We Are One Seven, LLC
RIA/Wealth
We Are One Seven, LLC is a RIA/Wealth based in Beachwood, OH led by Richard Julius Gross, reporting $4.8B in AUM as of Q3 2025 with 46% ETF concentration.
PresidentRichard Julius Gross
- Portfolio Value
- $4.3B
- Positions
- 1,287
- Top Holding
- NVDA at 4.43%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in We Are One Seven, LLC's portfolio (19.5% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $189.8M | 4.43% | +$18.4M Bought | 0.00% 1.0M shares | |
Consumer Electronics Technology | $141.1M | 3.29% | +$26.8M Bought | 0.00% 554.2K shares | |
ETF ETF | $114.8M | 2.68% | +$95.5M Bought | — 187.4K shares | |
Software - Infrastructure Technology | $104.2M | 2.43% | +$29.5M Bought | 0.00% 201.3K shares | |
Semiconductors Technology | $55.3M | 1.29% | +$23.0M Bought | 0.00% 167.5K shares | |
Specialty Retail Consumer Cyclical | $53.6M | 1.25% | +$9.5M Bought | 0.00% 244.1K shares | |
Banks - Diversified Financial Services | $47.7M | 1.11% | +$18.6M Bought | 0.01% 151.2K shares | |
ETF ETF | $46.0M | 1.07% | +$2.5M Bought | — 246.9K shares | |
ETF ETF | $42.5M | 0.99% | +$2.1M Bought | — 63.8K shares | |
ETF ETF | $41.4M | 0.97% | +$451.3K Bought | — 86.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in We Are One Seven, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for We Are One Seven, LLC
GthenA