Omni 360 Wealth, Inc. Portfolio Holdings

Omni 360 Wealth, Inc.

  • $203 Billion
  • Q2 2025

Omni 360 Wealth, Inc. has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $203 Billion distributed in 211 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $13.5B, Spdr Portfolio S&P 500 ETF (Ma with a value of $12.4B, Ishares Russell 1000 Gr ETF with a value of $7.37B, Dimensional ETF Tr U S Target with a value of $7.3B, and Ishares Core Msci Intl Develop with a value of $6.87B.

Examining the 13F form we can see an increase of $31.8B in the current position value, from $171B to 203B.

Omni 360 Wealth, Inc. is based out at Plainsboro, NJ

Below you can find more details about Omni 360 Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $203 Billion
ETFs: $135 Billion
Technology: $18.7 Billion
Consumer Cyclical: $8.05 Billion
Financial Services: $7.71 Billion
Healthcare: $4.45 Billion
Industrials: $4.41 Billion
Communication Services: $4.19 Billion
Consumer Defensive: $2.09 Billion
Other: $3.98 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$194B
$352 Million 0.17% of portfolio
342
Q2 2025 Reduced 4.47%
$104B
$345 Million 0.17% of portfolio
788
Q2 2025 New
$95.4B
$351 Million 0.17% of portfolio
15,657
Q2 2025 New
$58.9B
$328 Million 0.16% of portfolio
1,602
Q2 2025 Added 23.42%
$256B
$323 Million 0.16% of portfolio
1,772
Q2 2025 New
$201B
$326 Million 0.16% of portfolio
2,471
Q2 2025 New
$28.8B
$325 Million 0.16% of portfolio
1,924
Q2 2025 New
$40.1B
$332 Million 0.16% of portfolio
1,152
Q2 2025 New
$260B
$310 Million 0.15% of portfolio
3,170
Q2 2025 Added 19.4%
$19B
$298 Million 0.15% of portfolio
555
Q2 2025 New
$15.3B
$310 Million 0.15% of portfolio
4,558
Q2 2025 New
$74.6B
$302 Million 0.15% of portfolio
2,859
Q2 2025 New
$18.8B
$305 Million 0.15% of portfolio
1,296
Q2 2025 Added 15.1%
$10.4B
$305 Million 0.15% of portfolio
1,713
Q2 2025 Added 27.46%
$0
$311 Million 0.15% of portfolio
27,267
Q2 2025 Added 12.08%
$55.7B
$314 Million 0.15% of portfolio
2,370
Q2 2025 Reduced 18.61%
$83.4B
$275 Million 0.14% of portfolio
1,293
Q2 2025 New
$18.9B
$276 Million 0.14% of portfolio
3,589
Q2 2025 New
$8.37B
$263 Million 0.13% of portfolio
2,063
Q2 2025 New
$21.5B
$262 Million 0.13% of portfolio
8,245
Q2 2025 New
$12.6B
$258 Million 0.13% of portfolio
2,504
Q2 2025 New
$34.4B
$274 Million 0.13% of portfolio
2,318
Q2 2025 New
$182B
$263 Million 0.13% of portfolio
2,814
Q2 2025 Added 1.55%
$267B
$271 Million 0.13% of portfolio
868
Q2 2025 Added 0.46%
$61.9B
$272 Million 0.13% of portfolio
3,180
Q2 2025 Added 25.49%
$280B
$254 Million 0.13% of portfolio
3,667
Q2 2025 Reduced 12.25%
$42.1B
$258 Million 0.13% of portfolio
447
Q2 2025 Reduced 12.18%
$17.1B
$265 Million 0.13% of portfolio
3,471
Q2 2025 New
$12.4B
$271 Million 0.13% of portfolio
988
Q2 2025 Reduced 12.18%
$220B
$262 Million 0.13% of portfolio
898
Q2 2025 Reduced 0.55%
$221B
$253 Million 0.12% of portfolio
2,039
Q2 2025 Reduced 7.95%
$10B
$238 Million 0.12% of portfolio
3,534
Q2 2025 New
$182B
$241 Million 0.12% of portfolio
2,830
Q2 2025 Reduced 4.68%
$11.6B
$242 Million 0.12% of portfolio
895
Q2 2025 New
$8.21B
$241 Million 0.12% of portfolio
2,324
Q2 2025 New
$313B
$234 Million 0.12% of portfolio
2,918
Q2 2025 Reduced 1.82%
$8.24B
$237 Million 0.12% of portfolio
2,083
Q2 2025 New
$20B
$237 Million 0.12% of portfolio
5,518
Q2 2025 New
$79.9B
$230 Million 0.11% of portfolio
2,523
Q2 2025 New
$9.43B
$218 Million 0.11% of portfolio
5,304
Q2 2025 New
$11.3B
$221 Million 0.11% of portfolio
7,421
Q2 2025 New
$530B
$214 Million 0.11% of portfolio
160
Q2 2025 New
$41.1B
$230 Million 0.11% of portfolio
1,270
Q2 2025 New
$533B
$228 Million 0.11% of portfolio
405
Q2 2025 Added 3.05%
$2.31B
$219 Million 0.11% of portfolio
19,183
Q2 2025 Added 32.77%
$83.6B
$222 Million 0.11% of portfolio
1,461
Q2 2025 Reduced 10.15%
$20.3B
$227 Million 0.11% of portfolio
1,539
Q2 2025 New
$14.3B
$232 Million 0.11% of portfolio
5,274
Q2 2025 New
$62.5B
$216 Million 0.11% of portfolio
807
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 211
  • Current Value $203 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 65 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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