Omnia Family Wealth, LLC Portfolio Holdings
Omnia Family Wealth, LLC
- $238 Million
- Q1 2025
Omnia Family Wealth, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $238 Million distributed in 91 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 $87.3M, Spdr Gold Trust with a value of $17.6M, Ishares Trishares 0 3 Mnth Tre with a value of $15.4M, Ishares Tr with a value of $11.5M, and Vanguard Ftse Developed Market with a value of $10.6M.
Examining the 13F form we can see an decrease of $2.88M in the current position value, from $241M to 238M.
Below you can find more details about Omnia Family Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$238 Million
ETFs: $171 Million
Technology: $22 Million
Financial Services: $15.8 Million
Communication Services: $8.33 Million
Consumer Cyclical: $7.25 Million
Healthcare: $5.44 Million
Consumer Defensive: $3.63 Million
Industrials: $2.61 Million
Other: $2.78 Million