One Wealth Management Investment & Advisory Services, LLC Purchases in Q2 2025

One Wealth Management Investment & Advisory Services, LLC

  • $77.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.62K
+ 3.09%
$94.31 - $157.99 $153K - $256K
54.1K $8.55B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.27K
+ 91.11%
$416.06 - $551.64 $1.36M - $1.8M
6.86K $3.78B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.82K
+ 110.82%
$496.48 - $617.85 $1.4M - $1.74M
5.36K $3.31B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
17.2K
+ 192.45%
$100.35 - $100.71 $1.73M - $1.73M
26.2K $2.63B
AMZN
Amazon Com Inc

Consumer Cyclical
499
+ 1.63%
$167.32 - $223.3 $83.5K - $111K
31.2K $6.84B
GOOGL
Alphabet Inc.

Communication Services
193
+ 0.99%
$144.7 - $178.6 $27.9K - $34.5K
19.6K $3.45B
AAPL
Apple Inc.

Technology
5.68K
+ 13.33%
$172.42 - $223.89 $980K - $1.27M
48.3K $9.91B
ZS
Zscaler, Inc.

Technology
28
+ 0.94%
$174.67 - $315.32 $4.89K - $8.83K
3.01K $943M
VTI
Vanguard Total Stock Market Et

ETFs
224
+ 2.57%
$243.75 - $303.93 $54.6K - $68.1K
8.93K $2.71B
NFLX
Netflix Inc

Communication Services
5
+ 0.8%
$855.86 - $1339.13 $4.28K - $6.7K
630 $844M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.47K
+ 28.61%
$19.1 - $23.83 $143K - $178K
33.6K $800M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.69K
New
$104.34 - $138.68 $177K - $235K
1.69K $235M
AMD
Advanced Micro Devices Inc

Technology
976
+ 45.31%
$78.21 - $143.81 $76.3K - $140K
3.13K $444M
PLTR
Palantir Technologies Inc.

Technology
47
+ 1.15%
$74.01 - $144.25 $3.48K - $6.78K
4.14K $565M
CRWD
Crowd Strike Holdings, Inc.

Technology
6
+ 0.53%
$321.63 - $509.31 $1.93K - $3.06K
1.15K $584M
GOOG
Alphabet Inc.

Communication Services
602
+ 18.78%
$146.58 - $180.01 $88.2K - $108K
3.81K $675M
SCHG
Schwab Strategic Tr Us Large C

ETFs
186
+ 0.76%
$22.27 - $29.21 $4.14K - $5.43K
24.8K $725M
SHOP
Shopify Inc.

Technology
1
+ 0.02%
$76.89 - $115.35 $76.9 - $115
5.17K $596M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.04%
$376.48 - $440.65 $376 - $441
2.26K $995M
MAR
Marriott International Inc

Consumer Cyclical
20
+ 2.19%
$211.12 - $274.14 $4.22K - $5.48K
934 $255M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 8.67%
$483.48 - $539.8 $30.5K - $34K
790 $384M
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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