One Charles Private Wealth Services, LLC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$297.4B
Holdings
154
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (154 positions)
| Stock | Value |
|---|---|
NSCNORFOLK SOUTHN CORP | $319K |
BXSLBLACKSTONE SECD LENDING FD | $318K |
RSPFINVESCO EXCHANGE TRADED FD T | $315K |
UNHUNITEDHEALTH GROUP INC | $313K |
IYKISHARES TR | $309K |
CATCATERPILLAR INC | $302K |
VVISA INC | $302K |
IEMGISHARES INC | $299K |
CSCOCISCO SYS INC | $294K |
LRCXLAM RESEARCH CORP | $289K |
HONHONEYWELL INTL INC | $286K |
NOCNORTHROP GRUMMAN CORP | $285K |
PEPPEPSICO INC | $283K |
XLUSELECT SECTOR SPDR TR | $281K |
GEGE AEROSPACE | $280K |
MUBISHARES TR | $272K |
PAAAPGIM ETF TR | $271K |
BCDFLISTED FD TR | $271K |
XLBSELECT SECTOR SPDR TR | $270K |
ADBEADOBE INC | $265K |
RSPHINVESCO EXCHANGE TRADED FD T | $263K |
LOWLOWES COS INC | $261K |
IWBISHARES TR | $260K |
NFLXNETFLIX INC | $260K |
TMOTHERMO FISHER SCIENTIFIC INC | $260K |
SBUXSTARBUCKS CORP | $257K |
IVVISHARES TR | $257K |
TXNTEXAS INSTRS INC | $256K |
GSLCGOLDMAN SACHS ETF TR | $255K |
VPUVANGUARD WORLD FD | $244K |
SCHVSCHWAB STRATEGIC TR | $241K |
IAU*ISHARES GOLD TR | $234K |
FXLFIRST TR EXCHANGE TRADED FD | $231K |
CARRCARRIER GLOBAL CORPORATION | $230K |
TIPISHARES TR | $229K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $223K |
CVXCHEVRON CORP NEW | $223K |
IWVISHARES TR | $220K |
TJXTJX COS INC NEW | $218K |
OKEONEOK INC NEW | $215K |
MDYSPDR S&P MIDCAP 400 ETF TR | $215K |
OBDCBLUE OWL CAPITAL CORPORATION | $212K |
DOVDOVER CORP | $211K |
PFEPFIZER INC | $210K |
TSLATESLA INC | $207K |
LMTLOCKHEED MARTIN CORP | $206K |
VEAVANGUARD TAX-MANAGED FDS | $201K |
DISDISNEY WALT CO | $200K |
BCSFBAIN CAP SPECIALTY FIN INC | $187K |
NLYANNALY CAPITAL MANAGEMENT IN | $183K |
DNPDNP SELECT INCOME FD INC | $98K |
HFROHIGHLAND OPPORTUNITIES | $90K |
INTSINTENSITY THERAPEUTICS INC | $56K |
SACHSACHEM CAP CORP | $27K |
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