One Advisory Partners, LLC Portfolio Holdings

One Advisory Partners, LLC

  • $228 Million
  • Q1 2025

One Advisory Partners, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $228 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $36.7M, Ishares Core Total Usd Bond Ma with a value of $31.6M, Ishares Msci Usa Quality Facto with a value of $17.2M, Ishares S&P 500 Growth ETF with a value of $16.2M, and Blackrock ETF Tr U S Equity Fa with a value of $14.9M.

Examining the 13F form we can see an increase of $7.61M in the current position value, from $221M to 228M.

Below you can find more details about One Advisory Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $228 Million
ETFs: $220 Million
Technology: $7.57 Million
Financial Services: $380,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$245,000 0.11% of portfolio
1,600
Q4 2024 Reduced 3.15%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $228 Million
  • Prior Value $221 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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