One Wealth Advisors, LLC New Holdings in Q4 2024

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
52.6K
New
$89.97 - $98.59 $4.73M - $5.18M
52.6K $4.99M
GLDM
World Gold Trust

ETFs
40.8K
New
$50.76 - $55.23 $2.07M - $2.25M
40.8K $2.12M
FLL
Full House Resorts Inc

Consumer Cyclical
255K
New
$3.92 - $5.34 $1M - $1.36M
255K $1.04M
PHYL
Pgim ETF Tr

ETFs
17.5K
New
$34.74 - $35.59 $607K - $622K
17.5K $607K
FLEX
Flex Ltd.

Technology
9.58K
New
$32.52 - $41.3 $312K - $396K
9.58K $367K
SYF
Synchrony Financial

Financial Services
5.55K
New
$49.01 - $68.55 $272K - $380K
5.55K $360K
SYY
Sysco Corp

Consumer Defensive
4.55K
New
$73.63 - $81.77 $335K - $372K
4.55K $347K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.02K
New
$229.85 - $335.91 $233K - $341K
1.02K $331K
EQR
Equity Residential

Real Estate
4.51K
New
$69.12 - $77.48 $312K - $349K
4.51K $323K
IWM
Ishares Russell 2000 ETF

ETFs
1.36K
New
$216.13 - $242.4 $295K - $331K
1.36K $301K
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.77K
New
$60.38 - $78.79 $228K - $297K
3.77K $284K
MET
Metlife Inc

Financial Services
3.41K
New
$78.15 - $88.25 $266K - $300K
3.41K $278K
JBL
Jabil Inc

Technology
1.84K
New
$118.97 - $147.77 $219K - $272K
1.84K $264K
MATX
Matson, Inc.

Industrials
1.91K
New
$131.18 - $167.37 $251K - $320K
1.91K $257K
TYL
Tyler Technologies Inc

Technology
433
New
$576.64 - $635.69 $250K - $275K
433 $249K
CBZ
Cbiz, Inc.

Industrials
2.93K
New
$63.78 - $83.43 $187K - $244K
2.93K $239K
DIS
Walt Disney CO

Communication Services
2.14K
New
$92.39 - $117.6 $198K - $252K
2.14K $238K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
821
New
$278.19 - $315.36 $228K - $259K
821 $236K
EMR
Emerson Electric CO

Industrials
1.75K
New
$108.13 - $134.33 $189K - $235K
1.75K $216K
DORM
Dorman Products, Inc.

Consumer Cyclical
1.65K
New
$108.64 - $142.83 $179K - $235K
1.65K $213K
NEE
Nextera Energy Inc

Utilities
2.98K
New
$69.77 - $85.43 $208K - $254K
2.98K $213K
CHH
Choice Hotels International Inc

Consumer Cyclical
1.47K
New
$128.7 - $152.73 $189K - $225K
1.47K $208K
UAL
United Airlines Holdings, Inc.

Industrials
2.09K
New
$55.62 - $102.44 $116K - $214K
2.09K $203K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.07K
New
$180.39 - $205.43 $192K - $219K
1.07K $201K
UBER
Uber Technologies, Inc

Technology
3.32K
New
$59.93 - $86.34 $199K - $286K
3.32K $200K
Aduro Clean Technologies Inc
22.2K
New
N/A
22.2K $0
Corpay Inc
815
New
N/A
815 $0
Activity Summary
Buys All Purchases 123 New Holdings 28 Increased Positions 95 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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