One Wealth Advisors, LLC Incresed Positions in Q2 2025

One Wealth Advisors, LLC

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
8
+ 0.34%
$231.39 - $318.98 $1.85K - $2.55K
2.35K $749K
TRMB
Trimble Inc.

Technology
576
+ 8.04%
$55.12 - $75.98 $31.7K - $43.8K
7.74K $588K
EBAY
Ebay Inc

Consumer Cyclical
1.1K
+ 23.47%
$59.52 - $79.36 $65.2K - $86.9K
5.76K $428K
MATX
Matson, Inc.

Industrials
1.28K
+ 67.16%
$93.11 - $132.21 $119K - $169K
3.19K $355K
LMT
Lockheed Martin Corp

Industrials
221
+ 43.76%
$430.82 - $486.45 $95.2K - $108K
726 $336K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.11K
+ 1.77%
$46.41 - $47.7 $98.1K - $101K
122K $5.79M
UAL
United Airlines Holdings, Inc.

Industrials
715
+ 17.85%
$56.15 - $84.23 $40.1K - $60.2K
4.72K $375K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
549
+ 19.62%
$94.74 - $118.43 $52K - $65K
3.35K $396K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
454
+ 23.77%
$144.63 - $179.53 $65.7K - $81.5K
2.36K $389K
BAC
Bank Of America Corp

Financial Services
44
+ 0.26%
$34.39 - $47.46 $1.51K - $2.09K
16.8K $795K
FMX
Mexican Economic Development Inc

Consumer Defensive
447
+ 7.01%
$92.5 - $107.84 $41.3K - $48.2K
6.82K $702K
MS
Morgan Stanley

Financial Services
26
+ 0.84%
$99.83 - $140.86 $2.6K - $3.66K
3.11K $438K
DELL
Dell Technologies Inc.

Technology
42
+ 1.85%
$71.63 - $125.98 $3.01K - $5.29K
2.31K $283K
CARR
Carrier Global Corp

Industrials
600
+ 17.66%
$55.55 - $75.83 $33.3K - $45.5K
4K $292K
VV
Vanguard Large Cap ETF

ETFs
50
+ 2.27%
$228.25 - $285.3 $11.4K - $14.3K
2.25K $641K
MET
Metlife Inc

Financial Services
842
+ 8.06%
$68.42 - $82.49 $57.6K - $69.5K
11.3K $907K
MPC
Marathon Petroleum Corp

Energy
22
+ 0.68%
$118.55 - $170.08 $2.61K - $3.74K
3.24K $538K
BAP
Credicorp LTD

Financial Services
14
+ 0.81%
$169.89 - $223.9 $2.38K - $3.13K
1.74K $388K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
30
+ 0.36%
$50.29 - $64.29 $1.51K - $1.93K
8.28K $532K
FOXA
Fox Corp

Communication Services
1.27K
+ 18.93%
$47.21 - $57.04 $60.1K - $72.7K
8.01K $448K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
758
+ 2.35%
$11.9 - $15.57 $9.02K - $11.8K
33K $506K
LQD
Ishares Iboxx $ Investment Gra

ETFs
382
+ 1.48%
$105.23 - $109.61 $40.2K - $41.9K
26.2K $2.87M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
754
+ 9.34%
$75.05 - $77.34 $56.6K - $58.3K
8.83K $682K
HEZU
Ishares Currency Hedged Msci E

ETFs
896
+ 6.82%
$34.68 - $41.63 $31.1K - $37.3K
14K $575K
USFD
Us Foods Holding Corp.

Consumer Defensive
31
+ 0.66%
$60.47 - $79.12 $1.87K - $2.45K
4.69K $361K
LPLA
Lpl Financial Holdings Inc.

Financial Services
24
+ 2.62%
$283.31 - $388.96 $6.8K - $9.34K
939 $352K
SHEL
Shell PLC

Energy
1.21K
+ 10.12%
$59.75 - $73.05 $72K - $88K
13.1K $923K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
438
+ 2.42%
$13.24 - $18.0 $5.8K - $7.88K
18.5K $314K
NVS
Novartis Ag

Healthcare
200
+ 9.19%
$101.96 - $121.01 $20.4K - $24.2K
2.38K $287K
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
TJX
Tjx Companies Inc

Consumer Cyclical
8
+ 0.25%
$119.13 - $135.03 $953 - $1.08K
3.23K $398K
BHP
Bhp Group LTD

Basic Materials
188
+ 2.31%
$40.22 - $50.88 $7.56K - $9.57K
8.31K $399K
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.25%
$233.83 - $276.34 $701 - $829
1.23K $328K
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
Linde PLC
11
+ 1.16%
N/A
956 $0
Blackrock ETF Trust
223K
+ 389.65%
N/A
281K $0
Atlassian Corporation
1.61K
+ 56.75%
N/A
4.44K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
154K
+ 101.72%
N/A
306K $0
CRH.L
Crh PLC

Basic Materials
284
+ 7.46%
N/A
4.09K $0
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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