OneDigital Investment Advisors LLC — Q2 2025 13F Holdings

Name: OneDigital Investment Advisors LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001690370

Total reported value

$10.2B

← Back to latest quarter

Full holdings list this quarter

Showing top 200 holdings (of 1446 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CAT	Caterpillar INC	Stock-Industrials	0.08%	—	-0.89%
2	NEAR	Ishares Sh Dba ETF Usd INC	ETF-Other	0.08%	—	-14.93%
3	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-Other	0.08%	—	-15.51%
4	TIP	Ishares Tips Bond ETF	ETF-Other	0.08%	—	-1.31%
5	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	0.08%	—	-33.25%
6	NTSE	Wisdomtree Emerging Markets	ETF-Emerging Markets	0.07%	—	+0.34%
7	DFGX	Dimsnl Intr Cf In Etf-usd In	ETF-Other	0.07%	—	+18.72%
8	GE	General Electric	Stock-Industrials	0.07%	—	-58.64%
9	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.07%	—	+1.54%
10	PMBS	Pimco Mbs Active ETF	ETF-Other	0.07%	+0.08%	—
11	FMDE	Fidelity Enhanced Mid Cap Co	ETF-Other	0.07%	—	+4.04%
12	FRDM	Freedom 100 Emeging Mrkt ETF	ETF-Other	0.07%	—	-0.73%
13	XLF	Ss Financial Select Sector	ETF-Other	0.07%	—	-1.11%
14	COP	Conocophillips	Stock-Energy	0.07%	—	-3.00%
15	NFLX	Netflix INC	Stock-Comm Services	0.07%	—	-1.16%
16	CMF	Ishares California Muni Bond	ETF-Other	0.07%	—	-32.83%
17	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	0.07%	—	-0.51%
18	XLK	Ss Technology Select Sector	ETF-Tech	0.07%	—	-5.86%
19	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.07%	—	-10.38%
20	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	0.07%	—	-0.94%
21	PODD	Insulet CORP	Stock-Healthcare	0.07%	—	+54.96%
22	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-Other	0.07%	—	-7.73%
23	VUSB	Vanguard Ultra Short Bond Et	ETF-Other	0.07%	—	+13.90%
24	CSCO	Cisco Systems INC	Stock-Tech	0.06%	—	-4.87%
25	RJF	Raymond James Financial INC	Stock-Financials	0.06%	—	+0.14%
26	DUK	Duke Energy CORP	Stock-Utilities	0.06%	—	-0.33%
27	IWR	Ishares Russell Mid-cap ETF	ETF-Other	0.06%	—	+5.08%
28	PVAL	Putnam Focused Lrg Cap Value	ETF-Other	0.06%	—	—
29	WFC	Wells Fargo & Co	Stock-Financials	0.06%	—	+5.47%
30	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.06%	—	+10.98%
31	IBKR	Interactive Brokers Gro-cl A	Stock-Financials	0.06%	—	+275.10%
32	SYK	Stryker CORP	Stock-Healthcare	0.06%	—	-41.59%
33	AXP	American Express Co	Stock-Financials	0.06%	—	+0.70%
34	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.06%	—	-13.44%
35	RDVY	First Trust Rising Dividend	ETF-Other	0.06%	—	+7.36%
36	STE	STERIS plc	Stock-Healthcare	0.06%	—	-0.88%
37	EXK	Exact Sciences CORP	Stock-Materials	0.06%	-0.08%	EXIT
38	T	At&t INC	Stock-Comm Services	0.06%	—	+0.46%
39	SMMD	Ishares Russell 2500 ETF	ETF-Other	0.06%	—	+0.56%
40	TMSL	T.rowe Prc Small-mid Cap ETF	ETF-Other	0.06%	—	+1.49%
41	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.06%	—	-10.14%
42	VZ	Verizon Communications INC	Stock-Comm Services	0.06%	—	-3.73%
43	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.06%	—	-0.64%
44	FHLC	Fidelity Msci Health Care	ETF-Other	0.06%	—	-1.07%
45	LCTU	Ishares U.s. Carbon Transiti	ETF-Other	0.06%	—	-3.74%
46	ALLY	Ally Financial INC	Stock-Financials	0.05%	—	-1.83%
47	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	0.05%	—	+11.84%
48	MAXJ	Ishares Lg Cap Max Buff Jun	ETF-Other	0.05%	—	+122.63%
49	MEAR	Ishrs Short Mat Muni Act ETF	ETF-Other	0.05%	—	+9.43%
50	PANW	Palo Alto Networks INC	Stock-Tech	0.05%	—	-1.40%

1–50 of 200