Omni 360 Wealth, Inc. Incresed Positions 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
RBLX
Roblox Corp

Communication Services
3.32K
+ 69.88%
$51.22 - $105.59 $170K - $350K
8.06K $848M
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
Vanguard Malvern Fds
6.24K
+ 10.15%
N/A
67.7K $5.25B
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
TPR
Tapestry, Inc.

Consumer Cyclical
1.42K
+ 10.78%
$60.6 - $87.81 $85.9K - $125K
14.6K $1.28B
GE
General Electric CO

Industrials
602
+ 25.73%
$166.81 - $257.39 $100K - $155K
2.94K $757M
Arista Networks Inc
2K
+ 71.51%
N/A
4.8K $491M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
537
+ 1.27%
$43.53 - $54.46 $23.4K - $29.2K
42.7K $2.33B
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.14%
$496.48 - $617.85 $2.98K - $3.71K
4.31K $2.66B
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
DASH
Door Dash, Inc.

Communication Services
605
+ 42.4%
$163.16 - $246.51 $98.7K - $149K
2.03K $501M
PLTR
Palantir Technologies Inc.

Technology
501
+ 15.47%
$74.01 - $144.25 $37.1K - $72.3K
3.74K $510M
IVE
Ishares S&P 500 Value ETF

ETFs
1.04K
+ 20.81%
$168.34 - $195.42 $176K - $204K
6.06K $1.18B
IYW
Ishares Dj Us Tech ETF

ETFs
42
+ 0.64%
$122.57 - $173.27 $5.15K - $7.28K
6.57K $1.14B
ADBE
Adobe Inc.

Technology
564
+ 101.62%
$340.0 - $420.68 $192K - $237K
1.12K $433M
Tidal Trust I
2.51K
+ 7.05%
N/A
38.1K $863M
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
JPM
Jpmorgan Chase & CO

Financial Services
322
+ 12.93%
$210.28 - $289.91 $67.7K - $93.4K
2.81K $815M
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
IYG
Ishares Tr

ETFs
569
+ 4.45%
$68.9 - $85.6 $39.2K - $48.7K
13.4K $1.14B
XLV
Select Sector Spdr Fund Health

ETFs
1.19K
+ 39.31%
$128.77 - $144.3 $153K - $171K
4.21K $567M
PANW
Palo Alto Networks Inc

Technology
304
+ 23.42%
$152.44 - $204.64 $46.3K - $62.2K
1.6K $328M
ETN
Eaton Corp PLC

Industrials
38
+ 3.58%
$246.52 - $356.99 $9.37K - $13.6K
1.1K $392M
HD
Home Depot, Inc.

Consumer Cyclical
271
+ 30.28%
$335.24 - $380.78 $90.9K - $103K
1.17K $427M
RSP
Invesco S&P 500 Equal Weight E

ETFs
79
+ 0.81%
$152.93 - $181.74 $12.1K - $14.4K
9.83K $1.79B
DGRO
Ishares Core Dividend Growth E

ETFs
282
+ 0.8%
$55.22 - $63.94 $15.6K - $18K
35.7K $2.28B
GWRE
Guidewire Software, Inc.

Technology
170
+ 15.1%
$172.73 - $257.37 $29.4K - $43.8K
1.3K $305M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 4.69%
$4164.15 - $5789.24 $12.5K - $17.4K
67 $388M
VIG
Vanguard Dividend Appreciation

ETFs
294
+ 10.42%
N/A
3.12K $638M
GLDM
World Gold Trust

ETFs
1.12K
+ 26.57%
$58.96 - $67.97 $66K - $76.1K
5.33K $349M
RGLD
Royal Gold Inc

Basic Materials
369
+ 27.46%
$155.48 - $186.71 $57.4K - $68.9K
1.71K $305M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
66
+ 3.6%
$139.8 - $197.22 $9.23K - $13K
1.9K $374M
WMT
Walmart Inc.

Consumer Defensive
515
+ 19.4%
$81.79 - $99.98 $42.1K - $51.5K
3.17K $310M
V
Visa Inc.

Financial Services
200
+ 19.31%
$308.27 - $373.31 $61.7K - $74.7K
1.24K $439M
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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