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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13
+ 2.13%
$456.74 - $568.03 $5.94K - $7.38K
624 $354K
SPGI
S&P Global Inc.

Financial Services
6
+ 0.32%
$438.31 - $527.29 $2.63K - $3.16K
1.9K $999K
GD
General Dynamics Corp

Industrials
40
+ 3.95%
$247.68 - $291.66 $9.91K - $11.7K
1.05K $307K
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 7.88%
$908.13 - $1056.85 $17.3K - $20.1K
260 $257K
MFC
Manulife Financial Corp

Financial Services
234
+ 0.9%
$26.93 - $32.44 $6.3K - $7.59K
26.2K $837K
TYL
Tyler Technologies Inc

Technology
34
+ 8.54%
$521.68 - $592.84 $17.7K - $20.2K
432 $256K
VO
Vanguard Mid Cap ETF

ETFs
12
+ 1.3%
$228.54 - $279.83 $2.74K - $3.36K
935 $261K
MDT
Medtronic PLC

Healthcare
557
+ 5.33%
$80.68 - $88.86 $44.9K - $49.5K
11K $959K
CNI
Canadian National Railway CO

Industrials
46
+ 2.13%
$92.66 - $108.13 $4.26K - $4.97K
2.2K $229K
JLL
Jones Lang Lasalle Inc

Real Estate
4
+ 0.37%
$204.57 - $256.96 $818 - $1.03K
1.07K $274K
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.25%
$233.83 - $276.34 $701 - $829
1.23K $328K
BHP
Bhp Group LTD

Basic Materials
188
+ 2.31%
$40.22 - $50.88 $7.56K - $9.57K
8.31K $399K
FISV
Fiserv Inc

Technology
21
+ 0.45%
N/A
4.73K $592K
GNMA
Ishares Gnma Bond ETF

ETFs
48
+ 1.01%
$42.91 - $44.21 $2.06K - $2.12K
4.79K $210K
CRH.L
Crh PLC

Basic Materials
284
+ 7.46%
N/A
4.09K $0
Corpay Inc
11
+ 1.38%
N/A
809 $0
Aptiv PLC
3.83K
New
N/A
3.83K $0
Linde PLC
11
+ 1.16%
N/A
956 $0
MOGA
Moog Inc Cla
1.11K
New
N/A
1.11K $0
Blackrock ETF Trust Ii
10.9K
+ 8.33%
N/A
142K $0
Atlassian Corporation
1.61K
+ 56.75%
N/A
4.44K $0
Blackrock ETF Trust
116K
New
N/A
116K $0
Blackrock ETF Trust
223K
+ 389.65%
N/A
281K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
154K
+ 101.72%
N/A
306K $0
Coherent Corp
2.28K
New
N/A
2.28K $0
CBZ
Cbiz, Inc.

Industrials
129
+ 4.2%
$66.19 - $79.64 $8.54K - $10.3K
3.2K $229K
MO
Altria Group, Inc.

Consumer Defensive
120
+ 1.27%
$55.56 - $60.91 $6.67K - $7.31K
9.55K $559K
RIO
Rio Tinto PLC

Basic Materials
113
+ 1.59%
$52.32 - $62.75 $5.91K - $7.09K
7.21K $420K
ALL
Allstate Corp

Financial Services
6
+ 0.35%
$180.53 - $212.64 $1.08K - $1.28K
1.71K $345K
ZTO
Zto Express (Cayman) Inc.

Industrials
790
+ 6.61%
$16.51 - $19.83 $13K - $15.7K
12.7K $226K
DVY
Ishares Tr

ETFs
226
+ 0.74%
$118.37 - $134.86 $26.8K - $30.5K
30.8K $4.09M
PPL
Ppl Corp

Utilities
6
+ 0.08%
$33.45 - $36.5 $201 - $219
7.09K $240K
LLY
Eli Lilly & CO

Healthcare
6
+ 1.35%
$713.71 - $898.95 $4.28K - $5.39K
451 $351K
FDX
Fedex Corp

Industrials
1
+ 0.1%
$198.07 - $245.17 $198 - $245
978 $222K
ALC
Alcon Inc

Healthcare
81
+ 1.61%
$82.88 - $98.3 $6.71K - $7.96K
5.1K $450K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
12.4K
+ 1400.0%
$87.84 - $1441.89 $1.09M - $17.9M
13.3K $1.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.17%
$483.48 - $539.8 $1.45K - $1.62K
1.78K $862K
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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