Omni 360 Wealth, Inc. Sells in Q4 2024

Omni 360 Wealth, Inc.

  • $160 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-6.07K
- 37.53%
$117.0 - $148.88 $710K - $903K
10.1K $1.36B
MSFT
Microsoft Corp

Technology
-1.07K
- 16.0%
$406.35 - $454.46 $436K - $487K
5.63K $2.37B
AAPL
Apple Inc.

Technology
-2.45K
- 12.32%
$221.69 - $259.02 $542K - $634K
17.4K $4.36B
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.7K
- 21.36%
$80.13 - $83.77 $217K - $226K
9.95K $798M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-558
- 1.07%
$37.12 - $41.23 $20.7K - $23K
51.8K $1.92B
PGR
Progressive Corp

Financial Services
-745
- 19.05%
$239.6 - $268.88 $179K - $200K
3.17K $758M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-438
- 28.82%
$442.29 - $483.08 $194K - $212K
1.08K $490M
LMT
Lockheed Martin Corp

Industrials
-98
- 9.91%
$479.66 - $614.62 $47K - $60.2K
891 $433M
FNDF
Schwab Fundamental Intl Large

ETFs
-222
- 0.7%
$32.92 - $37.15 $7.31K - $8.25K
31.5K $1.05B
JNJ
Johnson & Johnson

Healthcare
-484
- 12.72%
$143.34 - $165.86 $69.4K - $80.3K
3.32K $480M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.56K
- 7.9%
$57.53 - $60.83 $89.9K - $95K
18.2K $1.05B
NEE
Nextera Energy Inc

Utilities
-204
- 2.63%
$69.77 - $85.43 $14.2K - $17.4K
7.57K $542M
VTI
Vanguard Total Stock Market Et

ETFs
-606
- 6.04%
$280.04 - $302.45 $170K - $183K
9.43K $2.73B
ABBV
Abb Vie Inc.

Healthcare
-228
- 7.48%
$164.99 - $203.87 $37.6K - $46.5K
2.82K $501M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.39K
- 22.38%
$180.88 - $232.93 $252K - $324K
4.83K $1.06B
FVD
First Tr Value Line Divid Inde

ETFs
-879
- 3.23%
$43.4 - $46.7 $38.1K - $41K
26.3K $1.15B
XLE
Energy Sector Spdr

ETFs
-792
- 15.75%
$83.32 - $97.27 $66K - $77K
4.24K $363M
GOOGL
Alphabet Inc.

Communication Services
-836
- 23.97%
$161.86 - $196.66 $135K - $164K
2.65K $502M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-311
- 8.45%
$87.1 - $98.49 $27.1K - $30.6K
3.37K $294M
UNH
Unitedhealth Group Inc

Healthcare
-23
- 3.4%
$485.52 - $625.25 $11.2K - $14.4K
653 $331M
IAU
Ishares Gold Trust

ETFs
-1.27K
- 22.46%
$48.37 - $52.65 $61.2K - $66.6K
4.37K $216M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-174
- 0.69%
$176.42 - $186.91 $30.7K - $32.5K
24.9K $4.44B
VIG
Vanguard Dividend Appreciation

ETFs
-241
- 7.05%
N/A
3.18K $622M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-242
- 1.95%
$113.92 - $127.38 $27.6K - $30.8K
12.2K $1.41B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-62
- 1.26%
$75.1 - $82.99 $4.66K - $5.15K
4.85K $367M
HD
Home Depot, Inc.

Consumer Cyclical
-73
- 7.6%
$385.02 - $431.37 $28.1K - $31.5K
887 $345M
VLUE
Ishares Msci Usa Value Factor

ETFs
-115
- 1.31%
$104.01 - $115.38 $12K - $13.3K
8.67K $915M
META
Meta Platforms, Inc.

Communication Services
-91
- 9.18%
$554.08 - $632.68 $50.4K - $57.6K
900 $527M
VEA
Vanguard Ftse Developed Market

ETFs
-280
- 5.27%
$47.57 - $52.44 $13.3K - $14.7K
5.03K $241M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.37K
- 4.21%
$33.92 - $36.6 $46.4K - $50.1K
31.1K $1.08B
PG
Procter & Gamble CO

Consumer Defensive
-169
- 11.99%
$161.05 - $179.7 $27.2K - $30.4K
1.24K $208M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-110
- 0.88%
$30.48 - $34.2 $3.35K - $3.76K
12.4K $379M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
-1.46K
- 7.43%
$11.87 - $13.06 $17.3K - $19.1K
18.2K $221M
HYLS
First Tr Tactical High Yield L

ETFs
-618
- 4.93%
$41.29 - $42.03 $25.5K - $26K
11.9K $492M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-380
- 5.58%
$124.61 - $133.96 $47.4K - $50.9K
6.43K $828M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-252
- 7.69%
$74.5 - $78.37 $18.8K - $19.7K
3.02K $226M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-9
- 0.2%
$98.47 - $109.35 $886 - $984
4.48K $441M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-90
- 0.78%
$24.94 - $26.14 $2.24K - $2.35K
11.5K $287M
VO
Vanguard Mid Cap ETF

ETFs
-59
- 1.52%
$261.5 - $284.63 $15.4K - $16.8K
3.83K $1.01B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-11
- 0.21%
$88.59 - $94.57 $974 - $1.04K
5.18K $460M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-124
- 4.19%
$201.32 - $217.44 $25K - $27K
2.83K $586M
MUB
Ishares National Muni Bond ETF

ETFs
-74
- 3.32%
$105.78 - $108.7 $7.83K - $8.04K
2.16K $230M
CVX
Chevron Corp

Energy
-25
- 0.92%
$141.15 - $162.53 $3.53K - $4.06K
2.69K $389M
IBM
International Business Machines Corp

Technology
-19
- 0.9%
$204.9 - $238.04 $3.89K - $4.52K
2.09K $460M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-148
- 0.67%
$40.82 - $45.39 $6.04K - $6.72K
21.9K $910M
CSCO
Cisco Systems, Inc.

Technology
-488
- 11.65%
$52.45 - $60.02 $25.6K - $29.3K
3.7K $219M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-10
- 0.58%
$417.69 - $450.94 $4.18K - $4.51K
1.72K $731M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-72
- 1.64%
$69.3 - $74.3 $4.99K - $5.35K
4.32K $308M
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 2.98%
$873.59 - $994.69 $8.74K - $9.95K
326 $299M
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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