Omnia Family Wealth, LLC New Holdings in Q1 2025

Omnia Family Wealth, LLC

Stock	Shares change	Price Range	Shares Held
XOM Exxon Mobil Corp Energy	3.2K New	$105.44 - $118.93 $337K - $380K	3.2K $379K
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
WFC Wells Fargo & Company Financial Services	3.99K New	$66.78 - $81.42 $266K - $325K	3.99K $286K
AMGN Amgen Inc Healthcare	768 New	$258.59 - $327.36 $199K - $251K	768 $239K
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
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
ISRG Intuitive Surgical Inc Healthcare	404 New	$476.63 - $610.45 $193K - $247K	404 $200K
HCAT Health Catalyst, Inc. Healthcare	34.6K New	$3.97 - $7.42 $137K - $257K	34.6K $156K

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