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
LMT
Lockheed Martin Corp

Industrials
128
+ 14.02%
$430.82 - $486.45 $55.1K - $62.3K
1.04K $482M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
507
+ 0.87%
$77.74 - $78.78 $39.4K - $39.9K
58.8K $4.63B
UBER
Uber Technologies, Inc

Technology
43
+ 1.55%
$64.62 - $93.3 $2.78K - $4.01K
2.81K $263M
MCK
Mckesson Corp

Healthcare
40
+ 8.83%
$652.83 - $732.78 $26.1K - $29.3K
493 $361M
GM
General Motors CO

Consumer Cyclical
779
+ 10.09%
$42.48 - $50.46 $33.1K - $39.3K
8.5K $418M
ADT
Adt Inc.

Industrials
5.75K
+ 45.18%
$7.54 - $8.6 $43.3K - $49.4K
18.5K $156M
CME
Cme Group Inc.

Financial Services
138
+ 9.99%
$252.37 - $290.71 $34.8K - $40.1K
1.52K $419M
AIG
American International Group, Inc.

Financial Services
646
+ 25.49%
$77.56 - $87.72 $50.1K - $56.7K
3.18K $272M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
64
+ 0.5%
$27.26 - $34.48 $1.74K - $2.21K
12.8K $442M
Blackrock ETF Trust Ii
792
+ 11.2%
N/A
7.86K $415M
JEPI
J P Morgan Exchange Traded Fd

ETFs
656
+ 3.52%
$51.14 - $57.0 $33.5K - $37.4K
19.3K $1.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.35%
$456.74 - $568.03 $913 - $1.14K
567 $322M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
21
+ 0.49%
$60.34 - $74.89 $1.27K - $1.57K
4.29K $321M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
100
+ 1.52%
$31.29 - $38.89 $3.13K - $3.89K
6.66K $259M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
309
+ 2.83%
$22.61 - $26.12 $6.99K - $8.07K
11.2K $293M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
200
+ 0.8%
$43.28 - $50.37 $8.66K - $10.1K
25.2K $1.26B
NXN
Nuveen New York Select Tax Free Income Portfolio

Financial Services
2K
+ 13.33%
$11.26 - $11.76 $22.5K - $23.5K
17K $198M
SCHP
Schwab Strategic Us Tips ETF

ETFs
956
+ 3.32%
$26.18 - $26.93 $25K - $25.7K
29.8K $795M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
345
+ 6.33%
$48.13 - $49.85 $16.6K - $17.2K
5.8K $284M
MA
Mastercard Inc

Financial Services
12
+ 3.05%
$479.92 - $590.74 $5.76K - $7.09K
405 $228M
WEN
Wendy'S CO

Consumer Cyclical
4.74K
+ 32.77%
$11.11 - $14.72 $52.6K - $69.7K
19.2K $219M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
133
+ 2.78%
$42.51 - $43.7 $5.65K - $5.81K
4.92K $215M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
73
+ 0.72%
$24.98 - $25.66 $1.82K - $1.87K
10.2K $262M
SO
Southern CO

Utilities
4
+ 0.1%
$84.91 - $92.56 $340 - $370
4.01K $368M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
452
+ 2.48%
$11.19 - $11.84 $5.06K - $5.35K
18.7K $212M
NEE
Nextera Energy Inc

Utilities
46
+ 0.61%
$64.11 - $75.0 $2.95K - $3.45K
7.55K $524M
PGR
Progressive Corp

Financial Services
11
+ 0.35%
$255.27 - $288.74 $2.81K - $3.18K
3.19K $850M
JNJ
Johnson & Johnson

Healthcare
27
+ 0.52%
$146.36 - $159.82 $3.95K - $4.32K
5.25K $802M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
508
+ 0.81%
$24.32 - $27.87 $12.4K - $14.2K
63.5K $1.68B
AAPL
Apple Inc.

Technology
941
+ 5.41%
$172.42 - $223.89 $162K - $211K
18.3K $3.76B
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.46%
$274.35 - $599.47 $1.1K - $2.4K
868 $271M
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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