One Wealth Management Investment & Advisory Services, LLC Purchases in Q1 2025

One Wealth Management Investment & Advisory Services, LLC

  • $60.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
6.58K
+ 310.28%
$271.18 - $303.12 $1.78M - $1.99M
8.7K $2.39B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.94K
New
$100.34 - $100.68 $897K - $900K
8.94K $900M
SCHG
Schwab Strategic Tr Us Large C

ETFs
24.6K
New
$24.91 - $29.02 $614K - $715K
24.6K $617M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
26.1K
New
$21.23 - $23.75 $554K - $620K
26.1K $562M
VST
Vistra Corp.

Utilities
2.01K
New
$108.49 - $191.89 $218K - $386K
2.01K $236M
AVGO
Broadcom Inc.

Technology
1.2K
New
$167.43 - $244.7 $200K - $293K
1.2K $200M
PLTR
Palantir Technologies Inc.

Technology
707
+ 20.87%
$64.98 - $124.62 $45.9K - $88.1K
4.1K $346M
NFLX
Netflix Inc

Communication Services
67
+ 12.01%
$828.4 - $1058.6 $55.5K - $70.9K
625 $583M
COST
Costco Wholesale Corp

Consumer Defensive
57
+ 25.45%
$890.62 - $1076.86 $50.8K - $61.4K
281 $266M
ZS
Zscaler, Inc.

Technology
13
+ 0.44%
$181.66 - $216.87 $2.36K - $2.82K
2.98K $591M
CRWD
Crowd Strike Holdings, Inc.

Technology
44
+ 4.01%
$308.86 - $455.36 $13.6K - $20K
1.14K $402M
IWF
Ishares Russell 1000 Gr ETF

ETFs
123
+ 11.21%
$360.07 - $417.26 $44.3K - $51.3K
1.22K $441M
PANW
Palo Alto Networks Inc

Technology
166
+ 5.01%
$167.82 - $208.28 $27.9K - $34.6K
3.48K $594M
SPY
Spdr S&P 500 ETF Trust

ETFs
90
+ 3.67%
$551.42 - $612.93 $49.6K - $55.2K
2.54K $1.42B
GOOG
Alphabet Inc.

Communication Services
434
+ 15.66%
$156.06 - $207.71 $67.7K - $90.1K
3.21K $501M
MAR
Marriott International Inc

Consumer Cyclical
19
+ 2.12%
$237.01 - $304.45 $4.5K - $5.78K
914 $218M
QQQ
Invesco Qqq Trust, Series 1

ETFs
79
+ 2.25%
$468.34 - $539.52 $37K - $42.6K
3.59K $1.68B
TTD
Trade Desk, Inc.

Technology
126
+ 2.96%
$53.59 - $126.58 $6.75K - $15.9K
4.38K $239M
MSFT
Microsoft Corp

Technology
571
+ 4.96%
$375.39 - $447.2 $214K - $255K
12.1K $4.54B
TSLA
Tesla, Inc.

Consumer Cyclical
513
+ 9.83%
$222.15 - $428.22 $114K - $220K
5.73K $1.49B
GOOGL
Alphabet Inc.

Communication Services
230
+ 1.2%
$154.33 - $206.19 $35.5K - $47.4K
19.4K $3B
AMZN
Amazon Com Inc

Consumer Cyclical
633
+ 2.11%
$190.26 - $242.06 $120K - $153K
30.7K $5.83B
NVDA
Nvidia Corp

Technology
3.97K
+ 8.18%
$106.98 - $149.43 $425K - $594K
52.5K $5.69B
AAPL
Apple Inc.

Technology
769
+ 1.84%
$209.68 - $247.1 $161K - $190K
42.6K $9.47B
Activity Summary
Buys All Purchases 25 New Holdings 5 Increased Positions 20 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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