA HLDGS INC5.3K shares-0.50%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP11.7K shares1.79%2025-09-302025-11-12 XLRE SELECT SECTOR SPDR TR27.2K shares-2.23%2025-09-302025-11-12 ITB ISHARES TR10.9K shares-2.41%2025-09-302025-11-12 META META PLATFORMS INC1.7K shares4.02%2025-09-302025-11-12 BKNG BOOKING HOLDINGS INC200 shares2.56%2025-09-302025-11-12 MA MASTERCARD INCORPORATED1.3K shares1.31%2025-09-302025-11-12 IVV ISHARES TR1.1K shares0.00%2025-09-302025-11-12 AMAT APPLIED MATLS INC3.1K shares0.82%2025-09-302025-11-12 DIS DISNEY WALT CO6.4K shares2.76%2025-09-302025-11-12 RGTI RIGETTI COMPUTING INC21.5K shares-9.34%2025-09-302025-11-12 V VISA INC2.1K shares2.27%2025-09-302025-11-12 AAPL APPLE INC2.6K shares-18.10%2025-09-302025-11-12 CHKP CHECK POINT SOFTWARE TECH LT3.1K shares55.57%2025-09-302025-11-12 ELV ELEVANCE HEALTH INC FORMERLY1.9K shares2.07%2025-09-302025-11-12 CRM SALESFORCE INC2.4K shares27.26%2025-09-302025-11-12 VTI VANGUARD INDEX FDS1.6K shares-2.77%2025-09-302025-11-12 SBUX STARBUCKS CORP6.1K shares0.23%2025-09-302025-11-12 ADSK AUTODESK INC1.7K shares3.63%2025-09-302025-11-12 QCOM QUALCOMM INC2.8K shares1.79%2025-09-302025-11-12 COR CENCORA INC1.3K shares-3.71%2025-09-302025-11-12 SPTM SPDR SERIES TRUST5.6K shares0.00%2025-09-302025-11-12 ABNB AIRBNB INC3.7K shares1.29%2025-09-302025-11-12 ADBE ADOBE INC1.3K shares1.90%2025-09-302025-11-12 DEO DIAGEO PLC4.3K shares-10.28%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW431 shares0.47%2025-09-302025-11-12 QQQ INVESCO QQQ TR621 shares9.91%2025-09-302025-11-12 COIN COINBASE GLOBAL INC1.2K shares0.00%2025-09-302025-11-12 MAS MASCO CORP6.2K sharesnew addition2025-09-302025-11-12 IYY ISHARES TR2.3K shares0.00%2025-09-302025-11-12 UWM PROSHARES TR8.0K sharesnew addition2025-09-302025-11-12 WPC WP CAREY INC5.5K shares0.00%2025-09-302025-11-12 APD AIR PRODS & CHEMS INC1.4K shares2.49%2025-09-302025-11-12 VEEV VEEVA SYS INC1.1K shares-1.69%2025-09-302025-11-12 ARI APOLLO COML REAL EST FIN INC33.2K shares0.00%2025-09-302025-11-12 DHC DIVERSIFIED HEALTHCARE TR68.0K shares0.00%2025-09-302025-11-12 NLY ANNALY CAPITAL MANAGEMENT IN13.7K shares-1.29%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL522 shares1.56%2025-09-302025-11-12 CVX CHEVRON CORP NEW1.6K shares0.38%2025-09-302025-11-12 ECL ECOLAB INC907 shares-6.30%2025-09-302025-11-12 KMX CARMAX INC6.5K shares-4.26%2025-09-302025-11-12 WFC WELLS FARGO CO NEW2.4K sharesnew addition2025-09-302025-11-12 ABR ARBOR REALTY TRUST INC22.0K shares0.00%2025-09-302025-11-12 RC READY CAPITAL CORP17.5K shares0.00%2025-09-302025-11-12 OPITS OFFICE PPTYS INCOME TR18.7K shares0.00%2025-09-302025-11-12 Call Option Holdings
FICO Call CallFAIR ISAAC CORP1.0K sharesnew addition2025-09-302025-11-12 Put Option Holdings
No put option holdings data available