One Wealth Advisors, LLC New Holdings in Q3 2024

One Wealth Advisors, LLC

  • $639 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
606K
New
$44.83 - $47.42 $27.2M - $28.7M
606K $28.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
466K
New
$49.93 - $51.15 $23.2M - $23.8M
466K $23.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
374K
New
$45.2 - $47.87 $16.9M - $17.9M
374K $17.8M
MUB
Ishares National Muni Bond ETF

ETFs
120K
New
$106.13 - $108.7 $12.8M - $13.1M
120K $13.1M
MBB
Ishares Tr

ETFs
107K
New
$90.85 - $96.66 $9.77M - $10.4M
107K $10.3M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
316K
New
$22.51 - $23.92 $7.12M - $7.57M
316K $7.53M
TLT
Ishares Barclays 20+ Year Trea

ETFs
59.8K
New
$89.91 - $101.33 $5.38M - $6.06M
59.8K $5.87M
EUSB
Ishares Tr Esg Advanced Total

Technology
132K
New
$42.09 - $44.64 $5.56M - $5.89M
132K $5.85M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
111K
New
$46.18 - $48.92 $5.14M - $5.44M
111K $5.41M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
44.4K
New
$100.75 - $111.62 $4.47M - $4.96M
44.4K $4.85M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
35.2K
New
$45.6 - $46.83 $1.6M - $1.65M
35.2K $1.65M
EMB
Ishares Tr

ETFs
15.9K
New
$87.75 - $93.74 $1.39M - $1.49M
15.9K $1.48M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
57.1K
New
$24.38 - $25.2 $1.39M - $1.44M
57.1K $1.44M
SUB
Ishares Short Term National Mu

ETFs
13.1K
New
$104.3 - $106.3 $1.37M - $1.4M
13.1K $1.4M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
54.2K
New
$22.38 - $23.66 $1.21M - $1.28M
54.2K $1.27M
ENVX
Enovix Corp

Industrials
75K
New
$7.61 - $18.31 $571K - $1.37M
75K $700K
SPTL
Spdr Portfolio Long Term Treas

ETFs
23.7K
New
$26.69 - $29.87 $632K - $707K
23.7K $688K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.69K
New
$74.26 - $78.84 $571K - $606K
7.69K $602K
DFS
Discover Financial Services

Financial Services
3.17K
New
$123.41 - $144.72 $391K - $458K
3.17K $444K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
8.23K
New
$47.01 - $48.2 $387K - $397K
8.23K $396K
CSX
Csx Corp

Industrials
11.3K
New
$32.48 - $35.45 $367K - $401K
11.3K $390K
PFE
Pfizer Inc

Healthcare
12.7K
New
$27.7 - $31.39 $351K - $398K
12.7K $366K
T
At&T Inc.

Communication Services
15.9K
New
$18.21 - $22.28 $289K - $353K
15.9K $349K
BELFB
Bel Fuse Inc.

Technology
2.89K
New
$61.07 - $81.01 $177K - $234K
2.89K $227K
LMT
Lockheed Martin Corp

Industrials
380
New
$460.3 - $584.56 $175K - $222K
380 $222K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.41K
New
$136.06 - $155.24 $192K - $219K
1.41K $212K
SPY
Spdr S&P 500 ETF Trust

ETFs
362
New
$517.38 - $573.86 $187K - $208K
362 $207K
TGT
Target Corp

Consumer Defensive
1.33K
New
$133.47 - $159.25 $177K - $212K
1.33K $207K
SBUX
Starbucks Corp

Consumer Cyclical
2.12K
New
$72.51 - $98.6 $154K - $209K
2.12K $206K
OMC
Omnicom Group Inc.

Communication Services
1.99K
New
$87.69 - $103.9 $175K - $207K
1.99K $206K
LDOS
Leidos Holdings, Inc.

Technology
1.26K
New
$142.66 - $163.02 $180K - $205K
1.26K $205K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.6K
New
$51.3 - $64.42 $184K - $232K
3.6K $205K
RTX
Raytheon Technologies Corp

Industrials
1.68K
New
$99.55 - $123.34 $167K - $207K
1.68K $203K
OWL
Blue Owl Capital Inc.

Financial Services
10.4K
New
$15.81 - $19.83 $165K - $207K
10.4K $202K
VIG
Vanguard Dividend Appreciation

ETFs
1.1K
New
$182.15 - $182.15 $201K - $201K
1.1K $200K
SXC
Sun Coke Energy, Inc.

Basic Materials
16.9K
New
$7.71 - $11.7 $131K - $198K
16.9K $147K
KGC
Kinross Gold Corp

Basic Materials
13.5K
New
$8.02 - $9.84 $108K - $133K
13.5K $126K
HTBK
Heritage Commerce Corp

Financial Services
10K
New
$8.22 - $10.71 $82.6K - $108K
10K $99K
Blackrock ETF Trust Ii
120K
New
N/A
120K $0
Kenvue Inc
9.23K
New
N/A
9.23K $0
GIGB
Goldman Sachs ETF Access Invt
30.4K
New
N/A
30.4K $0
Activity Summary
Buys All Purchases 113 New Holdings 42 Increased Positions 71 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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