Omni 360 Wealth, Inc. Purchases in Q1 2025

Omni 360 Wealth, Inc.

  • $171 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
17.9K
+ 41.13%
N/A
61.4K $4.76B
IDEV
Ishares Core Msci Intl Develop

ETFs
5.42K
+ 6.1%
$63.77 - $71.36 $345K - $386K
94.2K $6.49B
VGIT
Vanguard Intermediate Term Tre

ETFs
8.81K
+ 9.2%
$57.44 - $59.4 $506K - $523K
105K $6.21B
Tidal ETF Tr
35.6K
New
N/A
35.6K $646M
DFIV
Dimensional ETF Tr

ETFs
5.5K
+ 5.49%
$35.33 - $40.77 $194K - $224K
106K $4.16B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.12K
+ 21.98%
$126.11 - $135.06 $520K - $556K
22.9K $2.95B
GE
General Electric CO

Industrials
2.34K
New
$168.59 - $212.13 $395K - $496K
2.34K $468M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.27K
+ 9.94%
$76.94 - $78.28 $406K - $413K
58.3K $4.56B
XLV
Select Sector Spdr Fund Health

ETFs
3.02K
New
$137.61 - $149.68 $416K - $452K
3.02K $441M
FTNT
Fortinet, Inc.

Technology
4.26K
New
$92.49 - $114.57 $394K - $488K
4.26K $410M
COP
Conocophillips

Energy
3.72K
New
$88.6 - $105.85 $330K - $394K
3.72K $391M
JNJ
Johnson & Johnson

Healthcare
1.9K
+ 57.16%
$142.06 - $167.7 $270K - $318K
5.22K $866M
CME
Cme Group Inc.

Financial Services
1.38K
New
$225.82 - $266.54 $312K - $368K
1.38K $367M
IEMG
Ishares Inc

ETFs
4.51K
+ 6.53%
N/A
73.6K $3.97B
GM
General Motors CO

Consumer Cyclical
7.72K
New
$45.22 - $54.92 $349K - $424K
7.72K $363M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.91K
New
$119.38 - $161.42 $348K - $470K
2.91K $348M
EFV
Msci Eafe Value ETF

ETFs
1.02K
+ 2.35%
$51.88 - $60.73 $52.7K - $61.6K
44.2K $2.6B
SNOW
Snowflake Inc.

Technology
2.31K
New
$146.16 - $192.78 $338K - $446K
2.31K $338M
CMCSA
Comcast Corp

Communication Services
9.09K
New
$33.19 - $38.23 $302K - $348K
9.09K $335M
VRSN
Verisign Inc

Technology
1.29K
New
$205.1 - $254.74 $265K - $330K
1.29K $329M
CNC
Centene Corp

Healthcare
5.21K
New
$55.93 - $65.89 $291K - $343K
5.21K $316M
MCK
Mckesson Corp

Healthcare
453
New
$566.21 - $672.99 $256K - $305K
453 $305M
BKNG
Booking Holdings Inc.

Consumer Cyclical
64
New
$4295.4 - $5141.88 $275K - $329K
64 $295M
MSCI
Msci Inc.

Financial Services
509
New
$541.46 - $628.34 $276K - $320K
509 $288M
NOW
Service Now, Inc.

Technology
358
New
$783.83 - $1170.39 $281K - $419K
358 $285M
RBLX
Roblox Corp

Communication Services
4.74K
New
$53.77 - $75.47 $255K - $358K
4.74K $277M
PLTR
Palantir Technologies Inc.

Technology
3.24K
New
$64.98 - $124.62 $210K - $404K
3.24K $273M
DASH
Door Dash, Inc.

Communication Services
1.43K
New
$168.37 - $213.38 $240K - $304K
1.43K $261M
GLDM
World Gold Trust

ETFs
4.21K
New
$52.19 - $61.89 $220K - $261K
4.21K $261M
RL
Ralph Lauren Corp

Consumer Cyclical
1.13K
New
$215.68 - $286.74 $243K - $323K
1.13K $248M
ETSY
Etsy Inc

Consumer Cyclical
5.22K
New
$44.4 - $57.29 $232K - $299K
5.22K $246M
MMM
3 M CO

Industrials
1.63K
New
$129.7 - $155.12 $211K - $252K
1.63K $239M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.2K
+ 6.22%
$48.43 - $49.9 $155K - $160K
54.7K $2.73B
APH
Amphenol Corp

Technology
3.57K
New
$61.62 - $78.55 $220K - $281K
3.57K $234M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.22K
New
$61.25 - $72.83 $197K - $235K
3.22K $228M
NVDA
Nvidia Corp

Technology
4.51K
+ 44.62%
$106.98 - $149.43 $482K - $674K
14.6K $1.58B
MRVL
Marvell Technology, Inc.

Technology
3.67K
New
$61.57 - $126.06 $226K - $462K
3.67K $226M
PANW
Palo Alto Networks Inc

Technology
1.3K
New
$167.82 - $208.28 $218K - $270K
1.3K $221M
AIG
American International Group, Inc.

Financial Services
2.53K
New
$70.5 - $86.94 $179K - $220K
2.53K $220M
RGLD
Royal Gold Inc

Basic Materials
1.34K
New
$132.55 - $163.51 $178K - $220K
1.34K $220M
Arista Networks Inc
2.8K
New
N/A
2.8K $217M
MA
Mastercard Inc

Financial Services
393
New
$504.67 - $576.31 $198K - $226K
393 $215M
ADBE
Adobe Inc.

Technology
555
New
$377.84 - $464.11 $210K - $258K
555 $213M
WEN
Wendy'S CO

Consumer Cyclical
14.4K
New
$14.17 - $16.17 $205K - $234K
14.4K $211M
GWRE
Guidewire Software, Inc.

Technology
1.13K
New
$166.74 - $218.22 $188K - $246K
1.13K $211M
C
Citigroup Inc

Financial Services
2.97K
New
$67.23 - $84.63 $200K - $251K
2.97K $211M
GRMN
Garmin LTD

Technology
967
New
$204.55 - $241.93 $198K - $234K
967 $210M
MDT
Medtronic PLC

Healthcare
2.32K
New
$79.84 - $94.5 $185K - $219K
2.32K $209M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
4.79K
New
$42.36 - $43.8 $203K - $210K
4.79K $208M
Activity Summary
Buys All Purchases 112 New Holdings 45 Increased Positions 67 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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