One Wealth Advisors, LLC Reduced Holdings in Q3 2025

One Wealth Advisors, LLC

  • $730 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-356
- 5.62%
$106.17 - $107.3 $37.8K - $38.2K
5.98K $638K
KO
Coca Cola CO

Consumer Defensive
-108
- 1.82%
$65.67 - $71.67 $7.09K - $7.74K
5.82K $385K
MCHP
Microchip Technology Inc

Technology
-8
- 0.16%
$60.95 - $75.26 $488 - $602
4.98K $319K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-418
- 4.74%
$76.16 - $78.59 $31.8K - $32.9K
8.41K $656K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-110
- 6.2%
$459.11 - $506.91 $50.5K - $55.8K
1.67K $837K
T
At&T Inc.

Communication Services
-426
- 2.49%
$26.94 - $29.62 $11.5K - $12.6K
16.7K $470K
FANG
Diamondback Energy, Inc.

Energy
-262
- 11.3%
$134.53 - $152.5 $35.2K - $40K
2.06K $294K
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 2.69%
$915.95 - $994.57 $6.41K - $6.96K
253 $234K
EW
Edwards Lifesciences Corp

Healthcare
-227
- 2.52%
$73.75 - $81.83 $16.7K - $18.6K
8.78K $682K
GILD
Gilead Sciences, Inc.

Healthcare
-215
- 2.35%
$108.22 - $120.47 $23.3K - $25.9K
8.95K $993K
XOM
Exxon Mobil Corp

Energy
-299
- 11.33%
$105.83 - $117.22 $31.6K - $35K
2.34K $263K
ABBV
Abb Vie Inc.

Healthcare
-634
- 22.85%
$184.85 - $231.54 $117K - $147K
2.14K $495K
BMY
Bristol Myers Squibb CO

Healthcare
-287
- 5.51%
$43.31 - $48.98 $12.4K - $14.1K
4.93K $222K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-33
- 3.11%
$185.65 - $214.38 $6.13K - $7.07K
1.03K $205K
SXC
Sun Coke Energy, Inc.

Basic Materials
-391
- 1.5%
$7.23 - $8.83 $2.83K - $3.45K
25.7K $209K
CACI
Caci International Inc

Technology
-35
- 6.57%
N/A
498 $213K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-821
- 22.69%
$171.01 - $228.24 $140K - $187K
2.8K $597K
TJX
Tjx Companies Inc

Consumer Cyclical
-562
- 17.4%
$121.35 - $144.54 $68.2K - $81.2K
2.67K $385K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.22%
$625.65 - $812.69 $626 - $813
450 $343K
PHYL
Pgim ETF Tr

ETFs
-234
- 3.99%
$35.14 - $35.8 $8.22K - $8.38K
5.64K $201K
COP
Conocophillips

Energy
-230
- 6.65%
$91.0 - $98.99 $20.9K - $22.8K
3.23K $305K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-323
- 1.44%
$25.0 - $25.33 $8.08K - $8.18K
22.1K $560K
COF
Capital One Financial Corp

Financial Services
-17
- 0.57%
$207.29 - $229.74 $3.52K - $3.91K
2.98K $633K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-153
- 0.96%
$50.29 - $50.86 $7.69K - $7.78K
15.8K $802K
FISV
Fiserv Inc

Technology
-20
- 0.42%
N/A
4.71K $589K
ABC
Amerisourcebergen Corp

Healthcare
-17
- 1.3%
N/A
1.29K $239K
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 0.14%
$211.65 - $238.24 $5.29K - $5.96K
17.9K $3.94M
MOGA
Moog Inc Cla
-12
- 1.08%
N/A
1.1K $0
Corpay Inc
-28
- 3.46%
N/A
781 $0
LCTD
Blackrock ETF World Ex Us Carb
-1.51K
- 5.64%
N/A
25.2K $0
Phinia Inc
-422
- 8.79%
N/A
4.38K $0
Atlassian Corporation
-300
- 6.76%
N/A
4.14K $0
CRH.L
Crh PLC

Basic Materials
-106
- 2.59%
N/A
3.99K $0
VGLT
Vanguard Long Term Treasury Et

ETFs
-82
- 0.98%
$54.21 - $57.41 $4.45K - $4.71K
8.28K $470K
UBER
Uber Technologies, Inc

Technology
-199
- 4.4%
$86.91 - $99.57 $17.3K - $19.8K
4.32K $423K
MET
Metlife Inc

Financial Services
-232
- 2.06%
$73.82 - $82.37 $17.1K - $19.1K
11.1K $910K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-69
- 0.88%
$85.01 - $90.35 $5.87K - $6.23K
7.75K $692K
BLDR
Builders First Source, Inc.

Industrials
-25
- 1.31%
$116.91 - $149.21 $2.92K - $3.73K
1.88K $227K
TRMB
Trimble Inc.

Technology
-460
- 5.94%
$76.46 - $85.24 $35.2K - $39.2K
7.28K $594K
PFG
Principal Financial Group Inc

Financial Services
-47
- 1.3%
$75.53 - $82.95 $3.55K - $3.9K
3.57K $295K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-309
- 3.73%
$63.74 - $68.36 $19.7K - $21.1K
7.97K $540K
UAL
United Airlines Holdings, Inc.

Industrials
-712
- 15.08%
$80.05 - $109.36 $57K - $77.9K
4.01K $386K
KEYS
Keysight Technologies, Inc.

Technology
-27
- 1.95%
$158.51 - $178.15 $4.28K - $4.81K
1.36K $238K
AZN
Astrazeneca PLC

Healthcare
-168
- 4.81%
$68.72 - $82.11 $11.5K - $13.8K
3.32K $255K
CNP
Centerpoint Energy Inc

Utilities
-14
- 0.23%
$35.77 - $39.16 $501 - $548
6.05K $234K
DELL
Dell Technologies Inc.

Technology
-216
- 9.34%
$120.96 - $141.77 $26.1K - $30.6K
2.1K $297K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-182
- 2.97%
$41.34 - $45.65 $7.52K - $8.31K
5.94K $267K
MGRC
Mcgrath Rentcorp

Industrials
-85
- 0.47%
$113.6 - $127.77 $9.66K - $10.9K
18.1K $2.12M
GE
General Electric CO

Industrials
-76
- 8.58%
$244.75 - $305.63 $18.6K - $23.2K
810 $243K
Activity Summary
Buys All Purchases 138 New Holdings 37 Increased Positions 101 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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