One Wealth Capital Management, LLC Sells in Q2 2025

One Wealth Capital Management, LLC

  • $213 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-10.5K
- 34.58%
$498.8 - $620.9 $5.25M - $6.54M
19.9K $12.4B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-31.3K
- 73.2%
$50.08 - $63.14 $1.57M - $1.97M
11.4K $723M
HEFA
Ishares Currency Hedged Msci E

ETFs
-23.6K
- 70.64%
$32.11 - $38.21 $758K - $902K
9.82K $373M
AAPL
Apple Inc.

Technology
-2.28K
- 29.83%
$172.42 - $223.89 $392K - $509K
5.35K $1.1B
IAU
Ishares Gold Trust

ETFs
-7.73K
- 27.36%
$56.1 - $64.74 $434K - $501K
20.5K $1.28B
USXF
Ishares Esg Advanced Msci Usa

Technology
-7.29K
- 34.16%
$41.54 - $53.93 $303K - $393K
14K $757M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.36K
- 1.62%
$45.12 - $46.23 $152K - $155K
204K $9.44B
ZTS
Zoetis Inc.

Healthcare
-393
- 6.14%
$144.41 - $170.3 $56.8K - $66.9K
6.01K $937M
LLY
Eli Lilly & CO

Healthcare
-37
- 2.28%
$713.71 - $898.95 $26.4K - $33.3K
1.58K $1.23B
AON
Aon PLC

Financial Services
-1
- 0.06%
$335.85 - $398.81 $336 - $399
1.76K $629M
HD
Home Depot, Inc.

Consumer Cyclical
-142
- 12.87%
$335.24 - $380.78 $47.6K - $54.1K
961 $352M
VZ
Verizon Communications Inc

Communication Services
-698
- 8.11%
$41.67 - $45.62 $29.1K - $31.8K
7.91K $342M
AMGN
Amgen Inc

Healthcare
-46
- 5.88%
$262.28 - $309.85 $12.1K - $14.3K
736 $205M
ACN
Accenture PLC

Technology
-26
- 1.22%
$279.23 - $323.21 $7.26K - $8.4K
2.1K $629M
LOW
Lowes Companies Inc

Consumer Cyclical
-49
- 3.2%
$210.83 - $235.28 $10.3K - $11.5K
1.48K $329M
QCOM
Qualcomm Inc

Technology
-301
- 8.63%
$124.66 - $159.48 $37.5K - $48K
3.19K $508M
AMP
Ameriprise Financial Inc

Financial Services
-118
- 15.25%
$422.19 - $533.73 $49.8K - $63K
656 $350M
RPM
Rpm International Inc

Basic Materials
-83
- 3.95%
$96.97 - $117.58 $8.05K - $9.76K
2.02K $222M
AIG
American International Group, Inc.

Financial Services
-171
- 4.24%
$77.56 - $87.72 $13.3K - $15K
3.86K $330M
LEN
Lennar Corp

Consumer Cyclical
-90
- 4.63%
$102.76 - $115.66 $9.25K - $10.4K
1.85K $205M
COST
Costco Wholesale Corp

Consumer Defensive
-30
- 10.6%
$908.13 - $1056.85 $27.2K - $31.7K
253 $250M
ATO
Atmos Energy Corp

Utilities
-88
- 5.19%
$145.06 - $162.66 $12.8K - $14.3K
1.61K $248M
CRM
Salesforce, Inc.

Technology
-59
- 5.68%
$236.26 - $291.15 $13.9K - $17.2K
980 $267M
V
Visa Inc.

Financial Services
-120
- 1.75%
$308.27 - $373.31 $37K - $44.8K
6.72K $2.39B
TDY
Teledyne Technologies Inc

Technology
-28
- 5.43%
$435.54 - $512.31 $12.2K - $14.3K
488 $250M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-588
- 3.84%
$10.79 - $14.14 $6.34K - $8.31K
14.7K $202M
SONY
Sony Group Corp

Technology
-458
- 3.85%
$21.24 - $26.88 $9.73K - $12.3K
11.4K $298M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-73
- 0.7%
$21.55 - $22.2 $1.57K - $1.62K
10.4K $230M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-15
- 0.41%
$85.42 - $94.39 $1.28K - $1.42K
3.65K $342M
USB
Us Bancorp \De\

Financial Services
-349
- 6.91%
$36.4 - $45.76 $12.7K - $16K
4.7K $213M
SUB
Ishares Short Term National Mu

ETFs
-15
- 0.61%
$104.77 - $106.34 $1.57K - $1.6K
2.43K $259M
ECL
Ecolab Inc.

Basic Materials
-42
- 4.39%
$225.65 - $270.95 $9.48K - $11.4K
915 $247M
MNST
Monster Beverage Corp

Consumer Defensive
-286
- 4.5%
$55.01 - $64.24 $15.7K - $18.4K
6.07K $380M
ISRG
Intuitive Surgical Inc

Healthcare
-28
- 5.11%
$451.58 - $565.94 $12.6K - $15.8K
520 $283M
ANSS
Ansys Inc

Technology
-34
- 4.92%
$284.19 - $351.22 $9.66K - $11.9K
657 $231M
LCTD
Blackrock ETF World Ex Us Carb
-182
- 3.9%
N/A
4.49K $228M
MLM
Martin Marietta Materials Inc

Basic Materials
-26
- 5.58%
$452.51 - $568.19 $11.8K - $14.8K
440 $242M
PAYC
Paycom Software, Inc.

Technology
-8
- 0.43%
$193.07 - $265.71 $1.54K - $2.13K
1.87K $434M
ABT
Abbott Laboratories

Healthcare
-8
- 0.11%
$123.95 - $138.08 $992 - $1.1K
7.38K $1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-25
- 4.91%
$416.06 - $551.64 $10.4K - $13.8K
484 $267M
MA
Mastercard Inc

Financial Services
-3
- 0.13%
$479.92 - $590.74 $1.44K - $1.77K
2.35K $1.32B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-122
- 1.98%
$59.98 - $74.92 $7.32K - $9.14K
6.03K $449M
COF
Capital One Financial Corp

Financial Services
-87
- 5.08%
$150.57 - $212.76 $13.1K - $18.5K
1.62K $346M
CTVA
Corteva, Inc.

Basic Materials
-202
- 4.18%
$55.52 - $74.53 $11.2K - $15.1K
4.63K $345M
PH
Parker Hannifin Corp

Industrials
-28
- 4.04%
$517.23 - $700.54 $14.5K - $19.6K
665 $464M
ADSK
Autodesk, Inc.

Technology
-3
- 0.28%
N/A
1.07K $332M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.39K
- 11.72%
$167.32 - $223.3 $401K - $535K
18K $3.96B
BA
Boeing CO

Industrials
-172
- 5.82%
$136.59 - $217.51 $23.5K - $37.4K
2.78K $583M
TSLA
Tesla, Inc.

Consumer Cyclical
-81
- 2.48%
$221.86 - $362.89 $18K - $29.4K
3.19K $1.01B
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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