Omni 360 Wealth, Inc. Sells in Q2 2025

Omni 360 Wealth, Inc.

  • $203 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-240
- 46.88%
$713.71 - $898.95 $171K - $216K
272 $212M
VGIT
Vanguard Intermediate Term Tre

ETFs
-4.13K
- 3.95%
$58.63 - $59.9 $242K - $247K
100K $6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-285
- 22.69%
$483.48 - $539.8 $138K - $154K
971 $472M
EFG
Msci Eafe Growth ETF

ETFs
-3.16K
- 17.86%
$89.8 - $112.0 $284K - $354K
14.5K $1.63B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.91K
- 13.36%
$35.77 - $42.27 $140K - $165K
25.3K $1.07B
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.34K
- 25.84%
$79.56 - $82.92 $107K - $111K
3.86K $320M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.6K
- 10.0%
$45.3 - $50.64 $72.5K - $81K
14.4K $707M
MBB
Ishares Tr

ETFs
-976
- 16.86%
$91.41 - $94.22 $89.2K - $92K
4.81K $452M
HUN
Huntsman Corp

Basic Materials
-2.15K
- 17.23%
$10.28 - $15.52 $22.1K - $33.3K
10.3K $107M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.9K
- 24.27%
$50.08 - $63.14 $145K - $183K
9.06K $572M
CVX
Chevron Corp

Energy
-96
- 3.69%
$133.73 - $168.51 $12.8K - $16.2K
2.51K $359M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.7K
- 3.11%
$49.57 - $50.27 $84.3K - $85.5K
53K $2.66B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.09K
- 2.86%
$45.12 - $46.23 $49K - $50.2K
36.9K $1.7B
ABNB
Airbnb, Inc.

Consumer Cyclical
-542
- 18.61%
$105.69 - $140.64 $57.3K - $76.2K
2.37K $314M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.07K
- 9.12%
$16.93 - $17.81 $35K - $36.8K
20.6K $367M
MUB
Ishares National Muni Bond ETF

ETFs
-270
- 11.24%
$102.31 - $105.8 $27.6K - $28.6K
2.13K $223M
MSCI
Msci Inc.

Financial Services
-62
- 12.18%
$506.56 - $576.74 $31.4K - $35.8K
447 $258M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-282
- 5.49%
$85.42 - $94.39 $24.1K - $26.6K
4.85K $456M
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.55%
$285.55 - $321.23 $1.43K - $1.61K
898 $262M
MMM
3 M CO

Industrials
-165
- 10.15%
$126.09 - $154.15 $20.8K - $25.4K
1.46K $222M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-182
- 4.86%
$75.05 - $77.34 $13.7K - $14.1K
3.56K $276M
VTV
Vanguard Value ETF

ETFs
-87
- 5.49%
$153.67 - $176.74 $13.4K - $15.4K
1.5K $265M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-434
- 1.26%
$22.68 - $23.28 $9.84K - $10.1K
33.9K $789M
HYLS
First Tr Tactical High Yield L

ETFs
-358
- 3.48%
$39.8 - $41.84 $14.2K - $15K
9.94K $415M
CSCO
Cisco Systems, Inc.

Technology
-512
- 12.25%
$53.19 - $69.38 $27.2K - $35.5K
3.67K $254M
FVD
First Tr Value Line Divid Inde

ETFs
-48
- 0.26%
$40.62 - $45.12 $1.95K - $2.17K
18.1K $809M
GOOGL
Alphabet Inc.

Communication Services
-255
- 9.42%
$144.7 - $178.6 $36.9K - $45.5K
2.45K $432M
VEA
Vanguard Ftse Developed Market

ETFs
-300
- 5.96%
$45.65 - $57.01 $13.7K - $17.1K
4.73K $270M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1.14K
- 5.2%
$33.13 - $40.67 $37.7K - $46.3K
20.7K $844M
WFC
Wells Fargo & Company

Financial Services
-54
- 1.82%
$60.98 - $80.12 $3.29K - $4.33K
2.92K $234M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-70
- 1.59%
$82.17 - $99.96 $5.75K - $7K
4.33K $425M
RL
Ralph Lauren Corp

Consumer Cyclical
-137
- 12.18%
$182.34 - $286.22 $25K - $39.2K
988 $271M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-296
- 3.41%
$32.66 - $40.75 $9.67K - $12.1K
8.37K $339M
EFV
Msci Eafe Value ETF

ETFs
-2.74K
- 6.21%
$52.4 - $64.65 $144K - $177K
41.4K $2.63B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-20
- 1.18%
$376.48 - $440.65 $7.53K - $8.81K
1.67K $738M
PATH
Ui Path, Inc.

Technology
-59
- 0.54%
$9.79 - $13.31 $578 - $785
10.9K $139M
C
Citigroup Inc

Financial Services
-139
- 4.68%
$58.13 - $85.12 $8.08K - $11.8K
2.83K $241M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-62
- 1.33%
$72.96 - $90.39 $4.52K - $5.6K
4.61K $412M
DIS
Walt Disney CO

Communication Services
-176
- 7.95%
$81.72 - $124.01 $14.4K - $21.8K
2.04K $253M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-206
- 1.59%
$51.16 - $62.02 $10.5K - $12.8K
12.7K $791M
BX
Blackstone Inc.

Financial Services
-89
- 1.68%
$120.07 - $151.11 $10.7K - $13.4K
5.22K $780M
IVV
Ishares Core S&P 500 ETF

ETFs
-82
- 5.3%
$498.8 - $620.9 $40.9K - $50.9K
1.47K $910M
VLUE
Ishares Msci Usa Value Factor

ETFs
-188
- 1.99%
$93.5 - $113.21 $17.6K - $21.3K
9.24K $1.05B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-144
- 1.2%
$90.56 - $109.49 $13K - $15.8K
11.8K $1.29B
VEU
Vanguard Ftse All World Ex Us

ETFs
-272
- 2.47%
$54.19 - $67.22 $14.7K - $18.3K
10.8K $723M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-17
- 0.18%
$75.29 - $91.16 $1.28K - $1.55K
9.28K $836M
NOW
Service Now, Inc.

Technology
-16
- 4.47%
$721.65 - $1040.18 $11.5K - $16.6K
342 $352M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5
- 0.6%
$416.06 - $551.64 $2.08K - $2.76K
835 $461M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-79
- 1.31%
$108.06 - $135.3 $8.54K - $10.7K
5.97K $808M
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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