Omnia Family Wealth, LLC Purchases in Q1 2025

Omnia Family Wealth, LLC

  • $238 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
509
+ 22.38%
$442.66 - $534.52 $225K - $272K
2.78K $1.48M
META
Meta Platforms, Inc.

Communication Services
770
+ 22.86%
$576.36 - $736.67 $444K - $567K
4.14K $2.39M
XOM
Exxon Mobil Corp

Energy
3.2K
New
$105.44 - $118.93 $337K - $380K
3.2K $379K
MSFT
Microsoft Corp

Technology
2.42K
+ 20.28%
$375.39 - $447.2 $908K - $1.08M
14.4K $5.39M
KO
Coca Cola CO

Consumer Defensive
4.16K
New
$60.81 - $72.32 $253K - $301K
4.16K $298K
T
At&T Inc.

Communication Services
10.4K
New
$21.56 - $28.28 $225K - $295K
10.4K $294K
LLY
Eli Lilly & CO

Healthcare
214
+ 10.45%
$725.72 - $929.72 $155K - $199K
2.26K $1.87M
WFC
Wells Fargo & Company

Financial Services
3.99K
New
$66.78 - $81.42 $266K - $325K
3.99K $286K
ABBV
Abb Vie Inc.

Healthcare
627
+ 15.06%
$169.2 - $216.66 $106K - $136K
4.79K $1M
NVDA
Nvidia Corp

Technology
8.15K
+ 33.83%
$106.98 - $149.43 $872K - $1.22M
32.2K $3.49M
CB
Chubb LTD

Financial Services
788
New
$257.71 - $301.99 $203K - $238K
788 $237K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.81K
New
$74.85 - $84.89 $211K - $239K
2.81K $229K
JPM
Jpmorgan Chase & CO

Financial Services
794
+ 13.61%
$225.19 - $279.95 $179K - $222K
6.63K $1.63M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.71K
New
$81.83 - $82.73 $221K - $224K
2.71K $223K
ORCL
Oracle Corp

Technology
1.53K
New
$139.81 - $186.47 $214K - $286K
1.53K $214K
SLB
Schlumberger Limited

Energy
5.11K
New
$38.4 - $43.74 $196K - $223K
5.11K $213K
PFE
Pfizer Inc

Healthcare
8.28K
New
$25.01 - $27.13 $207K - $225K
8.28K $209K
TMO
Thermo Fisher Scientific Inc.

Healthcare
417
New
$497.6 - $606.74 $207K - $253K
417 $207K
MA
Mastercard Inc

Financial Services
243
+ 7.25%
$504.67 - $576.31 $123K - $140K
3.59K $1.97M
ISRG
Intuitive Surgical Inc

Healthcare
404
New
$476.63 - $610.45 $193K - $247K
404 $200K
JNJ
Johnson & Johnson

Healthcare
769
+ 26.25%
$142.06 - $167.7 $109K - $129K
3.7K $613K
GOOGL
Alphabet Inc.

Communication Services
3.41K
+ 33.99%
$154.33 - $206.19 $526K - $703K
13.4K $2.08M
ED
Consolidated Edison Inc

Utilities
175
+ 2.35%
$88.0 - $110.59 $15.4K - $19.4K
7.63K $843K
PM
Philip Morris International Inc.

Consumer Defensive
160
+ 4.15%
$117.15 - $158.79 $18.7K - $25.4K
4.01K $636K
HCAT
Health Catalyst, Inc.

Healthcare
34.6K
New
$3.97 - $7.42 $137K - $257K
34.6K $156K
UNH
Unitedhealth Group Inc

Healthcare
258
+ 29.76%
$461.52 - $548.18 $119K - $141K
1.13K $589K
AVGO
Broadcom Inc.

Technology
1.86K
+ 71.12%
$167.43 - $244.7 $311K - $454K
4.47K $748K
COST
Costco Wholesale Corp

Consumer Defensive
129
+ 38.62%
$890.62 - $1076.86 $115K - $139K
463 $437K
PG
Procter & Gamble CO

Consumer Defensive
612
+ 14.5%
$158.56 - $176.26 $97K - $108K
4.83K $823K
CSCO
Cisco Systems, Inc.

Technology
1.7K
+ 48.14%
$58.74 - $64.87 $99.8K - $110K
5.23K $322K
CVX
Chevron Corp

Energy
465
+ 30.92%
$146.71 - $167.97 $68.2K - $78.1K
1.97K $329K
WMT
Walmart Inc.

Consumer Defensive
1.32K
+ 28.73%
$84.5 - $105.05 $111K - $139K
5.91K $518K
MCD
Mcdonalds Corp

Consumer Cyclical
178
+ 9.1%
$279.74 - $321.29 $49.8K - $57.2K
2.13K $666K
RTX
Raytheon Technologies Corp

Industrials
429
+ 17.6%
$114.1 - $135.66 $48.9K - $58.2K
2.87K $379K
QCOM
Qualcomm Inc

Technology
538
+ 24.41%
$151.94 - $175.86 $81.7K - $94.6K
2.74K $421K
CMCSA
Comcast Corp

Communication Services
2.3K
+ 23.09%
$33.19 - $38.23 $76.4K - $88K
12.3K $452K
SBUX
Starbucks Corp

Consumer Cyclical
537
+ 23.21%
$91.75 - $115.81 $49.3K - $62.2K
2.85K $279K
NFLX
Netflix Inc

Communication Services
42
+ 10.29%
$828.4 - $1058.6 $34.8K - $44.5K
450 $419K
NEE
Nextera Energy Inc

Utilities
818
+ 29.05%
$66.96 - $76.16 $54.8K - $62.3K
3.63K $257K
CL
Colgate Palmolive CO

Consumer Defensive
356
+ 6.52%
$85.68 - $97.5 $30.5K - $34.7K
5.82K $544K
HON
Honeywell International Inc

Industrials
271
+ 26.62%
$202.75 - $226.52 $54.9K - $61.4K
1.29K $272K
AXP
American Express CO

Financial Services
210
+ 30.22%
$255.39 - $325.87 $53.6K - $68.4K
905 $243K
CRM
Salesforce, Inc.

Technology
309
+ 36.96%
$268.36 - $359.95 $82.9K - $111K
1.15K $307K
MS
Morgan Stanley

Financial Services
483
+ 15.38%
$111.68 - $141.08 $53.9K - $68.1K
3.62K $422K
AMZN
Amazon Com Inc

Consumer Cyclical
2.36K
+ 15.96%
$190.26 - $242.06 $448K - $570K
17.1K $3.26M
BAC
Bank Of America Corp

Financial Services
1.33K
+ 6.96%
$39.61 - $47.74 $52.5K - $63.3K
20.4K $849K
ACN
Accenture PLC

Technology
122
+ 17.86%
$300.91 - $398.25 $36.7K - $48.6K
805 $251K
PHM
Pultegroup Inc

Consumer Cyclical
180
+ 8.36%
$101.09 - $118.51 $18.2K - $21.3K
2.33K $239K
CAT
Caterpillar Inc

Industrials
84
+ 12.32%
$326.75 - $407.63 $27.4K - $34.2K
766 $252K
Activity Summary
Buys All Purchases 63 New Holdings 14 Increased Positions 49 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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