Omega Financial Group, LLC Portfolio Holdings
Omega Financial Group, LLC
- $247 Million
- Q2 2024
Omega Financial Group, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $247 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $13.7M, Schwab Strategic U.S. Mid Cap with a value of $12.2M, Ihares Core 1 5 Years Usd Bond with a value of $11.6M, Ishares Core U.S. Aggregate Bo with a value of $11.6M, and Ishares Core S&P Sm Cap ETF with a value of $11.3M.
Examining the 13F form we can see an increase of $2.59M in the current position value, from $244M to 247M.
Below you can find more details about Omega Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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