One Wealth Capital Management, LLC Purchases in Q4 2024

One Wealth Capital Management, LLC

  • $197 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
107K
New
$406.35 - $454.46 $43.5M - $48.7M
107K $45.2B
IVV
Ishares Core S&P 500 ETF

ETFs
35.3K
New
$570.51 - $610.59 $20.1M - $21.5M
35.3K $20.8B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
216K
New
$45.07 - $47.1 $9.74M - $10.2M
216K $9.77B
MUB
Ishares National Muni Bond ETF

ETFs
77.7K
New
$105.78 - $108.7 $8.22M - $8.45M
77.7K $8.28B
IVW
Ishares S&P 500 Growth ETF

ETFs
75.7K
New
$94.43 - $105.47 $7.15M - $7.99M
75.7K $7.69B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
143K
New
$49.03 - $53.35 $7.03M - $7.65M
143K $7.35B
QUAL
Ishares Msci Usa Quality Facto

ETFs
36K
New
$176.42 - $186.91 $6.36M - $6.74M
36K $6.42B
EFG
Msci Eafe Growth ETF

ETFs
57.8K
New
$96.83 - $106.88 $5.6M - $6.18M
57.8K $5.6B
EFV
Msci Eafe Value ETF

ETFs
94.8K
New
$51.78 - $57.15 $4.91M - $5.42M
94.8K $4.98B
AMZN
Amazon Com Inc

Consumer Cyclical
19.5K
New
$180.88 - $232.93 $3.52M - $4.53M
19.5K $4.27B
IYW
Ishares Dj Us Tech ETF

ETFs
19K
New
$148.14 - $166.23 $2.82M - $3.16M
19K $3.03B
IVE
Ishares S&P 500 Value ETF

ETFs
15.2K
New
$189.5 - $206.17 $2.89M - $3.14M
15.2K $2.91B
AVGO
Broadcom Inc.

Technology
12.2K
New
$159.67 - $250.0 $1.95M - $3.05M
12.2K $2.83B
MBB
Ishares Tr

ETFs
28.6K
New
$91.26 - $95.82 $2.61M - $2.74M
28.6K $2.62B
GOOG
Alphabet Inc.

Communication Services
13.6K
New
$163.08 - $198.16 $2.22M - $2.69M
13.6K $2.59B
AAPL
Apple Inc.

Technology
9.79K
New
$221.69 - $259.02 $2.17M - $2.54M
9.79K $2.45B
NVDA
Nvidia Corp

Technology
15.3K
New
$117.0 - $148.88 $1.79M - $2.28M
15.3K $2.06B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
15.6K
New
$124.61 - $133.96 $1.95M - $2.09M
15.6K $2.01B
V
Visa Inc.

Financial Services
6.37K
New
$273.87 - $320.91 $1.74M - $2.04M
6.37K $2.01B
NFLX
Netflix Inc

Communication Services
2.14K
New
$687.65 - $936.56 $1.47M - $2M
2.14K $1.91B
GOOGL
Alphabet Inc.

Communication Services
9.26K
New
$161.86 - $196.66 $1.5M - $1.82M
9.26K $1.75B
META
Meta Platforms, Inc.

Communication Services
2.86K
New
$554.08 - $632.68 $1.58M - $1.81M
2.86K $1.67B
ORCL
Oracle Corp

Technology
9.18K
New
$165.41 - $192.43 $1.52M - $1.77M
9.18K $1.53B
Blackrock ETF Trust Ii
28.6K
New
N/A
28.6K $1.49B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.1K
New
$99.04 - $109.59 $1.29M - $1.43M
13.1K $1.3B
SHOP
Shopify Inc.

Technology
12K
New
$78.14 - $119.49 $941K - $1.44M
12K $1.28B
MA
Mastercard Inc

Financial Services
2.43K
New
$491.3 - $536.15 $1.19M - $1.3M
2.43K $1.28B
NOW
Service Now, Inc.

Technology
1.19K
New
$867.18 - $1148.42 $1.03M - $1.37M
1.19K $1.26B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.08K
New
$201.32 - $217.44 $1.22M - $1.32M
6.08K $1.26B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
18.5K
New
$62.07 - $66.61 $1.15M - $1.24M
18.5K $1.19B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
34.6K
New
$34.13 - $37.35 $1.18M - $1.29M
34.6K $1.18B
TSLA
Tesla, Inc.

Consumer Cyclical
2.71K
New
$213.65 - $479.86 $578K - $1.3M
2.71K $1.09B
ADBE
Adobe Inc.

Technology
2.38K
New
$437.39 - $552.96 $1.04M - $1.31M
2.38K $1.06B
USXF
Ishares Esg Advanced Msci Usa

Technology
20.3K
New
$48.45 - $52.57 $985K - $1.07M
20.3K $1.01B
IEMG
Ishares Inc

ETFs
18.3K
New
N/A
18.3K $953M
LLY
Eli Lilly & CO

Healthcare
1.22K
New
$727.2 - $932.06 $888K - $1.14M
1.22K $943M
SCHX
Schwab Strategic Tr Us Large C

ETFs
40.1K
New
$22.4 - $68.28 $898K - $2.74M
40.1K $929M
OEF
Ishares S&P 100 ETF

ETFs
3.17K
New
N/A
3.17K $915M
VUG
Vanguard Growth ETF

ETFs
2.18K
New
$378.79 - $428.11 $826K - $933K
2.18K $895M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.96K
New
$87.1 - $98.49 $867K - $981K
9.96K $870M
ZTS
Zoetis Inc.

Healthcare
5.3K
New
$162.24 - $194.42 $860K - $1.03M
5.3K $864M
ABT
Abbott Laboratories

Healthcare
7.6K
New
$111.93 - $119.39 $851K - $908K
7.6K $860M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.61K
New
$501.29 - $612.85 $805K - $984K
1.61K $835M
MSCI
Msci Inc.

Financial Services
1.29K
New
$569.09 - $635.99 $734K - $820K
1.29K $774M
ACN
Accenture PLC

Technology
2.19K
New
$343.9 - $376.86 $754K - $826K
2.19K $771M
DSI
Ishares Msci Kld 400 Social Et

ETFs
6.9K
New
$107.41 - $115.71 $741K - $798K
6.9K $760M
WDAY
Workday, Inc.

Technology
2.77K
New
$233.85 - $279.91 $648K - $775K
2.77K $715M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
28.3K
New
$22.65 - $23.8 $642K - $674K
28.3K $644M
IAU
Ishares Gold Trust

ETFs
12.4K
New
$48.37 - $52.65 $600K - $653K
12.4K $614M
Activity Summary
Buys All Purchases 109 New Holdings 109 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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