Omnia Family Wealth, LLC Closed Holding Positions

Omnia Family Wealth, LLC

  • $275 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CATY
Cathay General Bancorp

Financial Services
Q2 2019 Filed on Aug 07, 2019
105
$33.64 - $37.54 $3.53K - $3.94K
CI
Cigna Corp

Healthcare
Q2 2019 Filed on Aug 07, 2019
108
$145.49 - $169.13 $15.7K - $18.3K
Cloudera Inc Com
Q2 2019 Filed on Aug 07, 2019
167
N/A
DELL
Dell Technologies Inc.

Technology
Q2 2019 Filed on Aug 07, 2019
19
$25.66 - $35.38 $488 - $672
Direxion Shs ETF Tr Daily Robotics Artificial Intelligence & Automation Index Bull 3 X Shs
Q2 2019 Filed on Aug 07, 2019
120
N/A
FCNCA
First Citizens Bancshares Inc

Financial Services
Q2 2019 Filed on Aug 07, 2019
123
$419.03 - $459.66 $51.5K - $56.5K
YUM
Yum Brands Inc

Consumer Cyclical
Q2 2019 Filed on Aug 07, 2019
23
$99.48 - $110.67 $2.29K - $2.55K
VLO
Valero Energy Corp

Energy
Q2 2019 Filed on Aug 07, 2019
25
$70.4 - $91.15 $1.76K - $2.28K
WEC
Wec Energy Group, Inc.

Utilities
Q2 2019 Filed on Aug 07, 2019
248
$76.29 - $85.42 $18.9K - $21.2K
WBT
Welbilt, Inc.

Industrials
Q2 2019 Filed on Aug 07, 2019
61
$15.27 - $17.27 $931 - $1.05K
Wellcare Health Plans Inc
Q2 2019 Filed on Aug 07, 2019
11
N/A
WELL
Welltower Inc.

Real Estate
Q2 2019 Filed on Aug 07, 2019
59
$71.76 - $84.63 $4.23K - $4.99K
WDC
Western Digital Corp

Technology
Q2 2019 Filed on Aug 07, 2019
28
$36.24 - $55.39 $1.01K - $1.55K
WU
Western Union CO

Financial Services
Q2 2019 Filed on Aug 07, 2019
57
$18.66 - $20.37 $1.06K - $1.16K
WRK
West Rock CO

Consumer Cyclical
Q2 2019 Filed on Aug 07, 2019
765
$32.6 - $39.89 $24.9K - $30.5K
WY
Weyerhaeuser CO

Real Estate
Q2 2019 Filed on Aug 07, 2019
169
$22.52 - $27.39 $3.81K - $4.63K
WWW
Wolverine World Wide Inc

Consumer Cyclical
Q2 2019 Filed on Aug 07, 2019
59
$26.78 - $37.5 $1.58K - $2.21K
WWD
Woodward, Inc.

Industrials
Q2 2019 Filed on Aug 07, 2019
18
$94.59 - $115.41 $1.7K - $2.08K
WDAY
Workday, Inc.

Technology
Q2 2019 Filed on Aug 07, 2019
17
$185.47 - $220.11 $3.15K - $3.74K
Xerox Corp Com New
Q2 2019 Filed on Aug 07, 2019
34
N/A
Xilinx Inc Com
Q2 2019 Filed on Aug 07, 2019
629
N/A
XPO
Xpo Logistics, Inc.

Industrials
Q2 2019 Filed on Aug 07, 2019
40
$30.17 - $40.15 $1.21K - $1.61K
XYL
Xylem Inc.

Industrials
Q2 2019 Filed on Aug 07, 2019
1,228
$73.93 - $83.82 $90.8K - $103K
WAT
Waters Corp

Healthcare
Q2 2019 Filed on Aug 07, 2019
8
$199.58 - $253.15 $1.6K - $2.03K
WM
Waste Management Inc

Industrials
Q2 2019 Filed on Aug 07, 2019
377
$100.57 - $116.97 $37.9K - $44.1K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q2 2019 Filed on Aug 07, 2019
32
N/A
VV
Vanguard Large Cap ETF

ETFs
Q2 2019 Filed on Aug 07, 2019
31
N/A
VB
Vanguard Small Cap ETF

ETFs
Q2 2019 Filed on Aug 07, 2019
485
N/A
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q2 2019 Filed on Aug 07, 2019
154
N/A
VDC
Vanguard Consumer Staples ETF

ETFs
Q2 2019 Filed on Aug 07, 2019
380
N/A
Varian Med Sys Inc Com
Q2 2019 Filed on Aug 07, 2019
91
N/A
VVX
V2 X, Inc.

Industrials
Q2 2019 Filed on Aug 07, 2019
66
$27.44 - $42.03 $1.81K - $2.77K
VTR
Ventas, Inc.

Real Estate
Q2 2019 Filed on Aug 07, 2019
1,151
$57.77 - $71.76 $66.5K - $82.6K
VRSK
Verisk Analytics, Inc.

Industrials
Q2 2019 Filed on Aug 07, 2019
16
$134.24 - $146.87 $2.15K - $2.35K
Versum Matls Inc Com
Q2 2019 Filed on Aug 07, 2019
5
N/A
VMW
Vmware, Inc.

Technology
Q2 2019 Filed on Aug 07, 2019
18
$166.87 - $205.52 $3K - $3.7K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2019 Filed on Aug 07, 2019
799
$15.56 - $18.88 $12.4K - $15.1K
VOYA
Voya Financial, Inc.

Financial Services
Q2 2019 Filed on Aug 07, 2019
39
$50.75 - $55.3 $1.98K - $2.16K
WNC
Wabash National Corp

Industrials
Q2 2019 Filed on Aug 07, 2019
91
$13.51 - $16.27 $1.23K - $1.48K
Wabco Hldgs Inc Com
Q2 2019 Filed on Aug 07, 2019
216
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2019 Filed on Aug 07, 2019
84
$49.34 - $63.49 $4.14K - $5.33K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2019 Filed on Aug 07, 2019
320
$108.87 - $125.09 $34.8K - $40K
ZTS
Zoetis Inc.

Healthcare
Q2 2019 Filed on Aug 07, 2019
270
$97.98 - $114.28 $26.5K - $30.9K
AGNC
Agnc Investment Corp.

Real Estate
Q2 2019 Filed on Aug 07, 2019
727
$16.4 - $18.28 $11.9K - $13.3K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q2 2019 Filed on Aug 07, 2019
404
$12.44 - $12.97 $5.03K - $5.24K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 07, 2019
3
$1650.46 - $1887.73 $4.95K - $5.66K
CHE
Chemed Corp

Healthcare
Q2 2019 Filed on Aug 07, 2019
19
$316.8 - $360.84 $6.02K - $6.86K
EHC
Encompass Health Corp

Healthcare
Q2 2019 Filed on Aug 07, 2019
29
$45.91 - $52.15 $1.33K - $1.51K
INVH
Invitation Homes Inc.

Real Estate
Q2 2019 Filed on Aug 07, 2019
161
$23.99 - $27.75 $3.86K - $4.47K
Track This Portfolio

Track Omnia Family Wealth, LLC Portfolio

Follow Omnia Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Omnia Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Omnia Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email