One Wealth Advisors, LLC Purchases in Q1 2025

One Wealth Advisors, LLC

  • $646 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
104K
New
$45.72 - $51.73 $4.75M - $5.38M
104K $4.78M
IVE
Ishares S&P 500 Value ETF

ETFs
21.1K
+ 39.87%
$185.78 - $198.58 $3.92M - $4.19M
74K $14.1M
IEMG
Ishares Inc

ETFs
69.8K
+ 107.34%
N/A
135K $7.23M
GLDM
World Gold Trust

ETFs
38.3K
+ 93.78%
$52.19 - $61.89 $2M - $2.37M
79.1K $4.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
73.1K
+ 886.07%
$34.83 - $37.52 $2.55M - $2.74M
81.3K $2.95M
OEF
Ishares S&P 100 ETF

ETFs
9.12K
+ 20.32%
N/A
54K $14.4M
ILCV
Ishares Morningstar Value ETF

ETFs
26.7K
New
$79.37 - $85.24 $2.12M - $2.28M
26.7K $2.18M
IAU
Ishares Gold Trust

ETFs
34K
New
$49.74 - $58.96 $1.69M - $2.01M
34K $2.01M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.6K
+ 243.46%
$120.29 - $134.6 $1.52M - $1.7M
17.8K $2.18M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.9K
+ 10.46%
$168.16 - $186.21 $2.34M - $2.59M
147K $25.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.6K
New
$95.85 - $99.25 $1.3M - $1.35M
13.6K $1.35M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
26.4K
+ 3.3%
$22.46 - $23.26 $594K - $615K
827K $19.2M
RTX
Raytheon Technologies Corp

Industrials
7.17K
New
$114.1 - $135.66 $818K - $973K
7.17K $949K
MDT
Medtronic PLC

Healthcare
10.5K
New
$79.84 - $94.5 $835K - $988K
10.5K $939K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
16.9K
New
$49.6 - $50.28 $840K - $851K
16.9K $851K
GVI
Ishares Tr

ETFs
7.49K
New
$103.49 - $106.02 $775K - $794K
7.49K $793K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.54K
New
$100.59 - $103.47 $759K - $780K
7.54K $780K
GILD
Gilead Sciences, Inc.

Healthcare
6.8K
New
$89.14 - $117.41 $606K - $798K
6.8K $761K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
13K
+ 12.21%
$45.92 - $47.58 $598K - $620K
120K $5.68M
URI
United Rentals, Inc.

Industrials
1.1K
New
$594.17 - $789.56 $654K - $869K
1.1K $689K
ASML
Asml Holding Nv

Technology
985
New
$662.63 - $776.99 $653K - $765K
985 $652K
EMB
Ishares Tr

ETFs
6.63K
+ 40.6%
$88.64 - $92.03 $587K - $610K
22.9K $2.08M
SCHW
Schwab Charles Corp

Financial Services
7.77K
New
$71.24 - $83.64 $554K - $650K
7.77K $608K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.53K
+ 13.95%
$87.68 - $94.52 $397K - $428K
37K $3.47M
VV
Vanguard Large Cap ETF

ETFs
2.2K
New
$253.32 - $282.66 $557K - $622K
2.2K $565K
MET
Metlife Inc

Financial Services
7.04K
+ 206.67%
$77.7 - $87.0 $547K - $612K
10.4K $838K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
224
+ 33.73%
$1187.71 - $1432.58 $266K - $321K
888 $1.27M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
8.25K
New
$55.12 - $62.6 $455K - $516K
8.25K $464K
UNH
Unitedhealth Group Inc

Healthcare
751
+ 20.26%
$461.52 - $548.18 $347K - $412K
4.46K $2.33M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
4.9K
New
$91.45 - $100.11 $448K - $490K
4.9K $458K
EW
Edwards Lifesciences Corp

Healthcare
6.43K
+ 54.16%
$67.95 - $76.19 $437K - $490K
18.3K $1.33M
MGRC
Mcgrath Rentcorp

Industrials
3.97K
+ 23.56%
$109.58 - $128.96 $435K - $512K
20.8K $2.32M
KO
Coca Cola CO

Consumer Defensive
6.06K
New
$60.81 - $72.32 $368K - $438K
6.06K $433K
SHEL
Shell PLC

Energy
4.87K
+ 69.13%
$62.84 - $73.29 $306K - $357K
11.9K $872K
WFC
Wells Fargo & Company

Financial Services
5.37K
+ 19.38%
$66.78 - $81.42 $359K - $438K
33.1K $2.38M
VEA
Vanguard Ftse Developed Market

ETFs
5.55K
+ 14.18%
$47.4 - $52.99 $263K - $294K
44.7K $2.27M
BHP
Bhp Group LTD

Basic Materials
8.12K
New
$48.18 - $52.11 $391K - $423K
8.12K $394K
FANG
Diamondback Energy, Inc.

Energy
2.39K
New
$139.9 - $180.18 $335K - $431K
2.39K $382K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.37K
+ 105.42%
$161.13 - $209.29 $383K - $497K
4.63K $765K
FIS
Fidelity National Information Services, Inc.

Technology
5.71K
+ 56.29%
$68.12 - $83.42 $389K - $476K
15.8K $1.18M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.67K
+ 3.81%
$97.25 - $104.79 $162K - $175K
45.4K $4.71M
ALL
Allstate Corp

Financial Services
1.71K
New
$180.99 - $210.18 $309K - $359K
1.71K $353K
JCI
Johnson Controls International PLC

Industrials
4.29K
New
$76.12 - $90.6 $326K - $388K
4.29K $343K
DVN
Devon Energy Corp

Energy
8.61K
New
$33.15 - $38.55 $285K - $332K
8.61K $321K
AMAT
Applied Materials Inc

Technology
2.18K
New
$145.06 - $195.51 $317K - $427K
2.18K $316K
GLD
Spdr Gold Trust

ETFs
1.06K
New
$243.19 - $288.14 $257K - $305K
1.06K $304K
TWLO
Twilio Inc

Communication Services
3.09K
New
$94.9 - $148.35 $293K - $458K
3.09K $302K
SLB
Schlumberger Limited

Energy
7.19K
New
$38.4 - $43.74 $276K - $315K
7.19K $300K
ABBV
Abb Vie Inc.

Healthcare
1.06K
+ 44.58%
$169.2 - $216.66 $179K - $230K
3.44K $720K
Activity Summary
Buys All Purchases 165 New Holdings 59 Increased Positions 106 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track One Wealth Advisors, LLC Portfolio

Follow One Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email