One Wealth Advisors, LLC Incresed Positions in Q3 2024

One Wealth Advisors, LLC

  • $639 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
155K
+ 122.27%
$51.72 - $57.96 $8.04M - $9.01M
283K $16.3M
AAPL
Apple Inc.

Technology
14K
+ 7.66%
$207.23 - $234.82 $2.91M - $3.29M
197K $45.9M
GOOG
Alphabet Inc.

Communication Services
22.2K
+ 161.34%
$149.54 - $192.66 $3.31M - $4.27M
35.9K $6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
37.3K
+ 25.06%
$56.04 - $62.99 $2.09M - $2.35M
186K $11.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.12K
+ 1.66%
$162.64 - $179.3 $344K - $379K
129K $23.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.19K
+ 2.31%
$44.24 - $49.47 $407K - $455K
407K $20.1M
IVE
Ishares S&P 500 Value ETF

ETFs
965
+ 1.92%
$181.06 - $197.17 $175K - $190K
51.1K $10.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.01%
$113.45 - $126.18 $908 - $1.01K
118K $14.8M
BMY
Bristol Myers Squibb CO

Healthcare
12.8K
+ 206.89%
$39.66 - $51.75 $507K - $662K
19K $981K
OEF
Ishares S&P 100 ETF

ETFs
2.24K
+ 5.4%
$266.03 - $266.03 $596K - $596K
43.7K $11.6M
IEV
Ishares Tr Europe ETF

ETFs
1.15K
+ 0.94%
$53.25 - $58.78 $61.1K - $67.5K
123K $7.15M
HDB
Hdfc Bank LTD

Financial Services
6.88K
+ 105.15%
$58.04 - $66.97 $399K - $461K
13.4K $839K
XOM
Exxon Mobil Corp

Energy
2.01K
+ 73.36%
$109.72 - $119.0 $220K - $239K
4.74K $555K
IFRA
Ishares Tr

ETFs
211
+ 0.47%
$41.55 - $46.97 $8.77K - $9.91K
45.1K $2.12M
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
ESGD
Ishares Trust Ishares Esg Awar

ETFs
503
+ 2.64%
$75.63 - $84.89 $38K - $42.7K
19.6K $1.65M
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
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.23%
$459.02 - $510.25 $918 - $1.02K
858 $424K
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.37%
$163.84 - $199.33 $819 - $997
1.37K $271K
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
HEZU
Ishares Currency Hedged Msci E

ETFs
401
+ 3.08%
$33.46 - $37.07 $13.4K - $14.9K
13.4K $493K
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.03%
$2815.0 - $3212.87 $2.82K - $3.21K
98 $308K
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
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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