Omnia Family Wealth, LLC Purchases in Q4 2025

Omnia Family Wealth, LLC

  • $331 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
171K
+ 88.01%
$100.37 - $100.72 $17.2M - $17.3M
366K $36.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
144K
+ 1248.75%
$52.54 - $55.77 $7.57M - $8.03M
156K $8.53M
ILF
Ishares Latin America 40 ETF

ETFs
210K
New
$27.22 - $31.12 $5.73M - $6.55M
210K $6.42M
VEA
Vanguard Ftse Developed Market

ETFs
47.9K
+ 20.64%
$59.18 - $62.09 $2.83M - $2.97M
280K $17.2M
GLD
Spdr Gold Trust

ETFs
108
+ 0.17%
$354.79 - $403.15 $38.3K - $43.5K
62.5K $23.5M
LLY
Eli Lilly & CO

Healthcare
140
+ 6.18%
$799.57 - $1025.28 $112K - $144K
2.4K $2.46M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.85K
New
$358.39 - $376.54 $662K - $696K
1.85K $679K
AMD
Advanced Micro Devices Inc

Technology
4
+ 0.05%
$164.01 - $264.33 $656 - $1.06K
7.34K $1.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
873
+ 9.97%
$653.02 - $687.39 $570K - $600K
9.63K $6.41M
GOOGL
Alphabet Inc.

Communication Services
67
+ 0.43%
$236.57 - $291.31 $15.9K - $19.5K
15.7K $4.33M
SUB
Ishares Short Term National Mu

ETFs
2.4K
New
$106.22 - $106.81 $255K - $257K
2.4K $255K
AMGN
Amgen Inc

Healthcare
745
New
$290.13 - $341.71 $216K - $255K
745 $254K
ACN
Accenture PLC

Technology
975
New
$234.02 - $253.35 $228K - $247K
975 $235K
ISRG
Intuitive Surgical Inc

Healthcare
412
New
$429.59 - $576.2 $177K - $237K
412 $225K
FDX
Fedex Corp

Industrials
803
New
$224.63 - $268.67 $180K - $216K
803 $212K
AMAT
Applied Materials Inc

Technology
915
New
$209.95 - $240.89 $192K - $220K
915 $209K
GILD
Gilead Sciences, Inc.

Healthcare
1.66K
New
$110.56 - $125.2 $184K - $208K
1.66K $206K
MU
Micron Technology Inc

Technology
30
+ 2.09%
$181.6 - $253.3 $5.45K - $7.6K
1.46K $361K
XOM
Exxon Mobil Corp

Energy
588
+ 18.9%
$110.64 - $119.78 $65.1K - $70.4K
3.7K $435K
CB
Chubb LTD

Financial Services
229
+ 30.41%
$268.2 - $296.22 $61.4K - $67.8K
982 $290K
CAT
Caterpillar Inc

Industrials
8
+ 0.93%
$480.82 - $585.49 $3.85K - $4.68K
866 $478K
CRM
Salesforce, Inc.

Technology
205
+ 21.97%
$235.69 - $263.41 $48.3K - $54K
1.14K $269K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
508
+ 10.49%
$82.69 - $83.12 $42K - $42.2K
5.35K $443K
CL
Colgate Palmolive CO

Consumer Defensive
438
+ 8.91%
$74.98 - $79.86 $32.8K - $35K
5.35K $421K
BAC
Bank Of America Corp

Financial Services
448
+ 2.11%
$48.65 - $54.11 $21.8K - $24.2K
21.7K $1.12M
WMT
Walmart Inc.

Consumer Defensive
181
+ 2.73%
$101.18 - $109.03 $18.3K - $19.7K
6.81K $701K
IBM
International Business Machines Corp

Technology
20
+ 2.61%
$275.97 - $314.98 $5.52K - $6.3K
787 $233K
INTC
Intel Corp

Technology
97
+ 0.99%
$34.71 - $41.53 $3.37K - $4.03K
9.86K $342K
QCOM
Qualcomm Inc

Technology
61
+ 2.47%
$153.59 - $187.68 $9.37K - $11.4K
2.53K $421K
MS
Morgan Stanley

Financial Services
28
+ 0.74%
$151.86 - $169.92 $4.25K - $4.76K
3.79K $604K
PCAR
Paccar Inc

Industrials
165
+ 3.94%
$93.0 - $101.08 $15.3K - $16.7K
4.36K $416K
SBUX
Starbucks Corp

Consumer Cyclical
45
+ 1.58%
$78.46 - $87.26 $3.53K - $3.93K
2.9K $245K
GE
General Electric CO

Industrials
3
+ 0.3%
$291.49 - $314.28 $874 - $943
994 $298K
Brookfield Corp
1.69K
+ 49.97%
N/A
5.06K $0
PG
Procter & Gamble CO

Consumer Defensive
236
+ 5.07%
$145.5 - $153.18 $34.3K - $36.2K
4.89K $712K
CMCSA
Comcast Corp

Communication Services
878
+ 12.12%
$26.98 - $31.09 $23.7K - $27.3K
8.12K $221K
COF
Capital One Financial Corp

Financial Services
4
+ 0.34%
$201.01 - $225.01 $804 - $900
1.16K $233K
ETN
Eaton Corp PLC

Industrials
17
+ 1.58%
$352.39 - $387.75 $5.99K - $6.59K
1.09K $384K
UNH
Unitedhealth Group Inc

Healthcare
24
+ 2.06%
$320.52 - $369.92 $7.69K - $8.88K
1.19K $380K
PLTR
Palantir Technologies Inc.

Technology
15
+ 0.51%
$172.14 - $207.18 $2.58K - $3.11K
2.93K $509K
LEN
Lennar Corp

Consumer Cyclical
26
+ 0.41%
$117.91 - $130.07 $3.07K - $3.38K
6.35K $768K
DLR
Digital Realty Trust, Inc.

Real Estate
120
+ 3.7%
$158.11 - $179.28 $19K - $21.5K
3.36K $531K
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.1%
$144.33 - $160.86 $577 - $643
4.15K $633K
MSI
Motorola Solutions, Inc.

Technology
22
+ 1.85%
$379.98 - $462.26 $8.36K - $10.2K
1.21K $460K
ORCL
Oracle Corp

Technology
5
+ 0.26%
$217.57 - $313.0 $1.09K - $1.57K
1.95K $429K
DIS
Walt Disney CO

Communication Services
89
+ 0.6%
$105.69 - $116.65 $9.41K - $10.4K
14.9K $1.57M
NFLX
Netflix Inc

Communication Services
4.01K
+ 764.57%
$110.29 - $1241.35 $443K - $4.98M
4.54K $500K
Activity Summary
Buys All Purchases 48 New Holdings 10 Increased Positions 38 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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