Omega Financial Group, LLC Sells in Q3 2025

Omega Financial Group, LLC

  • $300 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AFRM
Affirm Holdings, Inc.

Technology
-9K
- 7.85%
$64.05 - $92.18 $577K - $830K
106K $7.72M
ACN
Accenture PLC

Technology
-372
- 21.81%
$232.56 - $304.78 $86.5K - $113K
1.33K $328K
CMF
Ishares California Muni Bond E

ETFs
-3.91K
- 5.22%
$55.16 - $57.13 $216K - $223K
71K $4.05M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2.4K
- 12.17%
$78.88 - $85.2 $189K - $205K
17.3K $1.45M
NFLX
Netflix Inc

Communication Services
-7
- 0.96%
$1147.87 - $1297.18 $8.04K - $9.08K
725 $869K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-238
- 24.66%
$459.11 - $506.91 $109K - $121K
727 $365K
SUB
Ishares Short Term National Mu

ETFs
-940
- 3.71%
$106.17 - $107.3 $99.8K - $101K
24.4K $2.6M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.81K
- 3.0%
$46.86 - $48.27 $85K - $87.5K
58.7K $2.82M
RWR
Spdr Dow Jones Reit ETF

ETFs
-1.07K
- 6.67%
$95.17 - $101.62 $102K - $108K
14.9K $1.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-135
- 8.72%
$567.09 - $607.37 $76.6K - $82K
1.41K $842K
XOM
Exxon Mobil Corp

Energy
-222
- 10.47%
$105.83 - $117.22 $23.5K - $26K
1.9K $213K
IBND
Spdr Bloomberg International C

ETFs
-155
- 0.95%
$31.45 - $32.68 $4.87K - $5.07K
16.2K $524K
IYW
Ishares Dj Us Tech ETF

ETFs
-201
- 14.31%
$171.38 - $197.01 $34.4K - $39.6K
1.2K $235K
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 1.19%
$211.65 - $238.24 $4.23K - $4.76K
1.66K $364K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-19
- 0.52%
$70.85 - $76.96 $1.35K - $1.46K
3.61K $274K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-117
- 0.98%
$85.01 - $90.35 $9.95K - $10.6K
11.8K $1.06M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-225
- 1.36%
$44.22 - $45.74 $9.95K - $10.3K
16.3K $742K
IYR
Ishares Tr

ETFs
-15
- 0.28%
$94.16 - $98.46 $1.41K - $1.48K
5.27K $511K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-201
- 3.12%
$36.93 - $40.55 $7.42K - $8.15K
6.25K $251K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-134
- 3.24%
$49.43 - $54.52 $6.62K - $7.31K
4.01K $217K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-429
- 2.95%
$87.05 - $93.19 $37.3K - $40K
14.1K $1.31M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-332
- 2.33%
$42.28 - $45.71 $14K - $15.2K
13.9K $633K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-440
- 4.13%
$61.93 - $68.12 $27.2K - $30K
10.2K $688K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-66
- 0.53%
$28.92 - $32.19 $1.91K - $2.12K
12.4K $397K
IWM
Ishares Russell 2000 ETF

ETFs
-17
- 1.17%
$214.92 - $244.84 $3.65K - $4.16K
1.43K $346K
VO
Vanguard Mid Cap ETF

ETFs
-59
- 1.37%
$279.83 - $293.74 $16.5K - $17.3K
4.26K $1.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.71K
- 3.34%
$21.69 - $23.34 $80.6K - $86.7K
107K $2.5M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-765
- 0.38%
$20.76 - $21.78 $15.9K - $16.7K
198K $4.28M
NVDA
Nvidia Corp

Technology
-139
- 3.93%
$153.3 - $186.58 $21.3K - $25.9K
3.4K $634K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.47K
- 5.7%
$39.06 - $43.42 $96.3K - $107K
40.8K $1.77M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.27K
- 2.88%
$25.29 - $28.33 $32.1K - $35.9K
42.8K $1.19M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.2K
- 3.68%
$41.34 - $45.65 $90.9K - $100K
57.5K $2.59M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-525
- 2.35%
$108.03 - $117.04 $56.7K - $61.4K
21.8K $2.55M
DVY
Ishares Tr

ETFs
-913
- 2.54%
$133.88 - $142.57 $122K - $130K
35K $4.98M
SPY
Spdr S&P 500 ETF Trust

ETFs
-60
- 1.15%
$617.65 - $666.84 $37.1K - $40K
5.18K $3.45M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-124
- 1.59%
$546.99 - $602.2 $67.8K - $74.7K
7.68K $4.61M
AAPL
Apple Inc.

Technology
-588
- 6.09%
$202.38 - $256.87 $119K - $151K
9.07K $2.31M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.4K
- 1.05%
$24.46 - $26.5 $58.7K - $63.6K
227K $5.98M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-527
- 2.06%
$339.37 - $366.46 $179K - $193K
25.1K $9.18M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.43K
- 0.92%
$28.15 - $30.13 $96.4K - $103K
369K $10.9M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-264
- 0.19%
$72.04 - $77.35 $19K - $20.4K
139K $10.7M
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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