Omni 360 Wealth, Inc. Purchases and Sells in Q2 2025

Omni 360 Wealth, Inc.

$203 Billion
Q2 2025

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	2.19K + 15.0%	$94.31 - $157.99 $207K - $346K	16.8K $2.65B
MSFT	541 + 9.36%	$354.56 - $497.45 $192K - $269K	6.32K $3.14B
RBLX	3.32K + 69.88%	$51.22 - $105.59 $170K - $350K	8.06K $848M
MRK	6.77K + 252.22%	$73.47 - $87.12 $498K - $590K	9.46K $749M
IVW	941 + 4.13%	$82.96 - $110.1 $78.1K - $104K	23.7K $2.61B
VANGUARD MALVERN FDS	6.24K + 10.15%	N/A	67.7K $5.25B

New Holdings

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHWAB STRATEGIC TR	25.2K New	N/A	25.2K $668M
PNC	3.07K New	$149.76 - $186.42 $460K - $573K	3.07K $573M
AMT	2.37K New	$203.96 - $228.19 $483K - $540K	2.37K $523M
XTEN	11.1K New	N/A	11.1K $514M
EIX	9.9K New	$48.32 - $59.92 $478K - $593K	9.9K $511M
XLG	9.24K New	$40.94 - $52.1 $378K - $482K	9.24K $482M

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-240 - 46.88%	$713.71 - $898.95 $171K - $216K	272 $212M
VGIT	-4.13K - 3.95%	$58.63 - $59.9 $242K - $247K	100K $6B
BRK-B	-285 - 22.69%	$483.48 - $539.8 $138K - $154K	971 $472M
EFG	-3.16K - 17.86%	$89.8 - $112.0 $284K - $354K	14.5K $1.63B
PRF	-3.91K - 13.36%	$35.77 - $42.27 $140K - $165K	25.3K $1.07B
VCIT	-1.34K - 25.84%	$79.56 - $82.92 $107K - $111K	3.86K $320M

Activity Summary All Purchases 147 New Holdings 65 Increased Positions 82 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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