Omega Financial Group, LLC Sells in Q2 2025

Omega Financial Group, LLC

  • $280 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-9.99K
- 21.74%
$118.37 - $134.86 $1.18M - $1.35M
35.9K $4.77M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.52K
- 32.5%
$496.48 - $617.85 $1.25M - $1.56M
5.24K $3.24M
VNQ
Vanguard Specialized Funds Van

ETFs
-6.16K
- 2.46%
$79.79 - $91.42 $491K - $563K
245K $21.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.91K
- 39.89%
$83.97 - $92.85 $664K - $735K
11.9K $1.05M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6.77K
- 3.29%
$18.94 - $21.67 $128K - $147K
199K $4.21M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-4.46K
- 6.87%
$46.41 - $47.7 $207K - $213K
60.5K $2.88M
SUB
Ishares Short Term National Mu

ETFs
-2.06K
- 7.53%
$104.77 - $106.34 $216K - $219K
25.3K $2.69M
HYG
Ishares Tr

ETFs
-2.42K
- 33.92%
$75.75 - $80.65 $184K - $195K
4.72K $380K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-155
- 13.84%
$483.48 - $539.8 $74.9K - $83.7K
965 $468K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-5.87K
- 6.34%
$18.96 - $20.43 $111K - $120K
86.7K $1.77M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-4.66K
- 4.09%
$17.5 - $18.46 $81.6K - $86.1K
109K $2.02M
IBND
Spdr Bloomberg International C

ETFs
-2.91K
- 15.08%
$29.46 - $32.59 $85.7K - $94.8K
16.4K $534K
ACN
Accenture PLC

Technology
-25
- 1.44%
$279.23 - $323.21 $6.98K - $8.08K
1.71K $509K
XOM
Exxon Mobil Corp

Energy
-37
- 1.72%
$99.93 - $119.04 $3.7K - $4.4K
2.12K $228K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-41
- 0.25%
$43.63 - $45.4 $1.79K - $1.86K
16.5K $738K
IWM
Ishares Russell 2000 ETF

ETFs
-55
- 3.65%
$174.82 - $215.79 $9.62K - $11.9K
1.45K $313K
IYW
Ishares Dj Us Tech ETF

ETFs
-176
- 11.13%
$122.57 - $173.27 $21.6K - $30.5K
1.41K $243K
EMB
Ishares Tr

ETFs
-1.67K
- 1.82%
$86.54 - $92.62 $144K - $155K
90.1K $8.34M
GOOGL
Alphabet Inc.

Communication Services
-72
- 3.35%
$144.7 - $178.6 $10.4K - $12.9K
2.08K $365K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-114
- 0.57%
$66.87 - $79.47 $7.62K - $9.06K
19.7K $1.57M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-269
- 2.1%
$22.27 - $29.21 $5.99K - $7.86K
12.5K $365K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-35
- 0.33%
$49.89 - $62.13 $1.75K - $2.17K
10.7K $661K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-606
- 1.36%
$20.42 - $25.3 $12.4K - $15.3K
44K $1.11M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-576
- 3.88%
$32.41 - $42.59 $18.7K - $24.5K
14.3K $607K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-17.6K
- 4.53%
$22.92 - $28.05 $404K - $495K
372K $10.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-410
- 0.41%
$24.38 - $30.18 $10K - $12.4K
101K $3.03M
APH
Amphenol Corp

Technology
-155
- 1.83%
$59.09 - $98.75 $9.16K - $15.3K
8.33K $822K
PLTR
Palantir Technologies Inc.

Technology
-30
- 0.54%
$74.01 - $144.25 $2.22K - $4.33K
5.53K $753K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.15K
- 3.02%
$19.6 - $24.44 $140K - $175K
229K $5.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-137
- 1.73%
$416.06 - $551.64 $57K - $75.6K
7.8K $4.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-625
- 2.38%
$272.36 - $339.57 $170K - $212K
25.6K $8.7M
Activity Summary
Buys All Purchases 53 New Holdings 11 Increased Positions 42 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 9 Puts 1
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