Omnia Family Wealth, LLC Purchases and Sells in Q3 2025

Omnia Family Wealth, LLC

$306 Million
Q3 2025

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.98K + 0.61%	$303.93 - $329.86 $601K - $652K	328K $108M
IWM	25.2K + 1612.95%	$214.92 - $244.84 $5.41M - $6.16M	26.7K $6.47M
GLD	1.61K + 2.65%	$300.96 - $355.47 $486K - $574K	62.4K $22.2M
SGOV	26.4K + 15.66%	$100.37 - $100.74 $2.65M - $2.66M	195K $19.6M
GOOGL	399 + 2.63%	$174.36 - $254.72 $69.6K - $102K	15.6K $3.79M
NVDA	332 + 0.92%	$153.3 - $186.58 $50.9K - $61.9K	36.6K $6.82M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	1.16K New	$237.77 - $353.61 $277K - $412K	1.16K $401K
TMO	495 New	$404.94 - $499.99 $200K - $247K	495 $240K
MU	1.43K New	$104.88 - $168.89 $150K - $242K	1.43K $239K
PEP	1.7K New	$133.81 - $152.16 $228K - $259K	1.7K $238K
ENB	4.17K New	$43.79 - $50.46 $183K - $211K	4.17K $210K
TD	2.5K New	$72.55 - $79.95 $182K - $200K	2.5K $200K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PG	-857 - 15.56%	$150.47 - $161.22 $129K - $138K	4.65K $714K
LLY	-141 - 5.86%	$625.65 - $812.69 $88.2K - $115K	2.26K $1.73M
DIS	-42 - 0.28%	$112.25 - $124.0 $4.71K - $5.21K	14.8K $1.69M
V	-210 - 5.62%	$332.09 - $358.86 $69.7K - $75.4K	3.53K $1.2M
CL	-651 - 11.7%	$79.36 - $93.33 $51.7K - $60.8K	4.92K $392K
PM	-148 - 3.45%	$157.77 - $183.27 $23.3K - $27.1K	4.14K $671K

Activity Summary All Purchases 53 New Holdings 7 Increased Positions 46 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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