One Wealth Advisors, LLC New Holdings in Q1 2025

One Wealth Advisors, LLC

  • $646 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
104K
New
$45.72 - $51.73 $4.75M - $5.38M
104K $4.78M
ILCV
Ishares Morningstar Value ETF

ETFs
26.7K
New
$79.37 - $85.24 $2.12M - $2.28M
26.7K $2.18M
IAU
Ishares Gold Trust

ETFs
34K
New
$49.74 - $58.96 $1.69M - $2.01M
34K $2.01M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.6K
New
$95.85 - $99.25 $1.3M - $1.35M
13.6K $1.35M
RTX
Raytheon Technologies Corp

Industrials
7.17K
New
$114.1 - $135.66 $818K - $973K
7.17K $949K
MDT
Medtronic PLC

Healthcare
10.5K
New
$79.84 - $94.5 $835K - $988K
10.5K $939K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
16.9K
New
$49.6 - $50.28 $840K - $851K
16.9K $851K
GVI
Ishares Tr

ETFs
7.49K
New
$103.49 - $106.02 $775K - $794K
7.49K $793K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.54K
New
$100.59 - $103.47 $759K - $780K
7.54K $780K
GILD
Gilead Sciences, Inc.

Healthcare
6.8K
New
$89.14 - $117.41 $606K - $798K
6.8K $761K
ASML
Asml Holding Nv

Technology
985
New
$662.63 - $776.99 $653K - $765K
985 $652K
SCHW
Schwab Charles Corp

Financial Services
7.77K
New
$71.24 - $83.64 $554K - $650K
7.77K $608K
VV
Vanguard Large Cap ETF

ETFs
2.2K
New
$253.32 - $282.66 $557K - $622K
2.2K $565K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
8.25K
New
$55.12 - $62.6 $455K - $516K
8.25K $464K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
4.9K
New
$91.45 - $100.11 $448K - $490K
4.9K $458K
KO
Coca Cola CO

Consumer Defensive
6.06K
New
$60.81 - $72.32 $368K - $438K
6.06K $433K
BHP
Bhp Group LTD

Basic Materials
8.12K
New
$48.18 - $52.11 $391K - $423K
8.12K $394K
FANG
Diamondback Energy, Inc.

Energy
2.39K
New
$139.9 - $180.18 $335K - $431K
2.39K $382K
ALL
Allstate Corp

Financial Services
1.71K
New
$180.99 - $210.18 $309K - $359K
1.71K $353K
JCI
Johnson Controls International PLC

Industrials
4.29K
New
$76.12 - $90.6 $326K - $388K
4.29K $343K
DVN
Devon Energy Corp

Energy
8.61K
New
$33.15 - $38.55 $285K - $332K
8.61K $321K
AMAT
Applied Materials Inc

Technology
2.18K
New
$145.06 - $195.51 $317K - $427K
2.18K $316K
GLD
Spdr Gold Trust

ETFs
1.06K
New
$243.19 - $288.14 $257K - $305K
1.06K $304K
TWLO
Twilio Inc

Communication Services
3.09K
New
$94.9 - $148.35 $293K - $458K
3.09K $302K
SLB
Schlumberger Limited

Energy
7.19K
New
$38.4 - $43.74 $276K - $315K
7.19K $300K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.8K
New
$105.24 - $117.4 $294K - $328K
2.8K $297K
DDS
Dillard'S, Inc.

Consumer Cyclical
825
New
$353.25 - $508.77 $291K - $420K
825 $295K
CI
Cigna Corp

Healthcare
896
New
$274.49 - $329.0 $246K - $295K
896 $294K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.91K
New
$132.75 - $177.12 $254K - $338K
1.91K $291K
GD
General Dynamics Corp

Industrials
1.01K
New
$241.94 - $272.58 $245K - $276K
1.01K $276K
NSC
Norfolk Southern Corp

Industrials
1.14K
New
$227.69 - $259.76 $259K - $295K
1.14K $269K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
18.1K
New
$14.03 - $17.33 $254K - $314K
18.1K $267K
JLL
Jones Lang Lasalle Inc

Real Estate
1.07K
New
$238.0 - $284.76 $254K - $304K
1.07K $264K
AZN
Astrazeneca PLC

Healthcare
3.53K
New
$65.37 - $77.96 $231K - $276K
3.53K $259K
PPL
Ppl Corp

Utilities
7.08K
New
$31.68 - $36.11 $224K - $256K
7.08K $255K
FFIV
F5, Inc.

Technology
950
New
$251.75 - $310.6 $239K - $295K
950 $252K
FE
Firstenergy Corp

Utilities
6.09K
New
$37.95 - $43.5 $231K - $265K
6.09K $246K
NVS
Novartis Ag

Healthcare
2.18K
New
$97.14 - $115.57 $211K - $251K
2.18K $242K
MU
Micron Technology Inc

Technology
2.79K
New
$86.89 - $109.38 $242K - $305K
2.79K $242K
FDX
Fedex Corp

Industrials
977
New
$230.33 - $281.53 $225K - $275K
977 $238K
ZTO
Zto Express (Cayman) Inc.

Industrials
12K
New
$17.93 - $21.76 $214K - $260K
12K $237K
SNY
Sanofi

Healthcare
4.25K
New
$48.15 - $59.42 $204K - $252K
4.25K $235K
CVS
Cvs Health Corp

Healthcare
3.45K
New
$44.22 - $68.64 $153K - $237K
3.45K $234K
CNP
Centerpoint Energy Inc

Utilities
6.32K
New
$30.87 - $36.25 $195K - $229K
6.32K $228K
LMT
Lockheed Martin Corp

Industrials
505
New
$423.19 - $506.29 $214K - $256K
505 $225K
DOCU
Docusign, Inc.

Technology
2.76K
New
$74.7 - $97.7 $206K - $269K
2.76K $224K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.44K
New
$47.74 - $65.16 $164K - $224K
3.44K $219K
CARR
Carrier Global Corp

Industrials
3.4K
New
$62.07 - $70.55 $211K - $240K
3.4K $215K
CNI
Canadian National Railway CO

Industrials
2.16K
New
$95.46 - $106.79 $206K - $230K
2.16K $210K
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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