One Ascent Financial Services LLC Purchases in Q3 2025

One Ascent Financial Services LLC

  • $582 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OACP
Unified Ser Tr Oneascent Core

ETFs
2.06M
+ 238.32%
$22.56 - $23.26 $46.4M - $47.8M
2.92M $67.3M
NVDA
Nvidia Corp

Technology
82.1K
+ 313.47%
$153.3 - $186.58 $12.6M - $15.3M
108K $20.2M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
566K
+ 5192.01%
$23.8 - $24.29 $13.5M - $13.8M
577K $13.9M
AAPL
Apple Inc.

Technology
49.1K
+ 281.96%
$202.38 - $256.87 $9.95M - $12.6M
66.6K $17M
VTI
Vanguard Total Stock Market Et

ETFs
37.5K
+ 1354.41%
$303.93 - $329.86 $11.4M - $12.4M
40.3K $13.2M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
211K
New
$45.72 - $47.27 $9.64M - $9.97M
211K $9.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
106K
+ 1208.39%
$78.11 - $79.07 $8.27M - $8.37M
115K $9.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16.6K
+ 193.86%
$459.11 - $506.91 $7.6M - $8.39M
25.1K $12.6M
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
214K
New
$32.71 - $37.2 $7.01M - $7.97M
214K $7.97M
VCIT
Vanguard Intermediate Term Cor

ETFs
74.7K
New
$81.75 - $84.54 $6.1M - $6.31M
74.7K $6.28M
VGIT
Vanguard Intermediate Term Tre

ETFs
95.9K
+ 105.21%
$58.97 - $60.36 $5.65M - $5.79M
187K $11.2M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
134K
New
$38.56 - $42.17 $5.15M - $5.63M
134K $5.55M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
209K
New
$23.82 - $25.84 $4.98M - $5.4M
209K $5.37M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
227K
+ 1312.18%
$21.69 - $23.34 $4.93M - $5.3M
245K $5.69M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
176K
New
$28.15 - $30.13 $4.95M - $5.3M
176K $5.22M
TPHD
Timothy Plan High Divid Stk Et

ETFs
130K
+ 322.85%
$38.0 - $39.42 $4.93M - $5.11M
170K $6.68M
FRME
First Merchants Corp

Financial Services
126K
+ 1321.38%
$37.07 - $41.88 $4.69M - $5.3M
136K $5.13M
PWB
Invesco Exchange Traded Fd Tr

ETFs
32.1K
New
$115.87 - $125.42 $3.72M - $4.03M
32.1K $4.03M
SCHG
Schwab Strategic Tr Us Large C

ETFs
126K
New
$28.92 - $32.19 $3.64M - $4.05M
126K $4.02M
RWO
Spdr Dow Jones Global Real Est

ETFs
87.3K
New
$43.53 - $46.27 $3.8M - $4.04M
87.3K $4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
137K
New
$27.61 - $29.15 $3.78M - $4M
137K $3.99M
BIBL
Northern Lts Fd Tr Iv

ETFs
88.4K
+ 491.53%
$41.43 - $44.43 $3.66M - $3.93M
106K $4.72M
VUG
Vanguard Growth ETF

ETFs
8.06K
+ 430.98%
$433.97 - $484.08 $3.5M - $3.9M
9.92K $4.76M
VOT
Vanguard Mid Cap Growth Index

ETFs
13K
New
$282.75 - $294.19 $3.66M - $3.81M
13K $3.8M
AMZN
Amazon Com Inc

Consumer Cyclical
16.2K
+ 190.4%
$211.65 - $238.24 $3.43M - $3.86M
24.7K $5.42M
VBK
Vanguard Small Cap Growth ETF

ETFs
11.9K
+ 1008.07%
$276.51 - $305.12 $3.28M - $3.62M
13K $3.88M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
28.5K
New
$110.74 - $122.12 $3.15M - $3.48M
28.5K $3.45M
FVD
First Tr Value Line Divid Inde

ETFs
72.5K
New
$44.73 - $46.86 $3.24M - $3.4M
72.5K $3.35M
TSLA
Tesla, Inc.

Consumer Cyclical
7.4K
+ 209.21%
$293.94 - $444.72 $2.18M - $3.29M
10.9K $4.87M
VTV
Vanguard Value ETF

ETFs
15.6K
+ 559.35%
$175.51 - $186.57 $2.75M - $2.92M
18.4K $3.44M
JPIB
Jpmorgan International Bond Op

ETFs
57.8K
New
$48.32 - $49.13 $2.8M - $2.84M
57.8K $2.84M
IDEV
Ishares Core Msci Intl Develop

ETFs
34.3K
New
$74.68 - $80.26 $2.56M - $2.76M
34.3K $2.75M
BND
Vanguard Bd Index Fd Inc Total

ETFs
36.4K
+ 165.85%
$72.57 - $74.72 $2.65M - $2.72M
58.4K $4.35M
CLOI
Vaneck ETF Tr

ETFs
50.6K
+ 207.99%
$52.8 - $53.1 $2.67M - $2.68M
74.9K $3.98M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
110K
New
$22.9 - $23.58 $2.53M - $2.6M
110K $2.59M
COST
Costco Wholesale Corp

Consumer Defensive
2.71K
+ 343.96%
$915.95 - $994.57 $2.48M - $2.69M
3.49K $3.23M
SCHP
Schwab Strategic Us Tips ETF

ETFs
92.3K
+ 83.1%
$26.44 - $27.1 $2.44M - $2.5M
203K $5.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.64K
+ 108.81%
$617.65 - $666.84 $2.25M - $2.43M
6.99K $4.66M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
42.1K
New
$49.31 - $57.77 $2.08M - $2.43M
42.1K $2.39M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
18.3K
New
$112.94 - $129.99 $2.07M - $2.39M
18.3K $2.35M
IWV
Ishares Russell 3000 ETF

ETFs
6.19K
New
$351.04 - $379.81 $2.17M - $2.35M
6.19K $2.35M
RDVY
First Trust Rising Dividend Ac

ETFs
34K
New
$62.38 - $67.29 $2.12M - $2.29M
34K $2.29M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
58.1K
New
$35.42 - $38.65 $2.06M - $2.24M
58.1K $2.21M
TDIV
First Trust Nasdaq Technology

ETFs
21.1K
+ 601.48%
$89.27 - $100.33 $1.89M - $2.12M
24.7K $2.43M
FNGS
Bank Of Montreal

ETFs
29.7K
New
$64.17 - $71.22 $1.9M - $2.11M
29.7K $2.08M
AUSF
Global X Fds Adaptive U S Fact

ETFs
44.6K
New
$44.16 - $46.75 $1.97M - $2.09M
44.6K $2.07M
MSFT
Microsoft Corp

Technology
4K
+ 30.78%
$491.09 - $535.64 $1.96M - $2.14M
17K $8.8M
IGV
Ishares Expanded Tech Software

ETFs
17.7K
New
$105.96 - $117.79 $1.87M - $2.08M
17.7K $2.03M
FDT
First Trust Developed Markets

ETFs
26.9K
New
$68.09 - $76.05 $1.83M - $2.04M
26.9K $2.02M
Activity Summary
Buys All Purchases 358 New Holdings 268 Increased Positions 90 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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