Omega Financial Group, LLC Portfolio Holdings by Sector
Omega Financial Group, LLC
- $264 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VNQ AGG IJR IVV ISTB SCHM IJH IJJ 64 stocks |
$249,017
94.18% of portfolio
|
  43  
|
  20  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
AFRM PLTR MSFT 3 stocks |
$7,042
2.66% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
RWR IYR 2 stocks |
$2,059
0.78% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,732
0.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V AXP 2 stocks |
$1,348
0.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$640
0.24% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$608
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$588
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$507
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$375
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$251
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$238
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|