One Wealth Capital Management, LLC Purchases in Q3 2025

One Wealth Capital Management, LLC

  • $223 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
6.43K
+ 55.21%
N/A
18.1K $6.01B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
24.5K
+ 17.28%
$54.35 - $59.32 $1.33M - $1.45M
166K $9.85B
NVDA
Nvidia Corp

Technology
8.43K
+ 51.55%
$153.3 - $186.58 $1.29M - $1.57M
24.8K $4.62B
Blackrock ETF Trust
53.5K
+ 151.78%
N/A
88.7K $3.03B
IEMG
Ishares Inc

ETFs
22K
+ 29.36%
N/A
96.9K $6.38B
AVGO
Broadcom Inc.

Technology
3.29K
+ 25.71%
$264.74 - $369.57 $872K - $1.22M
16.1K $5.31B
ITA
Ishares Tr

ETFs
8.33K
New
$184.73 - $209.26 $1.54M - $1.74M
8.33K $1.74B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.9K
+ 40.49%
$98.52 - $103.93 $1.37M - $1.44M
48.2K $4.96B
IAU
Ishares Gold Trust

ETFs
12.1K
+ 59.1%
$61.62 - $72.77 $748K - $883K
32.7K $2.38B
GOOGL
Alphabet Inc.

Communication Services
13
+ 0.14%
$174.36 - $254.72 $2.27K - $3.31K
9.49K $2.31B
SNPS
Synopsys Inc

Technology
1.21K
New
$387.78 - $645.35 $468K - $778K
1.21K $595M
AAPL
Apple Inc.

Technology
1.14K
+ 21.38%
$202.38 - $256.87 $232K - $294K
6.5K $1.65B
INTU
Intuit Inc

Technology
727
New
$646.03 - $807.39 $470K - $587K
727 $496M
IVE
Ishares S&P 500 Value ETF

ETFs
650
+ 2.13%
$194.44 - $206.51 $126K - $134K
31.1K $6.43B
BSX
Boston Scientific Corp

Healthcare
4.46K
New
$97.03 - $108.14 $433K - $483K
4.46K $436M
Blackrock ETF Trust Ii
8.54K
+ 51.56%
N/A
25.1K $1.23B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.44K
+ 40.5%
$134.94 - $145.86 $330K - $356K
8.47K $1.23B
WFC
Wells Fargo & Company

Financial Services
4.22K
New
$77.05 - $85.16 $325K - $359K
4.22K $354M
UBER
Uber Technologies, Inc

Technology
3.36K
+ 146.42%
$86.91 - $99.57 $292K - $334K
5.65K $553M
Blackrock ETF Trust
11.6K
New
N/A
11.6K $293M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.03K
New
$42.75 - $43.37 $258K - $261K
6.03K $261M
Ishares Tr
8.2K
New
N/A
8.2K $258M
FIX
Comfort Systems Usa Inc

Industrials
293
New
$521.66 - $825.18 $153K - $242K
293 $242M
GD
General Dynamics Corp

Industrials
675
New
$293.92 - $341.0 $198K - $230K
675 $230M
XEL
Xcel Energy Inc

Utilities
2.84K
New
$67.56 - $80.65 $192K - $229K
2.84K $229M
BX
Blackstone Inc.

Financial Services
1.32K
New
$152.77 - $188.68 $202K - $249K
1.32K $225M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.12K
New
$185.88 - $207.44 $208K - $233K
1.12K $225M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.78K
New
$42.67 - $46.91 $204K - $224K
4.78K $224M
VUG
Vanguard Growth ETF

ETFs
457
New
$433.97 - $484.08 $198K - $221K
457 $219M
META
Meta Platforms, Inc.

Communication Services
302
+ 10.2%
$695.21 - $791.73 $210K - $239K
3.26K $2.4B
AWK
American Water Works Company, Inc.

Utilities
1.47K
New
$135.05 - $147.0 $199K - $217K
1.47K $205M
Ishares Bitcoin Trust ETF
3.12K
New
N/A
3.12K $203M
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.53K
New
$25.67 - $27.21 $193K - $205K
7.53K $203M
MDT
Medtronic PLC

Healthcare
2.13K
New
$87.67 - $95.74 $187K - $204K
2.13K $203M
Blackrock ETF Trust Ii
2.7K
+ 9.9%
N/A
30K $1.6B
MBB
Ishares Tr

ETFs
1.19K
+ 5.65%
$92.46 - $95.73 $110K - $114K
22.3K $2.13B
VEA
Vanguard Ftse Developed Market

ETFs
2.01K
+ 55.62%
$56.02 - $60.3 $113K - $121K
5.64K $338M
BA
Boeing CO

Industrials
457
+ 16.42%
$209.79 - $237.38 $95.9K - $108K
3.24K $699M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
955
+ 28.1%
$102.4 - $103.88 $97.8K - $99.2K
4.35K $450M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
974
+ 42.04%
$87.05 - $93.19 $84.8K - $90.8K
3.29K $306M
SPY
Spdr S&P 500 ETF Trust

ETFs
82
+ 12.06%
$617.65 - $666.84 $50.6K - $54.7K
762 $508M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.5K
+ 5.04%
$50.85 - $51.35 $76.3K - $77K
31.3K $1.6B
PH
Parker Hannifin Corp

Industrials
40
+ 6.02%
$697.13 - $769.67 $27.9K - $30.8K
705 $534M
MNST
Monster Beverage Corp

Consumer Defensive
578
+ 9.52%
$58.65 - $67.31 $33.9K - $38.9K
6.65K $448M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
536
+ 5.43%
$39.06 - $43.42 $20.9K - $23.3K
10.4K $452M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.03K
+ 18.0%
$39.8 - $42.86 $40.8K - $44K
6.73K $288M
MLM
Martin Marietta Materials Inc

Basic Materials
29
+ 6.59%
$546.36 - $631.12 $15.8K - $18.3K
469 $296M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.21K
+ 13.86%
$22.64 - $23.22 $50.1K - $51.4K
18.2K $420M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.28K
+ 8.68%
$13.29 - $16.05 $17K - $20.5K
16K $255M
Activity Summary
Buys All Purchases 77 New Holdings 19 Increased Positions 58 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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