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
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
COP
Conocophillips

Energy
763
+ 35.77%
$95.12 - $114.72 $72.6K - $87.5K
2.9K $287K
VLO
Valero Energy Corp

Energy
872
+ 24.76%
$118.59 - $144.02 $103K - $126K
4.39K $538K
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
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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
910
+ 11.84%
$74.5 - $78.37 $67.8K - $71.3K
8.6K $642K
AON
Aon PLC

Financial Services
89
+ 13.73%
$344.14 - $393.31 $30.6K - $35K
737 $264K
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
AAT
American Assets Trust, Inc.

Real Estate
1.02K
+ 7.91%
$25.42 - $28.67 $26K - $29.3K
13.9K $366K
IVE
Ishares S&P 500 Value ETF

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

Technology
2.6K
+ 13.12%
$32.46 - $39.3 $84.3K - $102K
22.4K $730K
KGC
Kinross Gold Corp

Basic Materials
551
+ 4.07%
$9.03 - $10.75 $4.98K - $5.92K
14.1K $130K
CBOE
Cboe Global Markets, Inc.

Financial Services
60
+ 5.72%
$191.61 - $217.84 $11.5K - $13.1K
1.11K $216K
Kenvue Inc
2.9K
+ 31.37%
N/A
12.1K $0
Blackrock ETF Trust Ii
7.97K
+ 6.67%
N/A
128K $0
CRH.L
Crh PLC

Basic Materials
180
+ 5.27%
N/A
3.59K $0
MELI
Mercadolibre Inc

Consumer Cyclical
35
+ 20.0%
$1666.0 - $2117.3 $58.3K - $74.1K
210 $357K
IFRA
Ishares Tr

ETFs
621
+ 1.38%
$45.94 - $51.71 $28.5K - $32.1K
45.7K $2.12M
NTAP
Net App, Inc.

Technology
6
+ 0.14%
$115.31 - $131.11 $692 - $787
4.18K $485K
EMB
Ishares Tr

ETFs
457
+ 2.88%
$88.94 - $93.46 $40.6K - $42.7K
16.3K $1.45M
SCS
Steelcase Inc

Industrials
357
+ 1.36%
$11.65 - $13.72 $4.16K - $4.9K
26.5K $313K
JNJ
Johnson & Johnson

Healthcare
379
+ 6.76%
$143.34 - $165.86 $54.3K - $62.9K
5.99K $865K
EXPD
Expeditors International Of Washington Inc

Industrials
65
+ 2.22%
$110.5 - $128.26 $7.18K - $8.34K
3K $331K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
928
+ 4.74%
$75.65 - $83.47 $70.2K - $77.5K
20.5K $1.56M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
4.71K
+ 8.87%
$64.62 - $71.43 $304K - $336K
57.8K $3.73M
TSCO
Tractor Supply CO

Consumer Cyclical
19.6K
+ 400.0%
$52.59 - $303.74 $1.03M - $5.95M
24.5K $1.3M
PATK
Patrick Industries Inc

Consumer Cyclical
63
+ 2.56%
$82.71 - $146.16 $5.21K - $9.21K
2.53K $209K
UNH
Unitedhealth Group Inc

Healthcare
138
+ 3.87%
$485.52 - $625.25 $67K - $86.3K
3.71K $1.87M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.1K
+ 6.51%
$55.45 - $61.08 $672K - $741K
198K $11M
EFV
Msci Eafe Value ETF

ETFs
17K
+ 6.03%
$51.78 - $57.15 $882K - $974K
300K $15.7M
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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