One Wealth Advisors, LLC Purchases in Q3 2024

One Wealth Advisors, LLC

  • $639 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
1.1K
New
$182.15 - $182.15 $201K - $201K
1.1K $200K
FIS
Fidelity National Information Services, Inc.

Technology
1.33K
+ 20.2%
$72.8 - $85.04 $97K - $113K
7.93K $664K
ACIW
Aci Worldwide, Inc.

Technology
1.74K
+ 31.17%
$38.9 - $50.89 $67.8K - $88.7K
7.34K $373K
SXC
Sun Coke Energy, Inc.

Basic Materials
16.9K
New
$7.71 - $11.7 $131K - $198K
16.9K $147K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
503
+ 2.64%
$75.63 - $84.89 $38K - $42.7K
19.6K $1.65M
KGC
Kinross Gold Corp

Basic Materials
13.5K
New
$8.02 - $9.84 $108K - $133K
13.5K $126K
ABEV
Ambev S.A.

Consumer Defensive
35.4K
+ 36.25%
$2.04 - $2.44 $72.3K - $86.4K
133K $324K
HPE
Hewlett Packard Enterprise CO

Technology
6.45K
+ 31.45%
$16.1 - $21.44 $104K - $138K
26.9K $551K
BK
Bank Of New York Mellon Corp

Financial Services
889
+ 20.61%
$59.54 - $72.17 $52.9K - $64.2K
5.2K $373K
THC
Tenet Healthcare Corp

Healthcare
386
+ 26.44%
$129.27 - $168.03 $49.9K - $64.9K
1.85K $306K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
4.11K
+ 32.98%
$17.03 - $20.87 $70K - $85.8K
16.6K $327K
HD
Home Depot, Inc.

Consumer Cyclical
113
+ 15.25%
$333.64 - $405.2 $37.7K - $45.8K
854 $346K
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.18%
$101.25 - $127.45 $709 - $892
3.96K $481K
GE
General Electric CO

Industrials
150
+ 9.05%
$156.66 - $189.66 $23.5K - $28.4K
1.81K $340K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 1.16%
$1591.44 - $2140.1 $3.18K - $4.28K
175 $358K
ICVT
Ishares Tr Convertible Bond Et

ETFs
670
+ 19.35%
$77.24 - $83.67 $51.8K - $56.1K
4.13K $345K
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.09%
$194.9 - $224.8 $1.36K - $1.57K
8.16K $1.72M
TFX
Teleflex Inc

Healthcare
114
+ 10.36%
$211.25 - $247.28 $24.1K - $28.2K
1.21K $300K
TRMB
Trimble Inc.

Technology
542
+ 11.01%
$49.82 - $62.06 $27K - $33.6K
5.46K $339K
CNC
Centene Corp

Healthcare
8
+ 0.13%
$64.89 - $80.23 $519 - $642
6.13K $461K
AXP
American Express CO

Financial Services
5
+ 0.4%
$225.92 - $271.17 $1.13K - $1.36K
1.25K $338K
EEM
Ishares Msci Emerging Markets

ETFs
280
+ 2.63%
$40.42 - $46.7 $11.3K - $13.1K
10.9K $500K
ABT
Abbott Laboratories

Healthcare
11
+ 0.27%
$100.07 - $118.13 $1.1K - $1.3K
4.14K $472K
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.37%
$163.84 - $199.33 $819 - $997
1.37K $271K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.23%
$459.02 - $510.25 $918 - $1.02K
858 $424K
NSIT
Insight Enterprises Inc

Technology
62
+ 4.71%
$180.0 - $225.24 $11.2K - $14K
1.38K $297K
CRM
Salesforce, Inc.

Technology
6
+ 0.35%
$238.42 - $276.53 $1.43K - $1.66K
1.73K $473K
FANG
Diamondback Energy, Inc.

Energy
376
+ 30.06%
$168.46 - $210.94 $63.3K - $79.3K
1.63K $280K
MS
Morgan Stanley

Financial Services
8
+ 0.2%
$92.07 - $106.96 $737 - $856
3.93K $409K
TJX
Tjx Companies Inc

Consumer Cyclical
10
+ 0.32%
$107.93 - $120.23 $1.08K - $1.2K
3.12K $366K
BAC
Bank Of America Corp

Financial Services
586
+ 6.29%
$36.65 - $44.13 $21.5K - $25.9K
9.91K $393K
SLB
Schlumberger Limited

Energy
1.17K
+ 22.29%
$39.57 - $49.67 $46.2K - $58K
6.4K $268K
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.03%
$2815.0 - $3212.87 $2.82K - $3.21K
98 $308K
HEZU
Ishares Currency Hedged Msci E

ETFs
401
+ 3.08%
$33.46 - $37.07 $13.4K - $14.9K
13.4K $493K
COF
Capital One Financial Corp

Financial Services
1
+ 0.06%
$131.42 - $153.05 $131 - $153
1.7K $253K
HON
Honeywell International Inc

Industrials
124
+ 10.08%
$196.73 - $220.21 $24.4K - $27.3K
1.35K $279K
GD
General Dynamics Corp

Industrials
3
+ 0.29%
$279.51 - $308.09 $839 - $924
1.05K $316K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 1.03%
$801.83 - $917.05 $2.41K - $2.75K
293 $259K
GPN
Global Payments Inc

Industrials
1
+ 0.05%
$92.66 - $112.97 $92.7 - $113
1.98K $202K
AMD
Advanced Micro Devices Inc

Technology
15
+ 0.82%
$128.67 - $183.96 $1.93K - $2.76K
1.85K $302K
IYE
Ishares Tr

ETFs
373
+ 5.08%
$44.44 - $49.18 $16.6K - $18.3K
7.71K $357K
Blackrock ETF Trust Ii
120K
New
N/A
120K $0
LCTD
Blackrock ETF World Ex Us Carb
97
+ 0.29%
N/A
33.8K $0
CRH.L
Crh PLC

Basic Materials
623
+ 22.33%
N/A
3.41K $0
Kenvue Inc
9.23K
New
N/A
9.23K $0
GIGB
Goldman Sachs ETF Access Invt
30.4K
New
N/A
30.4K $0
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.07%
N/A
1.43K $264K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.3%
$772.14 - $960.02 $772 - $960
334 $295K
WM
Waste Management Inc

Industrials
1
+ 0.1%
$196.96 - $223.45 $197 - $223
986 $204K
Activity Summary
Buys All Purchases 113 New Holdings 42 Increased Positions 71 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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