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
CSCO
Cisco Systems, Inc.

Technology
1.76K
+ 25.19%
$58.74 - $64.87 $104K - $114K
8.77K $541K
THC
Tenet Healthcare Corp

Healthcare
658
+ 20.72%
$119.51 - $144.98 $78.6K - $95.4K
3.83K $515K
T
At&T Inc.

Communication Services
586
+ 3.43%
$21.56 - $28.28 $12.6K - $16.6K
17.6K $499K
LLY
Eli Lilly & CO

Healthcare
111
+ 33.23%
$725.72 - $929.72 $80.6K - $103K
445 $367K
HPQ
Hp Inc

Technology
7.92K
+ 35.35%
$27.69 - $34.72 $219K - $275K
30.3K $839K
MELI
Mercadolibre Inc

Consumer Cyclical
29
+ 13.81%
$1739.0 - $2260.0 $50.4K - $65.5K
239 $466K
HDB
Hdfc Bank LTD

Financial Services
1.15K
+ 9.52%
$58.06 - $66.85 $66.7K - $76.7K
13.2K $877K
TRV
Travelers Companies, Inc.

Financial Services
308
+ 33.66%
$232.43 - $265.13 $71.6K - $81.7K
1.22K $323K
CVX
Chevron Corp

Energy
180
+ 5.58%
$146.71 - $167.97 $26.4K - $30.2K
3.41K $569K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.6K
+ 1.4%
$49.25 - $50.66 $374K - $385K
549K $27.3M
POOL
Pool Corp

Industrials
398
+ 26.32%
$314.92 - $364.31 $125K - $145K
1.91K $608K
COP
Conocophillips

Energy
715
+ 24.69%
$88.6 - $105.85 $63.3K - $75.7K
3.61K $379K
SYF
Synchrony Financial

Financial Services
2.99K
+ 53.98%
$51.9 - $70.63 $155K - $211K
8.54K $452K
DIS
Walt Disney CO

Communication Services
1.19K
+ 55.65%
$96.87 - $114.0 $115K - $136K
3.33K $329K
WU
Western Union CO

Financial Services
8.5K
+ 72.24%
$10.24 - $11.62 $87K - $98.7K
20.3K $214K
SAP
Sap Se

Technology
11
+ 0.33%
$241.4 - $293.69 $2.66K - $3.23K
3.38K $906K
NEE
Nextera Energy Inc

Utilities
1.11K
+ 37.18%
$66.96 - $76.16 $74.1K - $84.2K
4.08K $289K
UAL
United Airlines Holdings, Inc.

Industrials
1.91K
+ 91.54%
$69.05 - $110.52 $132K - $212K
4.01K $276K
SXC
Sun Coke Energy, Inc.

Basic Materials
10.1K
+ 59.76%
$8.95 - $10.57 $90.6K - $107K
27.1K $249K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.76K
+ 4.71%
$22.25 - $23.0 $61.4K - $63.4K
61.3K $1.41M
AZO
Autozone Inc

Consumer Cyclical
3
+ 3.57%
$3193.96 - $3828.11 $9.58K - $11.5K
87 $331K
ALC
Alcon Inc

Healthcare
12
+ 0.24%
$82.73 - $96.8 $993 - $1.16K
5.02K $476K
HEZU
Ishares Currency Hedged Msci E

ETFs
215
+ 1.66%
$35.85 - $40.72 $7.71K - $8.75K
13.1K $512K
COF
Capital One Financial Corp

Financial Services
229
+ 13.42%
$163.87 - $209.82 $37.5K - $48K
1.94K $346K
VTI
Vanguard Total Stock Market Et

ETFs
196
+ 16.0%
$271.18 - $303.12 $53.2K - $59.4K
1.42K $390K
AON
Aon PLC

Financial Services
9
+ 1.22%
$348.44 - $409.32 $3.14K - $3.68K
746 $297K
FLEX
Flex Ltd.

Technology
2.47K
+ 25.79%
$32.92 - $44.46 $81.3K - $110K
12K $398K
PHYL
Pgim ETF Tr

ETFs
811
+ 4.64%
$34.67 - $35.44 $28.1K - $28.7K
18.3K $637K
ICVT
Ishares Tr Convertible Bond Et

ETFs
363
+ 7.03%
$83.18 - $89.27 $30.2K - $32.4K
5.53K $462K
ABC
Amerisourcebergen Corp

Healthcare
125
+ 9.06%
N/A
1.5K $278K
BLDR
Builders First Source, Inc.

Industrials
459
+ 21.29%
$122.8 - $173.51 $56.4K - $79.6K
2.62K $326K
IPAR
Inter Parfums Inc

Consumer Defensive
381
+ 22.71%
$113.87 - $144.54 $43.4K - $55.1K
2.06K $234K
USFD
Us Foods Holding Corp.

Consumer Defensive
336
+ 7.77%
$63.38 - $72.02 $21.3K - $24.2K
4.66K $305K
BAP
Credicorp LTD

Financial Services
5
+ 0.29%
$178.97 - $197.4 $895 - $987
1.72K $320K
SYY
Sysco Corp

Consumer Defensive
151
+ 3.32%
$70.0 - $77.13 $10.6K - $11.6K
4.7K $352K
Blackrock ETF Trust Ii
3.26K
+ 2.55%
N/A
131K $0
CRH.L
Crh PLC

Basic Materials
214
+ 5.96%
N/A
3.81K $0
Linde PLC
159
+ 20.23%
N/A
945 $0
Kenvue Inc
716
+ 5.9%
N/A
12.8K $0
HBAN
Huntington Bancshares Inc

Financial Services
991
+ 5.81%
$14.28 - $17.39 $14.2K - $17.2K
18K $270K
CBZ
Cbiz, Inc.

Industrials
139
+ 4.75%
$68.46 - $88.65 $9.52K - $12.3K
3.07K $232K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
63
+ 1.75%
$67.03 - $74.61 $4.22K - $4.7K
3.66K $248K
CPRT
Copart Inc

Consumer Cyclical
129
+ 0.49%
$52.3 - $59.83 $6.75K - $7.72K
26.5K $1.5M
EMR
Emerson Electric CO

Industrials
99
+ 5.67%
$108.64 - $131.17 $10.8K - $13K
1.85K $202K
DEO
Diageo PLC

Consumer Defensive
314
+ 13.75%
$104.79 - $126.12 $32.9K - $39.6K
2.6K $272K
PHM
Pultegroup Inc

Consumer Cyclical
3
+ 0.09%
$101.09 - $118.51 $303 - $356
3.42K $351K
MS
Morgan Stanley

Financial Services
30
+ 0.98%
$111.68 - $141.08 $3.35K - $4.23K
3.09K $359K
TRMB
Trimble Inc.

Technology
121
+ 1.72%
$65.52 - $77.49 $7.93K - $9.38K
7.17K $470K
MSI
Motorola Solutions, Inc.

Technology
35
+ 1.17%
$411.73 - $482.1 $14.4K - $16.9K
3.04K $1.33M
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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