One Wealth Advisors, LLC Reduced Holdings in Q4 2024

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HDB
Hdfc Bank LTD

Financial Services
-1.37K
- 10.17%
$59.45 - $68.01 $81.1K - $92.8K
12.1K $769K
BBY
Best Buy CO Inc

Consumer Cyclical
-116
- 3.85%
$85.2 - $101.35 $9.88K - $11.8K
2.89K $248K
PLD
Prologis, Inc.

Real Estate
-30
- 1.09%
$101.4 - $126.96 $3.04K - $3.81K
2.71K $286K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-188
- 1.86%
$45.37 - $51.79 $8.53K - $9.74K
9.91K $449K
CB
Chubb LTD

Financial Services
-172
- 19.18%
$271.57 - $301.89 $46.7K - $51.9K
725 $200K
GS
Goldman Sachs Group Inc

Financial Services
-198
- 23.08%
$486.1 - $608.57 $96.2K - $120K
660 $377K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-4
- 0.01%
$45.38 - $46.88 $182 - $188
35.2K $1.61M
AZO
Autozone Inc

Consumer Cyclical
-14
- 14.29%
$2981.19 - $3370.27 $41.7K - $47.2K
84 $268K
FISV
Fiserv Inc

Technology
-305
- 11.15%
N/A
2.43K $304K
AFL
Aflac Inc

Financial Services
-35
- 0.88%
$100.37 - $115.27 $3.51K - $4.03K
3.96K $409K
EME
Emcor Group, Inc.

Industrials
-124
- 11.64%
$427.96 - $526.95 $53.1K - $65.3K
941 $427K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-483
- 1.78%
$61.68 - $67.87 $29.8K - $32.8K
26.6K $1.66M
HD
Home Depot, Inc.

Consumer Cyclical
-41
- 4.8%
$385.02 - $431.37 $15.8K - $17.7K
813 $316K
HEZU
Ishares Currency Hedged Msci E

ETFs
-494
- 3.68%
$35.18 - $36.95 $17.4K - $18.3K
12.9K $463K
EEMV
Ishares Msci Emerging Markets

ETFs
-135
- 3.31%
$57.85 - $63.11 $7.81K - $8.52K
3.94K $228K
MS
Morgan Stanley

Financial Services
-877
- 22.3%
$104.42 - $134.99 $91.6K - $118K
3.06K $384K
CVX
Chevron Corp

Energy
-102
- 3.07%
$141.15 - $162.53 $14.4K - $16.6K
3.23K $467K
TMUS
T Mobile Us, Inc.

Communication Services
-319
- 9.32%
$206.1 - $246.94 $65.7K - $78.8K
3.1K $684K
PM
Philip Morris International Inc.

Consumer Defensive
-102
- 2.57%
$118.38 - $133.06 $12.1K - $13.6K
3.86K $464K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-42
- 4.98%
$521.84 - $558.82 $21.9K - $23.5K
802 $432K
IWX
Ishares Tr Russell 200 Value E

ETFs
-12
- 0.22%
$78.25 - $85.17 $939 - $1.02K
5.38K $425K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-105
- 1.28%
$47.26 - $48.18 $4.96K - $5.06K
8.13K $385K
CVLT
Commvault Systems Inc

Technology
-15
- 0.47%
$132.26 - $177.6 $1.98K - $2.66K
3.18K $479K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-203
- 5.34%
$69.3 - $74.3 $14.1K - $15.1K
3.6K $256K
ABC
Amerisourcebergen Corp

Healthcare
-49
- 3.43%
N/A
1.38K $255K
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 4.1%
$873.59 - $994.69 $10.5K - $11.9K
281 $257K
VIG
Vanguard Dividend Appreciation

ETFs
-4
- 0.36%
N/A
1.1K $199K
TRV
Travelers Companies, Inc.

Financial Services
-28
- 2.97%
$225.97 - $266.66 $6.33K - $7.47K
915 $220K
Atlassian Corporation
-300
- 8.75%
N/A
3.13K $0
LCTD
Blackrock ETF World Ex Us Carb
-246
- 0.73%
N/A
33.6K $0
Zymeworks Inc
-10.4K
- 42.58%
N/A
14K $0
Linde PLC
-226
- 22.33%
N/A
786 $0
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-16
- 0.2%
$41.09 - $45.94 $657 - $735
7.94K $333K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-111
- 2.09%
$124.26 - $134.12 $13.8K - $14.9K
5.2K $668K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-217
- 0.81%
$104.59 - $118.05 $22.7K - $25.6K
26.7K $2.9M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-23
- 0.13%
$118.0 - $127.04 $2.71K - $2.92K
17.4K $2.11M
OWL
Blue Owl Capital Inc.

Financial Services
-410
- 3.93%
$19.51 - $24.81 $8K - $10.2K
10K $233K
FOXA
Fox Corp

Communication Services
-294
- 4.02%
$41.35 - $49.99 $12.2K - $14.7K
7.02K $341K
BAC
Bank Of America Corp

Financial Services
-192
- 1.94%
$39.22 - $47.77 $7.53K - $9.17K
9.72K $427K
SAP
Sap Se

Technology
-39
- 1.15%
$218.13 - $255.54 $8.51K - $9.97K
3.37K $828K
IGM
Ishares Expanded Tech Sector E

ETFs
-68
- 0.73%
$94.19 - $106.95 $6.4K - $7.27K
9.27K $946K
VUG
Vanguard Growth ETF

ETFs
-1
- 0.05%
$378.79 - $428.11 $379 - $428
2.02K $828K
NFLX
Netflix Inc

Communication Services
-11
- 1.0%
$687.65 - $936.56 $7.56K - $10.3K
1.09K $967K
NVDA
Nvidia Corp

Technology
-45
- 0.26%
$117.0 - $148.88 $5.27K - $6.7K
17.2K $2.31M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-593
- 0.5%
$124.61 - $133.96 $73.9K - $79.4K
117K $15.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-605
- 3.34%
$172.07 - $207.36 $104K - $125K
17.5K $3.45M
AMZN
Amazon Com Inc

Consumer Cyclical
-37
- 0.25%
$180.88 - $232.93 $6.69K - $8.62K
14.9K $3.28M
AAPL
Apple Inc.

Technology
-11.4K
- 5.78%
$221.69 - $259.02 $2.52M - $2.95M
186K $46.5M
IYW
Ishares Dj Us Tech ETF

ETFs
-84
- 0.1%
$148.14 - $166.23 $12.4K - $14K
83.4K $13.3M
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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