One Wealth Advisors, LLC Incresed Positions in Q3 2025

One Wealth Advisors, LLC

  • $730 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
177K
+ 117.43%
$51.78 - $57.89 $9.14M - $10.2M
327K $18.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
95.1K
+ 22.65%
$54.35 - $59.32 $5.17M - $5.64M
515K $30.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.6K
+ 5.08%
$72.65 - $78.68 $2.01M - $2.17M
571K $44.7M
GLDM
World Gold Trust

ETFs
34.5K
+ 59.42%
$64.73 - $76.45 $2.23M - $2.64M
92.6K $7.08M
IVE
Ishares S&P 500 Value ETF

ETFs
9.47K
+ 10.95%
$194.44 - $206.51 $1.84M - $1.96M
96K $19.8M
MUB
Ishares National Muni Bond ETF

ETFs
22.3K
+ 11.51%
$103.24 - $106.68 $2.3M - $2.38M
216K $23M
GOOG
Alphabet Inc.

Communication Services
1.95K
+ 6.5%
$175.16 - $255.24 $342K - $498K
32K $7.79M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8.75K
+ 8.23%
$134.94 - $145.86 $1.18M - $1.28M
115K $16.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
19K
+ 37.63%
$98.52 - $103.93 $1.87M - $1.97M
69.4K $7.14M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
61.5K
+ 8.27%
$22.9 - $23.58 $1.41M - $1.45M
805K $18.9M
META
Meta Platforms, Inc.

Communication Services
1.73K
+ 25.95%
$695.21 - $791.73 $1.2M - $1.37M
8.39K $6.16M
IAU
Ishares Gold Trust

ETFs
10.3K
+ 30.1%
$61.62 - $72.77 $632K - $747K
44.4K $3.23M
MBB
Ishares Tr

ETFs
9.07K
+ 8.61%
$92.46 - $95.73 $839K - $868K
114K $10.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
17.5K
+ 14.23%
$50.85 - $51.35 $887K - $896K
140K $7.18M
TSLA
Tesla, Inc.

Consumer Cyclical
33
+ 0.47%
$293.94 - $444.72 $9.7K - $14.7K
7.08K $3.15M
MSFT
Microsoft Corp

Technology
651
+ 4.21%
$491.09 - $535.64 $320K - $349K
16.1K $8.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6K
+ 74.88%
$97.75 - $100.75 $587K - $605K
14K $1.41M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.27K
+ 2.5%
$110.74 - $122.12 $141K - $156K
52.2K $6.32M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
19.1K
+ 6.3%
$22.89 - $23.7 $438K - $454K
323K $7.61M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.45K
+ 16.5%
$87.05 - $93.19 $388K - $415K
31.4K $2.92M
SYY
Sysco Corp

Consumer Defensive
4.6K
+ 110.11%
$76.33 - $82.51 $351K - $379K
8.77K $721K
URI
United Rentals, Inc.

Industrials
7
+ 0.39%
$774.14 - $975.23 $5.42K - $6.83K
1.8K $1.72M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.21K
+ 6.58%
$39.06 - $43.42 $125K - $139K
51.9K $2.25M
NVS
Novartis Ag

Healthcare
2.52K
+ 105.89%
$113.5 - $129.73 $286K - $326K
4.89K $627K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.8K
+ 17.45%
$22.64 - $23.22 $266K - $273K
79.2K $1.83M
PLTR
Palantir Technologies Inc.

Technology
795
+ 31.24%
$130.68 - $186.97 $104K - $149K
3.34K $609K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.06K
+ 3.33%
$46.86 - $48.27 $190K - $196K
126K $6.04M
EMB
Ishares Tr

ETFs
1.92K
+ 8.06%
$91.52 - $95.59 $176K - $183K
25.7K $2.45M
CARS
Cars.Com Inc.

Consumer Cyclical
18.6K
+ 153.17%
$11.77 - $13.79 $219K - $256K
30.7K $375K
IEMG
Ishares Inc

ETFs
4.11K
+ 1.68%
N/A
249K $13.3M
FDX
Fedex Corp

Industrials
846
+ 86.5%
$217.1 - $243.2 $184K - $206K
1.82K $430K
PFE
Pfizer Inc

Healthcare
7.43K
+ 56.22%
$23.29 - $25.88 $173K - $192K
20.6K $526K
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
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
LQD
Ishares Iboxx $ Investment Gra

ETFs
288
+ 1.1%
$107.66 - $112.36 $31K - $32.4K
26.5K $2.95M
MO
Altria Group, Inc.

Consumer Defensive
145
+ 1.52%
$57.75 - $67.68 $8.37K - $9.81K
9.69K $640K
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
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