Omnia Family Wealth, LLC Reduced Holdings in Q1 2025

Omnia Family Wealth, LLC

  • $238 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-1.26K
- 0.39%
$271.18 - $303.12 $341K - $382K
318K $87.3M
VEA
Vanguard Ftse Developed Market

ETFs
-40.6K
- 16.25%
$47.4 - $52.99 $1.92M - $2.15M
209K $10.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-145
- 1.28%
$468.34 - $539.52 $67.9K - $78.2K
11.2K $5.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-28
- 0.28%
$507.05 - $563.67 $14.2K - $15.8K
9.89K $5.08M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-4.03K
- 26.4%
$25.31 - $30.02 $102K - $121K
11.2K $288K
DLR
Digital Realty Trust, Inc.

Real Estate
-40
- 1.28%
$142.1 - $183.56 $5.68K - $7.34K
3.09K $442K
PANW
Palo Alto Networks Inc

Technology
-480
- 26.7%
$167.82 - $208.28 $80.6K - $100K
1.32K $224K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-20
- 0.13%
$18.53 - $29.07 $371 - $581
14.8K $281K
HD
Home Depot, Inc.

Consumer Cyclical
-154
- 11.15%
$347.25 - $424.87 $53.5K - $65.4K
1.23K $449K
LMT
Lockheed Martin Corp

Industrials
-22
- 1.23%
$423.19 - $506.29 $9.31K - $11.1K
1.77K $790K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-58
- 2.67%
$103.02 - $140.69 $5.98K - $8.16K
2.11K $223K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.05K
- 15.96%
$56.12 - $68.15 $58.7K - $71.3K
5.51K $373K
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.22%
$524.81 - $672.19 $525 - $672
451 $246K
OSAT
Next Plat Corp

Technology
-3.2K
- 3.43%
N/A
90.2K $0
UBER
Uber Technologies, Inc

Technology
-608
- 16.98%
$63.17 - $81.49 $38.4K - $49.5K
2.97K $216K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-155
- 1.82%
$42.5 - $46.71 $6.59K - $7.24K
8.34K $377K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-366
- 0.24%
$100.34 - $100.68 $36.7K - $36.8K
153K $15.4M
V
Visa Inc.

Financial Services
-242
- 6.86%
$306.92 - $362.71 $74.3K - $87.8K
3.28K $1.15M
IEFA
Ishares Tr

ETFs
-4.98K
- 3.17%
$69.57 - $78.65 $346K - $391K
152K $11.5M
IAU
Ishares Gold Trust

ETFs
-50
- 0.04%
$49.74 - $58.96 $2.49K - $2.95K
137K $8.06M
GLD
Spdr Gold Trust

ETFs
-5.82K
- 8.68%
$243.19 - $288.14 $1.41M - $1.68M
61.2K $17.6M
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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