One Wealth Capital Management, LLC New Holdings in Q4 2024

One Wealth Capital Management, LLC

  • $197 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
1.16K
New
$485.52 - $625.25 $561K - $722K
1.16K $584M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
8.86K
New
$64.62 - $71.43 $573K - $633K
8.86K $573M
IFRA
Ishares Tr

ETFs
12.4K
New
$45.94 - $51.71 $568K - $639K
12.4K $572M
ABNB
Airbnb, Inc.

Consumer Cyclical
4.21K
New
$125.36 - $147.37 $528K - $620K
4.21K $553M
VTV
Vanguard Value ETF

ETFs
3.17K
New
$168.32 - $181.87 $534K - $577K
3.17K $537M
SUB
Ishares Short Term National Mu

ETFs
4.89K
New
$104.94 - $106.2 $513K - $520K
4.89K $516M
QCOM
Qualcomm Inc

Technology
2.96K
New
$150.4 - $178.04 $446K - $528K
2.96K $455M
NVO
Novo Nordisk A S

Healthcare
5.09K
New
$85.0 - $120.04 $433K - $611K
5.09K $438M
SPY
Spdr S&P 500 ETF Trust

ETFs
714
New
$567.81 - $607.81 $405K - $434K
714 $419M
HD
Home Depot, Inc.

Consumer Cyclical
1.06K
New
$385.02 - $431.37 $407K - $456K
1.06K $411M
PAYC
Paycom Software, Inc.

Technology
1.92K
New
$159.94 - $240.25 $308K - $462K
1.92K $394M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17K
New
$22.39 - $23.45 $380K - $398K
17K $390M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
48K
New
$7.83 - $8.16 $376K - $391K
48K $377M
AMP
Ameriprise Financial Inc

Financial Services
699
New
$473.15 - $574.01 $331K - $401K
699 $372M
HEFA
Ishares Currency Hedged Msci E

ETFs
10K
New
$34.42 - $35.88 $345K - $360K
10K $349M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.04K
New
$38.37 - $42.82 $347K - $387K
9.04K $347M
IT
Gartner Inc

Technology
706
New
$481.22 - $551.8 $340K - $390K
706 $342M
LOW
Lowes Companies Inc

Consumer Cyclical
1.38K
New
$244.52 - $284.07 $337K - $391K
1.38K $340M
CSGP
Costar Group, Inc.

Real Estate
4.53K
New
$69.7 - $81.97 $316K - $371K
4.53K $324M
VZ
Verizon Communications Inc

Communication Services
7.9K
New
$39.6 - $45.21 $313K - $357K
7.9K $316M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.86K
New
$159.11 - $178.39 $296K - $332K
1.86K $306M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
8.91K
New
$33.39 - $37.66 $297K - $335K
8.91K $297M
COF
Capital One Financial Corp

Financial Services
1.64K
New
$145.19 - $192.01 $238K - $314K
1.64K $292M
VGLT
Vanguard Long Term Treasury Et

ETFs
5.27K
New
$55.1 - $61.74 $290K - $325K
5.27K $292M
AIG
American International Group, Inc.

Financial Services
3.95K
New
$70.0 - $79.22 $277K - $313K
3.95K $288M
QQQ
Invesco Qqq Trust, Series 1

ETFs
537
New
$481.22 - $538.17 $258K - $289K
537 $275M
BA
Boeing CO

Industrials
1.53K
New
$138.14 - $180.72 $211K - $276K
1.53K $270M
CTVA
Corteva, Inc.

Basic Materials
4.67K
New
$55.21 - $64.13 $258K - $300K
4.67K $266M
EMB
Ishares Tr

ETFs
2.99K
New
$88.94 - $93.46 $266K - $279K
2.99K $266M
ADSK
Autodesk, Inc.

Technology
893
New
N/A
893 $264M
RPM
Rpm International Inc

Basic Materials
2.12K
New
$120.09 - $140.26 $255K - $297K
2.12K $261M
COST
Costco Wholesale Corp

Consumer Defensive
283
New
$873.59 - $994.69 $247K - $281K
283 $259M
ISRG
Intuitive Surgical Inc

Healthcare
488
New
$471.27 - $550.62 $230K - $269K
488 $255M
SONY
Sony Group Corp

Technology
11.9K
New
$17.53 - $96.8 $209K - $1.16M
11.9K $253M
CRM
Salesforce, Inc.

Technology
754
New
$270.87 - $367.87 $204K - $277K
754 $252M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
622
New
$396.64 - $516.74 $247K - $321K
622 $250M
LEN
Lennar Corp

Consumer Cyclical
1.8K
New
$136.2 - $188.96 $246K - $341K
1.8K $246M
MNST
Monster Beverage Corp

Consumer Defensive
4.61K
New
$49.24 - $56.38 $227K - $260K
4.61K $242M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.18K
New
$46.33 - $48.6 $240K - $252K
5.18K $241M
USB
Us Bancorp \De\

Financial Services
4.98K
New
$43.98 - $53.66 $219K - $267K
4.98K $238M
IXC
Ishares Tr Global Energy ETF

ETFs
6.19K
New
$36.95 - $43.06 $229K - $267K
6.19K $236M
TDY
Teledyne Technologies Inc

Technology
502
New
$436.59 - $489.24 $219K - $246K
502 $233M
PG
Procter & Gamble CO

Consumer Defensive
1.36K
New
$161.05 - $179.7 $219K - $245K
1.36K $228M
DIS
Walt Disney CO

Communication Services
2.04K
New
$92.39 - $117.6 $188K - $239K
2.04K $227M
MLM
Martin Marietta Materials Inc

Basic Materials
437
New
$516.5 - $619.58 $226K - $271K
437 $226M
ANSS
Ansys Inc

Technology
669
New
$313.05 - $361.45 $209K - $242K
669 $226M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
10.5K
New
$21.43 - $22.55 $224K - $236K
10.5K $226M
EUSB
Ishares Tr Esg Advanced Total

Technology
5.3K
New
$42.39 - $44.29 $225K - $235K
5.3K $225M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
9.09K
New
$24.61 - $25.12 $224K - $228K
9.09K $225M
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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