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
DORM
Dorman Products, Inc.

Consumer Cyclical
1.65K
New
$108.64 - $142.83 $179K - $235K
1.65K $213K
HPE
Hewlett Packard Enterprise CO

Technology
8.73K
+ 32.41%
$19.31 - $23.95 $169K - $209K
35.7K $761K
CHH
Choice Hotels International Inc

Consumer Cyclical
1.47K
New
$128.7 - $152.73 $189K - $225K
1.47K $208K
UAL
United Airlines Holdings, Inc.

Industrials
2.09K
New
$55.62 - $102.44 $116K - $214K
2.09K $203K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.07K
New
$180.39 - $205.43 $192K - $219K
1.07K $201K
UBER
Uber Technologies, Inc

Technology
3.32K
New
$59.93 - $86.34 $199K - $286K
3.32K $200K
IDCC
Inter Digital, Inc.

Communication Services
64
+ 1.81%
$142.61 - $200.59 $9.13K - $12.8K
3.6K $697K
CPRT
Copart Inc

Consumer Cyclical
921
+ 3.62%
$51.36 - $63.8 $47.3K - $58.8K
26.3K $1.51M
EXPE
Expedia Group, Inc.

Consumer Cyclical
286
+ 9.77%
$146.47 - $191.01 $41.9K - $54.6K
3.21K $598K
TRMB
Trimble Inc.

Technology
1.58K
+ 28.95%
$60.21 - $75.4 $95.3K - $119K
7.05K $497K
FIS
Fidelity National Information Services, Inc.

Technology
2.21K
+ 27.87%
$80.14 - $90.95 $177K - $201K
10.1K $819K
ACIW
Aci Worldwide, Inc.

Technology
2.8K
+ 38.16%
$48.81 - $59.2 $137K - $166K
10.1K $526K
ABBV
Abb Vie Inc.

Healthcare
1.01K
+ 73.2%
$164.99 - $203.87 $166K - $205K
2.38K $422K
IYE
Ishares Tr

ETFs
3.44K
+ 44.59%
$43.93 - $51.37 $151K - $177K
11.1K $508K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
128
+ 0.16%
$100.38 - $107.86 $12.8K - $13.8K
82.1K $8.45M
SPOT
Spotify Technology S.A.

Communication Services
147
+ 18.54%
$362.95 - $502.38 $53.4K - $73.8K
940 $420K
CRM
Salesforce, Inc.

Technology
56
+ 3.24%
$270.87 - $367.87 $15.2K - $20.6K
1.79K $597K
C
Citigroup Inc

Financial Services
769
+ 11.68%
$61.31 - $72.5 $47.1K - $55.8K
7.35K $517K
THC
Tenet Healthcare Corp

Healthcare
1.33K
+ 72.05%
$125.42 - $168.52 $167K - $224K
3.18K $400K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.03K
+ 25.02%
$83.09 - $89.28 $85.9K - $92.3K
5.17K $439K
SUB
Ishares Short Term National Mu

ETFs
958
+ 7.29%
$104.94 - $106.2 $101K - $102K
14.1K $1.49M
MSI
Motorola Solutions, Inc.

Technology
109
+ 3.77%
$449.08 - $504.6 $48.9K - $55K
3K $1.39M
WSM
Williams Sonoma Inc

Consumer Cyclical
14
+ 0.52%
$129.13 - $198.21 $1.81K - $2.77K
2.72K $503K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
28.2K
+ 10.02%
$26.65 - $29.34 $751K - $827K
310K $8.39M
CSL
Carlisle Companies Inc

Industrials
329
+ 59.28%
$368.67 - $480.91 $121K - $158K
884 $326K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.37K
+ 8.07%
$22.39 - $23.45 $97.9K - $103K
58.6K $1.35M
INGR
Ingredion Inc

Consumer Defensive
520
+ 30.29%
$132.76 - $154.86 $69K - $80.5K
2.24K $307K
IEMG
Ishares Inc

ETFs
1.28K
+ 2.01%
N/A
65K $3.49M
SONY
Sony Group Corp

Technology
27.6K
+ 400.94%
$17.53 - $96.8 $484K - $2.67M
34.5K $729K
VLO
Valero Energy Corp

Energy
872
+ 24.76%
$118.59 - $144.02 $103K - $126K
4.39K $538K
COP
Conocophillips

Energy
763
+ 35.77%
$95.12 - $114.72 $72.6K - $87.5K
2.9K $287K
PRDO
Perdoceo Education Corp

Consumer Defensive
74
+ 0.55%
$20.61 - $28.08 $1.53K - $2.08K
13.5K $356K
EBAY
Ebay Inc

Consumer Cyclical
1.09K
+ 26.97%
$57.51 - $67.17 $62.5K - $73K
5.12K $317K
COF
Capital One Financial Corp

Financial Services
10
+ 0.59%
$145.19 - $192.01 $1.45K - $1.92K
1.71K $304K
BK
Bank Of New York Mellon Corp

Financial Services
266
+ 5.11%
$70.82 - $81.87 $18.8K - $21.8K
5.47K $420K
MO
Altria Group, Inc.

Consumer Defensive
577
+ 6.42%
$49.06 - $57.74 $28.3K - $33.3K
9.57K $500K
AXP
American Express CO

Financial Services
30
+ 2.4%
$267.35 - $305.57 $8.02K - $9.17K
1.28K $379K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16
+ 2.47%
$1146.59 - $1270.6 $18.3K - $20.3K
664 $787K
AON
Aon PLC

Financial Services
89
+ 13.73%
$344.14 - $393.31 $30.6K - $35K
737 $264K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
910
+ 11.84%
$74.5 - $78.37 $67.8K - $71.3K
8.6K $642K
T
At&T Inc.

Communication Services
1.2K
+ 7.55%
$21.22 - $23.88 $25.4K - $28.6K
17.1K $388K
USFD
Us Foods Holding Corp.

Consumer Defensive
229
+ 5.59%
$60.65 - $72.33 $13.9K - $16.6K
4.33K $291K
CAH
Cardinal Health Inc

Healthcare
36
+ 0.88%
$107.89 - $125.33 $3.88K - $4.51K
4.12K $487K
KR
Kroger CO

Consumer Defensive
102
+ 1.46%
$55.21 - $63.3 $5.63K - $6.46K
7.07K $432K
CMCSA
Comcast Corp

Communication Services
1.99K
+ 19.93%
$37.39 - $45.14 $74.3K - $89.6K
12K $448K
TJX
Tjx Companies Inc

Consumer Cyclical
152
+ 4.87%
$112.15 - $127.2 $17K - $19.3K
3.27K $395K
HBAN
Huntington Bancshares Inc

Financial Services
164
+ 0.97%
$14.18 - $18.2 $2.33K - $2.98K
17K $277K
CF
Cf Industries Holdings, Inc.

Basic Materials
349
+ 7.02%
$81.39 - $94.14 $28.4K - $32.9K
5.32K $454K
IVE
Ishares S&P 500 Value ETF

ETFs
1.8K
+ 3.51%
$189.5 - $206.17 $340K - $370K
52.9K $10.1M
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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