One Wealth Advisors, LLC Purchases in Q2 2025

One Wealth Advisors, LLC

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
102K
+ 40.75%
$52.4 - $64.65 $5.36M - $6.61M
353K $22.4M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
123K
New
$50.09 - $51.09 $6.14M - $6.27M
123K $6.27M
IEMG
Ishares Inc

ETFs
110K
+ 81.38%
N/A
244K $13.1M
MUB
Ishares National Muni Bond ETF

ETFs
49.6K
+ 34.43%
$102.31 - $105.8 $5.07M - $5.25M
194K $20.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
46.3K
+ 44.59%
$40.94 - $52.1 $1.9M - $2.41M
150K $7.83M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.4K
+ 2.53%
$43.53 - $54.46 $452K - $565K
420K $22.9M
IVE
Ishares S&P 500 Value ETF

ETFs
12.5K
+ 16.92%
$168.34 - $195.42 $2.11M - $2.45M
86.5K $16.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.06K
+ 2.96%
$498.8 - $620.9 $528K - $658K
36.8K $22.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.47K
+ 3.73%
$152.42 - $182.82 $834K - $1M
152K $27.8M
MSFT
Microsoft Corp

Technology
583
+ 3.92%
$354.56 - $497.45 $207K - $290K
15.5K $7.69M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
165
+ 0.93%
$141.37 - $228.57 $23.3K - $37.7K
17.9K $4.07M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
9.8K
+ 3.26%
$26.69 - $33.44 $261K - $328K
310K $10.2M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
795
+ 1.58%
$82.32 - $112.47 $65.4K - $89.4K
51K $5.73M
ZTS
Zoetis Inc.

Healthcare
6.47K
New
$144.41 - $170.3 $934K - $1.1M
6.47K $1.01M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
36.4K
+ 13.61%
$22.43 - $23.23 $816K - $845K
304K $7.06M
NVDA
Nvidia Corp

Technology
294
+ 1.74%
$94.31 - $157.99 $27.7K - $46.4K
17.2K $2.71M
AMZN
Amazon Com Inc

Consumer Cyclical
1.86K
+ 11.55%
$167.32 - $223.3 $311K - $415K
18K $3.94M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6.72K
+ 33.15%
$73.02 - $90.22 $491K - $606K
27K $2.41M
URI
United Rentals, Inc.

Industrials
694
+ 63.09%
$551.94 - $753.4 $383K - $523K
1.79K $1.35M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.61K
+ 14.61%
$108.12 - $135.04 $282K - $352K
20.4K $2.76M
NFLX
Netflix Inc

Communication Services
91
+ 8.47%
$855.86 - $1339.13 $77.9K - $122K
1.17K $1.56M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 1.46%
$4164.15 - $5789.24 $25K - $34.7K
418 $2.42M
VGLT
Vanguard Long Term Treasury Et

ETFs
8.36K
New
$53.66 - $58.71 $449K - $491K
8.36K $469K
QQQ
Invesco Qqq Trust, Series 1

ETFs
774
+ 168.26%
$416.06 - $551.64 $322K - $427K
1.23K $680K
IGM
Ishares Expanded Tech Sector E

ETFs
1.44K
+ 11.03%
$79.8 - $112.34 $115K - $162K
14.5K $1.63M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.98K
+ 6.17%
$57.41 - $74.81 $113K - $148K
34K $2.53M
EUSB
Ishares Tr Esg Advanced Total

Technology
9.24K
+ 9.67%
$42.54 - $43.56 $393K - $402K
105K $4.56M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.99K
+ 10.99%
$97.29 - $105.63 $485K - $527K
50.4K $5.12M
EMGF
Ishares Msci Emerging Markets

ETFs
5.13K
+ 21.13%
$41.37 - $52.07 $212K - $267K
29.4K $1.53M
NTES
Net Ease, Inc.

Communication Services
2.82K
New
$91.37 - $134.58 $257K - $379K
2.82K $379K
FLEX
Flex Ltd.

Technology
3.18K
+ 26.43%
$26.68 - $50.09 $84.9K - $159K
15.2K $760K
CDW
Cdw Corp

Technology
1.36K
+ 21.52%
$144.49 - $190.68 $197K - $260K
7.69K $1.37M
MBB
Ishares Tr

ETFs
3.6K
+ 3.54%
$91.41 - $94.22 $329K - $339K
105K $9.89M
PLTR
Palantir Technologies Inc.

Technology
2.55K
New
$74.01 - $144.25 $188K - $367K
2.55K $346K
VRSN
Verisign Inc

Technology
1.14K
New
$234.49 - $288.8 $267K - $329K
1.14K $328K
IWB
Ishares Tr Russell 1000 ETF

ETFs
336
+ 5.2%
$272.36 - $339.57 $91.5K - $114K
6.8K $2.31M
PFE
Pfizer Inc

Healthcare
13.2K
New
$21.59 - $24.84 $285K - $328K
13.2K $320K
FIS
Fidelity National Information Services, Inc.

Technology
2.5K
+ 15.74%
$68.14 - $82.13 $170K - $205K
18.3K $1.49M
COF
Capital One Financial Corp

Financial Services
1.06K
+ 54.99%
$150.57 - $212.76 $160K - $226K
3K $638K
PFG
Principal Financial Group Inc

Financial Services
3.62K
New
$69.56 - $86.19 $252K - $312K
3.62K $287K
TDC
Teradata Corp

Technology
12.7K
New
$19.2 - $23.59 $243K - $299K
12.7K $282K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.63K
+ 3.47%
$30.87 - $39.17 $50.4K - $63.9K
48.7K $1.91M
GILD
Gilead Sciences, Inc.

Healthcare
2.36K
+ 34.77%
$96.91 - $113.0 $229K - $267K
9.16K $1.02M
NXPI
Nxp Semiconductors N.V.

Technology
1.16K
New
$153.5 - $218.72 $178K - $253K
1.16K $253K
AVGO
Broadcom Inc.

Technology
871
New
$146.29 - $275.65 $127K - $240K
871 $240K
GE
General Electric CO

Industrials
886
New
$166.81 - $257.39 $148K - $228K
886 $228K
CACI
Caci International Inc

Technology
533
New
N/A
533 $227K
KEYS
Keysight Technologies, Inc.

Technology
1.39K
New
$127.02 - $165.4 $176K - $230K
1.39K $227K
TMUS
T Mobile Us, Inc.

Communication Services
1.14K
+ 69.34%
$220.99 - $268.54 $252K - $306K
2.78K $663K
Activity Summary
Buys All Purchases 138 New Holdings 24 Increased Positions 114 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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