One Wealth Advisors, LLC Sells in Q2 2025

One Wealth Advisors, LLC

  • $673 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-246K
- 31.17%
$58.41 - $72.69 $14.4M - $17.9M
543K $39.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-103K
- 70.33%
$50.08 - $63.14 $5.14M - $6.48M
43.3K $2.74M
AAPL
Apple Inc.

Technology
-8.57K
- 4.84%
$172.42 - $223.89 $1.48M - $1.92M
169K $34.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-95.2K
- 19.92%
$45.12 - $46.23 $4.29M - $4.4M
382K $17.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-46.8K
- 8.52%
$48.13 - $49.85 $2.25M - $2.33M
503K $24.6M
HEFA
Ishares Currency Hedged Msci E

ETFs
-63.3K
- 77.82%
$32.11 - $38.21 $2.03M - $2.42M
18K $684K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-83.1K
- 10.05%
$22.68 - $23.28 $1.88M - $1.93M
744K $17.2M
UNH
Unitedhealth Group Inc

Healthcare
-3.13K
- 70.27%
$274.35 - $599.47 $859K - $1.88M
1.33K $413K
ILCV
Ishares Morningstar Value ETF

ETFs
-20.1K
- 75.32%
$72.16 - $83.39 $1.45M - $1.68M
6.6K $550K
FLL
Full House Resorts Inc

Consumer Cyclical
-276K
- 47.72%
$2.91 - $4.24 $804K - $1.17M
303K $1.11M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-10.3K
- 56.75%
$83.97 - $92.85 $861K - $952K
7.82K $689K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-16.4K
- 47.47%
$43.63 - $45.4 $717K - $746K
18.2K $812K
OEF
Ishares S&P 100 ETF

ETFs
-2.42K
- 4.48%
N/A
51.6K $13.7M
EW
Edwards Lifesciences Corp

Healthcare
-9.3K
- 50.79%
$67.07 - $78.22 $623K - $727K
9.01K $704K
V
Visa Inc.

Financial Services
-1.72K
- 21.19%
$308.27 - $373.31 $529K - $641K
6.38K $2.27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.59K
- 41.1%
$96.84 - $99.46 $542K - $556K
8.02K $795K
USXF
Ishares Esg Advanced Msci Usa

Technology
-24.4K
- 20.3%
$41.54 - $53.93 $1.01M - $1.32M
95.8K $5.17M
PHYL
Pgim ETF Tr

ETFs
-12.4K
- 67.91%
$33.41 - $35.42 $415K - $440K
5.87K $207K
GDDY
Go Daddy Inc.

Technology
-2.38K
- 39.16%
$162.11 - $192.36 $385K - $457K
3.69K $665K
WDFC
Wd 40 CO

Basic Materials
-900
- 7.83%
$217.49 - $248.93 $196K - $224K
10.6K $2.42M
QCOM
Qualcomm Inc

Technology
-2.12K
- 45.75%
$124.66 - $159.48 $265K - $339K
2.52K $400K
AIG
American International Group, Inc.

Financial Services
-3.28K
- 53.25%
$77.56 - $87.72 $254K - $287K
2.88K $246K
GOOGL
Alphabet Inc.

Communication Services
-4.22K
- 19.93%
$144.7 - $178.6 $611K - $754K
17K $2.99M
CMCSA
Comcast Corp

Communication Services
-6.63K
- 34.72%
$32.84 - $36.72 $218K - $243K
12.5K $444K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.57K
- 6.96%
$85.42 - $94.39 $220K - $243K
34.4K $3.23M
ABT
Abbott Laboratories

Healthcare
-1.76K
- 40.02%
$123.95 - $138.08 $218K - $243K
2.64K $358K
MGRC
Mcgrath Rentcorp

Industrials
-2.65K
- 12.73%
$101.45 - $118.14 $269K - $313K
18.2K $2.11M
CPRT
Copart Inc

Consumer Cyclical
-166
- 0.63%
$47.72 - $63.84 $7.92K - $10.6K
26.3K $1.29M
ABBV
Abb Vie Inc.

Healthcare
-663
- 19.28%
$170.16 - $206.27 $113K - $137K
2.78K $515K
JNJ
Johnson & Johnson

Healthcare
-414
- 6.17%
$146.36 - $159.82 $60.6K - $66.2K
6.29K $961K
BMY
Bristol Myers Squibb CO

Healthcare
-1K
- 16.12%
$44.12 - $59.6 $44.2K - $59.7K
5.21K $241K
BK
Bank Of New York Mellon Corp

Financial Services
-2.09K
- 25.56%
$73.31 - $91.62 $153K - $192K
6.1K $555K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.76K
- 31.77%
$78.98 - $90.1 $139K - $158K
3.77K $339K
BLDR
Builders First Source, Inc.

Industrials
-712
- 27.23%
$105.63 - $131.12 $75.2K - $93.4K
1.9K $222K
ACIW
Aci Worldwide, Inc.

Technology
-256
- 2.55%
$44.59 - $57.17 $11.4K - $14.6K
9.78K $449K
MCK
Mckesson Corp

Healthcare
-324
- 13.83%
$652.83 - $732.78 $212K - $237K
2.02K $1.48M
DVN
Devon Energy Corp

Energy
-1.46K
- 16.97%
$26.8 - $37.92 $39.2K - $55.4K
7.15K $227K
CVX
Chevron Corp

Energy
-73
- 2.14%
$133.73 - $168.51 $9.76K - $12.3K
3.33K $477K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-3.4K
- 13.17%
$24.66 - $25.17 $83.9K - $85.7K
22.4K $565K
VLO
Valero Energy Corp

Energy
-646
- 14.93%
$104.69 - $141.77 $67.6K - $91.6K
3.68K $494K
COP
Conocophillips

Energy
-151
- 4.18%
$82.66 - $106.1 $12.5K - $16K
3.46K $310K
VLUE
Ishares Msci Usa Value Factor

ETFs
-992
- 14.16%
$93.5 - $113.21 $92.8K - $112K
6.01K $680K
TSCO
Tractor Supply CO

Consumer Cyclical
-96
- 0.38%
$47.86 - $55.77 $4.59K - $5.35K
25.3K $1.33M
EEM
Ishares Msci Emerging Markets

ETFs
-3.35K
- 15.49%
$38.52 - $48.28 $129K - $162K
18.3K $880K
FANG
Diamondback Energy, Inc.

Energy
-75
- 3.13%
$119.25 - $161.49 $8.94K - $12.1K
2.32K $318K
AMAT
Applied Materials Inc

Technology
-789
- 36.14%
$126.95 - $183.52 $100K - $145K
1.39K $255K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.17K
- 19.04%
$47.02 - $47.83 $55K - $55.9K
4.97K $237K
POOL
Pool Corp

Industrials
-10
- 0.52%
$285.0 - $325.66 $2.85K - $3.26K
1.9K $553K
SPOT
Spotify Technology S.A.

Communication Services
-331
- 36.02%
$503.3 - $775.9 $167K - $257K
588 $451K
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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