One Wealth Advisors, LLC Reduced Holdings in Q2 2025

One Wealth Advisors, LLC

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.8K
- 22.75%
$33.46 - $41.33 $60.3K - $74.5K
6.12K $253K
HLN
Haleon PLC

Healthcare
-5.2K
- 5.75%
$9.27 - $11.41 $48.2K - $59.3K
85.2K $883K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-980
- 5.79%
$49.79 - $50.59 $48.8K - $49.6K
15.9K $806K
AON
Aon PLC

Financial Services
-31
- 4.16%
$335.85 - $398.81 $10.4K - $12.4K
715 $255K
EQR
Equity Residential

Real Estate
-280
- 6.31%
$61.82 - $71.72 $17.3K - $20.1K
4.16K $280K
ABC
Amerisourcebergen Corp

Healthcare
-195
- 12.97%
N/A
1.31K $242K
SYY
Sysco Corp

Consumer Defensive
-525
- 11.17%
$68.0 - $75.91 $35.7K - $39.9K
4.17K $316K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-872
- 3.26%
$83.54 - $100.04 $72.8K - $87.2K
25.9K $2.58M
XOM
Exxon Mobil Corp

Energy
-9
- 0.34%
$99.93 - $119.04 $899 - $1.07K
2.64K $284K
CVLT
Commvault Systems Inc

Technology
-441
- 14.47%
$139.35 - $190.99 $61.5K - $84.2K
2.61K $454K
PRDO
Perdoceo Education Corp

Consumer Defensive
-3.79K
- 28.59%
$24.24 - $34.1 $91.9K - $129K
9.47K $309K
AZO
Autozone Inc

Consumer Cyclical
-3
- 3.45%
$3478.38 - $3880.15 $10.4K - $11.6K
84 $311K
DOCU
Docusign, Inc.

Technology
-123
- 4.46%
$70.35 - $93.84 $8.65K - $11.5K
2.64K $205K
AZN
Astrazeneca PLC

Healthcare
-42
- 1.19%
$64.87 - $75.0 $2.72K - $3.15K
3.49K $244K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-3
- 0.06%
$146.74 - $176.07 $440 - $528
4.62K $750K
KO
Coca Cola CO

Consumer Defensive
-130
- 2.15%
$68.37 - $73.9 $8.89K - $9.61K
5.93K $419K
INGR
Ingredion Inc

Consumer Defensive
-75
- 3.43%
$123.22 - $140.95 $9.24K - $10.6K
2.11K $286K
CNP
Centerpoint Energy Inc

Utilities
-253
- 4.01%
$35.5 - $39.05 $8.98K - $9.88K
6.06K $222K
T
At&T Inc.

Communication Services
-562
- 3.18%
$26.33 - $28.94 $14.8K - $16.3K
17.1K $494K
SUB
Ishares Short Term National Mu

ETFs
-60
- 0.94%
$104.77 - $106.34 $6.29K - $6.38K
6.33K $673K
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.5%
$335.24 - $380.78 $1.34K - $1.52K
789 $289K
LCTD
Blackrock ETF World Ex Us Carb
-905
- 3.28%
N/A
26.7K $0
Phinia Inc
-157
- 3.17%
N/A
4.8K $0
Blackrock ETF Trust Ii
-14.6K
- 20.81%
N/A
55.6K $0
IFRA
Ishares Tr

ETFs
-596
- 7.23%
$40.97 - $49.19 $24.4K - $29.3K
7.65K $376K
NSC
Norfolk Southern Corp

Industrials
-46
- 4.05%
$206.34 - $257.46 $9.49K - $11.8K
1.09K $279K
MU
Micron Technology Inc

Technology
-718
- 25.77%
$64.72 - $127.91 $46.5K - $91.8K
2.07K $254K
EMR
Emerson Electric CO

Industrials
-206
- 11.16%
$94.15 - $133.33 $19.4K - $27.5K
1.64K $218K
HBAN
Huntington Bancshares Inc

Financial Services
-711
- 3.94%
$12.49 - $16.76 $8.88K - $11.9K
17.3K $290K
SONY
Sony Group Corp

Technology
-78
- 0.23%
$21.24 - $26.88 $1.66K - $2.1K
34.3K $893K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-63
- 1.72%
$60.34 - $74.89 $3.8K - $4.72K
3.6K $269K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.17K
- 4.45%
$51.16 - $62.02 $59.6K - $72.3K
25K $1.55M
CF
Cf Industries Holdings, Inc.

Basic Materials
-511
- 9.91%
$68.47 - $102.48 $35K - $52.4K
4.64K $427K
IEFA
Ishares Tr

ETFs
-498
- 5.62%
$67.83 - $84.09 $33.8K - $41.9K
8.36K $697K
HON
Honeywell International Inc

Industrials
-49
- 2.69%
$182.86 - $232.88 $8.96K - $11.4K
1.77K $412K
IPAR
Inter Parfums Inc

Consumer Defensive
-22
- 1.07%
$99.7 - $141.48 $2.19K - $3.11K
2.04K $267K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-142
- 1.84%
$43.17 - $53.94 $6.13K - $7.66K
7.57K $408K
VTI
Vanguard Total Stock Market Et

ETFs
-23
- 1.62%
$243.75 - $303.93 $5.61K - $6.99K
1.4K $424K
IDCC
Inter Digital, Inc.

Communication Services
-46
- 1.72%
$183.37 - $234.7 $8.44K - $10.8K
2.63K $590K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-895
- 4.53%
$39.89 - $49.46 $35.7K - $44.3K
18.9K $933K
DDS
Dillard'S, Inc.

Consumer Cyclical
-25
- 3.03%
$294.77 - $422.75 $7.37K - $10.6K
800 $334K
WMT
Walmart Inc.

Consumer Defensive
-26
- 0.52%
$81.79 - $99.98 $2.13K - $2.6K
4.94K $482K
KGC
Kinross Gold Corp

Basic Materials
-394
- 1.77%
$11.79 - $15.85 $4.65K - $6.24K
21.9K $341K
UBER
Uber Technologies, Inc

Technology
-301
- 6.24%
$64.62 - $93.3 $19.5K - $28.1K
4.52K $421K
PM
Philip Morris International Inc.

Consumer Defensive
-102
- 2.51%
$149.23 - $184.95 $15.2K - $18.9K
3.97K $722K
RTX
Raytheon Technologies Corp

Industrials
-112
- 1.56%
$113.75 - $148.48 $12.7K - $16.6K
7.06K $1.03M
SCHW
Schwab Charles Corp

Financial Services
-186
- 2.39%
$69.06 - $91.24 $12.8K - $17K
7.59K $692K
GOOG
Alphabet Inc.

Communication Services
-3.46K
- 10.34%
$146.58 - $180.01 $507K - $623K
30K $5.33M
SYF
Synchrony Financial

Financial Services
-324
- 3.79%
$43.81 - $66.74 $14.2K - $21.6K
8.22K $548K
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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