One Wealth Advisors, LLC Purchases in Q2 2025

One Wealth Advisors, LLC

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.06K
New
$160.22 - $209.35 $170K - $222K
1.06K $221K
UI
Ubiquiti Inc.

Technology
531
New
$273.45 - $456.69 $145K - $243K
531 $218K
CI
Cigna Corp

Healthcare
638
+ 71.21%
$301.89 - $340.04 $193K - $217K
1.53K $507K
SPY
Spdr S&P 500 ETF Trust

ETFs
340
New
$496.48 - $617.85 $169K - $210K
340 $210K
ZD
Ziff Davis, Inc.

Communication Services
6.78K
New
$29.53 - $38.63 $200K - $262K
6.78K $205K
C
Citigroup Inc

Financial Services
1.26K
+ 19.52%
$58.13 - $85.12 $73.2K - $107K
7.72K $656K
DIS
Walt Disney CO

Communication Services
805
+ 24.15%
$81.72 - $124.01 $65.8K - $99.8K
4.14K $513K
TWLO
Twilio Inc

Communication Services
805
+ 26.08%
$81.34 - $124.36 $65.5K - $100K
3.89K $484K
DGX
Quest Diagnostics Inc

Healthcare
1.2K
New
N/A
1.2K $164K
HDB
Hdfc Bank LTD

Financial Services
294
+ 2.23%
$63.78 - $77.48 $18.8K - $22.8K
13.5K $1.03M
PHM
Pultegroup Inc

Consumer Cyclical
1.28K
+ 37.47%
$92.02 - $106.54 $118K - $136K
4.7K $495K
CARS
Cars.Com Inc.

Consumer Cyclical
12.1K
New
$10.05 - $12.1 $122K - $147K
12.1K $143K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.08K
+ 9.91%
$22.54 - $23.17 $137K - $141K
67.4K $1.55M
HPQ
Hp Inc

Technology
9.65K
+ 31.83%
$21.88 - $29.32 $211K - $283K
40K $977K
CSL
Carlisle Companies Inc

Industrials
227
+ 16.26%
$317.1 - $408.5 $72K - $92.7K
1.62K $606K
FFIV
F5, Inc.

Technology
349
+ 36.74%
$239.25 - $295.9 $83.5K - $103K
1.3K $382K
EMB
Ishares Tr

ETFs
880
+ 3.84%
$86.54 - $92.62 $76.2K - $81.5K
23.8K $2.21M
CSCO
Cisco Systems, Inc.

Technology
846
+ 9.65%
$53.19 - $69.38 $45K - $58.7K
9.61K $667K
IAU
Ishares Gold Trust

ETFs
93
+ 0.27%
$56.1 - $64.74 $5.22K - $6.02K
34.1K $2.13M
AXP
American Express CO

Financial Services
8
+ 0.34%
$231.39 - $318.98 $1.85K - $2.55K
2.35K $749K
TRMB
Trimble Inc.

Technology
576
+ 8.04%
$55.12 - $75.98 $31.7K - $43.8K
7.74K $588K
EBAY
Ebay Inc

Consumer Cyclical
1.1K
+ 23.47%
$59.52 - $79.36 $65.2K - $86.9K
5.76K $428K
LMT
Lockheed Martin Corp

Industrials
221
+ 43.76%
$430.82 - $486.45 $95.2K - $108K
726 $336K
MATX
Matson, Inc.

Industrials
1.28K
+ 67.16%
$93.11 - $132.21 $119K - $169K
3.19K $355K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.11K
+ 1.77%
$46.41 - $47.7 $98.1K - $101K
122K $5.79M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
549
+ 19.62%
$94.74 - $118.43 $52K - $65K
3.35K $396K
UAL
United Airlines Holdings, Inc.

Industrials
715
+ 17.85%
$56.15 - $84.23 $40.1K - $60.2K
4.72K $375K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
454
+ 23.77%
$144.63 - $179.53 $65.7K - $81.5K
2.36K $389K
BAC
Bank Of America Corp

Financial Services
44
+ 0.26%
$34.39 - $47.46 $1.51K - $2.09K
16.8K $795K
EXPE
Expedia Group, Inc.

Consumer Cyclical
477
+ 15.19%
$136.63 - $176.62 $65.2K - $84.2K
3.62K $610K
FMX
Mexican Economic Development Inc

Consumer Defensive
447
+ 7.01%
$92.5 - $107.84 $41.3K - $48.2K
6.82K $702K
MS
Morgan Stanley

Financial Services
26
+ 0.84%
$99.83 - $140.86 $2.6K - $3.66K
3.11K $438K
DELL
Dell Technologies Inc.

Technology
42
+ 1.85%
$71.63 - $125.98 $3.01K - $5.29K
2.31K $283K
CARR
Carrier Global Corp

Industrials
600
+ 17.66%
$55.55 - $75.83 $33.3K - $45.5K
4K $292K
VV
Vanguard Large Cap ETF

ETFs
50
+ 2.27%
$228.25 - $285.3 $11.4K - $14.3K
2.25K $641K
MPC
Marathon Petroleum Corp

Energy
22
+ 0.68%
$118.55 - $170.08 $2.61K - $3.74K
3.24K $538K
MET
Metlife Inc

Financial Services
842
+ 8.06%
$68.42 - $82.49 $57.6K - $69.5K
11.3K $907K
FOXA
Fox Corp

Communication Services
1.27K
+ 18.93%
$47.21 - $57.04 $60.1K - $72.7K
8.01K $448K
BAP
Credicorp LTD

Financial Services
14
+ 0.81%
$169.89 - $223.9 $2.38K - $3.13K
1.74K $388K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
758
+ 2.35%
$11.9 - $15.57 $9.02K - $11.8K
33K $506K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
30
+ 0.36%
$50.29 - $64.29 $1.51K - $1.93K
8.28K $532K
LQD
Ishares Iboxx $ Investment Gra

ETFs
382
+ 1.48%
$105.23 - $109.61 $40.2K - $41.9K
26.2K $2.87M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
754
+ 9.34%
$75.05 - $77.34 $56.6K - $58.3K
8.83K $682K
HEZU
Ishares Currency Hedged Msci E

ETFs
896
+ 6.82%
$34.68 - $41.63 $31.1K - $37.3K
14K $575K
USFD
Us Foods Holding Corp.

Consumer Defensive
31
+ 0.66%
$60.47 - $79.12 $1.87K - $2.45K
4.69K $361K
LPLA
Lpl Financial Holdings Inc.

Financial Services
24
+ 2.62%
$283.31 - $388.96 $6.8K - $9.34K
939 $352K
SHEL
Shell PLC

Energy
1.21K
+ 10.12%
$59.75 - $73.05 $72K - $88K
13.1K $923K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
438
+ 2.42%
$13.24 - $18.0 $5.8K - $7.88K
18.5K $314K
NVS
Novartis Ag

Healthcare
200
+ 9.19%
$101.96 - $121.01 $20.4K - $24.2K
2.38K $287K
Activity Summary
Buys All Purchases 138 New Holdings 24 Increased Positions 114 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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