OneDigital Investment Advisors LLC — Q1 2025 13F Holdings

Name: OneDigital Investment Advisors LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001690370

Total reported value

$10.2B

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Full holdings list this quarter

Showing top 200 holdings (of 1393 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SE	Sea Ltd-adr	Stock-Comm Services	0.02%	—	+16.80%
2	FLJP	Franklin Ftse Japan ETF	ETF-Other	0.02%	—	+66.23%
3	AFL	Aflac INC	Stock-Financials	0.02%	—	-11.80%
4	BNY	Bank Of New York Mellon CORP	Stock-Financials	0.02%	—	-3.24%
5	PSQA	Plmr Sq Senior Debt ETF	ETF-Other	0.02%	—	+31.68%
6	XLB	Ss Materials Select Sector	ETF-Other	0.02%	—	-6.46%
7	MU	Micron Technology INC	Stock-Tech	0.02%	—	+2.85%
8	MAXJ	Ishares Lg Cap Max Buff Jun	ETF-Other	0.02%	—	-6.50%
9	ESGE	Ishares INC Ishares Esg Awar	ETF-Other	0.02%	—	-3.82%
10	MTN	Vail Resorts INC	Stock-Consumer Disc	0.02%	—	-21.43%
11	KLAC	Kla CORP	Stock-Tech	0.02%	—	-11.52%
12	ACGL	Arch Capital Group Ltd.	Stock-Financials	0.02%	—	-5.05%
13	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.02%	—	+0.55%
14	FJUL	Ft Vest US Equity Buffer ETF	ETF-Other	0.02%	—	-4.89%
15	AMT	American Tower CORP	Stock-Real Estate	0.02%	—	-2.65%
16	PSEP	Innovator U.s. Equity Power	ETF-Other	0.02%	—	-3.85%
17	MS	Morgan Stanley	Stock-Financials	0.02%	—	+3.39%
18	UCON	First Trust Smith Unconstrai	ETF-Other	0.02%	—	+5.09%
19	CASY	Casey's General Stores INC	Stock-Consumer Disc	0.02%	—	+24.36%
20	EWX	State Street Spdr S&p Emergi	ETF-Other	0.02%	—	-4.33%
21	YUM	Yum! Brands INC	Stock-Consumer Disc	0.02%	—	-7.97%
22	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	0.02%	—	-7.40%
23	ETN	Eaton Corporation plc	Stock-Industrials	0.02%	—	-5.52%
24	HEQT	Simplify Hedged Equity ETF	ETF-Other	0.02%	—	+377.88%
25	INTU	Intuit INC	Stock-Tech	0.02%	—	-49.06%
26	ED	Consolidated Edison INC	Stock-Utilities	0.02%	—	+6.19%
27	PAYX	Paychex INC	Stock-Tech	0.02%	—	-22.20%
28	GS	Goldman Sachs Group INC	Stock-Financials	0.02%	—	-10.82%
29	SGOL	Abrdn Physical Gold Shares	ETF-Commodities	0.02%	—	-0.92%
30	TT	Trane Technologies plc	Stock-Industrials	0.02%	—	+12.81%
31	PULS	Pgim Ultra Short Bond ETF	ETF-Other	0.02%	—	-6.76%
32	MPC	Marathon Petroleum CORP	Stock-Energy	0.02%	—	-1.12%
33	OSCR	Oscar Health INC - Class A	Stock-Healthcare	0.02%	—	-10.43%
34	CHRW	C.h. Robinson Worldwide INC	Stock-Industrials	0.02%	—	+7.64%
35	DFNM	Dimensional National Muni Bd	ETF-Other	0.02%	—	-2.98%
36	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.02%	—	-5.90%
37	WTW	Willis Towers Watson Public Limited Company	Stock-Financials	0.02%	—	-1.40%
38	FTHI	Fthi/first Trust Exchange-tr	ETF-Other	0.02%	—	+2.94%
39	PJUN	Innovator U.s. Equity Power	ETF-Other	0.02%	—	-0.51%
40	WELL	Welltower INC	Stock-Real Estate	0.02%	—	-0.12%
41	MELI	Mercadolibre INC	Stock-Consumer Disc	0.02%	—	+13.21%
42	FDS	Factset Research Systems INC	Stock-Financials	0.02%	—	+5.71%
43	POST	Post Holdings INC	Stock-Consumer Staples	0.02%	—	+5.72%
44	VGT	Vanguard Info Tech ETF	ETF-Tech	0.02%	—	-38.67%
45	GDXJ	Vaneck Junior Gold Miners	ETF-Commodities	0.02%	—	-0.78%
46	ULCC	Frontier Group Holdings INC	Stock-Other	0.02%	—	-14.57%
47	LH	Labcorp Holdings INC	Stock-Healthcare	0.02%	—	+5.46%
48	IGBH	Ishares Interest Rate Hedged	ETF-Other	0.02%	—	+18.56%
49	TMUS	T-mobile US INC	Stock-Comm Services	0.02%	—	+17.25%
50	SHOP	Shopify INC - Class A	Stock-Tech	0.02%	—	-3.23%

1–50 of 200