One Wealth Advisors, LLC Purchases in Q4 2024

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
79.3K
+ 52.0%
$96.83 - $106.88 $7.68M - $8.48M
232K $22.5M
MUB
Ishares National Muni Bond ETF

ETFs
53.9K
+ 44.83%
$105.78 - $108.7 $5.71M - $5.86M
174K $18.6M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
52.6K
New
$89.97 - $98.59 $4.73M - $5.18M
52.6K $4.99M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
76.3K
+ 16.39%
$49.79 - $51.14 $3.8M - $3.9M
542K $27.2M
IVV
Ishares Core S&P 500 ETF

ETFs
3.16K
+ 8.98%
$570.51 - $610.59 $1.81M - $1.93M
38.4K $22.6M
GLDM
World Gold Trust

ETFs
40.8K
New
$50.76 - $55.23 $2.07M - $2.25M
40.8K $2.12M
IWD
Ishares Russell 1000 Val ETF

ETFs
10.7K
+ 301.69%
$183.23 - $199.79 $1.97M - $2.14M
14.3K $2.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.5K
+ 7.3%
$370.24 - $418.94 $925K - $1.05M
36.7K $14.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.32K
+ 148.99%
$311.11 - $335.64 $1.66M - $1.79M
8.89K $2.87M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.29K
+ 0.97%
$94.43 - $105.47 $216K - $241K
238K $24.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.6K
+ 2.85%
$49.03 - $53.35 $568K - $618K
418K $21.4M
FLL
Full House Resorts Inc

Consumer Cyclical
255K
New
$3.92 - $5.34 $1M - $1.36M
255K $1.04M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
43K
+ 75.31%
$24.61 - $25.12 $1.06M - $1.08M
100K $2.47M
GOOG
Alphabet Inc.

Communication Services
114
+ 0.32%
$163.08 - $198.16 $18.6K - $22.6K
36K $6.85M
TLT
Ishares Barclays 20+ Year Trea

ETFs
15.2K
+ 25.41%
$87.1 - $98.49 $1.32M - $1.5M
75K $6.55M
MGRC
Mcgrath Rentcorp

Industrials
4.82K
+ 40.09%
$103.9 - $122.55 $501K - $591K
16.9K $1.88M
PHYL
Pgim ETF Tr

ETFs
17.5K
New
$34.74 - $35.59 $607K - $622K
17.5K $607K
GOOGL
Alphabet Inc.

Communication Services
440
+ 2.08%
$161.86 - $196.66 $71.2K - $86.5K
21.6K $4.09M
WFC
Wells Fargo & Company

Financial Services
2.52K
+ 9.98%
$54.98 - $77.35 $138K - $195K
27.7K $1.95M
USXF
Ishares Esg Advanced Msci Usa

Technology
8.11K
+ 7.24%
$48.45 - $52.57 $393K - $426K
120K $5.98M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.14K
+ 12.62%
$77.25 - $91.3 $243K - $287K
28K $2.39M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.34K
+ 2.58%
$176.42 - $186.91 $590K - $625K
133K $23.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
426K
+ 114.02%
$22.63 - $47.53 $9.65M - $20.3M
800K $18.2M
V
Visa Inc.

Financial Services
228
+ 2.91%
$273.87 - $320.91 $62.4K - $73.2K
8.06K $2.55M
FLEX
Flex Ltd.

Technology
9.58K
New
$32.52 - $41.3 $312K - $396K
9.58K $367K
GDDY
Go Daddy Inc.

Technology
344
+ 4.74%
$153.16 - $209.03 $52.7K - $71.9K
7.61K $1.5M
SYF
Synchrony Financial

Financial Services
5.55K
New
$49.01 - $68.55 $272K - $380K
5.55K $360K
SYY
Sysco Corp

Consumer Defensive
4.55K
New
$73.63 - $81.77 $335K - $372K
4.55K $347K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.02K
New
$229.85 - $335.91 $233K - $341K
1.02K $331K
EQR
Equity Residential

Real Estate
4.51K
New
$69.12 - $77.48 $312K - $349K
4.51K $323K
OEF
Ishares S&P 100 ETF

ETFs
1.21K
+ 2.78%
N/A
44.9K $11.9M
IWM
Ishares Russell 2000 ETF

ETFs
1.36K
New
$216.13 - $242.4 $295K - $331K
1.36K $301K
MBB
Ishares Tr

ETFs
8.09K
+ 7.52%
$91.26 - $95.82 $738K - $775K
116K $10.6M
HEFA
Ishares Currency Hedged Msci E

ETFs
8.25K
New
$34.42 - $35.88 $284K - $296K
8.25K $286K
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.77K
New
$60.38 - $78.79 $228K - $297K
3.77K $284K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 1.81%
$4100.99 - $5300.34 $24.6K - $31.8K
337 $1.67M
EEM
Ishares Msci Emerging Markets

ETFs
7.72K
+ 70.77%
$41.82 - $47.36 $323K - $366K
18.6K $779K
MET
Metlife Inc

Financial Services
3.41K
New
$78.15 - $88.25 $266K - $300K
3.41K $278K
MCK
Mckesson Corp

Healthcare
168
+ 7.48%
$482.27 - $628.5 $81K - $106K
2.41K $1.38M
JBL
Jabil Inc

Technology
1.84K
New
$118.97 - $147.77 $219K - $272K
1.84K $264K
MATX
Matson, Inc.

Industrials
1.91K
New
$131.18 - $167.37 $251K - $320K
1.91K $257K
TYL
Tyler Technologies Inc

Technology
433
New
$576.64 - $635.69 $250K - $275K
433 $249K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.18%
$205.18 - $250.29 $3.08K - $3.75K
8.18K $1.96M
CBZ
Cbiz, Inc.

Industrials
2.93K
New
$63.78 - $83.43 $187K - $244K
2.93K $239K
DIS
Walt Disney CO

Communication Services
2.14K
New
$92.39 - $117.6 $198K - $252K
2.14K $238K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
821
New
$278.19 - $315.36 $228K - $259K
821 $236K
META
Meta Platforms, Inc.

Communication Services
153
+ 2.1%
$554.08 - $632.68 $84.8K - $96.8K
7.43K $4.38M
EMR
Emerson Electric CO

Industrials
1.75K
New
$108.13 - $134.33 $189K - $235K
1.75K $216K
NEE
Nextera Energy Inc

Utilities
2.98K
New
$69.77 - $85.43 $208K - $254K
2.98K $213K
Activity Summary
Buys All Purchases 123 New Holdings 28 Increased Positions 95 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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