Omega Financial Group, LLC Incresed Positions in Q1 2025

Omega Financial Group, LLC

  • $260 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.19K
+ 5.11%
$95.85 - $99.25 $785K - $812K
168K $16.7M
IEFA
Ishares Tr

ETFs
73
+ 0.06%
$69.57 - $78.65 $5.08K - $5.74K
121K $9.18M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.99K
+ 2.95%
$59.28 - $66.1 $236K - $263K
139K $8.83M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8.95K
+ 3.43%
$47.59 - $48.35 $426K - $433K
270K $13.1M
EMB
Ishares Tr

ETFs
3.28K
+ 3.71%
$88.64 - $92.03 $291K - $302K
91.8K $8.31M
VNQ
Vanguard Specialized Funds Van

ETFs
762
+ 0.3%
$85.55 - $94.34 $65.2K - $71.9K
251K $22.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16.9K
+ 5.29%
$23.32 - $23.84 $393K - $402K
336K $7.86M
BNDX
Vanguard Total International B

ETFs
5.61K
+ 4.26%
$48.33 - $49.5 $271K - $278K
137K $6.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.72K
+ 13.5%
$75.32 - $84.77 $130K - $146K
14.5K $1.18M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.92K
+ 9.98%
$32.74 - $36.2 $128K - $142K
43.2K $1.51M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.21K
+ 7.74%
$24.6 - $24.99 $128K - $130K
72.5K $1.81M
V
Visa Inc.

Financial Services
60
+ 1.91%
$306.92 - $362.71 $18.4K - $21.8K
3.2K $1.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.84K
+ 30.22%
$27.01 - $28.54 $104K - $110K
16.5K $462K
TLT
Ishares Barclays 20+ Year Trea

ETFs
103
+ 0.52%
$85.29 - $92.57 $8.78K - $9.53K
19.8K $1.81M
IEMG
Ishares Inc

ETFs
1.49K
+ 1.09%
N/A
138K $7.43M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.38K
+ 8.43%
$46.26 - $47.48 $63.7K - $65.4K
17.7K $838K
PLTR
Palantir Technologies Inc.

Technology
46
+ 0.83%
$64.98 - $124.62 $2.99K - $5.73K
5.56K $469K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
257
+ 0.26%
$22.46 - $23.26 $5.77K - $5.98K
98.1K $2.27M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
210
+ 6.98%
$97.25 - $104.79 $20.4K - $22K
3.22K $333K
TSLA
Tesla, Inc.

Consumer Cyclical
596
+ 64.16%
$222.15 - $428.22 $132K - $255K
1.53K $395K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.75K
+ 8.54%
$95.35 - $107.82 $167K - $188K
22.2K $2.13M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
174
+ 2.03%
$50.82 - $52.7 $8.84K - $9.17K
8.75K $459K
HYG
Ishares Tr

ETFs
175
+ 2.51%
$78.51 - $80.11 $13.7K - $14K
7.14K $563K
RWR
Spdr Dow Jones Reit ETF

ETFs
94
+ 0.6%
$95.15 - $104.06 $8.94K - $9.78K
15.9K $1.57M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
39
+ 0.2%
$47.33 - $47.92 $1.85K - $1.87K
19.2K $913K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.94K
+ 9.05%
$37.84 - $44.02 $187K - $217K
59.5K $2.28M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
22
+ 0.25%
$26.53 - $29.63 $584 - $652
8.83K $237K
AAPL
Apple Inc.

Technology
806
+ 11.65%
$209.68 - $247.1 $169K - $199K
7.73K $1.72M
AMZN
Amazon Com Inc

Consumer Cyclical
87
+ 7.59%
$190.26 - $242.06 $16.6K - $21.1K
1.23K $234K
PWZ
Invesco California Amt Free Mu

ETFs
128
+ 0.52%
$23.68 - $24.72 $3.03K - $3.16K
24.9K $593K
VO
Vanguard Mid Cap ETF

ETFs
8
+ 0.19%
$251.87 - $277.95 $2.01K - $2.22K
4.32K $1.12M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
2.72K
+ 3.94%
$55.05 - $58.37 $150K - $159K
71.8K $3.99M
APH
Amphenol Corp

Technology
9
+ 0.11%
$61.62 - $78.55 $555 - $707
8.48K $556K
MSFT
Microsoft Corp

Technology
1
+ 0.12%
$375.39 - $447.2 $375 - $447
838 $314K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$156.06 - $207.71 $156 - $208
1.35K $210K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.28%
$522.96 - $601.18 $2.09K - $2.4K
1.45K $775K
GOOGL
Alphabet Inc.

Communication Services
114
+ 5.61%
$154.33 - $206.19 $17.6K - $23.5K
2.15K $332K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
110
+ 0.14%
$117.4 - $131.02 $12.9K - $14.4K
80.6K $9.65M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.42K
+ 1.37%
$57.21 - $65.8 $139K - $159K
179K $10.5M
AFRM
Affirm Holdings, Inc.

Technology
6.25K
+ 6.07%
$43.7 - $80.98 $273K - $506K
109K $4.94M
Activity Summary
Buys All Purchases 43 New Holdings 2 Increased Positions 41 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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