One Ascent Family Office, LLC Incresed Positions in Q2 2025

One Ascent Family Office, LLC

  • $106 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OAIM
Unified Ser Tr Oneascent Intl
50.5K
+ 24.05%
N/A
260K $9.94M
EMB
Ishares Tr

ETFs
15.5K
+ 130.96%
$86.54 - $92.62 $1.34M - $1.43M
27.3K $2.53M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
8.2K
+ 167.45%
$95.74 - $115.54 $785K - $947K
13.1K $1.5M
XLE
Energy Sector Spdr

ETFs
12.7K
+ 29.62%
$76.44 - $94.13 $972K - $1.2M
55.7K $4.72M
OAEM
Unified Ser Tr Oneascent Emerg
11K
+ 20.18%
N/A
65.6K $2.12M
AVGO
Broadcom Inc.

Technology
116
+ 2.4%
$146.29 - $275.65 $17K - $32K
4.95K $1.36M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.54K
+ 63.84%
$141.37 - $228.57 $217K - $351K
3.94K $893K
IEFA
Ishares Tr

ETFs
4.56K
+ 36.29%
$67.83 - $84.09 $309K - $384K
17.1K $1.43M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.07K
+ 29.65%
$58.63 - $59.9 $415K - $424K
30.9K $1.85M
ORCL
Oracle Corp

Technology
1.26K
+ 73.13%
$122.82 - $218.63 $155K - $276K
2.99K $654K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
403
+ 30.19%
$456.74 - $568.03 $184K - $229K
1.74K $987K
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.13K
+ 13.65%
$22.27 - $29.21 $114K - $150K
42.7K $1.25M
GOOG
Alphabet Inc.

Communication Services
1.15K
+ 26.12%
$146.58 - $180.01 $168K - $206K
5.54K $983K
TT
Trane Technologies PLC

Industrials
278
+ 30.96%
$315.21 - $437.41 $87.6K - $122K
1.18K $514K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.1K
+ 116.84%
$99.37 - $134.05 $208K - $281K
3.89K $441K
GLD
Spdr Gold Trust

ETFs
415
+ 30.01%
$273.71 - $316.29 $114K - $131K
1.8K $548K
Unified Ser Tr
4.85K
+ 27.48%
N/A
22.5K $585K
AJG
Arthur J. Gallagher & Co.

Financial Services
464
+ 58.59%
$310.86 - $348.77 $144K - $162K
1.26K $402K
GOOGL
Alphabet Inc.

Communication Services
16
+ 0.27%
$144.7 - $178.6 $2.32K - $2.86K
5.95K $1.05M
XLK
Technology Sector Spdr

ETFs
44
+ 1.97%
$179.73 - $253.23 $7.91K - $11.1K
2.28K $578K
STE
Steris PLC

Healthcare
249
+ 13.9%
$208.55 - $252.55 $51.9K - $62.9K
2.04K $490K
CSCO
Cisco Systems, Inc.

Technology
642
+ 14.31%
$53.19 - $69.38 $34.1K - $44.5K
5.13K $356K
ETR
Entergy Corp

Utilities
983
+ 37.4%
$79.01 - $86.61 $77.7K - $85.1K
3.61K $300K
HGER
Harbor ETF Tr All Weather Infl
2.46K
+ 24.44%
$22.13 - $25.39 $54.5K - $62.5K
12.5K $305K
Blackrock Inc
26
+ 8.05%
N/A
349 $366K
XLI
Industrial Sector Spdr

ETFs
215
+ 13.15%
$116.42 - $147.52 $25K - $31.7K
1.85K $273K
Victory Portfolios Ii
136
+ 0.3%
N/A
45.1K $1.59M
Strategy Shs
1.17K
+ 3.43%
N/A
35.2K $893K
V
Visa Inc.

Financial Services
97
+ 4.95%
$308.27 - $373.31 $29.9K - $36.2K
2.06K $731K
ADBE
Adobe Inc.

Technology
84
+ 12.63%
$340.0 - $420.68 $28.6K - $35.3K
749 $290K
GM
General Motors CO

Consumer Cyclical
76
+ 1.77%
$42.48 - $50.46 $3.23K - $3.83K
4.38K $216K
VZ
Verizon Communications Inc

Communication Services
620
+ 6.58%
$41.67 - $45.62 $25.8K - $28.3K
10K $434K
CMCSA
Comcast Corp

Communication Services
332
+ 4.94%
$32.84 - $36.72 $10.9K - $12.2K
7.05K $252K
XOM
Exxon Mobil Corp

Energy
649
+ 10.47%
$99.93 - $119.04 $64.9K - $77.3K
6.85K $738K
MRK
Merck & Co., Inc.

Healthcare
311
+ 11.16%
$73.47 - $87.12 $22.8K - $27.1K
3.1K $245K
MPW
Medical Properties Trust Inc

Real Estate
91
+ 0.56%
$4.31 - $5.91 $392 - $538
16.3K $70K
Activity Summary
Buys All Purchases 65 New Holdings 28 Increased Positions 37 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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