One Wealth Advisors, LLC Incresed Positions in Q1 2025

One Wealth Advisors, LLC

  • $646 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
21.1K
+ 39.87%
$185.78 - $198.58 $3.92M - $4.19M
74K $14.1M
IEMG
Ishares Inc

ETFs
69.8K
+ 107.34%
N/A
135K $7.23M
GLDM
World Gold Trust

ETFs
38.3K
+ 93.78%
$52.19 - $61.89 $2M - $2.37M
79.1K $4.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
73.1K
+ 886.07%
$34.83 - $37.52 $2.55M - $2.74M
81.3K $2.95M
OEF
Ishares S&P 100 ETF

ETFs
9.12K
+ 20.32%
N/A
54K $14.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.6K
+ 243.46%
$120.29 - $134.6 $1.52M - $1.7M
17.8K $2.18M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.9K
+ 10.46%
$168.16 - $186.21 $2.34M - $2.59M
147K $25.1M
FLL
Full House Resorts Inc

Consumer Cyclical
324K
+ 127.02%
$4.0 - $5.45 $1.3M - $1.77M
579K $2.42M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
26.4K
+ 3.3%
$22.46 - $23.26 $594K - $615K
827K $19.2M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
13K
+ 12.21%
$45.92 - $47.58 $598K - $620K
120K $5.68M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.53K
+ 13.95%
$87.68 - $94.52 $397K - $428K
37K $3.47M
MET
Metlife Inc

Financial Services
7.04K
+ 206.67%
$77.7 - $87.0 $547K - $612K
10.4K $838K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
224
+ 33.73%
$1187.71 - $1432.58 $266K - $321K
888 $1.27M
UNH
Unitedhealth Group Inc

Healthcare
751
+ 20.26%
$461.52 - $548.18 $347K - $412K
4.46K $2.33M
EW
Edwards Lifesciences Corp

Healthcare
6.43K
+ 54.16%
$67.95 - $76.19 $437K - $490K
18.3K $1.33M
MGRC
Mcgrath Rentcorp

Industrials
3.97K
+ 23.56%
$109.58 - $128.96 $435K - $512K
20.8K $2.32M
SHEL
Shell PLC

Energy
4.87K
+ 69.13%
$62.84 - $73.29 $306K - $357K
11.9K $872K
WFC
Wells Fargo & Company

Financial Services
5.37K
+ 19.38%
$66.78 - $81.42 $359K - $438K
33.1K $2.38M
VEA
Vanguard Ftse Developed Market

ETFs
5.55K
+ 14.18%
$47.4 - $52.99 $263K - $294K
44.7K $2.27M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.37K
+ 105.42%
$161.13 - $209.29 $383K - $497K
4.63K $765K
FIS
Fidelity National Information Services, Inc.

Technology
5.71K
+ 56.29%
$68.12 - $83.42 $389K - $476K
15.8K $1.18M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.67K
+ 3.81%
$97.25 - $104.79 $162K - $175K
45.4K $4.71M
ABBV
Abb Vie Inc.

Healthcare
1.06K
+ 44.58%
$169.2 - $216.66 $179K - $230K
3.44K $720K
V
Visa Inc.

Financial Services
42
+ 0.52%
$306.92 - $362.71 $12.9K - $15.2K
8.1K $2.84M
FISV
Fiserv Inc

Technology
2.28K
+ 93.67%
N/A
4.71K $589K
BAC
Bank Of America Corp

Financial Services
7.05K
+ 72.58%
$39.61 - $47.74 $279K - $337K
16.8K $699K
BK
Bank Of New York Mellon Corp

Financial Services
2.72K
+ 49.74%
$75.42 - $88.95 $205K - $242K
8.19K $686K
CMCSA
Comcast Corp

Communication Services
7.14K
+ 59.74%
$33.19 - $38.23 $237K - $273K
19.1K $704K
CDW
Cdw Corp

Technology
1.95K
+ 44.67%
$160.26 - $206.13 $313K - $403K
6.33K $1.01M
AXP
American Express CO

Financial Services
1.06K
+ 82.97%
$255.39 - $325.87 $271K - $346K
2.34K $630K
JNJ
Johnson & Johnson

Healthcare
723
+ 12.08%
$142.06 - $167.7 $103K - $121K
6.71K $1.11M
SPGI
S&P Global Inc.

Financial Services
448
+ 31.09%
$478.26 - $543.77 $214K - $244K
1.89K $959K
IGM
Ishares Expanded Tech Sector E

ETFs
3.81K
+ 41.15%
$90.67 - $108.46 $346K - $414K
13.1K $1.19M
BKNG
Booking Holdings Inc.

Consumer Cyclical
75
+ 22.26%
$4295.4 - $5141.88 $322K - $386K
412 $1.9M
GS
Goldman Sachs Group Inc

Financial Services
438
+ 66.36%
$524.81 - $672.19 $230K - $294K
1.1K $599K
ABT
Abbott Laboratories

Healthcare
1K
+ 29.51%
$111.1 - $140.22 $111K - $141K
4.4K $583K
FMX
Mexican Economic Development Inc

Consumer Defensive
1.31K
+ 25.73%
$81.23 - $100.59 $106K - $131K
6.38K $622K
AIG
American International Group, Inc.

Financial Services
1.32K
+ 27.4%
$70.5 - $86.94 $93.3K - $115K
6.15K $534K
PM
Philip Morris International Inc.

Consumer Defensive
205
+ 5.31%
$117.15 - $158.79 $24K - $32.6K
4.07K $645K
EMGF
Ishares Msci Emerging Markets

ETFs
3.11K
+ 14.7%
$44.18 - $48.23 $137K - $150K
24.3K $1.14M
RIO
Rio Tinto PLC

Basic Materials
2.82K
+ 65.81%
$58.19 - $64.29 $164K - $181K
7.1K $426K
EEM
Ishares Msci Emerging Markets

ETFs
2.96K
+ 15.9%
$40.81 - $45.34 $121K - $134K
21.6K $944K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.08K
+ 4.37%
$105.1 - $109.61 $114K - $118K
25.8K $2.81M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.97K
+ 17.65%
$42.5 - $46.71 $126K - $139K
19.8K $894K
UBER
Uber Technologies, Inc

Technology
1.5K
+ 45.33%
$63.17 - $81.49 $95K - $123K
4.82K $351K
KGC
Kinross Gold Corp

Basic Materials
8.19K
+ 58.14%
$9.69 - $12.61 $79.3K - $103K
22.3K $280K
CSL
Carlisle Companies Inc

Industrials
512
+ 57.92%
$326.43 - $408.24 $167K - $209K
1.4K $475K
HLN
Haleon PLC

Healthcare
8.43K
+ 10.28%
$9.02 - $10.67 $76K - $89.9K
90.4K $930K
QCOM
Qualcomm Inc

Technology
838
+ 22.04%
$151.94 - $175.86 $127K - $147K
4.64K $712K
Activity Summary
Buys All Purchases 165 New Holdings 59 Increased Positions 106 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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