Omnia Family Wealth, LLC Incresed Positions 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
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
NFLX
Netflix Inc

Communication Services
68
+ 15.11%
$855.86 - $1339.13 $58.2K - $91.1K
518 $693K
HD
Home Depot, Inc.

Consumer Cyclical
538
+ 43.85%
$335.24 - $380.78 $180K - $205K
1.77K $647K
ORCL
Oracle Corp

Technology
251
+ 16.37%
$122.82 - $218.63 $30.8K - $54.9K
1.78K $390K
V
Visa Inc.

Financial Services
451
+ 13.73%
$308.27 - $373.31 $139K - $168K
3.74K $1.33M
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
T
At&T Inc.

Communication Services
1.26K
+ 12.06%
$26.33 - $28.94 $33.1K - $36.3K
11.7K $337K
PFE
Pfizer Inc

Healthcare
1.84K
+ 22.21%
$21.59 - $24.84 $39.7K - $45.7K
10.1K $245K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
583
+ 3.93%
$15.5 - $20.28 $9.04K - $11.8K
15.4K $312K
CB
Chubb LTD

Financial Services
133
+ 16.88%
$274.32 - $302.46 $36.5K - $40.2K
921 $266K
NEE
Nextera Energy Inc

Utilities
280
+ 7.71%
$64.11 - $75.0 $18K - $21K
3.91K $271K
FDX
Fedex Corp

Industrials
97
+ 11.84%
$198.07 - $245.17 $19.2K - $23.8K
916 $208K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
88
+ 3.25%
$82.21 - $83.12 $7.23K - $7.31K
2.79K $231K
LLY
Eli Lilly & CO

Healthcare
144
+ 6.37%
$713.71 - $898.95 $103K - $129K
2.41K $1.87M
ACN
Accenture PLC

Technology
42
+ 5.22%
$279.23 - $323.21 $11.7K - $13.6K
847 $253K
MRK
Merck & Co., Inc.

Healthcare
228
+ 5.73%
$73.47 - $87.12 $16.8K - $19.9K
4.21K $332K
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 1.03%
$285.55 - $321.23 $6.28K - $7.07K
2.16K $629K
JNJ
Johnson & Johnson

Healthcare
11
+ 0.3%
$146.36 - $159.82 $1.61K - $1.76K
3.71K $566K
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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