Omnia Family Wealth, LLC Portfolio Holdings
Omnia Family Wealth, LLC
- $232 Million
- Q3 2024
Omnia Family Wealth, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $232 Million distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $76.6M, Spdr Gold Trust with a value of $16M, Ishares Trishares 0 3 Mnth Tre with a value of $15.5M, Ishares Tr with a value of $12.4M, and Vanguard Ftse Developed Market with a value of $12.1M.
Examining the 13F form we can see an decrease of $3.04M in the current position value, from $235M to 232M.
Below you can find more details about Omnia Family Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$232 Million
ETFs: $173 Million
Technology: $19.4 Million
Financial Services: $13.8 Million
Consumer Cyclical: $7.08 Million
Communication Services: $6.93 Million
Healthcare: $4.23 Million
Consumer Defensive: $3.16 Million
Industrials: $2.52 Million
Other: $1.99 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|