Omega Financial Group, LLC Reduced Holdings in Q3 2024

Omega Financial Group, LLC

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYR
Ishares Tr

ETFs
-148K
- 94.65%
$86.93 - $103.61 $12.9M - $15.3M
8.36K $851K
HYG
Ishares Tr

ETFs
-85.2K
- 91.59%
$76.72 - $80.36 $6.54M - $6.85M
7.83K $628K
AMZN
Amazon Com Inc

Consumer Cyclical
-5.89K
- 83.69%
$161.02 - $200.0 $948K - $1.18M
1.15K $213K
MSFT
Microsoft Corp

Technology
-1.68K
- 63.79%
$395.15 - $467.56 $663K - $785K
953 $410K
AAPL
Apple Inc.

Technology
-3.26K
- 33.18%
$207.23 - $234.82 $676K - $766K
6.57K $1.53M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.53K
- 8.44%
$283.28 - $314.39 $717K - $796K
27.5K $8.63M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-8.99K
- 9.84%
$61.11 - $67.85 $549K - $610K
82.4K $5.59M
GOOGL
Alphabet Inc.

Communication Services
-1.02K
- 33.38%
$148.65 - $191.18 $151K - $195K
2.03K $337K
GOOG
Alphabet Inc.

Communication Services
-733
- 35.58%
$149.54 - $192.66 $110K - $141K
1.33K $221K
EFG
Msci Eafe Growth ETF

ETFs
-3.36K
- 8.6%
$96.84 - $108.77 $325K - $365K
35.7K $3.85M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.12K
- 21.74%
$114.73 - $120.23 $128K - $134K
4.01K $479K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.81K
- 7.82%
$45.2 - $47.87 $217K - $230K
56.7K $2.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-324
- 3.72%
$434.77 - $502.96 $141K - $163K
8.38K $4.09M
PWZ
Invesco California Amt Free Mu

ETFs
-2.91K
- 11.37%
$24.63 - $25.25 $71.6K - $73.4K
22.7K $568K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-1.28K
- 18.83%
$49.82 - $55.29 $63.6K - $70.6K
5.5K $304K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.83K
- 22.99%
$31.18 - $33.5 $57.2K - $61.4K
6.14K $204K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-2.26K
- 12.67%
$34.48 - $38.87 $77.8K - $87.7K
15.6K $599K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.83K
- 10.14%
$46.9 - $51.96 $133K - $147K
25.1K $1.29M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.02K
- 5.03%
$47.01 - $48.2 $48.1K - $49.4K
19.3K $929K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-11.5K
- 9.4%
$25.45 - $29.53 $293K - $340K
111K $3.24M
IBND
Spdr Bloomberg International C

ETFs
-1.55K
- 7.2%
$28.7 - $30.78 $44.6K - $47.8K
20K $613K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-9.99K
- 6.38%
$75.47 - $83.18 $754K - $831K
146K $12.2M
IWM
Ishares Russell 2000 ETF

ETFs
-208
- 9.65%
$200.87 - $224.6 $41.8K - $46.7K
1.95K $430K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-184
- 4.94%
$92.63 - $105.69 $17K - $19.4K
3.54K $368K
PBP
Invesco Exchange Traded Fd Tr

ETFs
-2.11K
- 3.36%
$21.12 - $22.94 $44.5K - $48.3K
60.6K $1.38M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-751
- 6.44%
$54.3 - $62.38 $40.8K - $46.8K
10.9K $680K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.81K
- 7.91%
$71.9 - $79.86 $130K - $145K
21.1K $1.68M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.44K
- 2.02%
$24.38 - $25.2 $35.1K - $36.3K
69.8K $1.76M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-278
- 1.7%
$46.29 - $48.52 $12.9K - $13.5K
16.1K $776K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-65
- 4.27%
$523.84 - $572.02 $34K - $37.2K
1.46K $829K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-93
- 1.09%
$50.85 - $53.88 $4.73K - $5.01K
8.44K $453K
V
Visa Inc.

Financial Services
-44
- 1.38%
$253.74 - $291.56 $11.2K - $12.8K
3.14K $862K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-6.21K
- 5.51%
$19.88 - $21.63 $123K - $134K
106K $2.29M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-481
- 2.24%
$91.41 - $101.59 $44K - $48.9K
21K $2.13M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-47
- 0.56%
$106.11 - $113.72 $4.99K - $5.34K
8.31K $939K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.19K
- 1.97%
$46.18 - $48.92 $55K - $58.2K
59.3K $2.88M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-10
- 0.08%
$75.63 - $84.89 $756 - $849
12.4K $1.04M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-886
- 2.25%
$32.04 - $37.11 $28.4K - $32.9K
38.6K $1.4M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-4.78K
- 1.95%
$47.18 - $48.74 $226K - $233K
240K $11.7M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-32.8K
- 12.23%
$19.78 - $23.53 $649K - $771K
235K $5.45M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.49K
- 2.33%
$36.98 - $41.55 $55.1K - $61.9K
62.3K $2.56M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.46K
- 2.63%
$38.03 - $42.06 $55.6K - $61.5K
54.1K $2.26M
RWR
Spdr Dow Jones Reit ETF

ETFs
-605
- 3.49%
$92.36 - $108.47 $55.9K - $65.6K
16.7K $1.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
-133
- 1.57%
$517.38 - $573.86 $68.8K - $76.3K
8.36K $4.8M
DVY
Ishares Tr

ETFs
-1.96K
- 3.75%
$119.99 - $135.74 $235K - $266K
50.2K $6.79M
AFRM
Affirm Holdings, Inc.

Technology
-4.02K
- 3.93%
$24.12 - $44.98 $96.8K - $181K
98.2K $4.01M
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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