Omni 360 Wealth, Inc. Incresed Positions in Q4 2024

Omni 360 Wealth, Inc.

  • $160 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
15.2K
+ 18.67%
$124.26 - $134.12 $1.89M - $2.04M
96.9K $12.5B
DFAT
Dimensional ETF Tr U S Target

ETFs
23.7K
+ 21.69%
$54.54 - $61.04 $1.29M - $1.45M
133K $7.4B
VGIT
Vanguard Intermediate Term Tre

ETFs
14.9K
+ 18.49%
$57.78 - $60.4 $863K - $902K
95.7K $5.55B
DFIV
Dimensional ETF Tr

ETFs
24.2K
+ 31.84%
$34.86 - $37.97 $844K - $920K
100K $3.56B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.2K
+ 34.37%
$48.33 - $49.08 $636K - $646K
51.5K $2.49B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.41K
+ 16.26%
$77.02 - $78.58 $571K - $583K
53K $4.1B
IDEV
Ishares Core Msci Intl Develop

ETFs
14.4K
+ 19.3%
$64.18 - $70.42 $921K - $1.01M
88.8K $5.72B
TSLA
Tesla, Inc.

Consumer Cyclical
134
+ 4.88%
$213.65 - $479.86 $28.6K - $64.3K
2.88K $1.16B
Vanguard Malvern Fds
6.78K
+ 18.44%
N/A
43.5K $3.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.2K
+ 10.75%
$94.43 - $105.47 $207K - $232K
22.6K $2.3B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.92K
+ 27.73%
$174.22 - $187.62 $334K - $360K
8.84K $1.55B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.67K
+ 13.45%
$49.03 - $53.35 $229K - $249K
39.4K $2.02B
TPR
Tapestry, Inc.

Consumer Cyclical
81
+ 0.66%
$43.54 - $66.18 $3.53K - $5.36K
12.3K $805M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.69K
+ 69.01%
$49.79 - $51.14 $234K - $240K
11.5K $576M
DGRO
Ishares Core Dividend Growth E

ETFs
4.24K
+ 13.77%
$60.73 - $64.94 $257K - $275K
35K $2.15B
IYG
Ishares Tr

ETFs
1.62K
+ 16.19%
$70.24 - $82.34 $114K - $134K
11.7K $907M
JPIE
J P Morgan Exchange Traded Fd
4.8K
+ 10.78%
$45.59 - $46.25 $219K - $222K
49.4K $2.25B
Vanguard Malvern Fds
2.73K
+ 29.39%
N/A
12K $914M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.26K
+ 7.18%
$126.68 - $134.74 $159K - $169K
18.7K $2.39B
GOOG
Alphabet Inc.

Communication Services
149
+ 3.07%
$163.08 - $198.16 $24.3K - $29.5K
5K $952M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.18K
+ 44.06%
$55.45 - $61.08 $176K - $194K
10.4K $576M
IEMG
Ishares Inc

ETFs
8.11K
+ 13.29%
N/A
69.1K $3.61B
EFV
Msci Eafe Value ETF

ETFs
5.48K
+ 14.56%
$51.78 - $57.15 $284K - $313K
43.2K $2.26B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.46K
+ 10.74%
$45.07 - $47.1 $156K - $163K
35.6K $1.61B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.59K
+ 7.26%
$50.53 - $55.55 $80.1K - $88.1K
23.4K $1.19B
PFE
Pfizer Inc

Healthcare
2.85K
+ 38.71%
$24.8 - $30.19 $70.8K - $86.2K
10.2K $271M
IVE
Ishares S&P 500 Value ETF

ETFs
373
+ 9.86%
$189.5 - $206.17 $70.7K - $76.9K
4.16K $793M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
820
+ 14.49%
$35.71 - $38.39 $29.3K - $31.5K
6.48K $240M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
85
+ 4.72%
$170.03 - $192.78 $14.5K - $16.4K
1.89K $348M
WMT
Walmart Inc.

Consumer Defensive
53
+ 2.05%
$79.1 - $95.7 $4.19K - $5.07K
2.64K $239M
MRK
Merck & Co., Inc.

Healthcare
477
+ 25.51%
$96.31 - $114.76 $45.9K - $54.7K
2.35K $233M
MBB
Ishares Tr

ETFs
420
+ 8.25%
$91.26 - $95.82 $38.3K - $40.2K
5.51K $505M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
17.4K
+ 113.6%
$22.63 - $47.53 $393K - $825K
32.6K $741M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
133
+ 1.04%
$61.68 - $67.87 $8.2K - $9.03K
13K $808M
PRF
Invesco Exchange Traded Fd Tr

ETFs
471
+ 1.25%
$40.15 - $42.9 $18.9K - $20.2K
38.1K $1.54B
ETN
Eaton Corp PLC

Industrials
5
+ 0.43%
$326.96 - $377.52 $1.63K - $1.89K
1.18K $392M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
200
+ 1.47%
$35.45 - $40.33 $7.09K - $8.07K
13.8K $496M
IFRA
Ishares Tr

ETFs
18
+ 0.36%
$45.94 - $51.71 $827 - $931
4.97K $230M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
21
+ 0.46%
$50.02 - $51.24 $1.05K - $1.08K
4.6K $230M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
789
+ 9.74%
$79.93 - $88.06 $63.1K - $69.5K
8.89K $711M
VTV
Vanguard Value ETF

ETFs
1
+ 0.06%
$168.32 - $181.87 $168 - $182
1.59K $268M
FPE
First Tr Pfd Secs & Income ETF

ETFs
4
+ 0.02%
$17.65 - $18.18 $70.6 - $72.7
23.2K $410M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
57
+ 0.21%
$11.08 - $11.89 $632 - $678
27.3K $311M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 1.11%
$288.47 - $316.54 $2.88K - $3.17K
913 $265M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
355
+ 2.67%
$23.41 - $25.88 $8.31K - $9.19K
13.7K $320M
VEU
Vanguard Ftse All World Ex Us

ETFs
653
+ 5.62%
$57.29 - $63.1 $37.4K - $41.2K
12.3K $705M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3
+ 0.03%
$34.13 - $37.35 $102 - $112
8.62K $294M
SO
Southern CO

Utilities
17
+ 0.43%
$81.5 - $94.15 $1.39K - $1.6K
4K $330M
SCHP
Schwab Strategic Us Tips ETF

ETFs
14.9K
+ 99.82%
$25.74 - $53.78 $383K - $801K
29.8K $770M
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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