Omni 360 Wealth, Inc. Purchases in Q2 2025

Omni 360 Wealth, Inc.

  • $203 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.19K
+ 15.0%
$94.31 - $157.99 $207K - $346K
16.8K $2.65B
MSFT
Microsoft Corp

Technology
541
+ 9.36%
$354.56 - $497.45 $192K - $269K
6.32K $3.14B
Schwab Strategic Tr
25.2K
New
N/A
25.2K $668M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.07K
New
$149.76 - $186.42 $460K - $573K
3.07K $573M
RBLX
Roblox Corp

Communication Services
3.32K
+ 69.88%
$51.22 - $105.59 $170K - $350K
8.06K $848M
AMT
American Tower Corp

Real Estate
2.37K
New
$203.96 - $228.19 $483K - $540K
2.37K $523M
XTEN
Bondbloxx ETF Tr Bloomberg 10
11.1K
New
N/A
11.1K $514M
EIX
Edison International

Utilities
9.9K
New
$48.32 - $59.92 $478K - $593K
9.9K $511M
MRK
Merck & Co., Inc.

Healthcare
6.77K
+ 252.22%
$73.47 - $87.12 $498K - $590K
9.46K $749M
IVW
Ishares S&P 500 Growth ETF

ETFs
941
+ 4.13%
$82.96 - $110.1 $78.1K - $104K
23.7K $2.61B
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.24K
New
$40.94 - $52.1 $378K - $482K
9.24K $482M
AVGO
Broadcom Inc.

Technology
490
+ 16.44%
$146.29 - $275.65 $71.7K - $135K
3.47K $956M
AMZN
Amazon Com Inc

Consumer Cyclical
1.19K
+ 23.33%
$167.32 - $223.3 $198K - $265K
6.27K $1.38B
QUAL
Ishares Msci Usa Quality Facto

ETFs
532
+ 2.07%
$152.42 - $182.82 $81.1K - $97.3K
26.2K $4.79B
SNOW
Snowflake Inc.

Technology
998
+ 43.17%
$130.53 - $223.77 $130K - $223K
3.31K $741M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.97K
New
$153.22 - $199.8 $302K - $394K
1.97K $370M
MNST
Monster Beverage Corp

Consumer Defensive
5.83K
New
$55.01 - $64.24 $321K - $375K
5.83K $365M
ILMN
Illumina, Inc.

Healthcare
3.82K
New
$70.3 - $95.41 $268K - $364K
3.82K $364M
ADSK
Autodesk, Inc.

Technology
1.16K
New
N/A
1.16K $359M
LYFT
Lyft, Inc.

Technology
22.7K
New
$9.97 - $17.21 $227K - $391K
22.7K $358M
TSLA
Tesla, Inc.

Consumer Cyclical
594
+ 20.64%
$221.86 - $362.89 $132K - $216K
3.47K $1.1B
BUG
Global X Fds Cybersecurity ETF

ETFs
9.6K
New
$29.9 - $37.1 $287K - $356K
9.6K $356M
DAL
Delta Air Lines, Inc.

Industrials
7.21K
New
$35.88 - $52.99 $259K - $382K
7.21K $354M
TPR
Tapestry, Inc.

Consumer Cyclical
1.42K
+ 10.78%
$60.6 - $87.81 $85.9K - $125K
14.6K $1.28B
INTC
Intel Corp

Technology
15.7K
New
$18.13 - $22.69 $284K - $355K
15.7K $351M
TT
Trane Technologies PLC

Industrials
788
New
$315.21 - $437.41 $248K - $345K
788 $345M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.99K
New
$90.5 - $114.3 $271K - $342K
2.99K $341M
VEEV
Veeva Systems Inc

Healthcare
1.15K
New
$209.39 - $289.94 $241K - $334K
1.15K $332M
PEP
Pepsico Inc

Consumer Defensive
2.47K
New
$128.02 - $151.37 $316K - $374K
2.47K $326M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.92K
New
$136.63 - $176.62 $263K - $340K
1.92K $325M
PM
Philip Morris International Inc.

Consumer Defensive
1.77K
New
$149.23 - $184.95 $264K - $328K
1.77K $323M
INCY
Incyte Corp

Healthcare
4.56K
New
$55.17 - $71.22 $251K - $325K
4.56K $310M
ZS
Zscaler, Inc.

Technology
975
New
$174.67 - $315.32 $170K - $307K
975 $306M
JCI
Johnson Controls International PLC

Industrials
2.86K
New
$71.14 - $105.62 $203K - $302K
2.86K $302M
FIX
Comfort Systems Usa Inc

Industrials
555
New
$296.51 - $536.21 $165K - $298K
555 $298M
Atlassian Corporation
1.45K
New
N/A
1.45K $294M
GE
General Electric CO

Industrials
602
+ 25.73%
$166.81 - $257.39 $100K - $155K
2.94K $757M
Ge Vernova Inc
526
New
N/A
526 $278M
USFD
Us Foods Holding Corp.

Consumer Defensive
3.59K
New
$60.47 - $79.12 $217K - $284K
3.59K $276M
COF
Capital One Financial Corp

Financial Services
1.29K
New
$150.57 - $212.76 $195K - $275K
1.29K $275M
Arista Networks Inc
2K
+ 71.51%
N/A
4.8K $491M
A
Agilent Technologies, Inc.

Healthcare
2.32K
New
$99.29 - $120.52 $230K - $279K
2.32K $274M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
537
+ 1.27%
$43.53 - $54.46 $23.4K - $29.2K
42.7K $2.33B
NTNX
Nutanix, Inc.

Technology
3.47K
New
$58.17 - $83.07 $202K - $288K
3.47K $265M
ARW
Arrow Electronics Inc

Technology
2.06K
New
$90.32 - $128.28 $186K - $265K
2.06K $263M
DVN
Devon Energy Corp

Energy
8.25K
New
$26.8 - $37.92 $221K - $313K
8.25K $262M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.07K
New
$50.1 - $51.02 $254K - $259K
5.07K $259M
CCK
Crown Holdings Inc

Consumer Cyclical
2.5K
New
$78.47 - $104.45 $196K - $262K
2.5K $258M
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.14%
$496.48 - $617.85 $2.98K - $3.71K
4.31K $2.66B
Activity Summary
Buys All Purchases 147 New Holdings 65 Increased Positions 82 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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