One Wealth Management Investment & Advisory Services, LLC Purchases in Q4 2025

One Wealth Management Investment & Advisory Services, LLC

  • $91.7 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Frontview Reit Inc
165K
New
N/A
165K $2.44B
AAPL
Apple Inc.

Technology
210
+ 0.43%
$245.27 - $275.25 $51.5K - $57.8K
49.2K $13.4B
SHOP
Shopify Inc.

Technology
2.67K
+ 49.52%
$146.04 - $179.01 $390K - $478K
8.07K $1.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
569
+ 9.3%
$653.02 - $687.39 $372K - $391K
6.69K $4.56B
AMZN
Amazon Com Inc

Consumer Cyclical
342
+ 1.08%
$213.04 - $254.0 $72.9K - $86.9K
31.9K $7.36B
GOOG
Alphabet Inc.

Communication Services
245
+ 6.39%
$237.49 - $291.74 $58.2K - $71.5K
4.08K $1.28B
QQQ
Invesco Qqq Trust, Series 1

ETFs
389
+ 5.1%
$589.5 - $635.77 $229K - $247K
8.02K $4.92B
VST
Vistra Corp.

Utilities
2.43K
+ 97.99%
$171.56 - $210.85 $418K - $513K
4.92K $793M
VTI
Vanguard Total Stock Market Et

ETFs
604
+ 6.5%
$321.8 - $337.95 $194K - $204K
9.9K $3.32B
Ishares Bitcoin Trust ETF
6.25K
+ 138.17%
N/A
10.8K $535M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
352
New
$600.51 - $631.95 $211K - $222K
352 $221M
TSLA
Tesla, Inc.

Consumer Cyclical
296
+ 4.9%
$401.99 - $468.37 $119K - $139K
6.33K $2.85B
NVDA
Nvidia Corp

Technology
730
+ 1.33%
$179.83 - $207.04 $131K - $151K
55.5K $10.4B
SOUN
Soundhound Ai, Inc.

Technology
10.9K
New
$12.17 - $20.86 $132K - $227K
10.9K $108M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.31K
+ 9.06%
$31.41 - $33.69 $72.7K - $78K
27.9K $909M
TMC
Tmc The Metals CO Inc.

Basic Materials
12.5K
New
$4.99 - $10.69 $62.4K - $134K
12.5K $77.1M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
13.5K
New
$5.66 - $8.91 $76.4K - $120K
13.5K $72.9M
CRM
Salesforce, Inc.

Technology
94
+ 6.12%
$235.69 - $263.41 $22.2K - $24.8K
1.63K $432M
AVGO
Broadcom Inc.

Technology
136
+ 10.97%
$324.63 - $385.98 $44.1K - $52.5K
1.38K $476M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.5K
+ 4.15%
$25.2 - $26.46 $37.9K - $39.8K
37.7K $990M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.13%
$454.87 - $482.76 $1.36K - $1.45K
2.26K $1.08B
PLTR
Palantir Technologies Inc.

Technology
207
+ 4.08%
$172.14 - $207.18 $35.6K - $42.9K
5.29K $940M
Nrx Pharmaceuticals Inc
9.88K
+ 35.3%
N/A
37.9K $103M
MRVL
Marvell Technology, Inc.

Technology
58
+ 1.85%
$81.05 - $93.74 $4.7K - $5.44K
3.2K $272M
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 0.34%
$482.23 - $557.53 $1.93K - $2.23K
1.17K $549M
PANW
Palo Alto Networks Inc

Technology
31
+ 0.9%
$204.77 - $221.38 $6.35K - $6.86K
3.46K $637M
MSFT
Microsoft Corp

Technology
8
+ 0.07%
$496.82 - $542.07 $3.97K - $4.34K
12.3K $5.94B
NFLX
Netflix Inc

Communication Services
5.27K
+ 439.28%
$110.29 - $1241.35 $581K - $6.54M
6.47K $606M
Activity Summary
Buys All Purchases 29 New Holdings 6 Increased Positions 23 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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