Omnia Family Wealth, LLC Purchases and Sells in Q1 2025

Omnia Family Wealth, LLC

$238 Million
Q1 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	509 + 22.38%	$442.66 - $534.52 $225K - $272K	2.78K $1.48M
META	770 + 22.86%	$576.36 - $736.67 $444K - $567K	4.14K $2.39M
MSFT	2.42K + 20.28%	$375.39 - $447.2 $908K - $1.08M	14.4K $5.39M
LLY	214 + 10.45%	$725.72 - $929.72 $155K - $199K	2.26K $1.87M
ABBV	627 + 15.06%	$169.2 - $216.66 $106K - $136K	4.79K $1M
NVDA	8.15K + 33.83%	$106.98 - $149.43 $872K - $1.22M	32.2K $3.49M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	3.2K New	$105.44 - $118.93 $337K - $380K	3.2K $379K
KO	4.16K New	$60.81 - $72.32 $253K - $301K	4.16K $298K
T	10.4K New	$21.56 - $28.28 $225K - $295K	10.4K $294K
WFC	3.99K New	$66.78 - $81.42 $266K - $325K	3.99K $286K
AMGN	768 New	$258.59 - $327.36 $199K - $251K	768 $239K
CB	788 New	$257.71 - $301.99 $203K - $238K	788 $237K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-1.26K - 0.39%	$271.18 - $303.12 $341K - $382K	318K $87.3M
VEA	-40.6K - 16.25%	$47.4 - $52.99 $1.92M - $2.15M	209K $10.6M
QQQ	-145 - 1.28%	$468.34 - $539.52 $67.9K - $78.2K	11.2K $5.26M
VOO	-28 - 0.28%	$507.05 - $563.67 $14.2K - $15.8K	9.89K $5.08M
SBCF	-4.03K - 26.4%	$25.31 - $30.02 $102K - $121K	11.2K $288K
DLR	-40 - 1.28%	$142.1 - $183.56 $5.68K - $7.34K	3.09K $442K

Activity Summary All Purchases 63 New Holdings 14 Increased Positions 49 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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