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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.5 Billion 6.66% of portfolio
99,915
Q2 2025 Reduced 0.9%
$0
$12.4 Billion 6.11% of portfolio
170,484
Q2 2025 Reduced 3.17%
$0
$7.37 Billion 3.64% of portfolio
17,356
Q2 2025 Reduced 0.05%
$0
$7.3 Billion 3.6% of portfolio
135,284
Q2 2025 Reduced 1.85%
$0
$6.87 Billion 3.39% of portfolio
90,320
Q2 2025 Reduced 4.09%
$0
$6 Billion 2.96% of portfolio
100,392
Q2 2025 Reduced 3.95%
$0
$4.79 Billion 2.36% of portfolio
26,210
Q2 2025 Added 2.07%
$0
$4.63 Billion 2.28% of portfolio
58,791
Q2 2025 Added 0.87%
$0
$4.45 Billion 2.2% of portfolio
103,876
Q2 2025 Reduced 1.81%
$0
$4.31 Billion 2.12% of portfolio
71,730
Q2 2025 Reduced 2.55%
$0
$3.13 Billion 1.54% of portfolio
23,446
Q2 2025 Added 2.56%
$0
$2.86 Billion 1.41% of portfolio
61,710
Q2 2025 Added 6.82%
$0
$2.66 Billion 1.31% of portfolio
52,971
Q2 2025 Reduced 3.11%
$0
$2.66 Billion 1.31% of portfolio
4,308
Q2 2025 Added 0.14%
$0
$2.63 Billion 1.3% of portfolio
41,429
Q2 2025 Reduced 6.21%
$0
$2.61 Billion 1.29% of portfolio
23,729
Q2 2025 Added 4.13%
$0
$2.28 Billion 1.13% of portfolio
35,664
Q2 2025 Added 0.8%
$0
$2.2 Billion 1.09% of portfolio
50,946
Q2 2025 Added 1.26%
$0
$1.91 Billion 0.94% of portfolio
6,275
Q2 2025 Reduced 3.49%
$0
$1.79 Billion 0.88% of portfolio
9,829
Q2 2025 Added 0.81%
$0
$1.7 Billion 0.84% of portfolio
36,857
Q2 2025 Reduced 2.86%
$0
$1.68 Billion 0.83% of portfolio
63,487
Q2 2025 Added 0.81%
$0
$1.63 Billion 0.8% of portfolio
14,524
Q2 2025 Reduced 17.86%
$0
$1.29 Billion 0.64% of portfolio
11,813
Q2 2025 Reduced 1.2%
$0
$1.26 Billion 0.62% of portfolio
25,227
Q2 2025 Added 0.8%
$0
$1.18 Billion 0.58% of portfolio
6,061
Q2 2025 Added 20.81%
$0
$1.14 Billion 0.56% of portfolio
6,574
Q2 2025 Added 0.64%
$0
$1.14 Billion 0.56% of portfolio
13,362
Q2 2025 Added 4.45%
$0
$1.11 Billion 0.55% of portfolio
31,103
Q4 2024 Reduced 4.21%
$0
$1.1 Billion 0.54% of portfolio
19,302
Q2 2025 Added 3.52%
$0
$1.08 Billion 0.53% of portfolio
27,032
Q2 2025 Added 4.22%
$0
$1.07 Billion 0.53% of portfolio
25,346
Q2 2025 Reduced 13.36%
$0
$1.05 Billion 0.52% of portfolio
9,244
Q2 2025 Reduced 1.99%
$0
$1.04 Billion 0.51% of portfolio
3,726
Q2 2025 Reduced 0.48%
$0
$910 Million 0.45% of portfolio
1,465
Q2 2025 Reduced 5.3%
$0
$844 Million 0.42% of portfolio
20,748
Q2 2025 Reduced 5.2%
$0
$836 Million 0.41% of portfolio
9,279
Q2 2025 Reduced 0.18%
$0
$808 Million 0.4% of portfolio
5,970
Q2 2025 Reduced 1.31%
$0
$809 Million 0.4% of portfolio
18,095
Q2 2025 Reduced 0.26%
$0
$791 Million 0.39% of portfolio
12,748
Q2 2025 Reduced 1.59%
$0
$789 Million 0.39% of portfolio
33,947
Q2 2025 Reduced 1.26%
$0
$795 Million 0.39% of portfolio
29,788
Q2 2025 Added 3.32%
$0
$723 Million 0.36% of portfolio
10,760
Q2 2025 Reduced 2.47%
$0
$738 Million 0.36% of portfolio
1,674
Q2 2025 Reduced 1.18%
$0
$707 Million 0.35% of portfolio
14,400
Q2 2025 Reduced 10.0%
$0
$667 Million 0.33% of portfolio
5,929
Q2 2025 Added 16.57%
$0
$638 Million 0.31% of portfolio
3,116
Q2 2025 Added 10.42%
$0
$617 Million 0.3% of portfolio
2,568
Q2 2025 Reduced 0.19%
$0
$572 Million 0.28% of portfolio
9,055
Q2 2025 Reduced 24.27%

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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