Omni 360 Wealth, Inc. Reduced Holdings in Q3 2024

Omni 360 Wealth, Inc.

  • $153 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
-10.7K
- 12.34%
$34.66 - $38.38 $371K - $411K
76.1K $2.9B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.49K
- 35.67%
$94.31 - $103.26 $235K - $257K
4.49K $460M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-5.42K
- 31.85%
$24.86 - $26.33 $135K - $143K
11.6K $303M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.02K
- 31.46%
$63.28 - $70.06 $128K - $141K
4.39K $308M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.81K
- 12.53%
$79.29 - $84.02 $144K - $152K
12.6K $1.06B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-802
- 10.54%
$113.45 - $126.18 $91K - $101K
6.81K $859M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-735
- 18.32%
$74.26 - $78.84 $54.6K - $57.9K
3.28K $257M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.44K
- 8.59%
$45.2 - $47.87 $64.9K - $68.7K
15.3K $726M
HYLS
First Tr Tactical High Yield L

ETFs
-1.16K
- 8.46%
$40.54 - $42.23 $46.9K - $48.9K
12.5K $526M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
-3.72K
- 15.91%
$12.17 - $13.05 $45.3K - $48.5K
19.7K $256M
VO
Vanguard Mid Cap ETF

ETFs
-403
- 9.39%
$237.84 - $263.83 $95.8K - $106K
3.89K $1.03B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-922
- 9.66%
$33.74 - $37.96 $31.1K - $35K
8.62K $324M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.51K
- 6.12%
$17.35 - $18.22 $26.2K - $27.5K
23.2K $419M
FVD
First Tr Value Line Divid Inde

ETFs
-3.34K
- 10.94%
$40.45 - $45.49 $135K - $152K
27.2K $1.24B
CSCO
Cisco Systems, Inc.

Technology
-476
- 10.2%
$44.74 - $53.22 $21.3K - $25.3K
4.19K $223M
PEP
Pepsico Inc

Consumer Defensive
-25
- 2.0%
$161.9 - $179.3 $4.05K - $4.48K
1.22K $208M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-254
- 1.67%
$51.58 - $53.79 $13.1K - $13.7K
14.9K $800M
IFRA
Ishares Tr

ETFs
-211
- 4.09%
$41.55 - $46.97 $8.77K - $9.91K
4.95K $233M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-45
- 1.21%
$89.91 - $101.33 $4.05K - $4.56K
3.68K $361M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-84
- 1.59%
$83.76 - $91.82 $7.04K - $7.71K
5.19K $474M
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 1.31%
$245.82 - $304.51 $2.95K - $3.65K
903 $275M
IVV
Ishares Core S&P 500 ETF

ETFs
-17
- 0.86%
$520.18 - $576.82 $8.84K - $9.81K
1.96K $1.13B
VIG
Vanguard Dividend Appreciation

ETFs
-2
- 0.06%
$182.15 - $182.15 $364 - $364
3.42K $677M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-3
- 0.17%
$386.81 - $423.12 $1.16K - $1.27K
1.73K $732M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-184
- 0.83%
$37.68 - $42.0 $6.93K - $7.73K
22K $915M
DFAT
Dimensional ETF Tr U S Target

ETFs
-6.39K
- 5.53%
$51.0 - $57.07 $326K - $365K
109K $6.08B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-99
- 0.45%
$46.17 - $51.13 $4.57K - $5.06K
21.8K $1.12B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-726
- 3.13%
$77.02 - $85.06 $55.9K - $61.8K
22.4K $1.9B
LMT
Lockheed Martin Corp

Industrials
-3
- 0.3%
$460.3 - $584.56 $1.38K - $1.75K
989 $578M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-98
- 0.78%
$105.53 - $118.34 $10.3K - $11.6K
12.4K $1.45B
VTI
Vanguard Total Stock Market Et

ETFs
-117
- 1.15%
$255.18 - $283.2 $29.9K - $33.1K
10K $2.84B
IDEV
Ishares Core Msci Intl Develop

ETFs
-562
- 0.75%
$63.46 - $71.43 $35.7K - $40.1K
74.4K $5.27B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.49K
- 1.79%
$113.41 - $125.62 $169K - $187K
81.7K $10.3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.08K
- 0.63%
$60.84 - $67.51 $65.7K - $72.9K
171K $11.5B
Activity Summary
Buys All Purchases 81 New Holdings 13 Increased Positions 68 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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