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
CARS
Cars.Com Inc.

Consumer Cyclical
18.6K
+ 153.17%
$11.77 - $13.79 $219K - $256K
30.7K $375K
GM
General Motors CO

Consumer Cyclical
3.73K
New
$48.89 - $61.24 $182K - $228K
3.73K $227K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2.8K
New
$54.83 - $84.09 $154K - $236K
2.8K $223K
KHC
Kraft Heinz CO

Consumer Defensive
8.56K
New
$25.63 - $28.94 $219K - $248K
8.56K $222K
MLM
Martin Marietta Materials Inc

Basic Materials
352
New
$546.36 - $631.12 $192K - $222K
352 $221K
IEMG
Ishares Inc

ETFs
4.11K
+ 1.68%
N/A
249K $13.3M
BBW
Build A Bear Workshop Inc

Consumer Cyclical
3.27K
New
$49.36 - $75.85 $161K - $248K
3.27K $220K
FTDR
Frontdoor, Inc.

Consumer Cyclical
3.11K
New
$54.88 - $68.04 $171K - $212K
3.11K $209K
CMI
Cummins Inc

Industrials
493
New
$327.85 - $426.39 $162K - $210K
493 $208K
FDX
Fedex Corp

Industrials
846
+ 86.5%
$217.1 - $243.2 $184K - $206K
1.82K $430K
VZ
Verizon Communications Inc

Communication Services
4.69K
New
$40.84 - $45.06 $192K - $211K
4.69K $206K
ASML
Asml Holding Nv

Technology
35
+ 3.64%
$689.63 - $968.09 $24.1K - $33.9K
997 $965K
VLUE
Ishares Msci Usa Value Factor

ETFs
976
+ 16.23%
$111.55 - $125.05 $109K - $122K
6.99K $873K
VEA
Vanguard Ftse Developed Market

ETFs
1.1K
+ 2.64%
$56.02 - $60.3 $61.5K - $66.1K
42.7K $2.56M
DDS
Dillard'S, Inc.

Consumer Cyclical
9
+ 1.13%
$425.73 - $623.76 $3.83K - $5.61K
809 $497K
MU
Micron Technology Inc

Technology
420
+ 20.31%
$104.88 - $168.89 $44K - $70.9K
2.49K $416K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.48K
+ 4.5%
$14.73 - $19.31 $21.8K - $28.6K
34.5K $663K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.4K
+ 6.5%
$102.4 - $103.88 $143K - $145K
22.9K $2.37M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.03K
+ 3.0%
$92.18 - $95.14 $95.2K - $98.3K
35.5K $3.37M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.03K
+ 27.17%
$89.29 - $100.17 $91.5K - $103K
4.8K $480K
UNH
Unitedhealth Group Inc

Healthcare
222
+ 16.75%
$237.77 - $353.61 $52.8K - $78.5K
1.55K $534K
FFIV
F5, Inc.

Technology
228
+ 17.55%
$290.76 - $334.59 $66.3K - $76.3K
1.53K $493K
FE
Firstenergy Corp

Utilities
1.64K
+ 26.91%
$39.76 - $45.82 $65.1K - $75.1K
7.73K $353K
SIGA
Siga Technologies Inc

Healthcare
11.6K
New
$6.46 - $9.48 $75.1K - $110K
11.6K $106K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
246
+ 1.3%
$49.43 - $54.52 $12.2K - $13.4K
19.1K $1.04M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
114
+ 18.27%
$567.77 - $614.76 $64.7K - $70.1K
738 $451K
BAP
Credicorp LTD

Financial Services
43
+ 2.47%
$220.56 - $278.29 $9.48K - $12K
1.78K $474K
MO
Altria Group, Inc.

Consumer Defensive
145
+ 1.52%
$57.75 - $67.68 $8.37K - $9.81K
9.69K $640K
LQD
Ishares Iboxx $ Investment Gra

ETFs
288
+ 1.1%
$107.66 - $112.36 $31K - $32.4K
26.5K $2.95M
ENVX
Enovix Corp

Industrials
10.7K
+ 14.29%
$8.0 - $15.93 $85.7K - $171K
85.7K $854K
BHP
Bhp Group LTD

Basic Materials
239
+ 2.88%
$48.67 - $56.22 $11.6K - $13.4K
8.55K $476K
BAC
Bank Of America Corp

Financial Services
54
+ 0.32%
$44.92 - $52.42 $2.43K - $2.83K
16.9K $870K
RIO
Rio Tinto PLC

Basic Materials
235
+ 3.26%
$57.66 - $66.01 $13.6K - $15.5K
7.44K $491K
NTES
Net Ease, Inc.

Communication Services
105
+ 3.73%
$127.31 - $159.34 $13.4K - $16.7K
2.92K $444K
TMUS
T Mobile Us, Inc.

Communication Services
243
+ 8.73%
$226.02 - $259.01 $54.9K - $62.9K
3.03K $724K
HD
Home Depot, Inc.

Consumer Cyclical
68
+ 8.62%
$357.4 - $423.42 $24.3K - $28.8K
857 $347K
ILCV
Ishares Morningstar Value ETF

ETFs
130
+ 1.97%
$82.86 - $90.02 $10.8K - $11.7K
6.73K $605K
CVX
Chevron Corp

Energy
15
+ 0.45%
$145.57 - $161.83 $2.18K - $2.43K
3.35K $519K
VTI
Vanguard Total Stock Market Et

ETFs
14
+ 1.0%
$303.93 - $329.86 $4.26K - $4.62K
1.41K $463K
PPL
Ppl Corp

Utilities
396
+ 5.59%
$33.54 - $37.24 $13.3K - $14.7K
7.49K $278K
ALL
Allstate Corp

Financial Services
62
+ 3.62%
$192.0 - $214.65 $11.9K - $13.3K
1.78K $381K
NXPI
Nxp Semiconductors N.V.

Technology
92
+ 7.94%
$205.16 - $239.07 $18.9K - $22K
1.25K $284K
WMT
Walmart Inc.

Consumer Defensive
28
+ 0.57%
$94.4 - $104.27 $2.64K - $2.92K
4.96K $511K
AON
Aon PLC

Financial Services
78
+ 10.91%
$350.91 - $375.27 $27.4K - $29.3K
793 $282K
DGX
Quest Diagnostics Inc

Healthcare
188
+ 15.67%
N/A
1.39K $190K
ZTO
Zto Express (Cayman) Inc.

Industrials
285
+ 2.24%
$17.7 - $20.73 $5.04K - $5.91K
13K $250K
JCI
Johnson Controls International PLC

Industrials
4
+ 0.09%
$103.24 - $111.73 $413 - $447
4.29K $471K
OEF
Ishares S&P 100 ETF

ETFs
56
+ 0.11%
N/A
51.7K $13.7M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.21%
$291.67 - $316.99 $583 - $634
933 $283K
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
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