Alpha Omega Group, Inc. Portfolio Holdings

Alpha Omega Group, Inc.

  • $83.6 Million
  • Q4 2024

Alpha Omega Group, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $83.6 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $13.7M, Schwab Strategic Tr Us Large C with a value of $11.4M, Janus Detroit Str Tr Janus Hen with a value of $11.3M, First Tr Exchange Traded Iv with a value of $10.5M, and Ft Cboe Vest S&P 500 Dividend with a value of $8.69M.

Examining the 13F form we can see an increase of $12.9M in the current position value, from $70.7M to 83.6M.

Below you can find more details about Alpha Omega Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $83.6 Million
ETFs: $80.9 Million
Energy: $1.28 Million
Consumer Cyclical: $401,000
Technology: $377,000
Real Estate: $362,000
Consumer Defensive: $285,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $83.6 Million
  • Prior Value $70.7 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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