Alpha Omega Wealth Management LLC Portfolio Holdings
Alpha Omega Wealth Management LLC
- $565 Million
- Q3 2025
Alpha Omega Wealth Management LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $565 Million distributed in 204 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $40.7M, Microsoft Corp with a value of $27.5M, Apple Inc. with a value of $18.5M, Goldman Sachs ETF Tr Access Ul with a value of $13.3M, and Chevron Corp with a value of $11.9M.
Below you can find more details about Alpha Omega Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$565 Million
ETFs: $159 Million
Technology: $96.3 Million
Financial Services: $61 Million
Healthcare: $51.2 Million
Energy: $43.3 Million
Industrials: $39 Million
Communication Services: $26.7 Million
Consumer Cyclical: $25.4 Million
Other: $62.8 Million