One Wealth Capital Management, LLC Incresed Positions in Q2 2025

One Wealth Capital Management, LLC

  • $213 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust
67.9K
+ 244.47%
N/A
95.7K $3.41B
EFV
Msci Eafe Value ETF

ETFs
32.6K
+ 36.71%
$52.4 - $64.65 $1.71M - $2.11M
121K $7.71B
IEMG
Ishares Inc

ETFs
31.7K
+ 73.45%
N/A
74.9K $4.49B
OEF
Ishares S&P 100 ETF

ETFs
2.61K
+ 28.95%
N/A
11.6K $3.54B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.63K
+ 1.16%
$43.53 - $54.46 $71K - $88.8K
142K $7.73B
IVE
Ishares S&P 500 Value ETF

ETFs
3.36K
+ 12.4%
$168.34 - $195.42 $566K - $657K
30.5K $5.96B
NFLX
Netflix Inc

Communication Services
9
+ 0.51%
$855.86 - $1339.13 $7.7K - $12.1K
1.77K $2.37B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.31K
+ 3.24%
$152.42 - $182.82 $200K - $240K
41.9K $7.65B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.95K
+ 21.0%
$97.29 - $105.63 $579K - $629K
34.3K $3.48B
NOW
Service Now, Inc.

Technology
219
+ 28.55%
$721.65 - $1040.18 $158K - $228K
986 $1.01B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
749
+ 3.94%
$53.69 - $67.27 $40.2K - $50.4K
19.8K $1.33B
ADBE
Adobe Inc.

Technology
406
+ 16.24%
$340.0 - $420.68 $138K - $171K
2.91K $1.12B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
6.41K
+ 22.2%
$22.43 - $23.23 $144K - $149K
35.3K $820M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.36K
+ 66.49%
$102.02 - $103.5 $138K - $140K
3.4K $350M
DSI
Ishares Msci Kld 400 Social Et

ETFs
122
+ 1.69%
$91.62 - $116.16 $11.2K - $14.2K
7.36K $855M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
201
+ 3.45%
$108.06 - $135.3 $21.7K - $27.2K
6.03K $816M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.0%
$19.6 - $24.44 $19.6 - $24.4
40.1K $980M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
979
+ 11.01%
$30.87 - $39.17 $30.2K - $38.3K
9.87K $387M
DIS
Walt Disney CO

Communication Services
82
+ 3.18%
$81.72 - $124.01 $6.7K - $10.2K
2.66K $330M
EUSB
Ishares Tr Esg Advanced Total

Technology
1.6K
+ 29.85%
$42.54 - $43.56 $67.9K - $69.5K
6.94K $302M
SPY
Spdr S&P 500 ETF Trust

ETFs
51
+ 8.11%
$496.48 - $617.85 $25.3K - $31.5K
680 $420M
ABNB
Airbnb, Inc.

Consumer Cyclical
1
+ 0.02%
$105.69 - $140.64 $106 - $141
5.09K $673M
MBB
Ishares Tr

ETFs
571
+ 2.78%
$91.41 - $94.22 $52.2K - $53.8K
21.1K $1.99B
CSGP
Costar Group, Inc.

Real Estate
548
+ 12.92%
$72.62 - $83.22 $39.8K - $45.6K
4.79K $385M
Blackrock ETF Trust Ii
529
+ 1.98%
N/A
27.3K $1.44B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
357
+ 3.66%
$46.41 - $47.7 $16.6K - $17K
10.1K $481M
MSCI
Msci Inc.

Financial Services
5
+ 0.39%
$506.56 - $576.74 $2.53K - $2.88K
1.27K $735M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
563
+ 3.66%
$22.54 - $23.17 $12.7K - $13K
16K $367M
EMB
Ishares Tr

ETFs
50
+ 1.31%
$86.54 - $92.62 $4.33K - $4.63K
3.87K $359M
KO
Coca Cola CO

Consumer Defensive
33
+ 0.93%
$68.37 - $73.9 $2.26K - $2.44K
3.58K $253M
IT
Gartner Inc

Technology
10
+ 1.52%
$377.5 - $449.52 $3.78K - $4.5K
667 $270M
Blackrock ETF Trust Ii
119
+ 0.72%
N/A
16.6K $805M
PG
Procter & Gamble CO

Consumer Defensive
26
+ 1.91%
$157.66 - $172.39 $4.1K - $4.48K
1.39K $221M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
21
+ 2.69%
$421.16 - $509.5 $8.84K - $10.7K
803 $357M
MUB
Ishares National Muni Bond ETF

ETFs
325
+ 0.43%
$102.31 - $105.8 $33.3K - $34.4K
75.9K $7.93B
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 0.21%
$390.26 - $489.06 $1.56K - $1.96K
1.89K $768M
Activity Summary
Buys All Purchases 46 New Holdings 9 Increased Positions 37 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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