Omnia Family Wealth, LLC Purchases in Q3 2024

Omnia Family Wealth, LLC

  • $232 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
7.85K
+ 2.99%
$255.18 - $283.2 $2M - $2.22M
271K $76.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.6K
New
$434.77 - $502.96 $4.61M - $5.34M
10.6K $5.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.27K
+ 1606.76%
$475.2 - $527.7 $4.41M - $4.89M
9.85K $5.2M
GLD
Spdr Gold Trust

ETFs
542
+ 0.83%
$215.56 - $246.98 $117K - $134K
65.7K $16M
AAPL
Apple Inc.

Technology
1.61K
+ 4.64%
$207.23 - $234.82 $334K - $378K
36.3K $8.46M
VEA
Vanguard Ftse Developed Market

ETFs
2.99K
+ 1.33%
$47.6 - $53.31 $142K - $159K
228K $12.1M
VTV
Vanguard Value ETF

ETFs
3.3K
New
$159.75 - $174.57 $527K - $575K
3.3K $575K
META
Meta Platforms, Inc.

Communication Services
337
+ 11.4%
$453.41 - $572.44 $153K - $193K
3.29K $1.89M
NVDA
Nvidia Corp

Technology
3.16K
+ 15.74%
$98.91 - $134.91 $313K - $427K
23.3K $2.83M
CAT
Caterpillar Inc

Industrials
662
New
$316.8 - $391.12 $210K - $259K
662 $258K
NEE
Nextera Energy Inc

Utilities
2.91K
New
$69.9 - $84.97 $203K - $247K
2.91K $245K
SBUX
Starbucks Corp

Consumer Cyclical
2.48K
New
$72.51 - $98.6 $180K - $245K
2.48K $242K
KO
Coca Cola CO

Consumer Defensive
3.08K
New
$62.69 - $73.01 $193K - $225K
3.08K $221K
CRM
Salesforce, Inc.

Technology
808
New
$238.42 - $276.53 $193K - $223K
808 $221K
GS
Goldman Sachs Group Inc

Financial Services
443
New
$459.02 - $510.25 $203K - $226K
443 $219K
LMT
Lockheed Martin Corp

Industrials
18
+ 1.02%
$460.3 - $584.56 $8.29K - $10.5K
1.79K $1.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
248
+ 12.85%
$405.19 - $478.57 $100K - $119K
2.18K $1M
TSLA
Tesla, Inc.

Consumer Cyclical
359
+ 20.63%
$191.76 - $263.26 $68.8K - $94.5K
2.1K $549K
XOM
Exxon Mobil Corp

Energy
1.72K
New
$109.72 - $119.0 $189K - $205K
1.72K $202K
CB
Chubb LTD

Financial Services
693
New
$252.51 - $292.2 $175K - $202K
693 $199K
ABBV
Abb Vie Inc.

Healthcare
317
+ 8.4%
$163.84 - $199.33 $51.9K - $63.2K
4.09K $807K
HD
Home Depot, Inc.

Consumer Cyclical
166
+ 13.56%
$333.64 - $405.2 $55.4K - $67.3K
1.39K $563K
AVGO
Broadcom Inc.

Technology
2.18K
+ 1322.42%
$136.27 - $1745.86 $297K - $3.81M
2.35K $404K
JNJ
Johnson & Johnson

Healthcare
553
+ 22.3%
$145.48 - $167.38 $80.5K - $92.6K
3.03K $491K
UNH
Unitedhealth Group Inc

Healthcare
112
+ 14.32%
$488.01 - $604.18 $54.7K - $67.7K
894 $522K
MCD
Mcdonalds Corp

Consumer Cyclical
109
+ 6.04%
$245.82 - $304.51 $26.8K - $33.2K
1.91K $582K
JPM
Jpmorgan Chase & CO

Financial Services
353
+ 6.45%
$194.9 - $224.8 $68.8K - $79.4K
5.83K $1.23M
ED
Consolidated Edison Inc

Utilities
12
+ 0.16%
$88.42 - $104.97 $1.06K - $1.26K
7.44K $774K
PM
Philip Morris International Inc.

Consumer Defensive
265
+ 7.53%
$101.25 - $127.45 $26.8K - $33.8K
3.79K $459K
DHI
Horton D R Inc

Consumer Cyclical
15
+ 0.75%
$135.21 - $197.06 $2.03K - $2.96K
2.02K $384K
MSFT
Microsoft Corp

Technology
649
+ 5.98%
$395.15 - $467.56 $256K - $303K
11.5K $4.95M
WMT
Walmart Inc.

Consumer Defensive
539
+ 13.73%
$66.91 - $81.4 $36.1K - $43.9K
4.47K $360K
TOL
Toll Brothers, Inc.

Consumer Cyclical
66
+ 3.12%
$109.16 - $155.35 $7.2K - $10.3K
2.18K $336K
V
Visa Inc.

Financial Services
183
+ 5.65%
$253.74 - $291.56 $46.4K - $53.4K
3.42K $941K
PG
Procter & Gamble CO

Consumer Defensive
314
+ 8.21%
$160.76 - $177.82 $50.5K - $55.8K
4.14K $716K
MSI
Motorola Solutions, Inc.

Technology
25
+ 2.18%
$385.65 - $450.49 $9.64K - $11.3K
1.17K $526K
GOOGL
Alphabet Inc.

Communication Services
1.33K
+ 15.77%
$148.65 - $191.18 $197K - $254K
9.75K $1.62M
AMZN
Amazon Com Inc

Consumer Cyclical
887
+ 6.69%
$161.02 - $200.0 $143K - $177K
14.2K $2.64M
RTX
Raytheon Technologies Corp

Industrials
201
+ 9.07%
$99.55 - $123.34 $20K - $24.8K
2.42K $292K
MDLZ
Mondelez International, Inc.

Consumer Defensive
93
+ 1.35%
$64.35 - $75.71 $5.98K - $7.04K
6.98K $514K
BX
Blackstone Inc.

Financial Services
52
+ 2.84%
$120.77 - $159.66 $6.28K - $8.3K
1.88K $287K
LLY
Eli Lilly & CO

Healthcare
105
+ 5.55%
$772.14 - $960.02 $81.1K - $101K
2K $1.77M
AMD
Advanced Micro Devices Inc

Technology
232
+ 3.69%
$128.67 - $183.96 $29.9K - $42.7K
6.51K $1.07M
CMCSA
Comcast Corp

Communication Services
539
+ 5.27%
$37.33 - $41.78 $20.1K - $22.5K
10.8K $449K
CL
Colgate Palmolive CO

Consumer Defensive
92
+ 1.62%
$95.54 - $108.77 $8.79K - $10K
5.76K $598K
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 14.44%
$801.83 - $917.05 $32.9K - $37.6K
325 $288K
DLR
Digital Realty Trust, Inc.

Real Estate
32
+ 1.05%
$144.47 - $162.98 $4.62K - $5.22K
3.09K $499K
MS
Morgan Stanley

Financial Services
97
+ 3.27%
$92.07 - $106.96 $8.93K - $10.4K
3.06K $319K
BAC
Bank Of America Corp

Financial Services
794
+ 4.44%
$36.65 - $44.13 $29.1K - $35K
18.7K $741K
Activity Summary
Buys All Purchases 60 New Holdings 11 Increased Positions 49 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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