One Wealth Advisors, LLC Purchases in Q3 2025

One Wealth Advisors, LLC

  • $730 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
177K
+ 117.43%
$51.78 - $57.89 $9.14M - $10.2M
327K $18.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
95.1K
+ 22.65%
$54.35 - $59.32 $5.17M - $5.64M
515K $30.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.6K
+ 5.08%
$72.65 - $78.68 $2.01M - $2.17M
571K $44.7M
AVEM
American Centy ETF Tr Avantis

ETFs
52.3K
New
$68.33 - $75.41 $3.57M - $3.94M
52.3K $3.93M
GLDM
World Gold Trust

ETFs
34.5K
+ 59.42%
$64.73 - $76.45 $2.23M - $2.64M
92.6K $7.08M
IVE
Ishares S&P 500 Value ETF

ETFs
9.47K
+ 10.95%
$194.44 - $206.51 $1.84M - $1.96M
96K $19.8M
MUB
Ishares National Muni Bond ETF

ETFs
22.3K
+ 11.51%
$103.24 - $106.68 $2.3M - $2.38M
216K $23M
GOOG
Alphabet Inc.

Communication Services
1.95K
+ 6.5%
$175.16 - $255.24 $342K - $498K
32K $7.79M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8.75K
+ 8.23%
$134.94 - $145.86 $1.18M - $1.28M
115K $16.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
19K
+ 37.63%
$98.52 - $103.93 $1.87M - $1.97M
69.4K $7.14M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
61.5K
+ 8.27%
$22.9 - $23.58 $1.41M - $1.45M
805K $18.9M
GOOGL
Alphabet Inc.

Communication Services
1.77K
+ 10.44%
$174.36 - $254.72 $309K - $451K
18.7K $4.55M
META
Meta Platforms, Inc.

Communication Services
1.73K
+ 25.95%
$695.21 - $791.73 $1.2M - $1.37M
8.39K $6.16M
IAU
Ishares Gold Trust

ETFs
10.3K
+ 30.1%
$61.62 - $72.77 $632K - $747K
44.4K $3.23M
MBB
Ishares Tr

ETFs
9.07K
+ 8.61%
$92.46 - $95.73 $839K - $868K
114K $10.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
17.5K
+ 14.23%
$50.85 - $51.35 $887K - $896K
140K $7.18M
TSLA
Tesla, Inc.

Consumer Cyclical
33
+ 0.47%
$293.94 - $444.72 $9.7K - $14.7K
7.08K $3.15M
ITA
Ishares Tr

ETFs
3.43K
New
$184.73 - $209.26 $633K - $717K
3.43K $717K
MSFT
Microsoft Corp

Technology
651
+ 4.21%
$491.09 - $535.64 $320K - $349K
16.1K $8.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6K
+ 74.88%
$97.75 - $100.75 $587K - $605K
14K $1.41M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.27K
+ 2.5%
$110.74 - $122.12 $141K - $156K
52.2K $6.32M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
19.1K
+ 6.3%
$22.89 - $23.7 $438K - $454K
323K $7.61M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.45K
+ 16.5%
$87.05 - $93.19 $388K - $415K
31.4K $2.92M
STX
Seagate Technology Holdings PLC

Technology
1.82K
New
$142.01 - $236.06 $258K - $428K
1.82K $428K
BBY
Best Buy CO Inc

Consumer Cyclical
5.66K
New
$64.12 - $78.46 $363K - $444K
5.66K $428K
NEM
Newmont Corp

Basic Materials
4.93K
New
$57.35 - $85.25 $283K - $420K
4.93K $415K
YELP
Yelp Inc

Communication Services
13.2K
New
$30.48 - $35.26 $401K - $464K
13.2K $410K
SYY
Sysco Corp

Consumer Defensive
4.6K
+ 110.11%
$76.33 - $82.51 $351K - $379K
8.77K $721K
URI
United Rentals, Inc.

Industrials
7
+ 0.39%
$774.14 - $975.23 $5.42K - $6.83K
1.8K $1.72M
RYAAY
Ryanair Holdings PLC

Industrials
6.04K
New
$55.19 - $66.72 $333K - $403K
6.04K $363K
CFG
Citizens Financial Group Inc

Financial Services
6.63K
New
$46.1 - $53.65 $306K - $356K
6.63K $352K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.21K
+ 6.58%
$39.06 - $43.42 $125K - $139K
51.9K $2.25M
NVS
Novartis Ag

Healthcare
2.52K
+ 105.89%
$113.5 - $129.73 $286K - $326K
4.89K $627K
AAT
American Assets Trust, Inc.

Real Estate
16.5K
New
$18.7 - $21.32 $308K - $351K
16.5K $334K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.24K
New
$105.93 - $131.8 $237K - $295K
2.24K $294K
NICE
Nice Ltd.

Technology
2.02K
New
$127.85 - $171.98 $258K - $347K
2.02K $292K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.8K
+ 17.45%
$22.64 - $23.22 $266K - $273K
79.2K $1.83M
UPS
United Parcel Service Inc

Industrials
3.21K
New
$82.58 - $105.54 $265K - $338K
3.21K $267K
PLTR
Palantir Technologies Inc.

Technology
795
+ 31.24%
$130.68 - $186.97 $104K - $149K
3.34K $609K
ZS
Zscaler, Inc.

Technology
878
New
$267.68 - $316.5 $235K - $278K
878 $263K
NTRS
Northern Trust Corp

Financial Services
1.96K
New
$123.6 - $134.6 $242K - $264K
1.96K $263K
WDC
Western Digital Corp

Technology
2.15K
New
$63.84 - $120.06 $137K - $258K
2.15K $257K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.06K
+ 3.33%
$46.86 - $48.27 $190K - $196K
126K $6.04M
GMAB
Genmab A/S

Healthcare
8.06K
New
$20.3 - $30.67 $164K - $247K
8.06K $247K
EMB
Ishares Tr

ETFs
1.92K
+ 8.06%
$91.52 - $95.59 $176K - $183K
25.7K $2.45M
INTU
Intuit Inc

Technology
358
New
$646.03 - $807.39 $231K - $289K
358 $244K
EOG
Eog Resources Inc

Energy
2.15K
New
$112.12 - $126.1 $241K - $271K
2.15K $240K
SHOP
Shopify Inc.

Technology
1.61K
New
$112.11 - $157.12 $180K - $253K
1.61K $239K
CCSI
Consensus Cloud Solutions, Inc.

Technology
8.04K
New
$19.66 - $29.46 $158K - $237K
8.04K $235K
Activity Summary
Buys All Purchases 138 New Holdings 37 Increased Positions 101 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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