Omni 360 Wealth, Inc. Portfolio Holdings

Omni 360 Wealth, Inc.

  • $160 Billion
  • Q4 2024

Omni 360 Wealth, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $160 Billion distributed in 122 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 $12.5B, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.7B, Dimensional ETF Tr U S Target with a value of $7.4B, Ishares Russell 1000 Gr ETF with a value of $7B, and Ishares Core Msci Intl Develop with a value of $5.72B.

Examining the 13F form we can see an increase of $6.74B in the current position value, from $153B to 160B.

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 $160 Billion
ETFs: $127 Billion
Technology: $9.22 Billion
Financial Services: $3.99 Billion
Consumer Cyclical: $3.64 Billion
Communication Services: $2.22 Billion
Healthcare: $2.11 Billion
Utilities: $872 Million
Industrials: $824 Million
Other: $1.13 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $160 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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