One Charles Private Wealth Services, LLC - Q1 2020 holdings

$121 Million is the total value of One Charles Private Wealth Services, LLC's 31 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q1 2020
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-05-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ARK ETF TR19Q2 202414.6%
VANGUARD INDEX FDS19Q2 20248.4%
APPLE INC19Q2 202411.1%
MICROSOFT CORP19Q2 20243.0%
VANGUARD INDEX FDS18Q2 20244.1%
JPMORGAN CHASE & CO.18Q2 20244.9%
SELECT SECTOR SPDR TR16Q2 20243.9%
SELECT SECTOR SPDR TR16Q2 20242.9%
VANGUARD INTL EQUITY INDEX F16Q2 20243.5%
SELECT SECTOR SPDR TR16Q2 20242.7%

View One Charles Private Wealth Services, LLC's complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-20
13F-HR2024-08-14
N-PX2024-08-14
13F-HR2024-05-14
13F-HR/A2024-02-13
13F-HR2024-02-06
13F-HR2023-11-13
13F-HR2023-08-08
13F-HR2023-05-04
13F-HR2023-02-06

View One Charles Private Wealth Services, LLC's complete filings history.

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