Omega Financial Group, LLC Reduced Holdings in Q1 2025

Omega Financial Group, LLC

  • $260 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-378
- 0.32%
$102.49 - $119.96 $38.7K - $45.3K
118K $12.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-17K
- 4.18%
$25.58 - $29.24 $435K - $497K
390K $10.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-306
- 1.42%
$554.06 - $615.85 $170K - $188K
21.2K $11.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-646
- 7.68%
$551.42 - $612.93 $356K - $396K
7.76K $4.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-476
- 5.66%
$468.34 - $539.52 $223K - $257K
7.94K $3.72M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-334
- 1.26%
$302.31 - $337.54 $101K - $113K
26.3K $8.05M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.11K
- 2.11%
$21.75 - $24.28 $111K - $124K
237K $5.22M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-238
- 1.0%
$126.86 - $146.45 $30.2K - $34.9K
23.6K $3M
DVY
Ishares Tr

ETFs
-2.89K
- 5.92%
$128.58 - $138.1 $372K - $399K
45.9K $6.17M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.83K
- 9.76%
$23.16 - $27.04 $112K - $131K
44.7K $1.05M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-15.3K
- 12.46%
$18.36 - $20.51 $282K - $315K
108K $2.13M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.01K
- 4.83%
$75.47 - $84.24 $76.1K - $84.9K
19.8K $1.53M
CMF
Ishares California Muni Bond E

ETFs
-893
- 1.18%
$55.93 - $57.47 $49.9K - $51.3K
74.9K $4.22M
PBP
Invesco Exchange Traded Fd Tr

ETFs
-1.8K
- 2.96%
$21.85 - $24.13 $39.3K - $43.4K
58.9K $1.31M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-7.69K
- 7.08%
$25.81 - $28.52 $198K - $219K
101K $2.78M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-5.35K
- 4.48%
$18.01 - $18.31 $96.4K - $98K
114K $2.06M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.85K
- 10.04%
$44.81 - $46.22 $82.9K - $85.5K
16.6K $746K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.17K
- 8.36%
$24.91 - $29.02 $29K - $33.8K
12.8K $320K
IWM
Ishares Russell 2000 ETF

ETFs
-146
- 8.84%
$198.1 - $229.79 $28.9K - $33.5K
1.51K $300K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6.78K
- 3.19%
$20.2 - $22.24 $137K - $151K
206K $4.43M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-327
- 2.97%
$55.48 - $59.47 $18.1K - $19.4K
10.7K $605K
SUB
Ishares Short Term National Mu

ETFs
-417
- 1.5%
$105.3 - $106.24 $43.9K - $44.3K
27.4K $2.89M
EFG
Msci Eafe Growth ETF

ETFs
-1.43K
- 4.03%
$96.1 - $106.37 $137K - $152K
34K $3.4M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-2.39K
- 2.52%
$19.7 - $20.61 $47.1K - $49.3K
92.6K $1.87M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-907
- 5.76%
$33.57 - $37.22 $30.4K - $33.8K
14.8K $532K
IYR
Ishares Tr

ETFs
-116
- 2.15%
$89.49 - $98.98 $10.4K - $11.5K
5.27K $504K
IBND
Spdr Bloomberg International C

ETFs
-686
- 3.43%
$27.72 - $29.79 $19K - $20.4K
19.3K $569K
XOM
Exxon Mobil Corp

Energy
-57
- 2.57%
$105.44 - $118.93 $6.01K - $6.78K
2.16K $256K
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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