One Wealth Advisors, LLC
CIK Number: 0001725297
Main Sectors:
Top Industries:
Filing Date: May 6, 2025
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
---|---|---|---|---|---|---|---|---|---|---|
1 | SPLG | SPDR Portfolio ... | 75.67 | -0.05% | 789.6K | -7.97% | 51.92M | 49.83 | 7.75% | Share |
2 | AAPL | Apple Inc. | 230.94 | -0.28% | 177.15K | -4.61% | 39.35M | 116.14 | 5.87% | Share |
3 | VTEB | Vanguard Tax-Ex... | 48.90 | +0.04% | 549.5K | +1.40% | 27.27M | 50.96 | 4.07% | Share |
4 | QUAL | iShares MSCI US... | 188.06 | -0.03% | 146.73K | +10.46% | 25.07M | 135.85 | 3.74% | Share |
5 | IVW | iShares S&P 500... | 115.54 | +0.08% | 237.55K | -0.1% | 22.05M | 83.75 | 3.29% | Share |
6 | IUSB | iShares Core To... | 46.10 | -0.07% | 477.64K | -3.18% | 22.01M | 47.12 | 3.29% | Share |
7 | IVV | iShares Core S&... | 646.33 | -0.05% | 35.76K | -6.82% | 20.09M | 422.33 | 3.00% | Share |
8 | DYNF | BlackRock U.S. ... | 56.95 | +0.15% | 409.28K | -2.13% | 19.96M | 45.19 | 2.98% | Share |
9 | SCHZ | Schwab U.S. Agg... | 23.14 | -0.1% | 826.88K | +3.30% | 19.15M | 23.67 | 2.86% | Share |
10 | MUB | iShares Nationa... | 104.05 | -0.01% | 144.02K | -17.37% | 15.19M | 107.99 | 2.27% | Share |
11 | EFV | iShares MSCI EA... | 67.07 | -0.56% | 250.8K | -16.29% | 14.78M | 53.41 | 2.21% | Share |
12 | OEF | iShares S&P 100... | 320.35 | -0.11% | 54.03K | +20.32% | 14.63M | 224.91 | 2.18% | Share |
13 | IVE | iShares S&P 500... | 201.40 | -0.12% | 74K | +39.87% | 14.1M | 185.82 | 2.11% | Share |
14 | ESGU | iShares ESG Awa... | 140.56 | -0.03% | 108.41K | -7.31% | 13.22M | 95.43 | 1.97% | Share |
15 | IWF | iShares Russell... | 449.11 | +0.02% | 35K | -4.73% | 12.64M | 227.1 | 1.89% | Share |
16 | IYW | iShares U.S. Te... | 184.03 | +0.04% | 82.85K | -0.69% | 11.64M | 96.43 | 1.74% | Share |
17 | EFG | iShares MSCI EA... | 112.31 | +0.22% | 107.9K | -53.46% | 10.79M | 97.87 | 1.61% | Share |
18 | MBB | iShares MBS ETF | 93.43 | -0.16% | 101.73K | -11.98% | 9.54M | 95.52 | 1.42% | Share |
19 | LCTU | BlackRock U.S. ... | 70.08 | -0.03% | 150.96K | -6.38% | 9.15M | 44.91 | 1.37% | Share |
20 | IVLU | iShares Edge MS... | 35.03 | -0.53% | 300.63K | -2.91% | 9.11M | 22.61 | 1.36% | Share |
21 | EMXC | iShares MSCI Em... | 64.70 | +0.50% | 146.04K | -26.4% | 8.05M | 57.4 | 1.20% | Share |
22 | IEMG | iShares Core MS... | 62.49 | +0.60% | 134.75K | +107.34% | 7.27M | 52.87 | 1.09% | Share |
23 | IEV | iShares Europe ... | 64.33 | -0.3% | 121.92K | -0.22% | 7.1M | 39.59 | 1.06% | Share |
24 | XTEN | Bondbloxx Bloom... | 45.63 | -0.15% | 151.78K | +100.00% | 7.07M | 46.57 | 1.06% | Share |
25 | BINC | Blackrock Etf T... | 52.88 | +0.02% | 130.77K | +2.55% | 6.85M | 53.41 | 1.02% | Share |
26 | SUSL | iShares ESG MSC... | 112.61 | +0.02% | 70.16K | -14.49% | 6.72M | 71.48 | 1.00% | Share |
27 | SUSC | iShares ESG USD... | 23.22 | -0.12% | 267.36K | -6.68% | 6.17M | 23.79 | 0.92% | Share |
28 | EAGG | iShares ESG U.S... | 47.35 | -0.07% | 119.65K | +12.21% | 5.68M | 48.47 | 0.85% | Share |
29 | USXF | iShares ESG Adv... | 56.13 | +0.15% | 120.2K | -0.01% | 5.61M | 36.74 | 0.84% | Share |
30 | MSFT | Microsoft Corpo... | 516.95 | -0.62% | 14.87K | +11.04% | 5.58M | 281.42 | 0.83% | Share |
31 | GOOG | Alphabet Inc. | 204.31 | -0.3% | 33.5K | -6.94% | 5.23M | 147.48 | 0.78% | Share |
32 | GLDM | SPDR Gold MiniS... | 66.00 | -0.19% | 79.09K | +93.78% | 4.9M | 56.78 | 0.73% | Share |
33 | XLG | Invesco S&P 500... | 55.10 | -0.05% | 103.96K | +100.00% | 4.78M | 46.02 | 0.71% | Share |
34 | TLH | iShares 10-20 Y... | 100.01 | -0.22% | 45.4K | +3.81% | 4.71M | 109.13 | 0.70% | Share |
35 | SPMO | Invesco S&P 500... | 117.37 | +0.05% | 50.16K | -4.57% | 4.64M | 95.01 | 0.69% | Share |
36 | DSI | iShares MSCI KL... | 121.23 | +0.14% | 43.72K | -7.21% | 4.48M | 75.8 | 0.67% | Share |
37 | EUSB | iShares ESG Adv... | 43.42 | -0.07% | 95.48K | -7.89% | 4.14M | 44.3 | 0.62% | Share |
38 | DVY | iShares Select ... | 137.87 | -0.23% | 30.54K | -2.2% | 4.1M | 93.63 | 0.61% | Share |
39 | META | Meta Platforms,... | 767.37 | -2.27% | 6.68K | -10.02% | 3.85M | 268.39 | 0.58% | Share |
40 | GGOV | BlackRock ETF T... | 50.12 | 0.00% | 70.24K | +100.00% | 3.48M | 49.53 | 0.52% | Share |
41 | USMV | iShares MSCI US... | 93.45 | -0.07% | 37K | +13.95% | 3.47M | 73.74 | 0.52% | Share |
42 | GOOGL | Alphabet Inc. | 203.47 | -0.21% | 21.18K | -2.08% | 3.28M | 112.85 | 0.49% | Share |
43 | AMZN | Amazon.com, Inc... | 231.50 | +0.20% | 16.09K | +7.73% | 3.06M | 144.87 | 0.46% | Share |
44 | TSM | Taiwan Semicond... | 241.34 | +1.03% | 17.78K | +1.66% | 2.96M | 108.84 | 0.44% | Share |
45 | HEFA | iShares Currenc... | 39.15 | +0.24% | 81.32K | +886.07% | 2.95M | 36.13 | 0.44% | Share |
46 | V | Visa Inc. | 342.66 | -0.53% | 8.1K | +0.52% | 2.84M | 235.89 | 0.42% | Share |
47 | LQD | iShares iBoxx $... | 109.54 | -0.18% | 25.82K | +4.37% | 2.81M | 112.8 | 0.42% | Share |
48 | WDFC | WD-40 Company | 218.81 | -0.53% | 11.5K | -7.26% | 2.81M | 203.24 | 0.42% | Share |
49 | DMXF | iShares ESG Adv... | 75.41 | -0.02% | 39K | -32.51% | 2.63M | 56.89 | 0.39% | Share |
50 | IJS | iShares S&P Sma... | 105.72 | +0.08% | 26.76K | +0.25% | 2.61M | 91.41 | 0.39% | Share |
51 | FLL | Full House Reso... | 3.59 | +1.13% | 578.96K | +127.02% | 2.42M | 4.14 | 0.36% | Share |
52 | WFC | Wells Fargo & C... | 77.47 | +0.47% | 33.1K | +19.38% | 2.38M | 54.84 | 0.35% | Share |
53 | UNH | UnitedHealth Gr... | 308.50 | +1.48% | 4.46K | +20.26% | 2.33M | 472.5 | 0.35% | Share |
54 | MGRC | McGrath RentCor... | 121.39 | +1.53% | 20.83K | +23.56% | 2.32M | 106.86 | 0.35% | Share |
55 | VEA | Vanguard Develo... | 58.80 | -0.12% | 44.7K | +14.18% | 2.27M | 43.48 | 0.34% | Share |
56 | ILCV | iShares Morning... | 86.30 | -0.07% | 26.74K | +100.00% | 2.18M | 81.45 | 0.33% | Share |
57 | ITOT | iShares Core S&... | 140.57 | +0.01% | 17.84K | +243.46% | 2.18M | 121.12 | 0.33% | Share |
58 | PYPL | PayPal Holdings... | 69.53 | +0.43% | 32.04K | +14.33% | 2.09M | 72.04 | 0.31% | Share |
59 | EMB | iShares J.P. Mo... | 93.95 | +0.11% | 22.94K | +40.60% | 2.08M | 92.63 | 0.31% | Share |
60 | IAU | iShares Gold Tr... | 62.83 | -0.17% | 34.01K | +100.00% | 2.01M | 58.96 | 0.30% | Share |
61 | SUSA | iShares MSCI US... | 130.75 | +0.07% | 17.38K | +0.03% | 2M | 81.12 | 0.30% | Share |
62 | IWB | iShares Russell... | 353.15 | -0.03% | 6.46K | -27.36% | 1.98M | 292.46 | 0.30% | Share |
63 | JPM | JPMorgan Chase ... | 291.42 | +0.32% | 8.05K | -1.56% | 1.97M | 140.28 | 0.29% | Share |
64 | BKNG | Booking Holding... | 5533.94 | +1.46% | 412 | +22.26% | 1.9M | 3195.08 | 0.28% | Share |
65 | TSLA | Tesla, Inc. | 335.06 | +1.36% | 7.16K | -7.99% | 1.85M | 185.79 | 0.28% | Share |
66 | NVDA | NVIDIA Corporat... | 182.01 | +0.86% | 16.87K | -1.8% | 1.83M | 37.57 | 0.27% | Share |
67 | THRO | iShares U.S. Th... | 36.73 | +0.15% | 57.31K | +100.00% | 1.82M | 31.69 | 0.27% | Share |
68 | ESGD | iShares ESG Awa... | 91.51 | -0.16% | 20.27K | -1.13% | 1.66M | 70.54 | 0.25% | Share |
69 | ESGE | iShares ESG Awa... | 40.76 | +0.48% | 47.09K | -11.94% | 1.65M | 34.18 | 0.25% | Share |
70 | TLT | iShares 20+ Yea... | 86.17 | -0.27% | 18.07K | -75.9% | 1.65M | 95.92 | 0.25% | Share |
71 | MCK | McKesson Corpor... | 670.97 | -0.31% | 2.34K | -2.94% | 1.58M | 412.14 | 0.24% | Share |
72 | TFI | SPDR Nuveen Blo... | 44.59 | +0.03% | 34.6K | -1.67% | 1.56M | 46.83 | 0.23% | Share |
73 | IJH | iShares Core S&... | 63.67 | +0.23% | 26.18K | -1.53% | 1.53M | 44.9 | 0.23% | Share |
74 | CPRT | Copart, Inc. | 47.34 | +0.54% | 26.47K | +0.49% | 1.5M | 36.7 | 0.22% | Share |
75 | GOVT | iShares U.S. Tr... | 22.84 | -0.07% | 61.32K | +4.71% | 1.41M | 23.4 | 0.21% | Share |
76 | TSCO | Tractor Supply ... | 61.09 | +1.00% | 25.39K | +3.64% | 1.4M | 49.68 | 0.21% | Share |
77 | AGG | iShares Core U.... | 98.84 | -0.1% | 13.61K | +100.00% | 1.35M | 98.92 | 0.20% | Share |
78 | MSI | Motorola Soluti... | 461.39 | +0.23% | 3.04K | +1.17% | 1.33M | 230.92 | 0.20% | Share |
79 | EW | Edwards Lifesci... | 78.30 | +0.05% | 18.3K | +54.16% | 1.33M | 80.05 | 0.20% | Share |
80 | ORCL | Oracle Corporat... | 248.86 | +0.23% | 9.16K | -14.85% | 1.28M | 113.04 | 0.19% | Share |
81 | LCTD | BlackRock World... | 52.11 | -0.09% | 27.61K | -17.84% | 1.28M | 42.2 | 0.19% | Share |
82 | ORLY | O'Reilly Automo... | 101.39 | -0.15% | 888 | +33.73% | 1.27M | 1084.26 | 0.19% | Share |
83 | IGM | iShares Expande... | 118.06 | -0.01% | 13.08K | +41.15% | 1.19M | 67.82 | 0.18% | Share |
84 | FIS | Fidelity Nation... | 69.78 | -1.48% | 15.85K | +56.29% | 1.18M | 76.12 | 0.18% | Share |
85 | IWD | iShares Russell... | 198.29 | 0.00% | 6.27K | -56.08% | 1.18M | 178.73 | 0.18% | Share |
86 | EMGF | iShares MSCI Em... | 53.88 | +0.29% | 24.29K | +14.70% | 1.14M | 42.28 | 0.17% | Share |
87 | JNJ | Johnson & Johns... | 176.30 | -0.19% | 6.71K | +12.08% | 1.11M | 153.35 | 0.17% | Share |
88 | GDDY | GoDaddy Inc. | 143.85 | -1.44% | 6.07K | -20.17% | 1.09M | 104.09 | 0.16% | Share |
89 | FI | Fiserv, Inc. | 137.09 | +0.29% | 4.71K | +93.67% | 1.04M | 165.79 | 0.16% | Share |
90 | CDW | CDW Corporation | 165.88 | +1.29% | 6.33K | +44.67% | 1.01M | 163.83 | 0.15% | Share |
91 | NFLX | Netflix, Inc. | 1244.71 | +0.47% | 1.07K | -0.92% | 1M | 395.03 | 0.15% | Share |
92 | SPGI | S&P Global Inc. | 551.06 | -0.97% | 1.89K | +31.09% | 959.8K | 406.67 | 0.14% | Share |
93 | RTX | RTX Corporation | 155.51 | +0.92% | 7.17K | +100.00% | 949.61K | 132.46 | 0.14% | Share |
94 | MDT | Medtronic plc | 92.80 | -0.24% | 10.45K | +100.00% | 946.41K | 89.86 | 0.14% | Share |
95 | EEM | iShares MSCI Em... | 50.22 | +0.56% | 21.6K | +15.90% | 944.05K | 40.83 | 0.14% | Share |
96 | BRK-B | Berkshire Hatha... | 478.53 | +0.28% | 1.77K | -8.99% | 943.73K | 289.9 | 0.14% | Share |
97 | HLN | Haleon plc | 9.69 | +0.41% | 90.43K | +10.28% | 930.57K | 8.47 | 0.14% | Share |
98 | SAP | Sap Se | 276.57 | -0.46% | 3.38K | +0.33% | 906.79K | 164.64 | 0.14% | Share |
99 | VWO | Vanguard Emergi... | 51.73 | +0.72% | 19.77K | +17.65% | 894.86K | 43.15 | 0.13% | Share |
100 | HDB | HDFC Bank Limit... | 75.42 | +0.56% | 13.2K | +9.52% | 877.27K | 63.79 | 0.13% | Share |
101 | SONY | Sony Group Corp... | 28.38 | -1.25% | 34.4K | -0.22% | 873.42K | 18.55 | 0.13% | Share |
102 | SHEL | Shell plc | 71.49 | -0.5% | 11.91K | +69.13% | 872.76K | 70.44 | 0.13% | Share |
103 | SLQD | iShares 0-5 Yea... | 50.60 | -0.03% | 16.93K | +100.00% | 851.14K | 50.28 | 0.13% | Share |
104 | HPQ | HP Inc. | 26.81 | +0.26% | 30.31K | +35.35% | 846.09K | 30.44 | 0.13% | Share |
105 | MET | MetLife, Inc. | 77.75 | +0.54% | 10.44K | +206.67% | 838.39K | 80.81 | 0.13% | Share |
106 | MFC | Manulife Financ... | 30.64 | +0.86% | 25.96K | -0.98% | 808.72K | 22.65 | 0.12% | Share |
107 | GVI | iShares Interme... | 106.68 | -0.04% | 7.49K | +100.00% | 793.88K | 106.02 | 0.12% | Share |
108 | STIP | iShares 0-5 Yea... | 103.03 | -0.02% | 7.54K | +100.00% | 780.47K | 103.47 | 0.12% | Share |
109 | ODFL | Old Dominion Fr... | 150.44 | -0.46% | 4.63K | +105.42% | 765.37K | 163.9 | 0.11% | Share |
110 | GILD | Gilead Sciences... | 117.99 | -0.32% | 6.8K | +100.00% | 761.83K | 112.05 | 0.11% | Share |
111 | VUG | Vanguard Growth... | 462.05 | -0.01% | 2.02K | 0.00% | 748.32K | 195.12 | 0.11% | Share |
112 | VLUE | iShares MSCI US... | 117.24 | +0.25% | 7K | -10.97% | 747.07K | 94.13 | 0.11% | Share |
113 | ABBV | AbbVie Inc. | 206.48 | -0.1% | 3.44K | +44.58% | 720.33K | 184.62 | 0.11% | Share |
114 | QCOM | QUALCOMM Incorp... | 158.93 | +0.68% | 4.64K | +22.04% | 712.75K | 157.96 | 0.11% | Share |
115 | CMCSA | Comcast Corpora... | 33.42 | -0.07% | 19.09K | +59.74% | 704.42K | 40.4 | 0.11% | Share |
116 | BAC | Bank of America... | 47.91 | +2.08% | 16.77K | +72.58% | 699.74K | 34.58 | 0.10% | Share |
117 | URI | United Rentals,... | 914.55 | +0.62% | 1.1K | +100.00% | 689.37K | 626.7 | 0.10% | Share |
118 | BK | The Bank of New... | 101.73 | +0.72% | 8.19K | +49.74% | 686.73K | 65.58 | 0.10% | Share |
119 | SUB | iShares Short-T... | 106.86 | -0.02% | 6.39K | -54.64% | 675.1K | 106.14 | 0.10% | Share |
120 | IEFA | iShares Core MS... | 86.02 | -0.13% | 8.86K | -3.97% | 670.11K | 61.64 | 0.10% | Share |
121 | VTV | Vanguard Value ... | 180.25 | -0.01% | 3.85K | -1.76% | 665.22K | 140.37 | 0.10% | Share |
122 | ASML | ASML Holding N.... | 747.54 | +0.72% | 985 | +100.00% | 652.69K | 662.63 | 0.10% | Share |
123 | PM | Philip Morris I... | 166.51 | +0.19% | 4.07K | +5.31% | 651.12K | 95.14 | 0.10% | Share |
124 | SUSB | iShares ESG 1-5... | 25.18 | -0.06% | 25.85K | -74.17% | 646.07K | 24.96 | 0.10% | Share |
125 | APP | AppLovin Corpor... | 438.51 | -0.04% | 2.44K | -47.33% | 645.73K | 84.82 | 0.10% | Share |
126 | PHYL | PGIM Active Hig... | 35.45 | -0.01% | 18.3K | +4.64% | 637.1K | 34.74 | 0.10% | Share |
127 | AXP | American Expres... | 306.92 | +0.47% | 2.34K | +82.97% | 630.12K | 247.38 | 0.09% | Share |
128 | FMX | Fomento Económi... | 85.26 | +0.01% | 6.38K | +25.73% | 622.27K | 123.06 | 0.09% | Share |
129 | BIV | Vanguard Interm... | 77.17 | -0.08% | 8.07K | -6.12% | 618.07K | 77.98 | 0.09% | Share |
130 | SCHW | The Charles Sch... | 96.21 | +0.10% | 7.77K | +100.00% | 608.47K | 78.28 | 0.09% | Share |
131 | POOL | Pool Corporatio... | 316.34 | -1.68% | 1.91K | +26.32% | 608.05K | 347.92 | 0.09% | Share |
132 | TEAM | Atlassian Corpo... | 169.24 | +1.34% | 2.83K | -9.58% | 600.55K | 128.68 | 0.09% | Share |
133 | GS | The Goldman Sac... | 730.84 | +0.02% | 1.1K | +66.36% | 599.83K | 466.59 | 0.09% | Share |
134 | ABT | Abbott Laborato... | 130.34 | -1.07% | 4.4K | +29.51% | 583.42K | 114.81 | 0.09% | Share |
135 | MO | Altria Group, I... | 66.00 | +0.28% | 9.43K | -1.44% | 575.28K | 42.73 | 0.09% | Share |
136 | VLO | Valero Energy C... | 136.88 | +0.06% | 4.33K | -1.55% | 571.34K | 124.86 | 0.09% | Share |
137 | CVX | Chevron Corpora... | 155.48 | -0.68% | 3.4K | +5.58% | 569.7K | 128.73 | 0.09% | Share |
138 | VV | Vanguard Large ... | 297.03 | 0.00% | 2.2K | +100.00% | 565.47K | 257.03 | 0.08% | Share |
139 | IDCC | InterDigital, I... | 269.82 | +0.40% | 2.68K | -25.59% | 553.68K | 107.07 | 0.08% | Share |
140 | ENVX | Enovix Corporat... | 10.17 | -0.39% | 75K | 0.00% | 550.5K | 9.34 | 0.08% | Share |
141 | ACIW | ACI Worldwide, ... | 47.26 | +1.50% | 10.04K | -0.95% | 549.18K | 44.71 | 0.08% | Share |
142 | CSCO | Cisco Systems, ... | 66.93 | +1.10% | 8.77K | +25.19% | 541.06K | 50.27 | 0.08% | Share |
143 | AIG | American Intern... | 80.42 | +0.51% | 6.15K | +27.40% | 534.86K | 77.17 | 0.08% | Share |
144 | HPE | Hewlett Packard... | 21.61 | +2.15% | 34.3K | -3.85% | 533.57K | 21.08 | 0.08% | Share |
145 | EXPE | Expedia Group, ... | 206.73 | -0.34% | 3.14K | -2.21% | 528K | 147.35 | 0.08% | Share |
146 | THC | Tenet Healthcar... | 171.32 | -0.41% | 3.83K | +20.72% | 515.67K | 134.37 | 0.08% | Share |
147 | HEZU | iShares Currenc... | 41.48 | -0.17% | 13.14K | +1.66% | 512.03K | 36.63 | 0.08% | Share |
148 | SPOT | Spotify Technol... | 728.13 | -0.64% | 919 | -2.23% | 505.48K | 334.72 | 0.08% | Share |
149 | T | AT&T Inc. | 28.91 | +0.14% | 17.65K | +3.43% | 499.06K | 22.26 | 0.07% | Share |
150 | CVLT | Commvault Syste... | 179.76 | -0.14% | 3.05K | -4.06% | 480.85K | 121.68 | 0.07% | Share |