Alpha Omega Wealth Management LLC Portfolio Holdings
Alpha Omega Wealth Management LLC
- $510 Million
- Q1 2025
Alpha Omega Wealth Management LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $510 Million distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $37.6M, Microsoft Corp with a value of $20.4M, Apple Inc. with a value of $16.6M, Chevron Corp with a value of $12.6M, and Verizon Communications Inc with a value of $10.7M.
Examining the 13F form we can see an decrease of $10.2M in the current position value, from $521M to 510M.
Below you can find more details about Alpha Omega Wealth Management LLC portfolio as well as his latest detailed transactions.