Omega Financial Group, LLC Portfolio Holdings by Sector
Omega Financial Group, LLC
- $247 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHM ISTB AGG IJR IVV IJH IWB IJJ 64 stocks |
$218,487
88.46% of portfolio
|
  30  
|
  31  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYR RWR 2 stocks |
$15,322
6.2% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
AFRM MSFT 2 stocks |
$4,262
1.73% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,069
0.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,359
0.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V AXP 2 stocks |
$1,111
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$932
0.38% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW 1 stocks |
$681
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$577
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$522
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$482
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN 1 stocks |
$374
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
QCOM 1 stocks |
$329
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$269
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$212
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|