Omega Financial Group, LLC Purchases in Q2 2025

Omega Financial Group, LLC

  • $280 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AFRM
Affirm Holdings, Inc.

Technology
5.35K
+ 4.9%
$35.75 - $69.14 $191K - $370K
115K $7.93M
IVV
Ishares Core S&P 500 ETF

ETFs
573
+ 2.7%
$498.8 - $620.9 $286K - $356K
21.8K $13.5M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
683
+ 0.49%
$57.14 - $72.68 $39K - $49.6K
140K $10.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.35K
+ 3.7%
$90.56 - $109.49 $394K - $477K
122K $13.3M
IEFA
Ishares Tr

ETFs
659
+ 0.54%
$67.83 - $84.09 $44.7K - $55.4K
122K $10.2M
NFLX
Netflix Inc

Communication Services
732
New
$855.86 - $1339.13 $626K - $980K
732 $980K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.05K
+ 2.82%
$51.16 - $62.02 $258K - $313K
184K $11.4M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.22K
+ 1.7%
$50.48 - $64.85 $61.7K - $79.2K
73K $4.74M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
790
+ 3.34%
$113.67 - $150.4 $89.8K - $119K
24.4K $3.67M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.85K
+ 3.53%
$103.88 - $123.68 $296K - $352K
83.5K $10.3M
EFG
Msci Eafe Growth ETF

ETFs
541
+ 1.59%
$89.8 - $112.0 $48.6K - $60.6K
34.6K $3.87M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.37K
+ 3.13%
$17.76 - $22.1 $59.9K - $74.5K
111K $2.46M
COST
Costco Wholesale Corp

Consumer Defensive
323
New
$908.13 - $1056.85 $293K - $341K
323 $319K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.68K
+ 1.59%
$96.84 - $99.46 $260K - $267K
171K $17M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
112
+ 0.5%
$86.12 - $108.35 $9.65K - $12.1K
22.3K $2.42M
MSFT
Microsoft Corp

Technology
360
+ 42.96%
$354.56 - $497.45 $128K - $179K
1.2K $595K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.63K
New
$57.46 - $75.58 $209K - $274K
3.63K $274K
AAPL
Apple Inc.

Technology
1.93K
+ 25.01%
$172.42 - $223.89 $333K - $433K
9.66K $1.98M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.75K
+ 1.39%
$47.89 - $48.65 $179K - $182K
274K $13.3M
ISRG
Intuitive Surgical Inc

Healthcare
381
New
$451.58 - $565.94 $172K - $216K
381 $207K
VBR
Vanguard Small Cap Value ETF

ETFs
1.06K
New
$162.76 - $195.77 $172K - $207K
1.06K $206K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.14K
New
$39.89 - $49.46 $165K - $205K
4.14K $204K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.73K
+ 7.89%
$22.68 - $23.28 $175K - $180K
106K $2.46M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
102
+ 0.24%
$30.87 - $39.17 $3.15K - $4K
43.3K $1.69M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
221
+ 0.37%
$33.46 - $41.33 $7.39K - $9.13K
59.7K $2.47M
TSLA
Tesla, Inc.

Consumer Cyclical
289
+ 18.95%
$221.86 - $362.89 $64.1K - $105K
1.81K $576K
BNDX
Vanguard Total International B

ETFs
1.17K
+ 0.86%
$48.77 - $49.55 $57.3K - $58.2K
138K $6.85M
AMZN
Amazon Com Inc

Consumer Cyclical
445
+ 36.06%
$167.32 - $223.3 $74.5K - $99.4K
1.68K $368K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
172
+ 0.05%
$22.4 - $23.8 $3.85K - $4.09K
336K $7.99M
V
Visa Inc.

Financial Services
317
+ 9.91%
$308.27 - $373.31 $97.7K - $118K
3.52K $1.25M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
56
+ 0.39%
$73.02 - $90.22 $4.09K - $5.05K
14.5K $1.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
94
+ 6.46%
$468.22 - $566.51 $44K - $53.3K
1.55K $876K
IEMG
Ishares Inc

ETFs
1.62K
+ 1.17%
N/A
140K $7.51M
GOOG
Alphabet Inc.

Communication Services
286
+ 21.22%
$146.58 - $180.01 $41.9K - $51.5K
1.63K $289K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.12K
+ 5.85%
$47.02 - $47.83 $52.8K - $53.7K
20.3K $971K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
84
+ 1.32%
$28.98 - $37.18 $2.43K - $3.12K
6.45K $239K
CCL
Carnival Corp

Consumer Cyclical
1.15K
New
$16.43 - $28.12 $18.9K - $32.3K
1.15K $32K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
20
+ 0.23%
$23.87 - $29.82 $477 - $596
8.85K $263K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
352
+ 1.99%
$46.47 - $47.67 $16.4K - $16.8K
18.1K $861K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
423
+ 0.58%
$24.66 - $25.17 $10.4K - $10.6K
72.9K $1.83M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
148
+ 1.39%
$100.04 - $100.54 $14.8K - $14.9K
10.8K $1.09M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
160
+ 1.97%
$40.82 - $43.14 $6.53K - $6.9K
8.26K $356K
CRWD
Crowd Strike Holdings, Inc.

Technology
16
New
$321.63 - $509.31 $5.15K - $8.15K
16 $8K
LQD
Ishares Iboxx $ Investment Gra

ETFs
13
+ 0.2%
$105.23 - $109.61 $1.37K - $1.42K
6.54K $716K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.15K
+ 6.98%
$24.32 - $27.87 $28.1K - $32.2K
17.7K $468K
TGT
Target Corp

Consumer Defensive
12
New
$88.76 - $105.77 $1.07K - $1.27K
12 $1K
Fidelity Wise Origin Bitcoin
2.56K
New
N/A
2.56K $0
GILD
Gilead Sciences, Inc.

Healthcare
10
+ 0.54%
$96.91 - $113.0 $969 - $1.13K
1.85K $205K
IYR
Ishares Tr

ETFs
12
+ 0.23%
$84.48 - $96.25 $1.01K - $1.16K
5.28K $500K
Activity Summary
Buys All Purchases 53 New Holdings 11 Increased Positions 42 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 9 Puts 1
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