Omni 360 Wealth, Inc. New Holdings in Q2 2025

Omni 360 Wealth, Inc.

  • $203 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.24K
New
$40.94 - $52.1 $378K - $482K
9.24K $482M
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
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
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 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
A
Agilent Technologies, Inc.

Healthcare
2.32K
New
$99.29 - $120.52 $230K - $279K
2.32K $274M
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
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
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
EXEL
Exelixis, Inc.

Healthcare
5.27K
New
$34.13 - $46.26 $180K - $244K
5.27K $232M
BK
Bank Of New York Mellon Corp

Financial Services
2.52K
New
$73.31 - $91.62 $185K - $231K
2.52K $230M
AME
Ametek Inc

Industrials
1.27K
New
$151.41 - $182.75 $192K - $232K
1.27K $230M
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
NWSA
News Corp

Communication Services
7.42K
New
$23.97 - $29.72 $178K - $221K
7.42K $221M
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
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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