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
VRSN
Verisign Inc

Technology
709
+ 54.79%
$234.49 - $288.8 $166K - $205K
2K $578M
T Rowe Price ETF Inc
4.42K
+ 15.22%
N/A
33.4K $1.18B
EVR
Evercore Inc.

Financial Services
895
New
$163.77 - $271.5 $147K - $243K
895 $242M
AXS
Axis Capital Holdings LTD

Financial Services
2.32K
New
$87.23 - $106.93 $203K - $249K
2.32K $241M
DASH
Door Dash, Inc.

Communication Services
605
+ 42.4%
$163.16 - $246.51 $98.7K - $149K
2.03K $501M
KMX
Carmax Inc

Consumer Cyclical
3.53K
New
$62.27 - $82.77 $220K - $293K
3.53K $238M
DKNG
Draft Kings Inc.

Consumer Cyclical
5.52K
New
$31.67 - $42.89 $175K - $237K
5.52K $237M
OSK
Oshkosh Corp

Industrials
2.08K
New
$79.17 - $113.62 $165K - $237K
2.08K $237M
PLTR
Palantir Technologies Inc.

Technology
501
+ 15.47%
$74.01 - $144.25 $37.1K - $72.3K
3.74K $510M
EXEL
Exelixis, Inc.

Healthcare
5.27K
New
$34.13 - $46.26 $180K - $244K
5.27K $232M
AME
Ametek Inc

Industrials
1.27K
New
$151.41 - $182.75 $192K - $232K
1.27K $230M
IVE
Ishares S&P 500 Value ETF

ETFs
1.04K
+ 20.81%
$168.34 - $195.42 $176K - $204K
6.06K $1.18B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
487
New
$328.01 - $475.68 $160K - $232K
487 $228M
EXR
Extra Space Storage Inc.

Real Estate
1.54K
New
$126.61 - $152.99 $195K - $235K
1.54K $227M
FTI
Technip Fmc PLC

Energy
6.57K
New
$23.18 - $35.33 $152K - $232K
6.57K $226M
HAL
Halliburton CO

Energy
10.9K
New
$19.26 - $25.7 $210K - $280K
10.9K $222M
IYW
Ishares Dj Us Tech ETF

ETFs
42
+ 0.64%
$122.57 - $173.27 $5.15K - $7.28K
6.57K $1.14B
NWSA
News Corp

Communication Services
7.42K
New
$23.97 - $29.72 $178K - $221K
7.42K $221M
ADBE
Adobe Inc.

Technology
564
+ 101.62%
$340.0 - $420.68 $192K - $237K
1.12K $433M
RHI
Robert Half International Inc.

Industrials
5.35K
New
$40.31 - $54.71 $216K - $293K
5.35K $220M
DINO
Hf Sinclair Corp

Energy
5.3K
New
$25.91 - $41.85 $137K - $222K
5.3K $218M
EME
Emcor Group, Inc.

Industrials
406
New
$342.02 - $534.89 $139K - $217K
406 $217M
Tidal Trust I
2.51K
+ 7.05%
N/A
38.1K $863M
TRV
Travelers Companies, Inc.

Financial Services
807
New
$233.83 - $276.34 $189K - $223K
807 $216M
MGK
Vanguard Mega Cap Growth ETF

ETFs
587
New
$273.67 - $366.17 $161K - $215K
587 $215M
NFLX
Netflix Inc

Communication Services
160
New
$855.86 - $1339.13 $137K - $214K
160 $214M
DFAI
Dimensional ETF Tr

ETFs
6.18K
New
$28.02 - $34.71 $173K - $214K
6.18K $213M
ORCL
Oracle Corp

Technology
958
New
$122.82 - $218.63 $118K - $209K
958 $209M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.01K
New
$55.54 - $69.09 $167K - $208K
3.01K $208M
MKTX
Marketaxess Holdings Inc

Financial Services
930
New
$203.19 - $231.09 $189K - $215K
930 $208M
GOOG
Alphabet Inc.

Communication Services
594
+ 12.32%
$146.58 - $180.01 $87.1K - $107K
5.42K $961M
IQLT
Ishares Msci Intl Quality Fact

ETFs
636
+ 1.26%
$35.9 - $43.76 $22.8K - $27.8K
50.9K $2.2B
DDOG
Datadog, Inc.

Technology
1.53K
New
$87.0 - $134.33 $133K - $205K
1.53K $205M
JPM
Jpmorgan Chase & CO

Financial Services
322
+ 12.93%
$210.28 - $289.91 $67.7K - $93.4K
2.81K $815M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.18K
New
$17.76 - $22.1 $163K - $203K
9.18K $203M
PH
Parker Hannifin Corp

Industrials
289
New
$517.23 - $700.54 $149K - $202K
289 $202M
MANH
Manhattan Associates Inc

Technology
1.02K
New
$143.9 - $197.47 $146K - $201K
1.02K $201M
JPIE
J P Morgan Exchange Traded Fd
3.94K
+ 6.82%
$45.12 - $46.32 $178K - $182K
61.7K $2.86B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
843
+ 16.57%
$82.32 - $112.47 $69.4K - $94.8K
5.93K $667M
APH
Amphenol Corp

Technology
631
+ 17.66%
$59.09 - $98.75 $37.3K - $62.3K
4.21K $415M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
585
+ 2.56%
$114.78 - $133.31 $67.1K - $78K
23.4K $3.13B
FTNT
Fortinet, Inc.

Technology
1.11K
+ 26.14%
$84.71 - $108.69 $94.4K - $121K
5.38K $568M
COST
Costco Wholesale Corp

Consumer Defensive
142
+ 48.63%
$908.13 - $1056.85 $129K - $150K
434 $429M
FNDF
Schwab Fundamental Intl Large

ETFs
1.09K
+ 4.22%
$32.25 - $40.02 $35.3K - $43.8K
27K $1.08B
Vanguard Malvern Fds
1.8K
+ 15.29%
N/A
13.6K $1.06B
ZI
Zoom Info Technologies Inc.

Technology
13.9K
New
$7.41 - $10.31 $103K - $143K
13.9K $140M
IYG
Ishares Tr

ETFs
569
+ 4.45%
$68.9 - $85.6 $39.2K - $48.7K
13.4K $1.14B
PK
Park Hotels & Resorts Inc.

Real Estate
12.8K
New
$8.85 - $11.18 $113K - $143K
12.8K $131M
XLV
Select Sector Spdr Fund Health

ETFs
1.19K
+ 39.31%
$128.77 - $144.3 $153K - $171K
4.21K $567M
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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