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
DFS
Discover Financial Services

Financial Services
-613
- 33.05%
$152.99 - $203.25 $93.8K - $125K
1.24K $212K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.99K
- 24.46%
$47.33 - $47.92 $94.1K - $95.3K
6.14K $292K
EME
Emcor Group, Inc.

Industrials
-35
- 3.72%
$361.16 - $535.99 $12.6K - $18.8K
906 $334K
AAT
American Assets Trust, Inc.

Real Estate
-81
- 0.58%
$19.65 - $26.32 $1.59K - $2.13K
13.9K $279K
VLUE
Ishares Msci Usa Value Factor

ETFs
-863
- 10.97%
$104.89 - $113.56 $90.5K - $98K
7.01K $747K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-2.21K
- 22.24%
$44.39 - $50.29 $97.9K - $111K
7.71K $375K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-71
- 2.21%
$157.11 - $206.52 $11.2K - $14.7K
3.14K $528K
C
Citigroup Inc

Financial Services
-898
- 12.21%
$67.23 - $84.63 $60.4K - $76K
6.46K $458K
CF
Cf Industries Holdings, Inc.

Basic Materials
-168
- 3.16%
$75.03 - $97.25 $12.6K - $16.3K
5.15K $402K
HON
Honeywell International Inc

Industrials
-118
- 6.09%
$202.75 - $226.52 $23.9K - $26.7K
1.82K $385K
BECN
Beacon Roofing Supply Inc

Industrials
-877
- 31.84%
$100.48 - $123.86 $88.1K - $109K
1.88K $232K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-589
- 1.67%
$44.81 - $46.22 $26.4K - $27.2K
34.6K $1.56M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-16.4K
- 33.75%
$9.49 - $14.83 $156K - $243K
32.2K $438K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-100
- 9.85%
$308.87 - $383.33 $30.9K - $38.3K
915 $299K
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 14.23%
$890.62 - $1076.86 $35.6K - $43.1K
241 $227K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-16
- 0.2%
$37.84 - $44.02 $605 - $704
7.93K $304K
HD
Home Depot, Inc.

Consumer Cyclical
-20
- 2.46%
$347.25 - $424.87 $6.95K - $8.5K
793 $290K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-526
- 6.12%
$73.78 - $76.59 $38.8K - $40.3K
8.07K $618K
PRDO
Perdoceo Education Corp

Consumer Defensive
-214
- 1.59%
$24.21 - $29.15 $5.18K - $6.24K
13.3K $333K
JBL
Jabil Inc

Technology
-55
- 2.99%
$130.51 - $173.33 $7.18K - $9.53K
1.78K $242K
TYL
Tyler Technologies Inc

Technology
-35
- 8.08%
$553.41 - $646.74 $19.4K - $22.6K
398 $231K
PLD
Prologis, Inc.

Real Estate
-284
- 10.46%
$103.59 - $124.04 $29.4K - $35.2K
2.43K $271K
MATX
Matson, Inc.

Industrials
-3
- 0.16%
$127.06 - $149.06 $381 - $447
1.91K $244K
INGR
Ingredion Inc

Consumer Defensive
-52
- 2.32%
$125.6 - $137.36 $6.53K - $7.14K
2.19K $295K
EQR
Equity Residential

Real Estate
-69
- 1.53%
$66.98 - $75.02 $4.62K - $5.18K
4.44K $317K
TJX
Tjx Companies Inc

Consumer Cyclical
-53
- 1.62%
$112.81 - $126.16 $5.98K - $6.69K
3.22K $392K
VIG
Vanguard Dividend Appreciation

ETFs
-20
- 1.82%
N/A
1.08K $196K
EBAY
Ebay Inc

Consumer Cyclical
-452
- 8.83%
$61.61 - $70.93 $27.8K - $32.1K
4.67K $316K
Atlassian Corporation
-300
- 9.58%
N/A
2.83K $0
Zymeworks Inc
-3.58K
- 25.57%
N/A
10.4K $0
Corpay Inc
-17
- 2.09%
N/A
798 $0
LCTD
Blackrock ETF World Ex Us Carb
-6K
- 17.84%
N/A
27.6K $0
CVLT
Commvault Systems Inc

Technology
-129
- 4.06%
$146.82 - $187.9 $18.9K - $24.2K
3.05K $480K
DVY
Ishares Tr

ETFs
-686
- 2.2%
$128.58 - $138.1 $88.2K - $94.7K
30.5K $4.1M
VTV
Vanguard Value ETF

ETFs
-69
- 1.76%
$167.73 - $179.21 $11.6K - $12.4K
3.85K $665K
MFC
Manulife Financial Corp

Financial Services
-257
- 0.98%
$28.41 - $31.82 $7.3K - $8.18K
26K $808K
JPM
Jpmorgan Chase & CO

Financial Services
-128
- 1.56%
$225.19 - $279.95 $28.8K - $35.8K
8.05K $1.97M
XOM
Exxon Mobil Corp

Energy
-92
- 3.36%
$105.44 - $118.93 $9.7K - $10.9K
2.65K $314K
WRB
Berkley W R Corp

Financial Services
-326
- 9.18%
$56.7 - $71.27 $18.5K - $23.2K
3.23K $229K
IEFA
Ishares Tr

ETFs
-366
- 3.97%
$69.57 - $78.65 $25.5K - $28.8K
8.86K $670K
ACIW
Aci Worldwide, Inc.

Technology
-96
- 0.95%
$50.38 - $57.35 $4.84K - $5.51K
10K $549K
BMY
Bristol Myers Squibb CO

Healthcare
-64
- 1.02%
$53.9 - $63.11 $3.45K - $4.04K
6.22K $379K
VLO
Valero Energy Corp

Energy
-68
- 1.55%
$121.76 - $142.99 $8.28K - $9.72K
4.33K $571K
NFLX
Netflix Inc

Communication Services
-10
- 0.92%
$828.4 - $1058.6 $8.28K - $10.6K
1.08K $1M
FOXA
Fox Corp

Communication Services
-291
- 4.14%
$47.9 - $58.0 $13.9K - $16.9K
6.73K $380K
KR
Kroger CO

Consumer Defensive
-45
- 0.64%
$58.36 - $67.72 $2.63K - $3.05K
7.02K $475K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-175
- 8.99%
$442.66 - $534.52 $77.5K - $93.5K
1.77K $943K
MO
Altria Group, Inc.

Consumer Defensive
-138
- 1.44%
$50.81 - $60.02 $7.01K - $8.28K
9.43K $565K
SPOT
Spotify Technology S.A.

Communication Services
-21
- 2.23%
$457.79 - $648.32 $9.61K - $13.6K
919 $505K
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
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