One Ascent Family Office, LLC Purchases in Q1 2025

One Ascent Family Office, LLC

  • $107 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
9.39K
+ 280.18%
$375.39 - $447.2 $3.52M - $4.2M
12.7K $4.81M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
86.5K
New
$32.42 - $36.13 $2.8M - $3.12M
86.5K $2.86M
DFAT
Dimensional ETF Tr U S Target

ETFs
42.7K
New
$50.44 - $58.1 $2.15M - $2.48M
42.7K $2.2M
VSLU
ETF Opportunities Tr Applied F
60.6K
New
$34.73 - $38.17 $2.11M - $2.31M
60.6K $2.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.2K
+ 302.84%
$442.66 - $534.52 $1.42M - $1.71M
4.26K $2.27M
AMZN
Amazon Com Inc

Consumer Cyclical
9.46K
+ 306.28%
$190.26 - $242.06 $1.8M - $2.29M
12.5K $2.4M
AAPL
Apple Inc.

Technology
7.42K
+ 309.94%
$209.68 - $247.1 $1.56M - $1.83M
9.82K $2.18M
Victory Portfolios Ii
44.9K
New
N/A
44.9K $1.54M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
11K
New
$126.86 - $146.45 $1.4M - $1.61M
11K $1.41M
WMT
Walmart Inc.

Consumer Defensive
15.8K
+ 680.78%
$84.5 - $105.05 $1.34M - $1.66M
18.1K $1.61M
OALC
Unified Ser Tr Oneascent Large
47.8K
+ 62.86%
N/A
124K $3.54M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.9K
New
$57.21 - $65.8 $966K - $1.11M
16.9K $990K
OACP
Unified Ser Tr Oneascent Core

ETFs
38.7K
+ 12.13%
$22.23 - $22.91 $860K - $887K
358K $8.16M
IEFA
Ishares Tr

ETFs
12.6K
New
$69.57 - $78.65 $874K - $989K
12.6K $952K
SCHG
Schwab Strategic Tr Us Large C

ETFs
37.6K
New
$24.91 - $29.02 $936K - $1.09M
37.6K $948K
TSLA
Tesla, Inc.

Consumer Cyclical
3.5K
New
$222.15 - $428.22 $777K - $1.5M
3.5K $936K
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.32K
New
$168.16 - $186.21 $895K - $991K
5.32K $911K
IJK
Ishares S&P Midcap 400 Growth

ETFs
10.9K
New
$81.62 - $96.63 $886K - $1.05M
10.9K $911K
DFIC
Dimensional ETF Tr Dimensional

ETFs
30.6K
New
$25.54 - $28.79 $782K - $882K
30.6K $852K
T Rowe Price ETF Inc
27.8K
New
N/A
27.8K $849K
LOW
Lowes Companies Inc

Consumer Cyclical
3.48K
+ 247.97%
$222.66 - $268.42 $775K - $934K
4.88K $1.14M
SYK
Stryker Corp

Healthcare
1.91K
New
$355.18 - $399.9 $678K - $763K
1.91K $712K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.34K
New
$507.05 - $563.67 $677K - $752K
1.34K $686K
XLF
Financial Sector Spdr

ETFs
13.6K
New
$47.32 - $52.19 $642K - $708K
13.6K $675K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.18K
New
$551.42 - $612.93 $652K - $725K
1.18K $665K
CMI
Cummins Inc

Industrials
2.07K
New
$312.92 - $386.07 $649K - $801K
2.07K $654K
BKNG
Booking Holdings Inc.

Consumer Cyclical
127
New
$4295.4 - $5141.88 $546K - $653K
127 $592K
HD
Home Depot, Inc.

Consumer Cyclical
1.64K
+ 146.69%
$347.25 - $424.87 $569K - $697K
2.76K $1.01M
GILD
Gilead Sciences, Inc.

Healthcare
3.87K
+ 75.71%
$89.14 - $117.41 $345K - $454K
8.98K $1.01M
AVGO
Broadcom Inc.

Technology
3.61K
+ 297.12%
$167.43 - $244.7 $605K - $884K
4.83K $812K
APH
Amphenol Corp

Technology
7.72K
New
$61.62 - $78.55 $476K - $606K
7.72K $510K
PG
Procter & Gamble CO

Consumer Defensive
2.93K
New
$158.56 - $176.26 $464K - $516K
2.93K $498K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.02K
New
$208.48 - $244.03 $421K - $492K
2.02K $492K
CVX
Chevron Corp

Energy
2.57K
+ 110.12%
$146.71 - $167.97 $377K - $431K
4.9K $820K
SO
Southern CO

Utilities
4.75K
+ 108.7%
$80.96 - $92.96 $385K - $442K
9.12K $838K
CASY
Caseys General Stores Inc

Consumer Cyclical
1.08K
New
$378.71 - $442.54 $407K - $476K
1.08K $474K
TMUS
T Mobile Us, Inc.

Communication Services
1.55K
+ 126.18%
$211.3 - $272.83 $328K - $423K
2.78K $742K
QCOM
Qualcomm Inc

Technology
3.04K
+ 121.79%
$151.94 - $175.86 $462K - $535K
5.54K $850K
XLK
Technology Sector Spdr

ETFs
2.24K
New
$206.38 - $242.18 $462K - $542K
2.24K $465K
GOOG
Alphabet Inc.

Communication Services
3.17K
+ 260.59%
$156.06 - $207.71 $495K - $659K
4.39K $694K
PEP
Pepsico Inc

Consumer Defensive
3.06K
+ 110.31%
$142.64 - $156.42 $436K - $478K
5.83K $874K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.89K
New
$50.39 - $50.66 $448K - $450K
8.89K $450K
GOOGL
Alphabet Inc.

Communication Services
3.37K
+ 131.6%
$154.33 - $206.19 $521K - $695K
5.94K $926K
Unified Ser Tr
17.6K
New
N/A
17.6K $437K
MSI
Motorola Solutions, Inc.

Technology
962
New
$411.73 - $482.1 $396K - $464K
962 $422K
LLY
Eli Lilly & CO

Healthcare
485
+ 112.53%
$725.72 - $929.72 $352K - $451K
916 $752K
ABT
Abbott Laboratories

Healthcare
2.81K
+ 141.37%
$111.1 - $140.22 $312K - $394K
4.8K $636K
MA
Mastercard Inc

Financial Services
705
+ 73.9%
$504.67 - $576.31 $356K - $406K
1.66K $909K
STE
Steris PLC

Healthcare
1.79K
New
$202.46 - $232.74 $363K - $417K
1.79K $405K
Activity Summary
Buys All Purchases 95 New Holdings 42 Increased Positions 53 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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