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
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.8K
New
$105.24 - $117.4 $294K - $328K
2.8K $297K
DDS
Dillard'S, Inc.

Consumer Cyclical
825
New
$353.25 - $508.77 $291K - $420K
825 $295K
CI
Cigna Corp

Healthcare
896
New
$274.49 - $329.0 $246K - $295K
896 $294K
V
Visa Inc.

Financial Services
42
+ 0.52%
$306.92 - $362.71 $12.9K - $15.2K
8.1K $2.84M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.91K
New
$132.75 - $177.12 $254K - $338K
1.91K $291K
FISV
Fiserv Inc

Technology
2.28K
+ 93.67%
N/A
4.71K $589K
GD
General Dynamics Corp

Industrials
1.01K
New
$241.94 - $272.58 $245K - $276K
1.01K $276K
BAC
Bank Of America Corp

Financial Services
7.05K
+ 72.58%
$39.61 - $47.74 $279K - $337K
16.8K $699K
NSC
Norfolk Southern Corp

Industrials
1.14K
New
$227.69 - $259.76 $259K - $295K
1.14K $269K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
18.1K
New
$14.03 - $17.33 $254K - $314K
18.1K $267K
JLL
Jones Lang Lasalle Inc

Real Estate
1.07K
New
$238.0 - $284.76 $254K - $304K
1.07K $264K
AZN
Astrazeneca PLC

Healthcare
3.53K
New
$65.37 - $77.96 $231K - $276K
3.53K $259K
CMCSA
Comcast Corp

Communication Services
7.14K
+ 59.74%
$33.19 - $38.23 $237K - $273K
19.1K $704K
PPL
Ppl Corp

Utilities
7.08K
New
$31.68 - $36.11 $224K - $256K
7.08K $255K
CDW
Cdw Corp

Technology
1.95K
+ 44.67%
$160.26 - $206.13 $313K - $403K
6.33K $1.01M
FFIV
F5, Inc.

Technology
950
New
$251.75 - $310.6 $239K - $295K
950 $252K
AXP
American Express CO

Financial Services
1.06K
+ 82.97%
$255.39 - $325.87 $271K - $346K
2.34K $630K
JNJ
Johnson & Johnson

Healthcare
723
+ 12.08%
$142.06 - $167.7 $103K - $121K
6.71K $1.11M
FE
Firstenergy Corp

Utilities
6.09K
New
$37.95 - $43.5 $231K - $265K
6.09K $246K
NVS
Novartis Ag

Healthcare
2.18K
New
$97.14 - $115.57 $211K - $251K
2.18K $242K
MU
Micron Technology Inc

Technology
2.79K
New
$86.89 - $109.38 $242K - $305K
2.79K $242K
SPGI
S&P Global Inc.

Financial Services
448
+ 31.09%
$478.26 - $543.77 $214K - $244K
1.89K $959K
IGM
Ishares Expanded Tech Sector E

ETFs
3.81K
+ 41.15%
$90.67 - $108.46 $346K - $414K
13.1K $1.19M
FDX
Fedex Corp

Industrials
977
New
$230.33 - $281.53 $225K - $275K
977 $238K
ZTO
Zto Express (Cayman) Inc.

Industrials
12K
New
$17.93 - $21.76 $214K - $260K
12K $237K
SNY
Sanofi

Healthcare
4.25K
New
$48.15 - $59.42 $204K - $252K
4.25K $235K
CVS
Cvs Health Corp

Healthcare
3.45K
New
$44.22 - $68.64 $153K - $237K
3.45K $234K
CNP
Centerpoint Energy Inc

Utilities
6.32K
New
$30.87 - $36.25 $195K - $229K
6.32K $228K
LMT
Lockheed Martin Corp

Industrials
505
New
$423.19 - $506.29 $214K - $256K
505 $225K
BKNG
Booking Holdings Inc.

Consumer Cyclical
75
+ 22.26%
$4295.4 - $5141.88 $322K - $386K
412 $1.9M
DOCU
Docusign, Inc.

Technology
2.76K
New
$74.7 - $97.7 $206K - $269K
2.76K $224K
GS
Goldman Sachs Group Inc

Financial Services
438
+ 66.36%
$524.81 - $672.19 $230K - $294K
1.1K $599K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.44K
New
$47.74 - $65.16 $164K - $224K
3.44K $219K
CARR
Carrier Global Corp

Industrials
3.4K
New
$62.07 - $70.55 $211K - $240K
3.4K $215K
CNI
Canadian National Railway CO

Industrials
2.16K
New
$95.46 - $106.79 $206K - $230K
2.16K $210K
GNMA
Ishares Gnma Bond ETF

ETFs
4.74K
New
$42.17 - $44.04 $200K - $209K
4.74K $208K
OMC
Omnicom Group Inc.

Communication Services
2.49K
New
$79.43 - $88.34 $198K - $220K
2.49K $206K
VZ
Verizon Communications Inc

Communication Services
4.54K
New
$37.81 - $46.49 $172K - $211K
4.54K $205K
IYR
Ishares Tr

ETFs
2.12K
New
$89.49 - $98.98 $190K - $210K
2.12K $203K
MCHP
Microchip Technology Inc

Technology
4.16K
New
$48.41 - $64.3 $201K - $267K
4.16K $201K
ABT
Abbott Laboratories

Healthcare
1K
+ 29.51%
$111.1 - $140.22 $111K - $141K
4.4K $583K
FMX
Mexican Economic Development Inc

Consumer Defensive
1.31K
+ 25.73%
$81.23 - $100.59 $106K - $131K
6.38K $622K
AIG
American International Group, Inc.

Financial Services
1.32K
+ 27.4%
$70.5 - $86.94 $93.3K - $115K
6.15K $534K
PM
Philip Morris International Inc.

Consumer Defensive
205
+ 5.31%
$117.15 - $158.79 $24K - $32.6K
4.07K $645K
EMGF
Ishares Msci Emerging Markets

ETFs
3.11K
+ 14.7%
$44.18 - $48.23 $137K - $150K
24.3K $1.14M
RIO
Rio Tinto PLC

Basic Materials
2.82K
+ 65.81%
$58.19 - $64.29 $164K - $181K
7.1K $426K
EEM
Ishares Msci Emerging Markets

ETFs
2.96K
+ 15.9%
$40.81 - $45.34 $121K - $134K
21.6K $944K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.08K
+ 4.37%
$105.1 - $109.61 $114K - $118K
25.8K $2.81M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.97K
+ 17.65%
$42.5 - $46.71 $126K - $139K
19.8K $894K
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
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