Omega Financial Group, LLC Portfolio Holdings by Sector
Omega Financial Group, LLC
- $260 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VNQ AGG ISTB IJR IVV IJH SCHM IJJ 63 stocks |
$246,159
94.52% of portfolio
|
  31  
|
  27  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
AFRM PLTR MSFT 3 stocks |
$5,721
2.2% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
RWR IYR 2 stocks |
$2,075
0.8% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,715
0.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V AXP 2 stocks |
$1,443
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$596
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$556
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$542
0.21% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$540
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$395
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$256
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$234
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
GILD 1 stocks |
$206
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|