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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.

Institution overview
Positions
157
No 13F data for Q4 2020
Portfolio value
$260.9M
No 13F data for Q4 2020
Filed
May 17, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of One Wealth Advisors, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
CSCOCisco Systems, Inc.Stock6,057$313.0K0.1%––History
FTNTFortinet, Inc.Stock1,689$311.0K0.1%––History
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF9,734$305.0K0.1%–––
TAT&T Inc.Stock10,031$304.0K0.1%––History
DEODiageo PLCSPON ADR NEW1,845$303.0K0.1%––History
BABAAlibaba Group Holding LtdADR1,332$302.0K0.1%––History
PNCPNC Financial Services Group, Inc.Stock1,688$296.0K0.1%––History
HCAHCA Healthcare, Inc.COM1,533$289.0K0.1%––History
HNIHni CorpStock7,288$288.0K0.1%––History
PLDPrologis, Inc.REIT2,714$288.0K0.1%––History
SWKSSkyworks Solutions, Inc.Stock1,540$282.0K0.1%––History
CBRECbre Group, Inc.CL A3,546$281.0K0.1%––History
MSMorgan StanleyStock3,603$280.0K0.1%––History
JBHTHunt J B Transport Services IncCOM1,664$280.0K0.1%––History
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR53,358$279.0K0.1%––History
First Rep BK San Francisco C33616C100COM1,595$266.0K0.1%–––
ODFLOld Dominion Freight Line, Inc.COM1,093$263.0K0.1%––History
BKNGBooking Holdings Inc.Stock112$261.0K0.1%––History
LBTYKLiberty Global Ltd.SHS CL C10,224$261.0K0.1%––History
CHHChoice Hotels International IncCOM2,376$255.0K0.1%––History
ULUnilever PLCSPON ADR NEW4,573$255.0K0.1%––History
RVTYRevvity, Inc.COM1,948$250.0K0.1%––History
COPConocoPhillipsStock4,709$249.0K0.1%––History
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF4,179$247.0K0.1%–––
IBNIcici Bank LtdADR15,353$246.0K0.1%––History
MYRGMyr Group Inc.COM3,407$244.0K0.1%––History
FMXMexican Economic Development IncSPON ADR UNITS3,229$243.0K0.1%––History
IPInternational Paper CoCOM4,484$242.0K0.1%––History
EPIXESSA Pharma Inc.COM NEW8,333$242.0K0.1%––History
iShares Tr46428743220 YR TR BD ETF1,760$238.0K0.1%–––
JCIJohnson Controls International plcStock3,925$234.0K0.1%––History
iShares Tr464288356CALIF MUN BD ETF3,764$234.0K0.1%–––
HSTHost Hotels & Resorts, Inc.COM13,576$229.0K0.1%––History
GOOGAlphabet Inc.Stock106$219.0K0.1%––History
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD43,521$216.0K0.1%––History
INVAInnoviva, Inc.COM18,017$215.0K0.1%––History
GNRCGenerac Holdings Inc.Stock648$212.0K0.1%––History
Royal Dutch Shell PLC780259107SPON ADR B5,743$212.0K0.1%–––
DELLDell Technologies Inc.Stock2,392$211.0K0.1%––History
MDRXVeradigm Inc.COM14,017$210.0K0.1%––History
HOLXHologic IncCOM2,830$210.0K0.1%––History
WUWestern Union COStock8,483$209.0K0.1%––History
SPGIS&P Global Inc.Stock593$209.0K0.1%––History
TRVTravelers Companies, Inc.Stock1,390$209.0K0.1%––History
iShares MSCI Eafe ETF464287465ETF2,753$209.0K0.1%–––
BECNQxo Building Products, Inc.COM3,952$207.0K0.1%––History
PGProcter & Gamble CoStock1,481$201.0K0.1%––History
QCOMQualcomm IncStock1,519$201.0K0.1%––History
MANHManhattan Associates IncStock1,709$201.0K0.1%––History
MASMasco CorpCOM3,360$201.0K0.1%––History
HDBHDFC Bank LtdSPONSORED ADS2,571$200.0K0.1%––History
AMCRAmcor plcORD15,010$175.0K0.1%––History
LUMNLumen Technologies, Inc.Stock12,867$172.0K0.1%––History
ABEVAmbev S.A.SPONSORED ADR60,128$165.0K0.1%––History
HTBKHeritage Commerce CorpCOM10,045$123.0K<0.1%––History
CPRXCatalyst Pharmaceuticals, Inc.COM21,842$101.0K<0.1%––History
ENDPEndo International plcSHS11,921$88.0K<0.1%––History