Omni 360 Wealth, Inc. Sells in Q1 2025

Omni 360 Wealth, Inc.

  • $171 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-2.93K
- 31.04%
$271.18 - $303.12 $793K - $887K
6.5K $1.79B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-70
- 0.4%
$360.07 - $417.26 $25.2K - $29.2K
17.4K $6.27B
T Rowe Price ETF Inc
-17.9K
- 38.2%
N/A
29K $937M
AAPL
Apple Inc.

Technology
-26
- 0.15%
$209.68 - $247.1 $5.45K - $6.42K
17.4K $3.86B
TSLA
Tesla, Inc.

Consumer Cyclical
-3
- 0.1%
$222.15 - $428.22 $666 - $1.28K
2.88K $746M
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.74K
- 47.7%
$79.17 - $82.04 $376K - $389K
5.2K $425M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-8.86K
- 23.24%
$39.4 - $42.61 $349K - $377K
29.3K $1.18B
FVD
First Tr Value Line Divid Inde

ETFs
-8.17K
- 31.04%
$42.61 - $45.51 $348K - $372K
18.1K $809M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.04K
- 52.57%
$49.25 - $50.66 $298K - $306K
5.45K $271M
IVV
Ishares Core S&P 500 ETF

ETFs
-387
- 20.01%
$554.06 - $615.85 $214K - $238K
1.55K $869M
BX
Blackstone Inc.

Financial Services
-537
- 9.19%
$136.53 - $186.74 $73.3K - $100K
5.31K $742M
SPY
Spdr S&P 500 ETF Trust

ETFs
-164
- 3.67%
$551.42 - $612.93 $90.4K - $101K
4.3K $2.41B
GOOG
Alphabet Inc.

Communication Services
-178
- 3.56%
$156.06 - $207.71 $27.8K - $37K
4.82K $753M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-239
- 1.96%
$102.49 - $119.96 $24.5K - $28.7K
12K $1.25B
FNDF
Schwab Fundamental Intl Large

ETFs
-5.54K
- 17.6%
$32.9 - $37.45 $182K - $207K
25.9K $937M
ETN
Eaton Corp PLC

Industrials
-120
- 10.17%
$271.83 - $371.23 $32.6K - $44.5K
1.06K $288M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.91K
- 7.24%
$27.01 - $28.54 $133K - $140K
63K $1.76B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-377
- 5.87%
$120.24 - $134.3 $45.3K - $50.6K
6.05K $737M
VIG
Vanguard Dividend Appreciation

ETFs
-354
- 11.15%
N/A
2.82K $547M
HYLS
First Tr Tactical High Yield L

ETFs
-1.62K
- 13.6%
$40.95 - $41.77 $66.4K - $67.7K
10.3K $422M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-260
- 9.18%
$196.12 - $229.48 $51K - $59.7K
2.57K $520M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-2.74K
- 20.08%
$23.18 - $24.68 $63.6K - $67.7K
10.9K $265M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-52
- 2.76%
$161.27 - $192.3 $8.39K - $10K
1.83K $296M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13
- 0.1%
$57.21 - $65.8 $744 - $855
13K $756M
VO
Vanguard Mid Cap ETF

ETFs
-87
- 2.27%
$251.87 - $277.95 $21.9K - $24.2K
3.74K $968M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 1.18%
$468.34 - $539.52 $4.68K - $5.4K
840 $394M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-79
- 1.76%
$89.18 - $104.04 $7.05K - $8.22K
4.4K $403M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.25K
- 10.18%
$56.51 - $62.98 $70.6K - $78.7K
11K $669M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
-2.97K
- 10.89%
$11.22 - $11.85 $33.3K - $35.2K
24.3K $277M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.35K
- 11.73%
$24.73 - $25.62 $33.4K - $34.6K
10.2K $259M
IFRA
Ishares Tr

ETFs
-394
- 7.93%
$44.8 - $49.25 $17.7K - $19.4K
4.58K $206M
COST
Costco Wholesale Corp

Consumer Defensive
-34
- 10.43%
$890.62 - $1076.86 $30.3K - $36.6K
292 $276M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-25
- 1.45%
$408.78 - $448.82 $10.2K - $11.2K
1.69K $711M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-48
- 1.11%
$67.03 - $74.61 $3.22K - $3.58K
4.27K $290M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-495
- 2.14%
$17.53 - $17.87 $8.68K - $8.85K
22.7K $399M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-257
- 7.63%
$85.29 - $92.57 $21.9K - $23.8K
3.11K $283M
NEE
Nextera Energy Inc

Utilities
-61
- 0.81%
$66.96 - $76.16 $4.08K - $4.65K
7.5K $532M
Vanguard Malvern Fds
-236
- 1.96%
N/A
11.8K $915M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-979
- 3.28%
$25.69 - $26.89 $25.2K - $26.3K
28.8K $775M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-185
- 3.81%
$74.85 - $84.89 $13.8K - $15.7K
4.67K $381M
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 1.1%
$279.74 - $321.29 $2.8K - $3.21K
903 $282M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-42
- 0.81%
$87.68 - $94.52 $3.68K - $3.97K
5.14K $481M
CVX
Chevron Corp

Energy
-81
- 3.02%
$146.71 - $167.97 $11.9K - $13.6K
2.6K $436M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.5K
- 2.89%
$36.91 - $41.03 $55.2K - $61.3K
50.3K $2B
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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