Omnia Family Wealth, LLC Purchases and Sells in Q4 2024

Omnia Family Wealth, LLC

$241 Million
Q4 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	48.5K + 17.91%	$280.04 - $302.45 $13.6M - $14.7M	319K $92.4M
VEA	21.2K + 9.29%	$47.57 - $52.44 $1.01M - $1.11M	250K $11.9M
QQQ	749 + 7.06%	$481.22 - $538.17 $360K - $403K	11.4K $5.81M
GLD	1.28K + 1.94%	$236.59 - $257.5 $302K - $328K	67K $16.2M
AAPL	741 + 2.04%	$221.69 - $259.02 $164K - $192K	37K $9.28M
MSFT	438 + 3.81%	$406.35 - $454.46 $178K - $199K	11.9K $5.03M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACN	683 New	$343.9 - $376.86 $235K - $257K	683 $240K
NOW	220 New	$867.18 - $1148.42 $191K - $253K	220 $233K
HON	1.02K New	$202.84 - $236.0 $206K - $240K	1.02K $229K
CVX	1.5K New	$141.15 - $162.53 $212K - $244K	1.5K $217K
CSCO	3.53K New	$52.45 - $60.02 $185K - $212K	3.53K $208K
AXP	695 New	$267.35 - $305.57 $186K - $212K	695 $206K

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLU	-4.15K - 7.09%	$74.89 - $82.93 $311K - $344K	54.4K $4.12M
VWO	-2.9K - 25.41%	$44.04 - $49.49 $128K - $143K	8.5K $374K
IEFA	-1.32K - 0.83%	$70.06 - $77.43 $92.4K - $102K	157K $11M
SGOV	-559 - 0.36%	$100.16 - $100.7 $56K - $56.3K	153K $15.4M
CMCSA	-795 - 7.39%	$37.39 - $45.14 $29.7K - $35.9K	9.96K $373K
CL	-305 - 5.29%	$90.22 - $102.31 $27.5K - $31.2K	5.46K $496K

Activity Summary All Purchases 50 New Holdings 6 Increased Positions 44 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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