Omni 360 Wealth, Inc. Reduced Holdings in Q3 2025

Omni 360 Wealth, Inc.

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-13.6K
- 81.14%
$153.3 - $186.58 $2.09M - $2.54M
3.17K $591M
MSFT
Microsoft Corp

Technology
-3.19K
- 50.51%
$491.09 - $535.64 $1.57M - $1.71M
3.13K $1.62B
AMZN
Amazon Com Inc

Consumer Cyclical
-4.89K
- 77.93%
$211.65 - $238.24 $1.03M - $1.16M
1.38K $304M
AAPL
Apple Inc.

Technology
-5.56K
- 30.32%
$202.38 - $256.87 $1.12M - $1.43M
12.8K $3.25B
JPM
Jpmorgan Chase & CO

Financial Services
-1.66K
- 58.94%
$282.78 - $316.06 $469K - $524K
1.16K $364M
JNJ
Johnson & Johnson

Healthcare
-3.16K
- 60.29%
$155.17 - $185.42 $491K - $587K
2.08K $386M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.52K
- 43.87%
$293.94 - $444.72 $448K - $677K
1.95K $867M
PGR
Progressive Corp

Financial Services
-486
- 15.25%
$238.61 - $264.3 $116K - $128K
2.7K $667M
HD
Home Depot, Inc.

Consumer Cyclical
-546
- 46.83%
$357.4 - $423.42 $195K - $231K
620 $251M
EFG
Msci Eafe Growth ETF

ETFs
-1.61K
- 11.1%
$106.99 - $114.46 $172K - $185K
12.9K $1.47B
AMT
American Tower Corp

Real Estate
-269
- 11.36%
$192.32 - $232.35 $51.7K - $62.5K
2.1K $404M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.58K
- 6.99%
$45.6 - $46.92 $118K - $121K
34.3K $1.6B
IBM
International Business Machines Corp

Technology
-201
- 9.54%
$234.77 - $292.47 $47.2K - $58.8K
1.91K $538M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.7K
- 11.81%
$48.72 - $50.73 $82.8K - $86.2K
12.7K $626M
TPR
Tapestry, Inc.

Consumer Cyclical
-3.91K
- 26.83%
$86.48 - $116.14 $338K - $454K
10.7K $1.21B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.16K
- 6.55%
$26.38 - $27.95 $110K - $116K
59.3K $1.62B
ETN
Eaton Corp PLC

Industrials
-217
- 19.76%
$342.99 - $392.76 $74.4K - $85.2K
881 $330M
LMT
Lockheed Martin Corp

Industrials
-176
- 16.91%
$410.74 - $499.21 $72.3K - $87.9K
865 $432M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.21K
- 13.38%
$62.54 - $68.42 $75.8K - $82.9K
7.84K $529M
HYLS
First Tr Tactical High Yield L

ETFs
-885
- 8.91%
$41.62 - $42.32 $36.8K - $37.5K
9.05K $381M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-555
- 2.88%
$55.61 - $57.37 $30.9K - $31.8K
18.7K $1.07B
SO
Southern CO

Utilities
-383
- 9.55%
$90.83 - $96.0 $34.8K - $36.8K
3.63K $344M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-1K
- 15.02%
$38.85 - $41.97 $38.9K - $42K
5.66K $237M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-462
- 10.67%
$98.53 - $107.1 $45.5K - $49.5K
3.87K $406M
BK
Bank Of New York Mellon Corp

Financial Services
-587
- 23.27%
$90.65 - $109.75 $53.2K - $64.4K
1.94K $211M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-525
- 8.79%
$134.94 - $145.86 $70.8K - $76.6K
5.45K $793M
MCD
Mcdonalds Corp

Consumer Cyclical
-67
- 7.46%
$291.67 - $316.99 $19.5K - $21.2K
831 $252M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-150
- 2.96%
$50.82 - $51.09 $7.62K - $7.66K
4.92K $251M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-68
- 11.58%
$362.31 - $405.74 $24.6K - $27.6K
519 $209M
CVX
Chevron Corp

Energy
-214
- 8.53%
$145.57 - $161.83 $31.2K - $34.6K
2.29K $356M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-26
- 0.54%
$92.18 - $95.14 $2.4K - $2.47K
4.83K $459M
NEE
Nextera Energy Inc

Utilities
-480
- 6.36%
$69.77 - $77.54 $33.5K - $37.2K
7.07K $534M
VEA
Vanguard Ftse Developed Market

ETFs
-1
- 0.02%
$56.02 - $60.3 $56 - $60.3
4.73K $283M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-106
- 1.27%
$39.8 - $42.86 $4.22K - $4.54K
8.27K $354M
SPY
Spdr S&P 500 ETF Trust

ETFs
-262
- 6.08%
$617.65 - $666.84 $162K - $175K
4.05K $2.7B
IYW
Ishares Dj Us Tech ETF

ETFs
-586
- 8.91%
$171.38 - $197.01 $100K - $115K
5.99K $1.17B
VEU
Vanguard Ftse All World Ex Us

ETFs
-138
- 1.28%
$66.38 - $71.68 $9.16K - $9.89K
10.6K $758M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-7
- 0.42%
$435.72 - $463.74 $3.05K - $3.25K
1.67K $773M
ABBV
Abb Vie Inc.

Healthcare
-387
- 13.67%
$184.85 - $231.54 $71.5K - $89.6K
2.44K $566M
VO
Vanguard Mid Cap ETF

ETFs
-23
- 0.62%
$279.83 - $293.74 $6.44K - $6.76K
3.7K $1.09B
IVV
Ishares Core S&P 500 ETF

ETFs
-2
- 0.14%
$620.67 - $670.08 $1.24K - $1.34K
1.46K $979M
BX
Blackstone Inc.

Financial Services
-111
- 2.13%
$152.77 - $188.68 $17K - $20.9K
5.11K $873M
VLUE
Ishares Msci Usa Value Factor

ETFs
-29
- 0.31%
$111.55 - $125.05 $3.23K - $3.63K
9.22K $1.15B
EFV
Msci Eafe Value ETF

ETFs
-78
- 0.19%
$62.79 - $68.42 $4.9K - $5.34K
41.4K $2.8B
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.4K
- 2.65%
$74.68 - $80.26 $179K - $192K
87.9K $7.05B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-6.01K
- 6.02%
$135.0 - $146.02 $812K - $878K
93.9K $13.7B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10
- 0.04%
$182.33 - $194.5 $1.82K - $1.95K
26.2K $5.1B
Activity Summary
Buys All Purchases 66 New Holdings 8 Increased Positions 58 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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