One Wealth Advisors, LLC Incresed Positions 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
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
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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.49K
+ 0.29%
$66.77 - $71.52 $166K - $178K
858K $59.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.6K
+ 2.85%
$49.03 - $53.35 $568K - $618K
418K $21.4M
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
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
GDDY
Go Daddy Inc.

Technology
344
+ 4.74%
$153.16 - $209.03 $52.7K - $71.9K
7.61K $1.5M
OEF
Ishares S&P 100 ETF

ETFs
1.21K
+ 2.78%
N/A
44.9K $11.9M
MBB
Ishares Tr

ETFs
8.09K
+ 7.52%
$91.26 - $95.82 $738K - $775K
116K $10.6M
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
MCK
Mckesson Corp

Healthcare
168
+ 7.48%
$482.27 - $628.5 $81K - $106K
2.41K $1.38M
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.18%
$205.18 - $250.29 $3.08K - $3.75K
8.18K $1.96M
META
Meta Platforms, Inc.

Communication Services
153
+ 2.1%
$554.08 - $632.68 $84.8K - $96.8K
7.43K $4.38M
HPE
Hewlett Packard Enterprise CO

Technology
8.73K
+ 32.41%
$19.31 - $23.95 $169K - $209K
35.7K $761K
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
HON
Honeywell International Inc

Industrials
584
+ 43.13%
$202.84 - $236.0 $118K - $138K
1.94K $437K
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
IYE
Ishares Tr

ETFs
3.44K
+ 44.59%
$43.93 - $51.37 $151K - $177K
11.1K $508K
ABBV
Abb Vie Inc.

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