One Wealth Management Investment & Advisory Services, LLC Purchases in Q2 2024

One Wealth Management Investment & Advisory Services, LLC

  • $251 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
34.4K
+ 56.93%
$79.31 - $93.31 $2.72M - $3.21M
94.7K $8.76B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
46K
+ 43.54%
$42.0 - $47.28 $1.93M - $2.17M
151K $7.11B
NVDA
Nvidia Corp

Technology
55.4K
+ 906.66%
$118.11 - $1224.4 $6.54M - $67.8M
61.5K $7.6B
EFG
Msci Eafe Growth ETF

ETFs
14.9K
+ 32.73%
$97.17 - $106.25 $1.44M - $1.58M
60.2K $6.16B
IEMG
Ishares Inc

ETFs
19.5K
+ 127.43%
$50.02 - $54.95 $974K - $1.07M
34.8K $1.86B
OSW
Onespaworld Holdings LTD

Consumer Cyclical
19.8K
+ 9.84%
$12.15 - $16.25 $241K - $322K
221K $3.4B
GOOG
Alphabet Inc.

Communication Services
592
+ 3.4%
$151.94 - $186.86 $89.9K - $111K
18K $3.31B
MSCI
Msci Inc.

Financial Services
959
New
$446.0 - $554.83 $428K - $532K
959 $462M
SHOP
Shopify Inc.

Technology
7.81K
+ 132.09%
$56.97 - $78.19 $445K - $610K
13.7K $906M
META
Meta Platforms, Inc.

Communication Services
501
+ 6.19%
$430.17 - $527.34 $216K - $264K
8.6K $4.34B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
8.05K
New
$31.14 - $34.36 $251K - $277K
8.05K $270M
BA
Boeing CO

Industrials
1.45K
New
$164.33 - $191.42 $238K - $277K
1.45K $263M
ORCL
Oracle Corp

Technology
1.84K
New
$113.75 - $144.64 $209K - $266K
1.84K $259M
WMB
Williams Companies, Inc.

Energy
4.86K
New
$37.58 - $43.11 $183K - $210K
4.86K $207M
PM
Philip Morris International Inc.

Consumer Defensive
2K
New
$88.6 - $104.24 $177K - $208K
2K $202M
TSLA
Tesla, Inc.

Consumer Cyclical
283
+ 4.7%
$142.05 - $197.88 $40.2K - $56K
6.31K $1.25B
NVO
Novo Nordisk A S

Healthcare
574
+ 9.93%
$122.71 - $146.91 $70.4K - $84.3K
6.35K $907M
LLY
Eli Lilly & CO

Healthcare
17
+ 2.13%
$724.87 - $909.04 $12.3K - $15.5K
817 $740M
PANW
Palo Alto Networks Inc

Technology
9
+ 0.52%
$265.2 - $340.82 $2.39K - $3.07K
1.73K $586M
SPY
Spdr S&P 500 ETF Trust

ETFs
63
+ 3.39%
$495.16 - $548.49 $31.2K - $34.6K
1.92K $1.05B
NOW
Service Now, Inc.

Technology
18
+ 0.9%
$643.29 - $786.67 $11.6K - $14.2K
2.01K $1.58B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
24
+ 3.32%
$392.81 - $485.53 $9.43K - $11.7K
747 $350M
ISRG
Intuitive Surgical Inc

Healthcare
23
+ 3.41%
$366.34 - $445.11 $8.43K - $10.2K
697 $310M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
125
+ 16.21%
$396.73 - $420.24 $49.6K - $52.5K
896 $364M
ZTS
Zoetis Inc.

Healthcare
98
+ 1.89%
$145.54 - $178.83 $14.3K - $17.5K
5.28K $915M
Nrx Pharmaceuticals Inc
15K
New
N/A
15K $36.7M
IVE
Ishares S&P 500 Value ETF

ETFs
537
+ 3.56%
$176.58 - $186.7 $94.8K - $100K
15.6K $2.85B
CVX
Chevron Corp

Energy
95
+ 7.06%
$152.57 - $166.33 $14.5K - $15.8K
1.44K $225M
VTV
Vanguard Value ETF

ETFs
75
+ 3.94%
$154.57 - $163.65 $11.6K - $12.3K
1.98K $317M
XLF
Financial Sector Spdr

ETFs
256
+ 3.22%
$39.59 - $42.49 $10.1K - $10.9K
8.2K $337M
SUB
Ishares Short Term National Mu

ETFs
26
+ 0.54%
$104.04 - $104.8 $2.71K - $2.72K
4.82K $504M
Blackrock ETF Trust Ii
89
+ 0.54%
N/A
16.5K $860M
TDY
Teledyne Technologies Inc

Technology
42
+ 8.77%
$362.5 - $424.93 $15.2K - $17.8K
521 $202M
TMO
Thermo Fisher Scientific Inc.

Healthcare
98
+ 4.33%
$541.52 - $599.02 $53.1K - $58.7K
2.36K $1.31B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.1%
$377.31 - $399.95 $755 - $800
1.93K $756M
DIS
Walt Disney CO

Communication Services
266
+ 14.17%
$99.29 - $122.82 $26.4K - $32.7K
2.14K $213M
IT
Gartner Inc

Technology
33
+ 2.67%
$412.59 - $477.44 $13.6K - $15.8K
1.27K $571M
TLT
Ishares Barclays 20+ Year Trea

ETFs
249
+ 1.6%
$87.78 - $94.67 $21.9K - $23.6K
15.8K $1.45B
MNST
Monster Beverage Corp

Consumer Defensive
324
+ 7.19%
$48.03 - $57.74 $15.6K - $18.7K
4.83K $241M
HD
Home Depot, Inc.

Consumer Cyclical
81
+ 4.77%
$325.1 - $368.03 $26.3K - $29.8K
1.78K $612M
V
Visa Inc.

Financial Services
245
+ 3.37%
$262.47 - $281.5 $64.3K - $69K
7.51K $1.97B
ABT
Abbott Laboratories

Healthcare
301
+ 3.01%
$100.73 - $112.44 $30.3K - $33.8K
10.3K $1.07B
ABNB
Airbnb, Inc.

Consumer Cyclical
13
+ 0.18%
$141.04 - $165.42 $1.83K - $2.15K
7.16K $1.09B
MA
Mastercard Inc

Financial Services
69
+ 2.19%
$441.1 - $479.43 $30.4K - $33.1K
3.23K $1.42B
WDAY
Workday, Inc.

Technology
52
+ 2.25%
$207.08 - $272.44 $10.8K - $14.2K
2.36K $527M
ACN
Accenture PLC

Technology
33
+ 1.09%
$281.76 - $339.17 $9.3K - $11.2K
3.05K $925M
SQ
Block, Inc.

Technology
31
+ 0.27%
$61.9 - $81.46 $1.92K - $2.53K
11.5K $744M
CRM
Salesforce, Inc.

Technology
114
+ 1.69%
$218.01 - $304.74 $24.9K - $34.7K
6.86K $1.76B
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 1
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