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Keith Dubauskas

@One Plus One Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$168.548MTotal holdings87
Assets growth rate-3.54%Assets growth rate (2-Q avg)-1.66%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in One Plus One Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of One Plus One Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 168.548M in assets, with a quarterly growth rate of -3.54% and a 2-quarter average growth rate of -1.66%. The portfolio is managed by Keith Dubauskas, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NUTXNutex Health Inc
Recent Activity
New Position
0.49%
$814,640
37,541 shares@ $21.71 avg price
PWRQuanta Svcs Inc
Recent Activity
New Position
0.22%
$355,097
1,191 shares@ $298.16 avg price
WMTWalmart Inc
Recent Activity
New Position
0.2%
$328,410
4,067 shares@ $80.75 avg price
BRBroadridge Finl Solutions In
Recent Activity
New Position
0.16%
$264,057
1,228 shares@ $215.04 avg price
CPRTCopart Inc
Recent Activity
New Position
0.15%
$250,944
4,789 shares@ $52.41 avg price