Omni 360 Wealth, Inc. Purchases in Q3 2025

Omni 360 Wealth, Inc.

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.15K
+ 6.65%
$420.11 - $472.68 $485K - $545K
18.5K $8.67B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.6K
+ 2.11%
$72.65 - $78.68 $261K - $283K
174K $13.6B
DFAT
Dimensional ETF Tr U S Target

ETFs
9.23K
+ 6.82%
$53.36 - $59.69 $492K - $551K
145K $8.41B
SBAC
Sba Communications Corp

Real Estate
3.35K
New
$191.35 - $239.35 $641K - $802K
3.35K $648M
IEMG
Ishares Inc

ETFs
3.11K
+ 4.34%
N/A
74.8K $4.93B
Vanguard Malvern Fds
5.47K
+ 8.08%
N/A
73.2K $5.74B
DFIV
Dimensional ETF Tr

ETFs
1.97K
+ 1.9%
$42.66 - $46.53 $84.2K - $91.8K
106K $4.88B
VGIT
Vanguard Intermediate Term Tre

ETFs
6.75K
+ 6.72%
$58.97 - $60.36 $398K - $407K
107K $6.43B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.45K
+ 6.2%
$132.9 - $142.03 $193K - $206K
24.9K $3.51B
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.64K
+ 61.01%
$51.78 - $57.89 $292K - $326K
14.9K $856M
IVW
Ishares S&P 500 Growth ETF

ETFs
645
+ 2.72%
$108.97 - $121.65 $70.3K - $78.5K
24.4K $2.94B
JPIE
J P Morgan Exchange Traded Fd
6.93K
+ 11.23%
$46.01 - $46.55 $319K - $322K
68.6K $3.19B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.33K
+ 3.11%
$54.35 - $59.32 $72.2K - $78.8K
44K $2.61B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.22K
New
$49.09 - $50.58 $256K - $264K
5.22K $263M
Blackrock ETF Trust
6.9K
New
N/A
6.9K $261M
VTI
Vanguard Total Stock Market Et

ETFs
303
+ 4.83%
$303.93 - $329.86 $92.1K - $99.9K
6.58K $2.16B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.67K
New
$84.28 - $89.46 $225K - $239K
2.67K $238M
XTEN
Bondbloxx ETF Tr Bloomberg 10
4.95K
+ 44.47%
N/A
16.1K $750M
Direxion Shs ETF Tr
2.2K
New
N/A
2.2K $224M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.82K
New
$35.42 - $38.65 $206K - $225K
5.82K $221M
DGRO
Ishares Core Dividend Growth E

ETFs
844
+ 2.37%
$64.12 - $68.08 $54.1K - $57.5K
36.5K $2.49B
ZECP
Zacks Tr Earnings Constant Por

ETFs
6.09K
New
$31.92 - $33.66 $194K - $205K
6.09K $205M
AOA
Ishares Tr Core Aggressive All

ETFs
2.32K
New
$82.71 - $88.14 $192K - $204K
2.32K $204M
T Rowe Price ETF Inc
2.82K
+ 8.42%
N/A
36.3K $1.37B
VIG
Vanguard Dividend Appreciation

ETFs
601
+ 19.29%
N/A
3.72K $802M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.79K
+ 5.26%
$49.78 - $50.75 $139K - $141K
55.8K $2.82B
Tidal Trust I
2.28K
+ 5.98%
N/A
40.3K $1.01B
GLDM
World Gold Trust

ETFs
1.08K
+ 20.2%
$64.73 - $76.45 $69.7K - $82.3K
6.41K $490M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
152
+ 1.29%
$108.46 - $120.63 $16.5K - $18.3K
12K $1.42B
NXN
Nuveen New York Select Tax Free Income Portfolio

Financial Services
10K
+ 58.82%
$11.36 - $12.09 $114K - $121K
27K $325M
RSP
Invesco S&P 500 Equal Weight E

ETFs
243
+ 2.47%
$181.56 - $190.33 $44.1K - $46.3K
10.1K $1.91B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.32K
+ 39.93%
$48.5 - $50.19 $112K - $116K
8.11K $406M
Vanguard Malvern Fds
1.4K
+ 10.27%
N/A
15K $1.18B
IYG
Ishares Tr

ETFs
659
+ 4.93%
$85.16 - $90.57 $56.1K - $59.7K
14K $1.26B
IVE
Ishares S&P 500 Value ETF

ETFs
212
+ 3.5%
$194.44 - $206.51 $41.2K - $43.8K
6.27K $1.3B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
142
+ 0.68%
$40.68 - $46.33 $5.78K - $6.58K
20.9K $949M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.2K
+ 2.35%
$41.43 - $44.2 $49.5K - $52.8K
52.1K $2.3B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.81K
+ 41.53%
$21.69 - $23.34 $82.7K - $89K
13K $302M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
220
+ 8.57%
$236.25 - $257.69 $52K - $56.7K
2.79K $715M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
347
+ 5.85%
$110.74 - $122.12 $38.4K - $42.4K
6.28K $760M
PRF
Invesco Exchange Traded Fd Tr

ETFs
266
+ 1.05%
$42.04 - $45.23 $11.2K - $12K
25.6K $1.16B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27
+ 0.09%
$36.04 - $38.78 $973 - $1.05K
31.1K $1.2B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
376
+ 1.49%
$50.02 - $53.28 $18.8K - $20K
25.6K $1.34B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
463
+ 3.61%
$34.31 - $38.09 $15.9K - $17.6K
13.3K $504M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
53
+ 2.79%
$195.29 - $223.85 $10.4K - $11.9K
1.95K $434M
Blackrock ETF Trust Ii
1.04K
+ 13.16%
N/A
8.9K $474M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
697
+ 7.51%
$86.07 - $90.74 $60K - $63.2K
9.98K $894M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
162
+ 1.27%
$62.09 - $66.51 $10.1K - $10.8K
12.9K $843M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
254
+ 5.92%
$74.93 - $80.73 $19K - $20.5K
4.55K $367M
Activity Summary
Buys All Purchases 66 New Holdings 8 Increased Positions 58 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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