Omega Financial Group, LLC Incresed Positions in Q3 2024

Omega Financial Group, LLC

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
160K
+ 215.18%
$82.97 - $98.97 $13.2M - $15.8M
234K $22.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.35K
+ 7.89%
$105.53 - $118.34 $881K - $988K
114K $13.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.4K
+ 12.87%
$96.25 - $101.98 $1.48M - $1.57M
135K $13.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
6.41K
+ 8.84%
$111.9 - $124.28 $717K - $796K
78.9K $9.75M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.4K
+ 7.72%
$57.32 - $62.65 $713K - $780K
174K $10.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9.72K
+ 8.32%
$60.13 - $68.17 $584K - $662K
127K $8.57M
IEFA
Ishares Tr

ETFs
8.76K
+ 8.25%
$70.09 - $78.74 $614K - $689K
115K $8.97M
IVV
Ishares Core S&P 500 ETF

ETFs
1.14K
+ 5.67%
$520.18 - $576.82 $594K - $659K
21.3K $12.3M
EMB
Ishares Tr

ETFs
2.97K
+ 3.7%
$87.75 - $93.74 $260K - $278K
83.2K $7.78M
IEMG
Ishares Inc

ETFs
12.1K
+ 10.24%
$53.64 - $53.64 $651K - $651K
131K $7.01M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
5.6K
+ 9.36%
$57.22 - $64.18 $320K - $359K
65.5K $4.18M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.5K
+ 14.98%
$89.91 - $101.33 $225K - $254K
19.2K $1.88M
CMF
Ishares California Muni Bond E

ETFs
3.66K
+ 5.02%
$56.65 - $58.17 $207K - $213K
76.6K $4.45M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.23K
+ 5.33%
$116.79 - $133.54 $144K - $164K
24.3K $3.21M
SUB
Ishares Short Term National Mu

ETFs
997
+ 3.71%
$104.3 - $106.3 $104K - $106K
27.9K $2.96M
VO
Vanguard Mid Cap ETF

ETFs
12
+ 0.28%
$237.84 - $263.83 $2.85K - $3.17K
4.31K $1.14M
ACN
Accenture PLC

Technology
10
+ 0.58%
$295.44 - $355.81 $2.95K - $3.56K
1.73K $611K
XOM
Exxon Mobil Corp

Energy
367
+ 19.91%
$109.72 - $119.0 $40.3K - $43.7K
2.21K $259K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
378
+ 3.69%
$100.09 - $100.69 $37.8K - $38.1K
10.6K $1.07M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
91
+ 1.96%
$77.02 - $85.06 $7.01K - $7.74K
4.73K $399K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
74
+ 0.4%
$45.6 - $46.83 $3.37K - $3.47K
18.7K $874K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
117
+ 1.48%
$41.95 - $43.42 $4.91K - $5.08K
8.04K $348K
APH
Amphenol Corp

Technology
6
+ 0.07%
$58.39 - $70.41 $350 - $422
8.58K $558K
Activity Summary
Buys All Purchases 28 New Holdings 4 Increased Positions 24 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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