Omnia Family Wealth, LLC Purchases in Q2 2025

Omnia Family Wealth, LLC

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
8.18K
+ 2.58%
$243.75 - $303.93 $1.99M - $2.49M
326K $99.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.57K
+ 76.59%
$456.74 - $568.03 $3.46M - $4.3M
17.5K $9.92M
VEA
Vanguard Ftse Developed Market

ETFs
22.9K
+ 10.95%
$45.65 - $57.01 $1.05M - $1.31M
232K $13.2M
MSFT
Microsoft Corp

Technology
1.07K
+ 7.43%
$354.56 - $497.45 $378K - $531K
15.4K $7.67M
NVDA
Nvidia Corp

Technology
4.02K
+ 12.46%
$94.31 - $157.99 $379K - $635K
36.2K $5.73M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
15.6K
+ 10.22%
$100.35 - $100.71 $1.57M - $1.57M
168K $16.9M
META
Meta Platforms, Inc.

Communication Services
362
+ 8.75%
$484.66 - $738.09 $175K - $267K
4.5K $3.32M
AMZN
Amazon Com Inc

Consumer Cyclical
1.54K
+ 9.01%
$167.32 - $223.3 $258K - $345K
18.7K $4.09M
AVGO
Broadcom Inc.

Technology
629
+ 14.08%
$146.29 - $275.65 $92K - $173K
5.1K $1.4M
GOOGL
Alphabet Inc.

Communication Services
1.76K
+ 13.1%
$144.7 - $178.6 $255K - $314K
15.2K $2.68M
DIS
Walt Disney CO

Communication Services
371
+ 2.57%
$81.72 - $124.01 $30.3K - $46K
14.8K $1.84M
PLTR
Palantir Technologies Inc.

Technology
2.95K
New
$74.01 - $144.25 $218K - $425K
2.95K $401K
TSLA
Tesla, Inc.

Consumer Cyclical
660
+ 20.32%
$221.86 - $362.89 $146K - $240K
3.91K $1.24M
AMD
Advanced Micro Devices Inc

Technology
895
+ 14.01%
$78.21 - $143.81 $70K - $129K
7.28K $1.03M
IWM
Ishares Russell 2000 ETF

ETFs
1.56K
New
$174.82 - $215.79 $273K - $337K
1.56K $336K
NFLX
Netflix Inc

Communication Services
68
+ 15.11%
$855.86 - $1339.13 $58.2K - $91.1K
518 $693K
GE
General Electric CO

Industrials
985
New
$166.81 - $257.39 $164K - $254K
985 $253K
COF
Capital One Financial Corp

Financial Services
1.15K
New
$150.57 - $212.76 $173K - $244K
1.15K $244K
IBM
International Business Machines Corp

Technology
801
New
$221.03 - $294.78 $177K - $236K
801 $236K
ABT
Abbott Laboratories

Healthcare
1.63K
New
$123.95 - $138.08 $202K - $225K
1.63K $221K
INTC
Intel Corp

Technology
9.81K
New
$18.13 - $22.69 $178K - $223K
9.81K $219K
INTU
Intuit Inc

Technology
278
New
$544.07 - $787.63 $151K - $219K
278 $218K
ADBE
Adobe Inc.

Technology
556
New
$340.0 - $420.68 $189K - $234K
556 $215K
SPGI
S&P Global Inc.

Financial Services
407
New
$438.31 - $527.29 $178K - $215K
407 $214K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
659
New
$177.93 - $313.14 $117K - $206K
659 $206K
GILD
Gilead Sciences, Inc.

Healthcare
1.81K
New
$96.91 - $113.0 $176K - $205K
1.81K $201K
NOW
Service Now, Inc.

Technology
195
New
$721.65 - $1040.18 $141K - $203K
195 $200K
HD
Home Depot, Inc.

Consumer Cyclical
538
+ 43.85%
$335.24 - $380.78 $180K - $205K
1.77K $647K
V
Visa Inc.

Financial Services
451
+ 13.73%
$308.27 - $373.31 $139K - $168K
3.74K $1.33M
ORCL
Oracle Corp

Technology
251
+ 16.37%
$122.82 - $218.63 $30.8K - $54.9K
1.78K $390K
BAC
Bank Of America Corp

Financial Services
998
+ 4.9%
$34.39 - $47.46 $34.3K - $47.4K
21.4K $1.01M
MA
Mastercard Inc

Financial Services
196
+ 5.45%
$479.92 - $590.74 $94.1K - $116K
3.79K $2.13M
PM
Philip Morris International Inc.

Consumer Defensive
279
+ 6.96%
$149.23 - $184.95 $41.6K - $51.6K
4.29K $781K
WMT
Walmart Inc.

Consumer Defensive
756
+ 12.79%
$81.79 - $99.98 $61.8K - $75.6K
6.67K $651K
DLR
Digital Realty Trust, Inc.

Real Estate
157
+ 5.08%
$136.11 - $177.69 $21.4K - $27.9K
3.25K $565K
MS
Morgan Stanley

Financial Services
154
+ 4.25%
$99.83 - $140.86 $15.4K - $21.7K
3.78K $532K
GS
Goldman Sachs Group Inc

Financial Services
49
+ 10.86%
$462.22 - $707.75 $22.6K - $34.7K
500 $353K
COST
Costco Wholesale Corp

Consumer Defensive
81
+ 17.49%
$908.13 - $1056.85 $73.6K - $85.6K
544 $538K
CSCO
Cisco Systems, Inc.

Technology
801
+ 15.32%
$53.19 - $69.38 $42.6K - $55.6K
6.03K $418K
AXP
American Express CO

Financial Services
147
+ 16.24%
$231.39 - $318.98 $34K - $46.9K
1.05K $335K
KO
Coca Cola CO

Consumer Defensive
1.23K
+ 29.51%
$68.37 - $73.9 $84K - $90.8K
5.39K $381K
CAT
Caterpillar Inc

Industrials
84
+ 10.97%
$273.94 - $388.21 $23K - $32.6K
850 $329K
HON
Honeywell International Inc

Industrials
199
+ 15.44%
$182.86 - $232.88 $36.4K - $46.3K
1.49K $346K
UBER
Uber Technologies, Inc

Technology
53
+ 1.78%
$64.62 - $93.3 $3.42K - $4.94K
3.03K $282K
WFC
Wells Fargo & Company

Financial Services
360
+ 9.02%
$60.98 - $80.12 $22K - $28.8K
4.35K $348K
RTX
Raytheon Technologies Corp

Industrials
154
+ 5.37%
$113.75 - $148.48 $17.5K - $22.9K
3.02K $440K
LMT
Lockheed Martin Corp

Industrials
61
+ 3.45%
$430.82 - $486.45 $26.3K - $29.7K
1.83K $848K
PG
Procter & Gamble CO

Consumer Defensive
675
+ 13.96%
$157.66 - $172.39 $106K - $116K
5.51K $877K
PANW
Palo Alto Networks Inc

Technology
28
+ 2.12%
$152.44 - $204.64 $4.27K - $5.73K
1.35K $275K
Activity Summary
Buys All Purchases 64 New Holdings 15 Increased Positions 49 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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