Omni 360 Wealth, Inc. Portfolio Holdings

Omni 360 Wealth, Inc.

  • $153 Billion
  • Q3 2024

Omni 360 Wealth, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $153 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $11.5B, Ishares Core S&P Total U.S. St with a value of $10.3B, Ishares Russell 1000 Gr ETF with a value of $6.57B, Dimensional ETF Tr U S Target with a value of $6.08B, and Ishares Core Msci Intl Develop with a value of $5.27B.

Examining the 13F form we can see an increase of $18.3B in the current position value, from $135B to 153B.

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 $153 Billion
ETFs: $120 Billion
Technology: $10.7 Billion
Financial Services: $4.09 Billion
Consumer Cyclical: $3.12 Billion
Healthcare: $2.37 Billion
Communication Services: $2.19 Billion
Utilities: $1.02 Billion
Industrials: $968 Million
Other: $1.8 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$4.63 Billion 3.03% of portfolio
19,858
Q3 2024 Added 19.45%
$3.08T
$2.88 Billion 1.89% of portfolio
6,701
Q3 2024 Added 31.65%
$366B
$1.96 Billion 1.28% of portfolio
16,170
Q3 2024 Added 125.15%
$2.02T
$1.16 Billion 0.76% of portfolio
6,225
Q3 2024 Added 63.77%
$1.03T
$811 Million 0.53% of portfolio
4,851
Q3 2024 Added 5.71%
$1.07T
$719 Million 0.47% of portfolio
2,747
Q3 2024 Added 7.77%
$614B
$700 Million 0.46% of portfolio
1,520
Q3 2024 Added 71.95%
$407B
$617 Million 0.4% of portfolio
3,806
Q3 2024 Added 7.33%
$304B
$602 Million 0.39% of portfolio
3,048
Q3 2024 Added 3.39%
$1T
$578 Million 0.38% of portfolio
3,488
Q3 2024 Added 42.43%
$1.27T
$567 Million 0.37% of portfolio
991
Q3 2024 Added 47.03%
$718B
$515 Million 0.34% of portfolio
2,444
Q3 2024 Added 20.69%
$559B
$395 Million 0.26% of portfolio
676
Q3 2024 Added 12.67%
$316B
$399 Million 0.26% of portfolio
2,710
Q3 2024 Added 1.5%
$420B
$389 Million 0.25% of portfolio
960
Q3 2024 Added 10.47%
$713B
$328 Million 0.21% of portfolio
370
Q3 2024 Added 40.15%
$212B
$275 Million 0.18% of portfolio
903
Q3 2024 Reduced 1.31%
$507B
$261 Million 0.17% of portfolio
950
Q3 2024 New
$409B
$244 Million 0.16% of portfolio
1,410
Q3 2024 New
$508B
$229 Million 0.15% of portfolio
1,952
Q3 2024 New
$209B
$230 Million 0.15% of portfolio
2,395
Q3 2024 New
$236B
$223 Million 0.15% of portfolio
4,189
Q3 2024 Reduced 10.2%
$240B
$209 Million 0.14% of portfolio
2,590
Q3 2024 New
$227B
$214 Million 0.14% of portfolio
605
Q3 2024 New
$221B
$208 Million 0.14% of portfolio
1,224
Q3 2024 Reduced 2.0%
$253B
$212 Million 0.14% of portfolio
1,870
Q3 2024 Added 8.03%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $153 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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