One Ascent Family Office, LLC Incresed Positions 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
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
WMT
Walmart Inc.

Consumer Defensive
15.8K
+ 680.78%
$84.5 - $105.05 $1.34M - $1.66M
18.1K $1.61M
OAIM
Unified Ser Tr Oneascent Intl
31.9K
+ 17.94%
N/A
210K $7.01M
OALC
Unified Ser Tr Oneascent Large
47.8K
+ 62.86%
N/A
124K $3.54M
OACP
Unified Ser Tr Oneascent Core

ETFs
38.7K
+ 12.13%
$22.23 - $22.91 $860K - $887K
358K $8.16M
LOW
Lowes Companies Inc

Consumer Cyclical
3.48K
+ 247.97%
$222.66 - $268.42 $775K - $934K
4.88K $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
1.64K
+ 146.69%
$347.25 - $424.87 $569K - $697K
2.76K $1.01M
AVGO
Broadcom Inc.

Technology
3.61K
+ 297.12%
$167.43 - $244.7 $605K - $884K
4.83K $812K
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
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
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
GOOGL
Alphabet Inc.

Communication Services
3.37K
+ 131.6%
$154.33 - $206.19 $521K - $695K
5.94K $926K
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
BAC
Bank Of America Corp

Financial Services
10K
+ 122.43%
$39.61 - $47.74 $396K - $477K
18.2K $758K
CI
Cigna Corp

Healthcare
1.05K
+ 107.84%
$274.49 - $329.0 $287K - $344K
2.01K $662K
Strategy Shs
14.6K
+ 75.06%
N/A
34K $846K
MCD
Mcdonalds Corp

Consumer Cyclical
1.07K
+ 105.09%
$279.74 - $321.29 $300K - $345K
2.09K $654K
KO
Coca Cola CO

Consumer Defensive
4.5K
+ 129.96%
$60.81 - $72.32 $274K - $326K
7.97K $570K
IBM
International Business Machines Corp

Technology
1.14K
+ 64.99%
$217.4 - $264.74 $248K - $302K
2.89K $720K
CL
Colgate Palmolive CO

Consumer Defensive
3.13K
+ 105.31%
$85.68 - $97.5 $268K - $305K
6.11K $572K
AXP
American Express CO

Financial Services
1.23K
+ 81.04%
$255.39 - $325.87 $314K - $401K
2.75K $740K
UNP
Union Pacific Corp

Industrials
1.15K
+ 128.32%
$225.21 - $254.42 $259K - $293K
2.05K $484K
HON
Honeywell International Inc

Industrials
1.33K
+ 128.85%
$202.75 - $226.52 $270K - $301K
2.36K $502K
NVDA
Nvidia Corp

Technology
3.98K
+ 52.66%
$106.98 - $149.43 $426K - $595K
11.5K $1.26M
DHR
Danaher Corp

Healthcare
1.31K
+ 114.89%
$201.62 - $250.59 $265K - $329K
2.45K $502K
WMB
Williams Companies, Inc.

Energy
3.4K
+ 80.35%
$54.02 - $61.09 $184K - $208K
7.64K $456K
V
Visa Inc.

Financial Services
503
+ 34.5%
$306.92 - $362.71 $154K - $182K
1.96K $685K
ROP
Roper Technologies Inc

Industrials
290
+ 67.13%
$502.71 - $593.81 $146K - $172K
722 $426K
ADP
Automatic Data Processing Inc

Industrials
610
+ 56.9%
$286.85 - $318.64 $175K - $194K
1.68K $514K
MS
Morgan Stanley

Financial Services
1.86K
+ 96.07%
$111.68 - $141.08 $207K - $262K
3.79K $442K
ITW
Illinois Tool Works Inc

Industrials
776
+ 91.08%
$244.9 - $274.48 $190K - $213K
1.63K $404K
F
Ford Motor CO

Consumer Cyclical
14.8K
+ 106.01%
$9.12 - $10.43 $135K - $155K
28.8K $290K
VZ
Verizon Communications Inc

Communication Services
1.19K
+ 14.47%
$37.81 - $46.49 $45K - $55.4K
9.42K $427K
Blackrock Inc
118
+ 57.56%
N/A
323 $305K
XOM
Exxon Mobil Corp

Energy
219
+ 3.66%
$105.44 - $118.93 $23.1K - $26K
6.2K $737K
T
At&T Inc.

Communication Services
1.26K
+ 12.34%
$21.56 - $28.28 $27.2K - $35.7K
11.5K $325K
SCHO
Schwab Short Term Us Treasury

ETFs
1.3K
+ 0.72%
$24.1 - $24.34 $31.3K - $31.6K
181K $4.41M
MCK
Mckesson Corp

Healthcare
12
+ 2.12%
$566.21 - $672.99 $6.79K - $8.08K
578 $389K
G
Genpact LTD

Technology
66
+ 1.13%
$42.88 - $55.54 $2.83K - $3.67K
5.93K $299K
MPW
Medical Properties Trust Inc

Real Estate
123
+ 0.77%
$3.83 - $6.21 $471 - $764
16.2K $98K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
611
+ 13.97%
$77.33 - $90.16 $47.2K - $55.1K
4.98K $391K
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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