Omni 360 Wealth, Inc. Incresed Positions in Q3 2024

Omni 360 Wealth, Inc.

  • $153 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
16.2K
+ 78.76%
N/A
36.8K $2.91B
AAPL
Apple Inc.

Technology
3.23K
+ 19.45%
$207.23 - $234.82 $670K - $759K
19.9K $4.63B
NVDA
Nvidia Corp

Technology
8.99K
+ 125.15%
$98.91 - $134.91 $889K - $1.21M
16.2K $1.96B
MSFT
Microsoft Corp

Technology
1.61K
+ 31.65%
$395.15 - $467.56 $637K - $753K
6.7K $2.88B
DGRO
Ishares Core Dividend Growth E

ETFs
4.82K
+ 18.58%
$57.47 - $62.76 $277K - $303K
30.8K $1.93B
AMZN
Amazon Com Inc

Consumer Cyclical
2.42K
+ 63.77%
$161.02 - $200.0 $390K - $485K
6.23K $1.16B
JPIE
J P Morgan Exchange Traded Fd
7.52K
+ 20.29%
$45.17 - $46.39 $339K - $349K
44.6K $2.07B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.19K
+ 21.67%
$44.24 - $49.47 $274K - $306K
34.7K $1.72B
PGR
Progressive Corp

Financial Services
850
+ 27.78%
$209.46 - $259.24 $178K - $220K
3.91K $992M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
636
+ 71.95%
$405.19 - $478.57 $258K - $304K
1.52K $700M
Vanguard Malvern Fds
3.95K
+ 73.92%
N/A
9.3K $737M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.32K
+ 23.58%
$162.83 - $179.16 $215K - $236K
6.92K $1.24B
T Rowe Price ETF Inc
7.96K
+ 26.97%
N/A
37.5K $1.25B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.69K
+ 15.19%
$84.77 - $97.13 $228K - $261K
20.4K $1.96B
VGIT
Vanguard Intermediate Term Tre

ETFs
2.07K
+ 2.63%
$57.8 - $60.8 $120K - $126K
80.8K $4.88B
QUAL
Ishares Msci Usa Quality Facto

ETFs
395
+ 1.6%
$162.64 - $179.3 $64.2K - $70.8K
25.1K $4.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.23K
+ 5.14%
$76.38 - $78.87 $170K - $176K
45.6K $3.59B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
641
+ 3.81%
$117.9 - $128.2 $75.6K - $82.2K
17.5K $2.24B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3K
+ 15.63%
$50.02 - $54.5 $150K - $164K
22.2K $1.21B
SPY
Spdr S&P 500 ETF Trust

ETFs
174
+ 4.0%
$517.38 - $573.86 $90K - $99.9K
4.53K $2.6B
META
Meta Platforms, Inc.

Communication Services
317
+ 47.03%
$453.41 - $572.44 $144K - $181K
991 $567M
IWF
Ishares Russell 1000 Gr ETF

ETFs
67
+ 0.38%
$332.02 - $382.76 $22.2K - $25.6K
17.5K $6.57B
TSLA
Tesla, Inc.

Consumer Cyclical
198
+ 7.77%
$191.76 - $263.26 $38K - $52.1K
2.75K $719M
EFV
Msci Eafe Value ETF

ETFs
705
+ 1.91%
$51.72 - $57.96 $36.5K - $40.9K
37.7K $2.17B
BX
Blackstone Inc.

Financial Services
30
+ 0.51%
$120.77 - $159.66 $3.62K - $4.79K
5.86K $897M
EFG
Msci Eafe Growth ETF

ETFs
878
+ 5.91%
$96.84 - $108.77 $85K - $95.5K
15.7K $1.69B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.41K
+ 21.07%
$80.13 - $88.89 $113K - $125K
8.1K $715M
PRF
Invesco Exchange Traded Fd Tr

ETFs
972
+ 2.65%
$37.33 - $40.63 $36.3K - $39.5K
37.6K $1.53B
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 42.43%
$148.65 - $191.18 $154K - $199K
3.49K $578M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3
+ 0.01%
$37.37 - $41.82 $112 - $125
52.4K $2.17B
IYG
Ishares Tr

ETFs
1.06K
+ 11.77%
$64.2 - $71.76 $67.8K - $75.8K
10K $712M
IVE
Ishares S&P 500 Value ETF

ETFs
368
+ 10.78%
$181.06 - $197.17 $66.6K - $72.6K
3.78K $746M
NEE
Nextera Energy Inc

Utilities
155
+ 2.04%
$69.9 - $84.97 $10.8K - $13.2K
7.77K $657M
TPR
Tapestry, Inc.

Consumer Cyclical
1.37K
+ 12.62%
$36.29 - $47.94 $49.8K - $65.8K
12.2K $575M
JPM
Jpmorgan Chase & CO

Financial Services
419
+ 20.69%
$194.9 - $224.8 $81.7K - $94.2K
2.44K $515M
IBM
International Business Machines Corp

Technology
9
+ 0.43%
$175.1 - $223.38 $1.58K - $2.01K
2.11K $466M
JNJ
Johnson & Johnson

Healthcare
260
+ 7.33%
$145.48 - $167.38 $37.8K - $43.5K
3.81K $617M
ABBV
Abb Vie Inc.

Healthcare
100
+ 3.39%
$163.84 - $199.33 $16.4K - $19.9K
3.05K $602M
COST
Costco Wholesale Corp

Consumer Defensive
98
+ 41.18%
$801.83 - $917.05 $78.6K - $89.9K
336 $298M
HD
Home Depot, Inc.

Consumer Cyclical
91
+ 10.47%
$333.64 - $405.2 $30.4K - $36.9K
960 $389M
UNH
Unitedhealth Group Inc

Healthcare
76
+ 12.67%
$488.01 - $604.18 $37.1K - $45.9K
676 $395M
LLY
Eli Lilly & CO

Healthcare
106
+ 40.15%
$772.14 - $960.02 $81.8K - $102K
370 $328M
FV
First Trust Dorsey Wright Focu

ETFs
1.4K
+ 33.57%
$51.35 - $59.82 $71.9K - $83.7K
5.57K $325M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.15K
+ 18.96%
$56.04 - $62.99 $64.4K - $72.4K
7.22K $441M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
400
+ 1.26%
$44.83 - $47.42 $17.9K - $19K
32.2K $1.52B
JEPI
J P Morgan Exchange Traded Fd

ETFs
404
+ 2.09%
$54.98 - $59.51 $22.2K - $24K
19.8K $1.18B
FNDF
Schwab Fundamental Intl Large

ETFs
100
+ 0.32%
$33.67 - $37.71 $3.37K - $3.77K
31.7K $1.18B
ETN
Eaton Corp PLC

Industrials
160
+ 15.76%
$272.52 - $333.02 $43.6K - $53.3K
1.18K $389M
VLUE
Ishares Msci Usa Value Factor

ETFs
156
+ 1.81%
$99.14 - $109.18 $15.5K - $17K
8.78K $957M
Activity Summary
Buys All Purchases 81 New Holdings 13 Increased Positions 68 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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