One Wealth Advisors, LLC Sells in Q1 2025

One Wealth Advisors, LLC

  • $646 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-124K
- 53.46%
$96.1 - $106.37 $11.9M - $13.2M
108K $10.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-68.4K
- 7.97%
$64.88 - $72.1 $4.44M - $4.93M
790K $51.9M
AAPL
Apple Inc.

Technology
-8.57K
- 4.61%
$209.68 - $247.1 $1.8M - $2.12M
177K $39.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-56.9K
- 75.9%
$85.29 - $92.57 $4.85M - $5.27M
18.1K $1.65M
MUB
Ishares National Muni Bond ETF

ETFs
-30.3K
- 17.37%
$104.71 - $107.69 $3.17M - $3.26M
144K $15.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-52.4K
- 26.4%
$54.25 - $57.64 $2.84M - $3.02M
146K $8.05M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.62K
- 6.82%
$554.06 - $615.85 $1.45M - $1.61M
35.8K $20.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.74K
- 4.73%
$360.07 - $417.26 $625K - $724K
35K $12.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
-242
- 0.1%
$92.45 - $106.69 $22.4K - $25.8K
238K $22.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-8.56K
- 7.31%
$120.24 - $134.3 $1.03M - $1.15M
108K $13.2M
IFRA
Ishares Tr

ETFs
-37.5K
- 81.96%
$44.8 - $49.25 $1.68M - $1.85M
8.25K $371K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-11.9K
- 14.49%
$95.35 - $107.82 $1.13M - $1.28M
70.2K $6.72M
IYW
Ishares Dj Us Tech ETF

ETFs
-572
- 0.69%
$140.44 - $166.79 $80.3K - $95.4K
82.9K $11.6M
GOOG
Alphabet Inc.

Communication Services
-2.5K
- 6.94%
$156.06 - $207.71 $390K - $519K
33.5K $5.23M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-8.91K
- 2.13%
$48.06 - $53.73 $428K - $479K
409K $20M
IWD
Ishares Russell 1000 Val ETF

ETFs
-8.01K
- 56.08%
$182.82 - $196.21 $1.46M - $1.57M
6.27K $1.18M
TSLA
Tesla, Inc.

Consumer Cyclical
-621
- 7.99%
$222.15 - $428.22 $138K - $266K
7.16K $1.85M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-10.3K
- 6.38%
$59.79 - $67.15 $615K - $691K
151K $9.15M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-18.8K
- 32.51%
$63.91 - $70.19 $1.2M - $1.32M
39K $2.63M
MBB
Ishares Tr

ETFs
-13.9K
- 11.98%
$90.37 - $94.08 $1.25M - $1.3M
102K $9.54M
EFV
Msci Eafe Value ETF

ETFs
-48.8K
- 16.29%
$51.88 - $60.73 $2.53M - $2.96M
251K $14.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.43K
- 27.36%
$302.31 - $337.54 $736K - $821K
6.46K $1.98M
APP
App Lovin Corp

Technology
-2.19K
- 47.33%
$238.08 - $510.13 $521K - $1.12M
2.44K $645K
GOOGL
Alphabet Inc.

Communication Services
-451
- 2.08%
$154.33 - $206.19 $69.6K - $93K
21.2K $3.28M
SUB
Ishares Short Term National Mu

ETFs
-7.7K
- 54.64%
$105.3 - $106.24 $811K - $818K
6.39K $675K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-3.4K
- 7.21%
$101.98 - $115.66 $346K - $393K
43.7K $4.48M
META
Meta Platforms, Inc.

Communication Services
-744
- 10.02%
$576.36 - $736.67 $429K - $548K
6.68K $3.85M
ORCL
Oracle Corp

Technology
-1.6K
- 14.85%
$139.81 - $186.47 $223K - $298K
9.17K $1.28M
NVDA
Nvidia Corp

Technology
-309
- 1.8%
$106.98 - $149.43 $33.1K - $46.2K
16.9K $1.83M
GDDY
Go Daddy Inc.

Technology
-1.53K
- 20.17%
$172.13 - $214.35 $264K - $329K
6.07K $1.09M
USXF
Ishares Esg Advanced Msci Usa

Technology
-15
- 0.01%
$46.38 - $52.65 $696 - $790
120K $5.61M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-2.4K
- 4.57%
$91.76 - $103.26 $221K - $248K
50.2K $4.64M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-19.1K
- 6.68%
$22.42 - $23.22 $429K - $444K
267K $6.17M
VRSK
Verisk Analytics, Inc.

Industrials
-1.13K
- 58.0%
$268.63 - $301.33 $304K - $341K
819 $243K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-15.7K
- 3.18%
$44.72 - $46.25 $701K - $725K
478K $22M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.32K
- 48.51%
$158.1 - $217.71 $209K - $287K
1.4K $221K
EUSB
Ishares Tr Esg Advanced Total

Technology
-8.18K
- 7.89%
$42.05 - $43.43 $344K - $355K
95.5K $4.14M
IYE
Ishares Tr

ETFs
-5.92K
- 53.06%
$45.23 - $49.95 $268K - $295K
5.23K $257K
TMUS
T Mobile Us, Inc.

Communication Services
-1.46K
- 47.02%
$211.3 - $272.83 $308K - $398K
1.64K $438K
HPE
Hewlett Packard Enterprise CO

Technology
-1.37K
- 3.85%
$14.77 - $24.42 $20.3K - $33.5K
34.3K $529K
WDFC
Wd 40 CO

Basic Materials
-900
- 7.26%
$226.67 - $250.92 $204K - $226K
11.5K $2.81M
DELL
Dell Technologies Inc.

Technology
-1.08K
- 32.16%
$90.34 - $124.66 $97.2K - $134K
2.27K $206K
CAH
Cardinal Health Inc

Healthcare
-1.85K
- 44.81%
$118.02 - $137.77 $218K - $254K
2.27K $313K
AFL
Aflac Inc

Financial Services
-1.82K
- 45.92%
$100.99 - $111.19 $184K - $202K
2.14K $238K
IDCC
Inter Digital, Inc.

Communication Services
-921
- 25.59%
$171.68 - $225.72 $158K - $208K
2.68K $553K
MPC
Marathon Petroleum Corp

Energy
-1.15K
- 26.23%
$134.72 - $159.03 $154K - $182K
3.22K $469K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-6.39K
- 11.94%
$32.74 - $36.2 $209K - $231K
47.1K $1.65M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-408
- 1.53%
$57.21 - $65.8 $23.3K - $26.8K
26.2K $1.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-191
- 23.82%
$507.05 - $563.67 $96.8K - $108K
611 $313K
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
Track This Portfolio

Track One Wealth Advisors, LLC Portfolio

Follow One Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email