Omnia Family Wealth, LLC Purchases and Sells in Q2 2024

Omnia Family Wealth, LLC

$235 Million
Q2 2024

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	7.84K + 135.82%	$495.16 - $548.49 $3.88M - $4.3M	13.6K $7.41M
VTI	1.98K + 0.76%	$245.23 - $269.4 $487K - $534K	263K $70.3M
AAPL	1.76K + 5.33%	$165.0 - $216.67 $290K - $380K	34.7K $7.31M
GLD	4.42K + 7.27%	$207.82 - $224.56 $918K - $992K	65.2K $14M
VEA	29.9K + 15.27%	$47.83 - $51.21 $1.43M - $1.53M	225K $11.1M
NVDA	18.3K + 995.64%	$118.11 - $1224.4 $2.16M - $22.4M	20.1K $2.48M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XBI	88.2K New	$82.22 - $94.12 $7.25M - $8.3M	88.2K $8.18M
FXI	176K New	$23.65 - $29.33 $4.17M - $5.17M	176K $4.58M
XLU	59.1K New	$62.77 - $72.87 $3.71M - $4.31M	59.1K $4.03M
PANW	877 New	$265.2 - $340.82 $233K - $299K	877 $297K
VOO	577 New	$455.1 - $504.28 $263K - $291K	577 $288K
CRWD	741 New	$282.64 - $390.43 $209K - $289K	741 $283K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-3.63K - 2.23%	$70.77 - $76.19 $257K - $276K	159K $11.5M
XOP	-482 - 1.44%	$142.71 - $160.59 $68.8K - $77.4K	32.9K $4.79M
DIS	-426 - 3.07%	$99.29 - $122.82 $42.3K - $52.3K	13.5K $1.34M
VO	-95 - 0.71%	$234.99 - $248.98 $22.3K - $23.7K	13.3K $3.21M
PCAR	-26 - 0.66%	$102.94 - $123.1 $2.68K - $3.2K	3.9K $400K
JNJ	-188 - 7.05%	$144.38 - $157.78 $27.1K - $29.7K	2.48K $362K

Activity Summary All Purchases 55 New Holdings 10 Increased Positions 45 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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