Stock Taper

ONE WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Novartis AGNVS5.05K$791.91K
NICE Ltd.NICE5.02K$456.34K
Microchip Technology IncorporatedMCHP4.94K$450.35K
CenterPoint Energy, Inc.CNP4.92K$216.72K
BorgWarner Inc.BWA4.59K$304.51K
ConocoPhillipsCOP4.58K$476.35K
Trimble Inc.TRMB4.42K$226.42K
The Walt Disney CompanyDIS4.34K$417.76K
United Parcel Service, Inc.UPS4.3K$462.79K
Johnson Controls International plcJCI4.29K$626.96K
Philip Morris International Inc.PM4.13K$746.8K
Chubb LimitedCB4.05K$1.38M
Johnson & JohnsonJNJ4.05K$1.03M
Intel Corp.INTC3.95K$551.04K
Capital One Financial CorporationCOF3.93K$788.64K
Tapestry, Inc.TPR3.92K$573.81K
Motorola Solutions, Inc.MSI3.91K$1.62M
Clear Secure, Inc.YOU3.89K$217.01K
Principal Financial Group, Inc.PFG3.78K$407.62K
Palantir Technologies Inc.PLTR3.73K$434.62K