One Wealth Capital Management, LLC Incresed Positions in Q1 2025

One Wealth Capital Management, LLC

  • $186 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
11.9K
+ 78.05%
$185.78 - $198.58 $2.21M - $2.36M
27.1K $5.17B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
15.3K
+ 116.93%
$97.25 - $104.79 $1.49M - $1.6M
28.3K $2.94B
OEF
Ishares S&P 100 ETF

ETFs
5.86K
+ 184.97%
N/A
9.03K $2.44B
IEMG
Ishares Inc

ETFs
24.9K
+ 136.5%
N/A
43.2K $2.33B
IAU
Ishares Gold Trust

ETFs
15.9K
+ 127.97%
$49.74 - $58.96 $789K - $935K
28.3K $1.67B
HEFA
Ishares Currency Hedged Msci E

ETFs
23.4K
+ 233.06%
$34.83 - $37.52 $815K - $878K
33.4K $1.21B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.5K
+ 12.48%
$168.16 - $186.21 $757K - $838K
40.5K $6.93B
LLY
Eli Lilly & CO

Healthcare
399
+ 32.68%
$725.72 - $929.72 $290K - $371K
1.62K $1.34B
V
Visa Inc.

Financial Services
476
+ 7.48%
$306.92 - $362.71 $146K - $173K
6.84K $2.4B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.34K
+ 22.02%
$196.12 - $229.48 $263K - $307K
7.42K $1.5B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.57K
+ 88.28%
$45.92 - $47.58 $210K - $218K
9.75K $463M
ZTS
Zoetis Inc.

Healthcare
1.1K
+ 20.71%
$156.48 - $175.67 $172K - $193K
6.4K $1.05B
MNST
Monster Beverage Corp

Consumer Defensive
1.75K
+ 38.02%
$46.16 - $58.58 $80.9K - $103K
6.36K $372M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
160
+ 25.72%
$402.49 - $513.76 $64.4K - $82.2K
782 $379M
META
Meta Platforms, Inc.

Communication Services
259
+ 9.07%
$576.36 - $736.67 $149K - $191K
3.12K $1.8B
TMO
Thermo Fisher Scientific Inc.

Healthcare
283
+ 17.62%
$497.6 - $606.74 $141K - $172K
1.89K $940M
QCOM
Qualcomm Inc

Technology
526
+ 17.75%
$151.94 - $175.86 $79.9K - $92.5K
3.49K $536M
EMB
Ishares Tr

ETFs
834
+ 27.92%
$88.64 - $92.03 $73.9K - $76.8K
3.82K $346M
VZ
Verizon Communications Inc

Communication Services
706
+ 8.93%
$37.81 - $46.49 $26.7K - $32.8K
8.61K $391M
AIG
American International Group, Inc.

Financial Services
78
+ 1.97%
$70.5 - $86.94 $5.5K - $6.78K
4.03K $351M
ABNB
Airbnb, Inc.

Consumer Cyclical
880
+ 20.91%
$119.38 - $161.42 $105K - $142K
5.09K $608M
ATO
Atmos Energy Corp

Utilities
155
+ 10.06%
$136.51 - $154.58 $21.2K - $24K
1.7K $262M
CTVA
Corteva, Inc.

Basic Materials
161
+ 3.44%
$55.94 - $66.15 $9.01K - $10.7K
4.84K $304M
KO
Coca Cola CO

Consumer Defensive
33
+ 0.94%
$60.81 - $72.32 $2.01K - $2.39K
3.55K $254M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
457
+ 3.07%
$11.66 - $14.98 $5.33K - $6.85K
15.3K $209M
ORCL
Oracle Corp

Technology
1.98K
+ 21.6%
$139.81 - $186.47 $277K - $370K
11.2K $1.56B
DIS
Walt Disney CO

Communication Services
546
+ 26.83%
$96.87 - $114.0 $52.9K - $62.2K
2.58K $255M
CRM
Salesforce, Inc.

Technology
285
+ 37.8%
$268.36 - $359.95 $76.5K - $103K
1.04K $279M
ECL
Ecolab Inc.

Basic Materials
33
+ 3.57%
$229.72 - $269.82 $7.58K - $8.9K
957 $243M
TDY
Teledyne Technologies Inc

Technology
14
+ 2.79%
$455.51 - $518.84 $6.38K - $7.26K
516 $257M
PH
Parker Hannifin Corp

Industrials
67
+ 10.7%
$591.65 - $707.05 $39.6K - $47.4K
693 $421M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
548
+ 1.93%
$22.42 - $23.22 $12.3K - $12.7K
28.9K $666M
LOW
Lowes Companies Inc

Consumer Cyclical
154
+ 11.18%
$222.66 - $268.42 $34.3K - $41.3K
1.53K $357M
ADSK
Autodesk, Inc.

Technology
181
+ 20.27%
N/A
1.07K $281M
ISRG
Intuitive Surgical Inc

Healthcare
60
+ 12.3%
$476.63 - $610.45 $28.6K - $36.6K
548 $271M
COF
Capital One Financial Corp

Financial Services
75
+ 4.58%
$163.87 - $209.82 $12.3K - $15.7K
1.71K $307M
EUSB
Ishares Tr Esg Advanced Total

Technology
47
+ 0.89%
$42.05 - $43.43 $1.98K - $2.04K
5.35K $232M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
10
+ 0.1%
$21.23 - $22.14 $212 - $221
10.5K $231M
AMP
Ameriprise Financial Inc

Financial Services
75
+ 10.73%
$472.29 - $575.13 $35.4K - $43.1K
774 $375M
MLM
Martin Marietta Materials Inc

Basic Materials
29
+ 6.64%
$460.39 - $552.64 $13.4K - $16K
466 $223M
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 4.35%
$347.25 - $424.87 $16K - $19.5K
1.1K $404M
ANSS
Ansys Inc

Technology
22
+ 3.29%
$316.56 - $360.36 $6.96K - $7.93K
691 $219M
USXF
Ishares Esg Advanced Msci Usa

Technology
991
+ 4.87%
$46.38 - $52.65 $46K - $52.2K
21.3K $995M
DSI
Ishares Msci Kld 400 Social Et

ETFs
339
+ 4.92%
$101.98 - $115.66 $34.6K - $39.2K
7.24K $741M
LEN
Lennar Corp

Consumer Cyclical
139
+ 7.71%
$113.93 - $141.54 $15.8K - $19.7K
1.94K $223M
USB
Us Bancorp \De\

Financial Services
71
+ 1.43%
$40.92 - $50.9 $2.91K - $3.61K
5.05K $213M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
478
+ 2.58%
$59.79 - $67.15 $28.6K - $32.1K
19K $1.15B
WDAY
Workday, Inc.

Technology
30
+ 1.08%
$233.53 - $277.82 $7.01K - $8.33K
2.8K $654M
SHOP
Shopify Inc.

Technology
697
+ 5.79%
$90.59 - $129.31 $63.1K - $90.1K
12.7K $1.22B
Activity Summary
Buys All Purchases 68 New Holdings 11 Increased Positions 57 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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