One Wealth Advisors, LLC Sells in Q4 2024

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-113K
- 18.63%
$45.07 - $47.1 $5.09M - $5.32M
493K $22.3M
EUSB
Ishares Tr Esg Advanced Total

Technology
-28.3K
- 21.47%
$42.39 - $44.29 $1.2M - $1.26M
104K $4.4M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-30K
- 9.47%
$22.65 - $23.8 $679K - $713K
286K $6.51M
IEV
Ishares Tr Europe ETF

ETFs
-517
- 0.42%
$52.03 - $57.63 $26.9K - $29.8K
122K $6.36M
BMY
Bristol Myers Squibb CO

Healthcare
-12.7K
- 66.9%
$51.92 - $59.94 $659K - $761K
6.28K $355K
CDW
Cdw Corp

Technology
-1.66K
- 27.51%
$171.49 - $225.64 $285K - $374K
4.37K $760K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-669
- 1.51%
$99.04 - $109.59 $66.3K - $73.3K
43.7K $4.35M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-4.64K
- 4.17%
$46.33 - $48.6 $215K - $226K
107K $4.95M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-13.7K
- 57.83%
$26.05 - $29.17 $357K - $399K
9.98K $261K
WDFC
Wd 40 CO

Basic Materials
-900
- 6.77%
$242.06 - $290.11 $218K - $261K
12.4K $3.01M
VEA
Vanguard Ftse Developed Market

ETFs
-3.28K
- 7.73%
$47.57 - $52.44 $156K - $172K
39.1K $1.87M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-3.92K
- 7.67%
$107.41 - $115.71 $421K - $453K
47.1K $5.19M
QCOM
Qualcomm Inc

Technology
-1.72K
- 31.09%
$150.4 - $178.04 $258K - $305K
3.8K $584K
SHEL
Shell PLC

Energy
-4.92K
- 41.13%
$60.63 - $70.23 $298K - $345K
7.04K $441K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-8.18K
- 4.83%
$62.07 - $66.61 $507K - $545K
161K $10.3M
BLDR
Builders First Source, Inc.

Industrials
-920
- 29.91%
$142.93 - $198.25 $131K - $182K
2.16K $308K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.13K
- 4.38%
$106.56 - $113.11 $121K - $128K
24.7K $2.64M
IXC
Ishares Tr Global Energy ETF

ETFs
-6.05K
- 39.03%
$36.95 - $43.06 $223K - $260K
9.44K $360K
XOM
Exxon Mobil Corp

Energy
-2K
- 42.23%
$105.51 - $125.37 $211K - $251K
2.74K $294K
EW
Edwards Lifesciences Corp

Healthcare
-5.31K
- 30.88%
$64.54 - $75.92 $342K - $403K
11.9K $878K
RIO
Rio Tinto PLC

Basic Materials
-2.8K
- 39.58%
$58.59 - $71.15 $164K - $199K
4.28K $251K
FMX
Mexican Economic Development Inc

Consumer Defensive
-1.72K
- 25.32%
$84.71 - $99.68 $146K - $171K
5.07K $433K
DELL
Dell Technologies Inc.

Technology
-1.88K
- 36.0%
$111.96 - $144.21 $211K - $271K
3.35K $385K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.77K
- 3.2%
$33.39 - $37.66 $59K - $66.5K
53.5K $1.79M
VRSK
Verisk Analytics, Inc.

Industrials
-884
- 31.19%
$262.86 - $294.75 $232K - $261K
1.95K $537K
WMT
Walmart Inc.

Consumer Defensive
-3.2K
- 39.18%
$79.1 - $95.7 $253K - $306K
4.96K $448K
MPC
Marathon Petroleum Corp

Energy
-631
- 12.63%
$131.65 - $174.84 $83.1K - $110K
4.37K $609K
CSCO
Cisco Systems, Inc.

Technology
-4.55K
- 39.4%
$52.45 - $60.02 $239K - $273K
7K $414K
ABEV
Ambev S.A.

Consumer Defensive
-65.8K
- 49.45%
$1.85 - $2.56 $122K - $169K
67.3K $124K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-681
- 23.22%
$176.4 - $231.84 $120K - $158K
2.25K $397K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.11K
- 3.31%
$88.59 - $94.57 $98.3K - $105K
32.5K $2.88M
POOL
Pool Corp

Industrials
-309
- 16.97%
$339.32 - $390.03 $105K - $121K
1.51K $515K
EMGF
Ishares Msci Emerging Markets

ETFs
-1.46K
- 6.45%
$45.23 - $51.49 $66.1K - $75.2K
21.2K $957K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-9.75K
- 16.7%
$9.25 - $10.62 $90.2K - $104K
48.6K $472K
WU
Western Union CO

Financial Services
-10.3K
- 46.81%
$10.52 - $11.94 $109K - $124K
11.8K $124K
ORCL
Oracle Corp

Technology
-567
- 5.0%
$165.41 - $192.43 $93.8K - $109K
10.8K $1.79M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.49K
- 8.13%
$44.04 - $49.49 $65.5K - $73.6K
16.8K $740K
PHM
Pultegroup Inc

Consumer Cyclical
-93
- 2.65%
$108.86 - $149.04 $10.1K - $13.9K
3.42K $372K
MSFT
Microsoft Corp

Technology
-31
- 0.23%
$406.35 - $454.46 $12.6K - $14.1K
13.4K $5.64M
MFC
Manulife Financial Corp

Financial Services
-5.23K
- 16.62%
$29.21 - $32.87 $153K - $172K
26.2K $805K
DFS
Discover Financial Services

Financial Services
-1.31K
- 41.41%
$136.3 - $182.67 $179K - $239K
1.86K $321K
DVY
Ishares Tr

ETFs
-1
- -0.0%
$129.55 - $143.41 $130 - $143
31.2K $4.1M
VTI
Vanguard Total Stock Market Et

ETFs
-428
- 25.89%
$280.04 - $302.45 $120K - $129K
1.23K $355K
VLUE
Ishares Msci Usa Value Factor

ETFs
-774
- 8.96%
$104.01 - $115.38 $80.5K - $89.3K
7.87K $830K
AIG
American International Group, Inc.

Financial Services
-1.44K
- 22.98%
$70.0 - $79.22 $101K - $114K
4.83K $351K
FOR
Forestar Group Inc.

Real Estate
-946
- 9.39%
$25.52 - $33.06 $24.1K - $31.3K
9.13K $236K
ABT
Abbott Laboratories

Healthcare
-747
- 18.03%
$111.93 - $119.39 $83.6K - $89.2K
3.4K $384K
IEFA
Ishares Tr

ETFs
-107
- 1.15%
$70.06 - $77.43 $7.5K - $8.29K
9.22K $648K
AMGN
Amgen Inc

Healthcare
-87
- 10.1%
$258.78 - $328.31 $22.5K - $28.6K
774 $201K
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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