Alpha Omega Wealth Management LLC Sells in Q2 2025

Alpha Omega Wealth Management LLC

  • $533 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
D
Dominion Energy, Inc

Utilities
-487
- 1.63%
$49.66 - $58.0 $24.2K - $28.2K
29.3K $1.66M
HD
Home Depot, Inc.

Consumer Cyclical
-40
- 0.59%
$335.24 - $380.78 $13.4K - $15.2K
6.74K $2.47M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-429
- 2.87%
$18.94 - $21.67 $8.13K - $9.3K
14.5K $306K
LOGI
Logitech International S.A.

Technology
-483
- 7.63%
$65.57 - $90.16 $31.7K - $43.5K
5.85K $526K
PFF
Ishares Trust Ishares Pfd And

ETFs
-107
- 0.49%
$29.0 - $30.68 $3.1K - $3.28K
21.9K $672K
MMM
3 M CO

Industrials
-87
- 3.58%
$126.09 - $154.15 $11K - $13.4K
2.34K $356K
GLD
Spdr Gold Trust

ETFs
-100
- 5.69%
$273.71 - $316.29 $27.4K - $31.6K
1.66K $505K
SCHO
Schwab Short Term Us Treasury

ETFs
-38
- 0.29%
$24.19 - $24.45 $919 - $929
13.2K $322K
Kenvue Inc
-2.79K
- 0.97%
N/A
286K $0
Smurfit Westrock PLC
-4.47K
- 4.89%
N/A
86.8K $0
ADP
Automatic Data Processing Inc

Industrials
-5
- 0.47%
$276.76 - $326.81 $1.38K - $1.63K
1.07K $328K
KMI
Kinder Morgan, Inc.

Energy
-2.28K
- 2.58%
$25.21 - $29.4 $57.5K - $67K
86K $2.53M
PARA
Paramount Global

Communication Services
-918
- 3.14%
$10.65 - $12.9 $9.78K - $11.8K
28.3K $365K
MKL
Markel Corp

Financial Services
-219
- 6.12%
$1678.5 - $1997.36 $368K - $437K
3.36K $6.71M
EEM
Ishares Msci Emerging Markets

ETFs
-76
- 1.47%
$38.52 - $48.28 $2.93K - $3.67K
5.11K $246K
VEA
Vanguard Ftse Developed Market

ETFs
-52
- 0.95%
$45.65 - $57.01 $2.37K - $2.96K
5.41K $308K
V
Visa Inc.

Financial Services
-46
- 0.45%
$308.27 - $373.31 $14.2K - $17.2K
10.1K $3.58M
CAT
Caterpillar Inc

Industrials
-11
- 1.77%
$273.94 - $388.21 $3.01K - $4.27K
610 $236K
QCOM
Qualcomm Inc

Technology
-169
- 1.44%
$124.66 - $159.48 $21.1K - $27K
11.5K $1.84M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-146
- 1.95%
$32.41 - $42.59 $4.73K - $6.22K
7.34K $312K
NKE
Nike, Inc.

Consumer Cyclical
-102
- 1.45%
$53.27 - $72.04 $5.43K - $7.35K
6.94K $492K
VEU
Vanguard Ftse All World Ex Us

ETFs
-48
- 0.58%
$54.19 - $67.22 $2.6K - $3.23K
8.19K $550K
MA
Mastercard Inc

Financial Services
-15
- 0.24%
$479.92 - $590.74 $7.2K - $8.86K
6.12K $3.44M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-6
- 0.01%
$24.38 - $30.18 $146 - $181
41.8K $1.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-285
- 1.79%
$152.93 - $181.74 $43.6K - $51.8K
15.6K $2.84M
DIS
Walt Disney CO

Communication Services
-9
- 0.18%
$81.72 - $124.01 $735 - $1.12K
5.12K $635K
INTU
Intuit Inc

Technology
-12
- 1.48%
$544.07 - $787.63 $6.53K - $9.45K
797 $627K
VUG
Vanguard Growth ETF

ETFs
-65
- 2.35%
$329.49 - $438.4 $21.4K - $28.5K
2.7K $1.18M
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 1.19%
$1794.73 - $2613.63 $5.38K - $7.84K
249 $650K
PM
Philip Morris International Inc.

Consumer Defensive
-159
- 1.93%
$149.23 - $184.95 $23.7K - $29.4K
8.08K $1.47M
BAC
Bank Of America Corp

Financial Services
-35
- 0.12%
$34.39 - $47.46 $1.2K - $1.66K
29.7K $1.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.55K
- 1.89%
$19.6 - $24.44 $30.3K - $37.8K
80.1K $1.96M
KLAC
Kla Corp

Technology
-25
- 2.76%
$576.53 - $902.94 $14.4K - $22.6K
881 $789K
RTX
Raytheon Technologies Corp

Industrials
-69
- 0.48%
$113.75 - $148.48 $7.85K - $10.2K
14.4K $2.11M
BK
Bank Of New York Mellon Corp

Financial Services
-1.51K
- 3.26%
$73.31 - $91.62 $110K - $138K
44.7K $4.07M
NSC
Norfolk Southern Corp

Industrials
-352
- 2.25%
$206.34 - $257.46 $72.6K - $90.6K
15.3K $3.92M
EMR
Emerson Electric CO

Industrials
-129
- 1.17%
$94.15 - $133.33 $12.1K - $17.2K
10.9K $1.45M
VTI
Vanguard Total Stock Market Et

ETFs
-100
- 1.1%
$243.75 - $303.93 $24.4K - $30.4K
9.01K $2.74M
KD
Kyndryl Holdings, Inc.

Technology
-728
- 2.13%
$27.77 - $41.96 $20.2K - $30.5K
33.5K $1.4M
GLW
Corning Inc

Technology
-5.31K
- 5.87%
$39.07 - $52.59 $207K - $279K
85.2K $4.48M
FHI
Federated Hermes, Inc.

Financial Services
-876
- 0.79%
$35.85 - $44.32 $31.4K - $38.8K
110K $4.87M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.19K
- 1.95%
$19.1 - $23.83 $79.9K - $99.7K
211K $5.03M
ORCL
Oracle Corp

Technology
-39
- 0.46%
$122.82 - $218.63 $4.79K - $8.53K
8.41K $1.84M
MPC
Marathon Petroleum Corp

Energy
-48
- 0.1%
$118.55 - $170.08 $5.69K - $8.16K
50.3K $8.35M
CSCO
Cisco Systems, Inc.

Technology
-3.12K
- 1.9%
$53.19 - $69.38 $166K - $216K
161K $11.1M
IBM
International Business Machines Corp

Technology
-2.55K
- 6.4%
$221.03 - $294.78 $564K - $752K
37.3K $11M
JCI
Johnson Controls International PLC

Industrials
-3.47K
- 6.04%
$71.14 - $105.62 $247K - $366K
53.9K $5.69M
JPM
Jpmorgan Chase & CO

Financial Services
-1.76K
- 4.76%
$210.28 - $289.91 $370K - $511K
35.2K $10.2M
ETN
Eaton Corp PLC

Industrials
-666
- 3.95%
$246.52 - $356.99 $164K - $238K
16.2K $5.79M
Activity Summary
Buys All Purchases 66 New Holdings 9 Increased Positions 57 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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