OneAscent Wealth Management LLC Diversified Active

CIK: 0001844707 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 8, 2022

Total Value ($000): $40,074 (100.0% shares, 0.0% debt)

Holdings (87)

AAPL APPLE INC 8.7%
Value ($000) $3,500 Shares 19,713 Est. Cost $154.71 Unrealized 0.0%
GOOGL ALPHABET INC 3.6%
Value ($000) $1,460 Shares 504 Est. Cost $95.06 Unrealized +50.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 3.2%
Value ($000) $1,280 Shares 10,643 Est. Cost $120.27 Unrealized
ACN ACCENTURE PLC IRELAND 2.7%
Value ($000) $1,071 Shares 2,583 Est. Cost $233.99 Unrealized +46.7%
COST COSTCO WHSL CORP NEW 2.4%
Value ($000) $946 Shares 1,667 Est. Cost $347.39 Unrealized +40.5%
F FORD MTR CO DEL 2.3%
Value ($000) $919 Shares 44,239 Est. Cost $14.00 Unrealized 0.0%
SONY SONY GROUP CORPORATION 2.2%
Value ($000) $868 Shares 6,864 Est. Cost $126.46 Unrealized
AFL AFLAC INC 2.0%
Value ($000) $789 Shares 13,507 Est. Cost $50.98 Unrealized 0.0%
INFY INFOSYS LTD 1.9%
Value ($000) $754 Shares 29,785 Est. Cost $25.31 Unrealized
T AT&T INC 1.8%
Value ($000) $739 Shares 30,041 Est. Cost $14.89 Unrealized -1.5%
COP CONOCOPHILLIPS 1.8%
Value ($000) $734 Shares 10,167 Est. Cost $62.64 Unrealized 0.0%
DHI D R HORTON INC 1.7%
Value ($000) $692 Shares 6,383 Est. Cost $69.35 Unrealized +33.1%
ASML ASML HOLDING N V 1.6%
Value ($000) $652 Shares 819 Est. Cost $514.27 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $607 Shares 182 Est. Cost $171.15 Unrealized 0.0%
CWEN CLEARWAY ENERGY INC 1.5%
Value ($000) $597 Shares 16,565 Est. Cost $23.12 Unrealized +22.4%
CDNS CADENCE DESIGN SYSTEM INC 1.4%
Value ($000) $579 Shares 3,109 Est. Cost $174.32 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $579 Shares 1,938 Est. Cost $286.41 Unrealized 0.0%
CVS CVS HEALTH CORP 1.4%
Value ($000) $577 Shares 5,597 Est. Cost $80.49 Unrealized 0.0%
ASND ASCENDIS PHARMA A/S 1.4%
Value ($000) $575 Shares 4,276 Est. Cost $157.21 Unrealized
NOK NOKIA CORP 1.4%
Value ($000) $574 Shares 92,281 Est. Cost $6.22 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 1.4%
Value ($000) $572 Shares 1,008 Est. Cost $625.08 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 1.4%
Value ($000) $567 Shares 3,550 Est. Cost $111.22 Unrealized +36.2%
APTIV PLC 1.4%
Value ($000) $561 Shares 3,401 Est. Cost $130.31 Unrealized
ENTG ENTEGRIS INC 1.3%
Value ($000) $526 Shares 3,797 Est. Cost $115.64 Unrealized +18.9%
BABA ALIBABA GROUP HLDG LTD 1.3%
Value ($000) $507 Shares 4,269 Est. Cost $202.67 Unrealized
CVX CHEVRON CORP NEW 1.3%
Value ($000) $506 Shares 4,309 Est. Cost $96.10 Unrealized 0.0%
ELV ANTHEM INC 1.3%
Value ($000) $503 Shares 1,085 Est. Cost $397.15 Unrealized 0.0%
AMCOR PLC 1.2%
Value ($000) $490 Shares 40,836 Est. Cost $9.32 Unrealized +7.3%
KO COCA COLA CO 1.2%
Value ($000) $485 Shares 8,193 Est. Cost $49.18 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 1.2%
Value ($000) $481 Shares 4,583 Est. Cost $86.80 Unrealized -0.6%
GIB CGI INC 1.2%
Value ($000) $478 Shares 5,397 Est. Cost $72.27 Unrealized +20.6%
FRCB FIRST REP BK SAN FRANCISCO C 1.2%
Value ($000) $478 Shares 2,317 Est. Cost $128.36 Unrealized +62.8%
COKE COCA COLA CONS INC 1.2%
Value ($000) $464 Shares 750 Est. Cost $47.27 Unrealized 0.0%
TOTALENERGIES SE 1.1%
Value ($000) $444 Shares 8,987 Est. Cost $49.40 Unrealized
STM STMICROELECTRONICS N V 1.1%
Value ($000) $440 Shares 8,997 Est. Cost $48.91 Unrealized
CTAS CINTAS CORP 1.1%
Value ($000) $436 Shares 983 Est. Cost $103.73 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 1.1%
Value ($000) $433 Shares 7,700 Est. Cost $38.36 Unrealized +33.3%
COF CAPITAL ONE FINL CORP 1.1%
Value ($000) $425 Shares 2,927 Est. Cost $83.45 Unrealized +71.8%
AWK AMERICAN WTR WKS CO INC NEW 1.0%
Value ($000) $401 Shares 2,125 Est. Cost $160.41 Unrealized 0.0%
IHG INTERCONTINENTAL HOTELS GROU 1.0%
Value ($000) $401 Shares 6,157 Est. Cost $65.31 Unrealized
BAC BK OF AMERICA CORP 1.0%
Value ($000) $400 Shares 8,985 Est. Cost $41.02 Unrealized 0.0%
DEO DIAGEO PLC 1.0%
Value ($000) $393 Shares 1,785 Est. Cost $159.07 Unrealized
CSCO CISCO SYS INC 1.0%
Value ($000) $381 Shares 6,016 Est. Cost $49.23 Unrealized +2.5%
CB CHUBB LIMITED 0.9%
Value ($000) $377 Shares 1,944 Est. Cost $131.89 Unrealized +34.6%
BROOKFIELD RENEWABLE CORP 0.9%
Value ($000) $367 Shares 9,969 Est. Cost $55.32 Unrealized
EMR EMERSON ELEC CO 0.9%
Value ($000) $352 Shares 3,784 Est. Cost $86.51 Unrealized 0.0%
UNILEVER PLC 0.8%
Value ($000) $339 Shares 6,297 Est. Cost $53.84 Unrealized
FIVN FIVE9 INC 0.8%
Value ($000) $334 Shares 2,432 Est. Cost $147.91 Unrealized 0.0%
CAE CAE INC 0.8%
Value ($000) $334 Shares 13,217 Est. Cost $27.90 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $331 Shares 5,402 Est. Cost $34.14 Unrealized +57.9%
CHKP CHECK POINT SOFTWARE TECH LT 0.8%
Value ($000) $323 Shares 2,767 Est. Cost $121.51 Unrealized -4.6%
SAP SAP SE 0.8%
Value ($000) $322 Shares 2,297 Est. Cost $140.18 Unrealized
AER AERCAP HOLDINGS NV 0.8%
Value ($000) $314 Shares 4,796 Est. Cost $35.57 Unrealized +71.3%
AVGO BROADCOM INC 0.8%
Value ($000) $312 Shares 469 Est. Cost $44.48 Unrealized +16.4%
DLO DLOCAL LTD 0.8%
Value ($000) $311 Shares 8,700 Est. Cost $41.22 Unrealized 0.0%
CI CIGNA CORP NEW 0.7%
Value ($000) $300 Shares 1,306 Est. Cost $197.24 Unrealized 0.0%
DOX AMDOCS LTD 0.7%
Value ($000) $294 Shares 3,925 Est. Cost $57.28 Unrealized +19.8%
BX BLACKSTONE INC 0.7%
Value ($000) $288 Shares 2,223 Est. Cost $116.12 Unrealized 0.0%
BARRICK GOLD CORP 0.7%
Value ($000) $288 Shares 15,171 Est. Cost $18.98 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.7%
Value ($000) $286 Shares 5,276 Est. Cost $50.71 Unrealized +0.5%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $284 Shares 4,556 Est. Cost $49.23 Unrealized 0.0%
COLL COLLEGIUM PHARMACEUTICAL INC 0.7%
Value ($000) $264 Shares 14,131 Est. Cost $19.52 Unrealized -0.2%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.6%
Value ($000) $260 Shares 5,147 Est. Cost $50.51 Unrealized
DT DYNATRACE INC 0.6%
Value ($000) $259 Shares 4,298 Est. Cost $68.15 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.6%
Value ($000) $258 Shares 3,020 Est. Cost $68.08 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.6%
Value ($000) $257 Shares 851 Est. Cost $165.41 Unrealized +68.3%
NVO NOVO-NORDISK A S 0.6%
Value ($000) $257 Shares 2,299 Est. Cost $111.79 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $255 Shares 1,235 Est. Cost $186.69 Unrealized 0.0%
HMC HONDA MOTOR LTD 0.6%
Value ($000) $244 Shares 8,573 Est. Cost $28.46 Unrealized
HIMX HIMAX TECHNOLOGIES INC 0.6%
Value ($000) $242 Shares 15,151 Est. Cost $7.98 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.6%
Value ($000) $242 Shares 3,724 Est. Cost $47.10 Unrealized +25.7%
TM TOYOTA MOTOR CORP 0.6%
Value ($000) $240 Shares 1,297 Est. Cost $185.04 Unrealized
AON AON PLC 0.6%
Value ($000) $225 Shares 748 Est. Cost $290.95 Unrealized 0.0%
GRFS GRIFOLS S A 0.6%
Value ($000) $224 Shares 19,956 Est. Cost $11.22 Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.5%
Value ($000) $220 Shares 19,339 Est. Cost $25.69 Unrealized
DOW DOW INC 0.5%
Value ($000) $213 Shares 3,761 Est. Cost $45.04 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.5%
Value ($000) $200 Shares 13,426 Est. Cost $16.47 Unrealized
NEW ORIENTAL ED & TECHNOLOGY 0.4%
Value ($000) $163 Shares 77,790 Est. Cost $2.10 Unrealized
COMP COMPASS INC 0.4%
Value ($000) $162 Shares 17,822 Est. Cost $10.95 Unrealized 0.0%
ASX ASE TECHNOLOGY HLDG CO LTD 0.4%
Value ($000) $161 Shares 20,552 Est. Cost $6.10 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.4%
Value ($000) $160 Shares 13,665 Est. Cost $11.71 Unrealized
CX CEMEX SAB DE CV 0.3%
Value ($000) $140 Shares 20,598 Est. Cost $6.80 Unrealized
PSO PEARSON PLC 0.3%
Value ($000) $127 Shares 15,173 Est. Cost $8.37 Unrealized
BBD BANCO BRADESCO S A 0.2%
Value ($000) $90 Shares 26,429 Est. Cost $3.41 Unrealized
UGP ULTRAPAR PARTICIPACOES SA 0.2%
Value ($000) $76 Shares 28,635 Est. Cost $4.25 Unrealized
TAL TAL EDUCATION GROUP 0.1%
Value ($000) $58 Shares 14,854 Est. Cost $3.90 Unrealized
BRF SA 0.1%
Value ($000) $57 Shares 13,899 Est. Cost $4.32 Unrealized