Omega Financial Group, LLC Purchases in Q3 2025

Omega Financial Group, LLC

  • $300 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.3K
+ 4.34%
$108.46 - $120.63 $574K - $639K
127K $15.1M
IVV
Ishares Core S&P 500 ETF

ETFs
235
+ 1.08%
$620.67 - $670.08 $146K - $157K
22K $14.7M
VNQ
Vanguard Specialized Funds Van

ETFs
6.33K
+ 2.59%
$88.47 - $93.24 $560K - $590K
251K $22.9M
COST
Costco Wholesale Corp

Consumer Defensive
1.27K
+ 393.19%
$915.95 - $994.57 $1.16M - $1.26M
1.59K $1.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.03K
+ 3.81%
$62.09 - $66.51 $436K - $467K
191K $12.5M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.92K
+ 4.7%
$122.57 - $132.57 $481K - $520K
87.4K $11.3M
APH
Amphenol Corp

Technology
5.07K
+ 60.91%
$97.39 - $125.4 $494K - $636K
13.4K $1.66M
IEFA
Ishares Tr

ETFs
2.69K
+ 2.2%
$81.7 - $87.53 $219K - $235K
125K $10.9M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
12.5K
+ 4.57%
$48.31 - $48.93 $604K - $612K
286K $14M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.74K
+ 2.19%
$97.75 - $100.75 $366K - $377K
175K $17.5M
GOOG
Alphabet Inc.

Communication Services
1.52K
+ 92.9%
$175.16 - $255.24 $266K - $387K
3.15K $767K
ECL
Ecolab Inc.

Basic Materials
1.6K
New
$259.39 - $285.47 $415K - $457K
1.6K $438K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
125
+ 0.51%
$148.97 - $165.88 $18.6K - $20.7K
24.5K $4.04M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.12K
+ 1.11%
$30.13 - $33.37 $33.7K - $37.3K
102K $3.39M
GOOGL
Alphabet Inc.

Communication Services
873
+ 42.07%
$174.36 - $254.72 $152K - $222K
2.95K $716K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.46K
+ 2.0%
$63.88 - $69.11 $93.3K - $101K
74.5K $5.06M
VB
Vanguard Small Cap ETF

ETFs
1.18K
New
$237.58 - $259.17 $280K - $305K
1.18K $299K
INTU
Intuit Inc

Technology
422
New
$646.03 - $807.39 $273K - $341K
422 $288K
PLTR
Palantir Technologies Inc.

Technology
22
+ 0.4%
$130.68 - $186.97 $2.87K - $4.11K
5.55K $1.01M
EMB
Ishares Tr

ETFs
166
+ 0.18%
$91.52 - $95.59 $15.2K - $15.9K
90.3K $8.59M
TSLA
Tesla, Inc.

Consumer Cyclical
36
+ 1.98%
$293.94 - $444.72 $10.6K - $16K
1.85K $822K
VUG
Vanguard Growth ETF

ETFs
515
New
$433.97 - $484.08 $223K - $249K
515 $246K
QCOM
Qualcomm Inc

Technology
1.46K
New
$145.84 - $173.55 $213K - $254K
1.46K $243K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.92K
New
$66.38 - $71.68 $194K - $209K
2.92K $208K
ATMP
Barclays Bank PLC

ETFs
6.98K
New
$28.32 - $29.52 $198K - $206K
6.98K $201K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
3.56K
+ 4.1%
$20.22 - $21.71 $71.9K - $77.2K
90.3K $1.95M
IEMG
Ishares Inc

ETFs
3.02K
+ 2.16%
N/A
143K $7.68M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.14K
New
$118.3 - $142.16 $135K - $162K
1.14K $138K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.91K
+ 0.87%
$23.54 - $23.97 $68.4K - $69.7K
339K $8.11M
EFG
Msci Eafe Growth ETF

ETFs
434
+ 1.26%
$106.99 - $114.46 $46.4K - $49.7K
35K $3.99M
VTI
Vanguard Total Stock Market Et

ETFs
330
New
$303.93 - $329.86 $100K - $109K
330 $108K
VIG
Vanguard Dividend Appreciation

ETFs
595
+ 39.64%
N/A
2.1K $381K
MSFT
Microsoft Corp

Technology
105
+ 8.76%
$491.09 - $535.64 $51.6K - $56.2K
1.3K $674K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
891
+ 0.84%
$22.9 - $23.58 $20.4K - $21K
107K $2.5M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.11K
+ 1.53%
$25.0 - $25.33 $27.8K - $28.2K
74K $1.87M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
1.15K
+ 1.06%
$18.32 - $18.72 $21.1K - $21.6K
110K $2.05M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
447
+ 2.47%
$47.21 - $48.3 $21.1K - $21.6K
18.5K $890K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
21
+ 0.24%
$29.8 - $32.29 $626 - $678
8.87K $284K
PBP
Invesco Exchange Traded Fd Tr

ETFs
245
+ 0.42%
$21.75 - $22.26 $5.33K - $5.45K
57.9K $1.28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
152
+ 0.86%
$26.38 - $27.95 $4.01K - $4.25K
17.8K $487K
PWZ
Invesco California Amt Free Mu

ETFs
136
+ 0.54%
$22.77 - $24.07 $3.1K - $3.27K
25.2K $602K
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.38%
$195.41 - $212.37 $782 - $849
1.06K $221K
LQD
Ishares Iboxx $ Investment Gra

ETFs
13
+ 0.2%
$107.66 - $112.36 $1.4K - $1.46K
6.55K $730K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
84
+ 2.61%
$98.52 - $103.93 $8.28K - $8.73K
3.3K $340K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
96
+ 2.35%
$117.65 - $120.08 $11.3K - $11.5K
4.18K $499K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
84
+ 0.96%
$52.55 - $54.37 $4.41K - $4.57K
8.83K $477K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
61
+ 0.3%
$47.76 - $48.46 $2.91K - $2.96K
20.4K $982K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
87
+ 0.8%
$100.16 - $100.7 $8.71K - $8.76K
10.9K $1.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
40
New
$103.83 - $179.9 $4.15K - $7.2K
40 $7K
Activity Summary
Buys All Purchases 54 New Holdings 11 Increased Positions 43 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 7 Puts 1
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