One Wealth Advisors, LLC Purchases and Sells in Q1 2025

One Wealth Advisors, LLC

$646 Million
Q1 2025

Top Buys

Incresed Positions

106 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	21.1K + 39.87%	$185.78 - $198.58 $3.92M - $4.19M	74K $14.1M
IEMG	69.8K + 107.34%	N/A	135K $7.23M
GLDM	38.3K + 93.78%	$52.19 - $61.89 $2M - $2.37M	79.1K $4.9M
HEFA	73.1K + 886.07%	$34.83 - $37.52 $2.55M - $2.74M	81.3K $2.95M
OEF	9.12K + 20.32%	N/A	54K $14.4M
ITOT	12.6K + 243.46%	$120.29 - $134.6 $1.52M - $1.7M	17.8K $2.18M

New Holdings

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLG	104K New	$45.72 - $51.73 $4.75M - $5.38M	104K $4.78M
ILCV	26.7K New	$79.37 - $85.24 $2.12M - $2.28M	26.7K $2.18M
IAU	34K New	$49.74 - $58.96 $1.69M - $2.01M	34K $2.01M
AGG	13.6K New	$95.85 - $99.25 $1.3M - $1.35M	13.6K $1.35M
RTX	7.17K New	$114.1 - $135.66 $818K - $973K	7.17K $949K
MDT	10.5K New	$79.84 - $94.5 $835K - $988K	10.5K $939K

Top Sells

Reduced Positions

105 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFG	-124K - 53.46%	$96.1 - $106.37 $11.9M - $13.2M	108K $10.8M
SPLG	-68.4K - 7.97%	$64.88 - $72.1 $4.44M - $4.93M	790K $51.9M
AAPL	-8.57K - 4.61%	$209.68 - $247.1 $1.8M - $2.12M	177K $39.4M
TLT	-56.9K - 75.9%	$85.29 - $92.57 $4.85M - $5.27M	18.1K $1.65M
MUB	-30.3K - 17.37%	$104.71 - $107.69 $3.17M - $3.26M	144K $15.2M
EMXC	-52.4K - 26.4%	$54.25 - $57.64 $2.84M - $3.02M	146K $8.05M

Activity Summary All Purchases 165 New Holdings 59 Increased Positions 106 All Sells 105 Reductions 105 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.