One Wealth Advisors, LLC
- SEC CIK
- 0001725297
- Latest filing
- Aug 6, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 157
- No 13F data for Q4 2020
- Portfolio value
- $260.9M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ENDPEndo International plc | SHS | 11,921 | $88.0K | <0.1% | – | – | History |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 21,842 | $101.0K | <0.1% | – | – | History |
| HTBKHeritage Commerce Corp | COM | 10,045 | $123.0K | <0.1% | – | – | History |
| ABEVAmbev S.A. | SPONSORED ADR | 60,128 | $165.0K | 0.1% | – | – | History |
| LUMNLumen Technologies, Inc. | Stock | 12,867 | $172.0K | 0.1% | – | – | History |
| AMCRAmcor plc | ORD | 15,010 | $175.0K | 0.1% | – | – | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,571 | $200.0K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 1,481 | $201.0K | 0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,519 | $201.0K | 0.1% | – | – | History |
| MANHManhattan Associates Inc | Stock | 1,709 | $201.0K | 0.1% | – | – | History |
| MASMasco Corp | COM | 3,360 | $201.0K | 0.1% | – | – | History |
| BECNQxo Building Products, Inc. | COM | 3,952 | $207.0K | 0.1% | – | – | History |
| WUWestern Union CO | Stock | 8,483 | $209.0K | 0.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 593 | $209.0K | 0.1% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 1,390 | $209.0K | 0.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 2,753 | $209.0K | 0.1% | – | – | – |
| MDRXVeradigm Inc. | COM | 14,017 | $210.0K | 0.1% | – | – | History |
| HOLXHologic Inc | COM | 2,830 | $210.0K | 0.1% | – | – | History |
| DELLDell Technologies Inc. | Stock | 2,392 | $211.0K | 0.1% | – | – | History |
| GNRCGenerac Holdings Inc. | Stock | 648 | $212.0K | 0.1% | – | – | History |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 5,743 | $212.0K | 0.1% | – | – | – |
| INVAInnoviva, Inc. | COM | 18,017 | $215.0K | 0.1% | – | – | History |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 43,521 | $216.0K | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 106 | $219.0K | 0.1% | – | – | History |
| HSTHost Hotels & Resorts, Inc. | COM | 13,576 | $229.0K | 0.1% | – | – | History |
| JCIJohnson Controls International plc | Stock | 3,925 | $234.0K | 0.1% | – | – | History |
| iShares Tr464288356 | CALIF MUN BD ETF | 3,764 | $234.0K | 0.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 1,760 | $238.0K | 0.1% | – | – | – |
| IPInternational Paper Co | COM | 4,484 | $242.0K | 0.1% | – | – | History |
| EPIXESSA Pharma Inc. | COM NEW | 8,333 | $242.0K | 0.1% | – | – | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 3,229 | $243.0K | 0.1% | – | – | History |
| MYRGMyr Group Inc. | COM | 3,407 | $244.0K | 0.1% | – | – | History |
| IBNIcici Bank Ltd | ADR | 15,353 | $246.0K | 0.1% | – | – | History |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 4,179 | $247.0K | 0.1% | – | – | – |
| COPConocoPhillips | Stock | 4,709 | $249.0K | 0.1% | – | – | History |
| RVTYRevvity, Inc. | COM | 1,948 | $250.0K | 0.1% | – | – | History |
| CHHChoice Hotels International Inc | COM | 2,376 | $255.0K | 0.1% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 4,573 | $255.0K | 0.1% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 112 | $261.0K | 0.1% | – | – | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 10,224 | $261.0K | 0.1% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,093 | $263.0K | 0.1% | – | – | History |
| First Rep BK San Francisco C33616C100 | COM | 1,595 | $266.0K | 0.1% | – | – | – |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 53,358 | $279.0K | 0.1% | – | – | History |
| MSMorgan Stanley | Stock | 3,603 | $280.0K | 0.1% | – | – | History |
| JBHTHunt J B Transport Services Inc | COM | 1,664 | $280.0K | 0.1% | – | – | History |
| CBRECbre Group, Inc. | CL A | 3,546 | $281.0K | 0.1% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 1,540 | $282.0K | 0.1% | – | – | History |
| HNIHni Corp | Stock | 7,288 | $288.0K | 0.1% | – | – | History |
| PLDPrologis, Inc. | REIT | 2,714 | $288.0K | 0.1% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 1,533 | $289.0K | 0.1% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,688 | $296.0K | 0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,332 | $302.0K | 0.1% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 1,845 | $303.0K | 0.1% | – | – | History |
| TAT&T Inc. | Stock | 10,031 | $304.0K | 0.1% | – | – | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 9,734 | $305.0K | 0.1% | – | – | – |
| FTNTFortinet, Inc. | Stock | 1,689 | $311.0K | 0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 6,057 | $313.0K | 0.1% | – | – | History |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 12,283 | $319.0K | 0.1% | – | – | – |
| DHTDHT Holdings, Inc. | SHS NEW | 53,935 | $320.0K | 0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 6,270 | $321.0K | 0.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 2,125 | $324.0K | 0.1% | – | – | History |
| INTCIntel Corp | Stock | 5,130 | $328.0K | 0.1% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,053 | $331.0K | 0.1% | – | – | – |
| CPRTCopart Inc | COM | 3,061 | $332.0K | 0.1% | – | – | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 1,087 | $334.0K | 0.1% | – | – | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 6,637 | $340.0K | 0.1% | – | – | – |
| SNXTD Synnex Corp | COM | 2,990 | $343.0K | 0.1% | – | – | History |
| BIIBBiogen Inc. | COM | 1,261 | $353.0K | 0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 748 | $356.0K | 0.1% | – | – | History |
| ADSKAutodesk, Inc. | COM | 1,286 | $356.0K | 0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,615 | $357.0K | 0.1% | – | – | – |
| RIORio Tinto PLC | ADR | 4,615 | $358.0K | 0.1% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,416 | $366.0K | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,259 | $371.0K | 0.1% | – | – | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 3,423 | $383.0K | 0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 3,547 | $388.0K | 0.1% | – | – | History |
| TGTTarget Corp | Stock | 2,017 | $400.0K | 0.2% | – | – | History |
| LENLennar Corp | CL A | 3,964 | $401.0K | 0.2% | – | – | History |
| PGRProgressive Corp | Stock | 4,209 | $402.0K | 0.2% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 2,966 | $425.0K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,706 | $436.0K | 0.2% | – | – | History |
| ESSEssex Property Trust, Inc. | COM | 1,608 | $437.0K | 0.2% | – | – | History |
| URIUnited Rentals, Inc. | COM | 1,329 | $438.0K | 0.2% | – | – | History |
| KRKroger Co | Stock | 12,511 | $450.0K | 0.2% | – | – | History |
| ALLAllstate Corp | Stock | 4,021 | $462.0K | 0.2% | – | – | History |
| AMKRAmkor Technology, Inc. | COM | 19,513 | $463.0K | 0.2% | – | – | History |
| DOCHealthpeak Properties, Inc. | COM | 14,604 | $464.0K | 0.2% | – | – | History |
| ALCAlcon Inc | Stock | 6,692 | $470.0K | 0.2% | – | – | History |
| CTXSCitrix Systems Inc | COM | 3,443 | $483.0K | 0.2% | – | – | History |
| BHPBHP Group Ltd | ADR | 6,988 | $485.0K | 0.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 159 | $492.0K | 0.2% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,266 | $495.0K | 0.2% | – | – | – |
| DARDarling Ingredients Inc. | COM | 6,753 | $497.0K | 0.2% | – | – | History |
| EAElectronic Arts Inc. | COM | 3,732 | $505.0K | 0.2% | – | – | History |
| iShares Tr464288588 | MBS ETF | 4,778 | $518.0K | 0.2% | – | – | – |
| VVisa Inc. | Stock | 2,470 | $523.0K | 0.2% | – | – | History |
| TSCOTractor Supply Co | COM | 2,977 | $527.0K | 0.2% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 2,200 | $534.0K | 0.2% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 6,418 | $537.0K | 0.2% | – | – | History |
| SAPSAP SE | ADR | 4,567 | $561.0K | 0.2% | – | – | History |