Omega Financial Group, LLC Portfolio Holdings by Sector
Omega Financial Group, LLC
- $263 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
VNQ AGG IJR IVV SCHM ISTB IJH IJJ 67 stocks |
$250,807
95.25% of portfolio
|
25
|
38
|
4
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
AFRM MSFT 2 stocks |
$4,416
1.68% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
RWR IYR 2 stocks |
$2,636
1.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,529
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V AXP 2 stocks |
$1,187
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$611
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$558
0.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$558
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$545
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$259
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$213
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|