Omnia Family Wealth, LLC Portfolio Holdings
Omnia Family Wealth, LLC
- $235 Million
- Q2 2024
Omnia Family Wealth, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $235 Million distributed in 78 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 $70.3M, Ishares Trishares 0 3 Mnth Tre with a value of $20.3M, Spdr Gold Trust with a value of $14M, Ishares Tr with a value of $11.5M, and Vanguard Ftse Developed Market with a value of $11.1M.
Examining the 13F form we can see an increase of $22.5M in the current position value, from $213M to 235M.
Below you can find more details about Omnia Family Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$235 Million
ETFs: $183 Million
Technology: $17.9 Million
Financial Services: $11.6 Million
Communication Services: $6.53 Million
Consumer Cyclical: $5.77 Million
Healthcare: $3.79 Million
Consumer Defensive: $2.49 Million
Industrials: $1.97 Million
Other: $1.82 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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