Omni 360 Wealth, Inc. Incresed Positions 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
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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.27K
+ 9.94%
$76.94 - $78.28 $406K - $413K
58.3K $4.56B
JPIE
J P Morgan Exchange Traded Fd
8.41K
+ 17.03%
$45.46 - $46.18 $382K - $388K
57.8K $2.66B
JNJ
Johnson & Johnson

Healthcare
1.9K
+ 57.16%
$142.06 - $167.7 $270K - $318K
5.22K $866M
IEMG
Ishares Inc

ETFs
4.51K
+ 6.53%
N/A
73.6K $3.97B
EFV
Msci Eafe Value ETF

ETFs
1.02K
+ 2.35%
$51.88 - $60.73 $52.7K - $61.6K
44.2K $2.6B
NVDA
Nvidia Corp

Technology
4.51K
+ 44.62%
$106.98 - $149.43 $482K - $674K
14.6K $1.58B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
174
+ 16.08%
$442.66 - $534.52 $77K - $93K
1.26K $669M
IVE
Ishares S&P 500 Value ETF

ETFs
862
+ 20.75%
$185.78 - $198.58 $160K - $171K
5.02K $956M
META
Meta Platforms, Inc.

Communication Services
263
+ 29.22%
$576.36 - $736.67 $152K - $194K
1.16K $670M
RSP
Invesco S&P 500 Equal Weight E

ETFs
915
+ 10.36%
$169.43 - $182.84 $155K - $167K
9.75K $1.69B
PGR
Progressive Corp

Financial Services
10
+ 0.32%
$235.61 - $291.22 $2.36K - $2.91K
3.18K $899M
Blackrock ETF Trust Ii
2.64K
+ 59.59%
N/A
7.07K $370M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.3K
+ 6.46%
$44.72 - $46.25 $103K - $106K
37.9K $1.75B
LLY
Eli Lilly & CO

Healthcare
135
+ 35.81%
$725.72 - $929.72 $98K - $126K
512 $423M
UNH
Unitedhealth Group Inc

Healthcare
211
+ 32.31%
$461.52 - $548.18 $97.4K - $116K
864 $453M
EFG
Msci Eafe Growth ETF

ETFs
683
+ 4.02%
$96.1 - $106.37 $65.6K - $72.7K
17.7K $1.77B
TPR
Tapestry, Inc.

Consumer Cyclical
834
+ 6.77%
$65.63 - $89.21 $54.7K - $74.4K
13.2K $926M
ABBV
Abb Vie Inc.

Healthcare
59
+ 2.09%
$169.2 - $216.66 $9.98K - $12.8K
2.88K $603M
IYG
Ishares Tr

ETFs
1.14K
+ 9.77%
$74.6 - $84.81 $85K - $96.6K
12.8K $1B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.11K
+ 28.05%
$91.76 - $103.26 $102K - $115K
5.09K $471M
VLUE
Ishares Msci Usa Value Factor

ETFs
767
+ 8.85%
$104.89 - $113.56 $80.5K - $87.1K
9.43K $1.01B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.56K
+ 15.04%
$54.25 - $57.64 $84.8K - $90.1K
12K $659M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.5K
+ 32.64%
$49.69 - $50.76 $74.5K - $76.1K
6.1K $305M
V
Visa Inc.

Financial Services
110
+ 11.88%
$306.92 - $362.71 $33.8K - $39.9K
1.04K $363M
IBM
International Business Machines Corp

Technology
17
+ 0.81%
$217.4 - $264.74 $3.7K - $4.5K
2.11K $524M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
722
+ 23.88%
$73.78 - $76.59 $53.3K - $55.3K
3.75K $287M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
404
+ 4.54%
$78.97 - $85.82 $31.9K - $34.7K
9.3K $771M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.74K
+ 5.32%
$22.46 - $23.26 $39K - $40.4K
34.4K $796M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.6K
+ 6.83%
$48.02 - $53.02 $76.8K - $84.8K
25K $1.24B
JPM
Jpmorgan Chase & CO

Financial Services
131
+ 5.55%
$225.19 - $279.95 $29.5K - $36.7K
2.49K $611M
AVGO
Broadcom Inc.

Technology
1.01K
+ 51.58%
$167.43 - $244.7 $170K - $248K
2.98K $499M
DGRO
Ishares Core Dividend Growth E

ETFs
390
+ 1.11%
$60.46 - $64.42 $23.6K - $25.1K
35.4K $2.19B
SO
Southern CO

Utilities
4
+ 0.1%
$80.96 - $92.96 $324 - $372
4.01K $368M
CSCO
Cisco Systems, Inc.

Technology
478
+ 12.92%
$58.74 - $64.87 $28.1K - $31K
4.18K $258M
MBB
Ishares Tr

ETFs
275
+ 4.99%
$90.37 - $94.08 $24.9K - $25.9K
5.79K $543M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.76K
+ 6.99%
$48.06 - $53.73 $133K - $148K
42.2K $2.06B
NXN
Nuveen New York Select Tax Free Income Portfolio

Financial Services
2.5K
+ 20.0%
$11.43 - $11.87 $28.6K - $29.7K
15K $177M
MUB
Ishares National Muni Bond ETF

ETFs
245
+ 11.36%
$104.71 - $107.69 $25.7K - $26.4K
2.4K $253M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
46
+ 0.53%
$33.84 - $37.77 $1.56K - $1.74K
8.67K $316M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
63
+ 12.55%
$507.05 - $563.67 $31.9K - $35.5K
565 $290M
JEPI
J P Morgan Exchange Traded Fd

ETFs
429
+ 2.35%
$56.17 - $59.71 $24.1K - $25.6K
18.6K $1.07B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
327
+ 2.63%
$29.72 - $31.94 $9.72K - $10.4K
12.7K $394M
WFC
Wells Fargo & Company

Financial Services
64
+ 2.2%
$66.78 - $81.42 $4.27K - $5.21K
2.97K $213M
MRK
Merck & Co., Inc.

Healthcare
338
+ 14.4%
$83.01 - $101.02 $28.1K - $34.1K
2.69K $241M
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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