Omni 360 Wealth, Inc. Purchases and Sells in Q4 2025

Omni 360 Wealth, Inc.

$195 Billion
Q4 2025

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAT	9.69K + 6.7%	$55.75 - $58.83 $540K - $570K	154K $9.7B
XLG	20.6K + 138.63%	$56.5 - $60.52 $1.17M - $1.25M	35.5K $2.09B
IDEV	7.55K + 8.59%	$79.1 - $82.39 $597K - $622K	95.5K $8.14B
ITOT	3.67K + 3.91%	$142.79 - $150.05 $524K - $551K	97.6K $14.8B
IEMG	9.67K + 12.92%	N/A	84.5K $5.98B
VANGUARD MALVERN FDS	13.3K + 88.49%	N/A	28.3K $2.22B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST	25.8K New	N/A	25.8K $886M
INDA	12.2K New	$52.3 - $55.29 $640K - $677K	12.2K $652M
AVEM	5.79K New	$73.09 - $78.36 $423K - $453K	5.79K $469M
NXP	31K New	$14.27 - $14.62 $443K - $453K	31K $441M
IAGG	8.6K New	$51.27 - $51.8 $441K - $446K	8.6K $433M
GLOBAL X FDS	5.36K New	N/A	5.36K $412M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYW	-3.11K - 51.97%	$192.8 - $211.27 $600K - $657K	2.88K $573M
EFG	-4.83K - 37.44%	$112.91 - $117.61 $546K - $569K	8.08K $960M
FVD	-8.7K - 47.9%	$45.0 - $46.25 $391K - $402K	9.46K $448M
SCHD	-16K - 26.96%	$26.44 - $27.53 $423K - $440K	43.3K $1.26B
IUSB	-7.67K - 22.38%	$46.57 - $47.16 $357K - $362K	26.6K $1.24B
MSFT	-98 - 3.13%	$496.82 - $542.07 $48.7K - $53.1K	3.03K $1.39B

Activity Summary All Purchases 76 New Holdings 9 Increased Positions 67 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.