Omega Financial Group, LLC Incresed Positions in Q4 2024

Omega Financial Group, LLC

  • $264 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AFRM
Affirm Holdings, Inc.

Technology
4.87K
+ 4.96%
$38.48 - $72.86 $187K - $355K
103K $6.27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
25.3K
+ 18.77%
$96.64 - $101.23 $2.45M - $2.56M
160K $15.5M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
20.7K
+ 8.62%
$47.58 - $48.56 $985K - $1.01M
261K $12.5M
BNDX
Vanguard Total International B

ETFs
16K
+ 13.88%
$48.91 - $50.61 $784K - $812K
132K $6.46M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
23.7K
+ 8.03%
$23.29 - $23.93 $552K - $567K
319K $7.48M
IVV
Ishares Core S&P 500 ETF

ETFs
214
+ 1.01%
$570.51 - $610.59 $122K - $131K
21.5K $12.7M
IEMG
Ishares Inc

ETFs
6.33K
+ 4.84%
N/A
137K $7.35M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.64K
+ 2.08%
$121.89 - $135.52 $200K - $222K
80.5K $10.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.88K
+ 3.4%
$113.92 - $127.38 $442K - $494K
118K $13.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
37
+ 0.44%
$481.22 - $538.17 $17.8K - $19.9K
8.42K $4.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.13K
+ 1.8%
$61.68 - $67.87 $193K - $212K
177K $11M
SPY
Spdr S&P 500 ETF Trust

ETFs
50
+ 0.6%
$567.81 - $607.81 $28.4K - $30.4K
8.41K $4.93M
V
Visa Inc.

Financial Services
3
+ 0.1%
$273.87 - $320.91 $822 - $963
3.14K $992K
EMB
Ishares Tr

ETFs
5.33K
+ 6.41%
$88.94 - $93.46 $474K - $498K
88.5K $7.88M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.05%
$161.86 - $196.66 $162 - $197
2.03K $384K
PBP
Invesco Exchange Traded Fd Tr

ETFs
103
+ 0.17%
$22.51 - $23.75 $2.32K - $2.45K
60.7K $1.43M
PWZ
Invesco California Amt Free Mu

ETFs
2.12K
+ 9.37%
$24.49 - $25.25 $52K - $53.6K
24.8K $611K
GOOG
Alphabet Inc.

Communication Services
20
+ 1.51%
$163.08 - $198.16 $3.26K - $3.96K
1.35K $256K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
452
+ 0.84%
$41.09 - $45.94 $18.6K - $20.8K
54.5K $2.29M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.4K
+ 294.35%
$25.93 - $105.3 $270K - $1.1M
13.9K $388K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.12K
+ 5.26%
$46.33 - $48.6 $145K - $152K
62.4K $2.9M
IYW
Ishares Dj Us Tech ETF

ETFs
14
+ 0.89%
$148.14 - $166.23 $2.07K - $2.33K
1.58K $252K
SCHX
Schwab Strategic Tr Us Large C

ETFs
159K
+ 193.25%
$22.4 - $68.28 $3.57M - $10.9M
242K $5.6M
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.16%
$261.5 - $284.63 $1.83K - $1.99K
4.31K $1.14M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
63
+ 0.59%
$100.22 - $100.73 $6.31K - $6.35K
10.7K $1.07M
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.07%
N/A
1.5K $273K
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.48%
$197.36 - $217.3 $987 - $1.09K
1.05K $208K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
68
+ 0.85%
$42.33 - $43.3 $2.88K - $2.94K
8.1K $345K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
69
+ 1.72%
$115.08 - $119.55 $7.94K - $8.25K
4.08K $471K
SCHA
Schwab Strategic Tr Us Small C

ETFs
24.4K
+ 97.53%
$25.33 - $51.16 $619K - $1.25M
49.5K $1.28M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
128
+ 1.52%
$51.33 - $53.74 $6.57K - $6.88K
8.57K $441K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
262
+ 1.63%
$46.52 - $48.32 $12.2K - $12.7K
16.3K $761K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
87
+ 2.98%
$99.04 - $109.59 $8.62K - $9.53K
3.01K $299K
XOM
Exxon Mobil Corp

Energy
4
+ 0.18%
$105.51 - $125.37 $422 - $501
2.21K $238K
EWX
Spdr S&P Emerging Markets Smal

ETFs
120
+ 1.1%
$58.61 - $64.79 $7.03K - $7.77K
11K $646K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.98K
+ 168.7%
$26.93 - $84.95 $215K - $678K
12.7K $347K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
3.31K
+ 60.08%
$27.45 - $55.56 $90.7K - $184K
8.81K $249K
SCHC
Schwab Strategic Tr Intl Small

ETFs
184
+ 1.18%
$33.93 - $38.37 $6.24K - $7.06K
15.7K $540K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
361
+ 2.91%
$75.65 - $83.47 $27.3K - $30.1K
12.8K $971K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
697
+ 1.81%
$33.39 - $37.66 $23.3K - $26.2K
39.2K $1.31M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
3.64K
+ 5.56%
$57.96 - $64.2 $211K - $233K
69.1K $4.02M
TLT
Ishares Barclays 20+ Year Trea

ETFs
527
+ 2.74%
$87.1 - $98.49 $45.9K - $51.9K
19.7K $1.72M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
60.8K
+ 97.61%
$18.41 - $40.87 $1.12M - $2.49M
123K $2.28M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
8.45K
+ 6.68%
$60.13 - $67.31 $508K - $569K
135K $8.2M
IEFA
Ishares Tr

ETFs
6.4K
+ 5.57%
$70.06 - $77.43 $448K - $495K
121K $8.52M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
41.1K
+ 72.39%
$22.63 - $47.53 $929K - $1.95M
97.8K $2.22M
VNQ
Vanguard Specialized Funds Van

ETFs
16.1K
+ 6.89%
$87.85 - $98.6 $1.42M - $1.59M
250K $22.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
260K
+ 177.68%
$27.54 - $83.04 $7.16M - $21.6M
407K $11.3M
Activity Summary
Buys All Purchases 51 New Holdings 2 Increased Positions 49 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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