Omnia Family Wealth, LLC Reduced Holdings in Q2 2025

Omnia Family Wealth, LLC

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-603
- 1.46%
$172.42 - $223.89 $104K - $135K
40.8K $8.37M
ABBV
Abb Vie Inc.

Healthcare
-317
- 6.62%
$170.16 - $206.27 $53.9K - $65.4K
4.47K $830K
CMCSA
Comcast Corp

Communication Services
-4.1K
- 33.4%
$32.84 - $36.72 $135K - $150K
8.17K $291K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 2.16%
$483.48 - $539.8 $29K - $32.4K
2.72K $1.32M
XOM
Exxon Mobil Corp

Energy
-1.12K
- 35.18%
$99.93 - $119.04 $112K - $134K
2.07K $223K
CVX
Chevron Corp

Energy
-420
- 21.33%
$133.73 - $168.51 $56.2K - $70.8K
1.55K $221K
CRM
Salesforce, Inc.

Technology
-396
- 34.59%
$236.26 - $291.15 $93.6K - $115K
749 $204K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.11K
- 11.14%
$496.48 - $617.85 $550K - $684K
8.83K $5.46M
ED
Consolidated Edison Inc

Utilities
-22
- 0.29%
$98.05 - $113.3 $2.16K - $2.49K
7.61K $763K
QCOM
Qualcomm Inc

Technology
-423
- 15.43%
$124.66 - $159.48 $52.7K - $67.5K
2.32K $369K
CL
Colgate Palmolive CO

Consumer Defensive
-249
- 4.28%
$87.57 - $96.0 $21.8K - $23.9K
5.57K $505K
LEN
Lennar Corp

Consumer Cyclical
-107
- 1.67%
$102.76 - $115.66 $11K - $12.4K
6.31K $697K
SBUX
Starbucks Corp

Consumer Cyclical
-199
- 6.98%
$79.69 - $99.41 $15.9K - $19.8K
2.65K $243K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.3K
- 15.52%
$39.89 - $49.46 $51.7K - $64.1K
7.05K $348K
PHM
Pultegroup Inc

Consumer Cyclical
-268
- 11.49%
$92.02 - $106.54 $24.7K - $28.6K
2.07K $217K
PCAR
Paccar Inc

Industrials
-92
- 2.14%
$86.4 - $99.09 $7.95K - $9.12K
4.2K $399K
BX
Blackstone Inc.

Financial Services
-226
- 10.85%
$120.07 - $151.11 $27.1K - $34.2K
1.86K $277K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-170
- 3.09%
$63.54 - $68.5 $10.8K - $11.6K
5.34K $360K
Akari Therapeutics PLC
-24.9K
- 28.46%
N/A
62.7K $0
DHI
Horton D R Inc

Consumer Cyclical
-22
- 1.0%
$115.1 - $129.63 $2.53K - $2.85K
2.18K $281K
IAU
Ishares Gold Trust

ETFs
-7.33K
- 5.36%
$56.1 - $64.74 $411K - $475K
129K $8.07M
ISRG
Intuitive Surgical Inc

Healthcare
-9
- 2.23%
$451.58 - $565.94 $4.06K - $5.09K
395 $214K
ETN
Eaton Corp PLC

Industrials
-23
- 2.11%
$246.52 - $356.99 $5.67K - $8.21K
1.07K $380K
VO
Vanguard Mid Cap ETF

ETFs
-228
- 1.72%
$228.54 - $279.83 $52.1K - $63.8K
13K $3.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.08K
- 9.66%
$416.06 - $551.64 $451K - $598K
10.1K $5.59M
GLD
Spdr Gold Trust

ETFs
-350
- 0.57%
$273.71 - $316.29 $95.8K - $111K
60.8K $18.5M
ARES
Ares Management Corp

Financial Services
-60
- 0.17%
$118.04 - $175.83 $7.08K - $10.5K
35K $6.06M
IEFA
Ishares Tr

ETFs
-159
- 0.1%
$67.83 - $84.09 $10.8K - $13.4K
152K $12.7M
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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