Omni 360 Wealth, Inc. Purchases and Sells in Q3 2025

Omni 360 Wealth, Inc.

$178 Billion
Q3 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	1.15K + 6.65%	$420.11 - $472.68 $485K - $545K	18.5K $8.67B
SPLG	3.6K + 2.11%	$72.65 - $78.68 $261K - $283K	174K $13.6B
DFAT	9.23K + 6.82%	$53.36 - $59.69 $492K - $551K	145K $8.41B
IEMG	3.11K + 4.34%	N/A	74.8K $4.93B
VANGUARD MALVERN FDS	5.47K + 8.08%	N/A	73.2K $5.74B
DFIV	1.97K + 1.9%	$42.66 - $46.53 $84.2K - $91.8K	106K $4.88B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SBAC	3.35K New	$191.35 - $239.35 $641K - $802K	3.35K $648M
JMUB	5.22K New	$49.09 - $50.58 $256K - $264K	5.22K $263M
BLACKROCK ETF TRUST	6.9K New	N/A	6.9K $261M
DGRW	2.67K New	$84.28 - $89.46 $225K - $239K	2.67K $238M
DIREXION SHS ETF TR	2.2K New	N/A	2.2K $224M
SDVY	5.82K New	$35.42 - $38.65 $206K - $225K	5.82K $221M

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-13.6K - 81.14%	$153.3 - $186.58 $2.09M - $2.54M	3.17K $591M
MSFT	-3.19K - 50.51%	$491.09 - $535.64 $1.57M - $1.71M	3.13K $1.62B
AMZN	-4.89K - 77.93%	$211.65 - $238.24 $1.03M - $1.16M	1.38K $304M
AAPL	-5.56K - 30.32%	$202.38 - $256.87 $1.12M - $1.43M	12.8K $3.25B
JPM	-1.66K - 58.94%	$282.78 - $316.06 $469K - $524K	1.16K $364M
JNJ	-3.16K - 60.29%	$155.17 - $185.42 $491K - $587K	2.08K $386M

Activity Summary All Purchases 66 New Holdings 8 Increased Positions 58 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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