Omnia Family Wealth, LLC Incresed Positions in Q4 2024

Omnia Family Wealth, LLC

  • $241 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
48.5K
+ 17.91%
$280.04 - $302.45 $13.6M - $14.7M
319K $92.4M
VEA
Vanguard Ftse Developed Market

ETFs
21.2K
+ 9.29%
$47.57 - $52.44 $1.01M - $1.11M
250K $11.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
749
+ 7.06%
$481.22 - $538.17 $360K - $403K
11.4K $5.81M
GLD
Spdr Gold Trust

ETFs
1.28K
+ 1.94%
$236.59 - $257.5 $302K - $328K
67K $16.2M
AAPL
Apple Inc.

Technology
741
+ 2.04%
$221.69 - $259.02 $164K - $192K
37K $9.28M
MSFT
Microsoft Corp

Technology
438
+ 3.81%
$406.35 - $454.46 $178K - $199K
11.9K $5.03M
PANW
Palo Alto Networks Inc

Technology
904
+ 101.12%
$181.96 - $405.9 $164K - $367K
1.8K $327K
AMZN
Amazon Com Inc

Consumer Cyclical
608
+ 4.3%
$180.88 - $232.93 $110K - $142K
14.8K $3.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
211
+ 2.19%
$567.81 - $607.81 $120K - $128K
9.86K $5.78M
NVDA
Nvidia Corp

Technology
813
+ 3.49%
$117.0 - $148.88 $95.1K - $121K
24.1K $3.23M
MRK
Merck & Co., Inc.

Healthcare
575
+ 16.1%
$96.31 - $114.76 $55.4K - $66K
4.15K $412K
GOOGL
Alphabet Inc.

Communication Services
275
+ 2.82%
$161.86 - $196.66 $44.5K - $54.1K
10K $1.9M
TSLA
Tesla, Inc.

Consumer Cyclical
117
+ 5.57%
$213.65 - $479.86 $25K - $56.1K
2.22K $894K
META
Meta Platforms, Inc.

Communication Services
75
+ 2.28%
$554.08 - $632.68 $41.6K - $47.5K
3.37K $1.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
96
+ 4.41%
$442.29 - $483.08 $42.5K - $46.4K
2.27K $1.03M
LLY
Eli Lilly & CO

Healthcare
49
+ 2.45%
$727.2 - $932.06 $35.6K - $45.7K
2.05K $1.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
68
+ 0.69%
$521.84 - $558.82 $35.5K - $38K
9.92K $5.34M
V
Visa Inc.

Financial Services
103
+ 3.01%
$273.87 - $320.91 $28.2K - $33.1K
3.53K $1.11M
NFLX
Netflix Inc

Communication Services
26
+ 6.81%
$687.65 - $936.56 $17.9K - $24.4K
408 $363K
BAC
Bank Of America Corp

Financial Services
350
+ 1.87%
$39.22 - $47.77 $13.7K - $16.7K
19K $836K
ETN
Eaton Corp PLC

Industrials
44
+ 4.47%
$326.96 - $377.52 $14.4K - $16.6K
1.03K $341K
PG
Procter & Gamble CO

Consumer Defensive
84
+ 2.03%
$161.05 - $179.7 $13.5K - $15.1K
4.22K $707K
ABBV
Abb Vie Inc.

Healthcare
71
+ 1.74%
$164.99 - $203.87 $11.7K - $14.5K
4.16K $739K
QCOM
Qualcomm Inc

Technology
76
+ 3.57%
$150.4 - $178.04 $11.4K - $13.5K
2.2K $338K
MCD
Mcdonalds Corp

Consumer Cyclical
41
+ 2.14%
$288.47 - $316.54 $11.8K - $13K
1.96K $566K
WMT
Walmart Inc.

Consumer Defensive
126
+ 2.82%
$79.1 - $95.7 $9.97K - $12.1K
4.59K $414K
CRM
Salesforce, Inc.

Technology
28
+ 3.47%
$270.87 - $367.87 $7.58K - $10.3K
836 $279K
MA
Mastercard Inc

Financial Services
17
+ 0.51%
$491.3 - $536.15 $8.35K - $9.11K
3.35K $1.76M
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 2.77%
$873.59 - $994.69 $7.86K - $8.95K
334 $306K
PHM
Pultegroup Inc

Consumer Cyclical
80
+ 3.86%
$108.86 - $149.04 $8.71K - $11.9K
2.15K $234K
MS
Morgan Stanley

Financial Services
77
+ 2.51%
$104.42 - $134.99 $8.04K - $10.4K
3.14K $394K
PM
Philip Morris International Inc.

Consumer Defensive
65
+ 1.72%
$118.38 - $133.06 $7.69K - $8.65K
3.85K $463K
CAT
Caterpillar Inc

Industrials
20
+ 3.02%
$360.37 - $416.88 $7.21K - $8.34K
682 $247K
DLR
Digital Realty Trust, Inc.

Real Estate
41
+ 1.33%
$156.46 - $195.69 $6.41K - $8.02K
3.13K $554K
GS
Goldman Sachs Group Inc

Financial Services
9
+ 2.03%
$486.1 - $608.57 $4.37K - $5.48K
452 $258K
ARES
Ares Management Corp

Financial Services
24
+ 0.07%
$153.38 - $183.7 $3.68K - $4.41K
35K $6.2M
RTX
Raytheon Technologies Corp

Industrials
21
+ 0.87%
$114.45 - $127.21 $2.4K - $2.67K
2.44K $282K
DHI
Horton D R Inc

Consumer Cyclical
13
+ 0.65%
$137.24 - $194.56 $1.78K - $2.53K
2.03K $283K
ED
Consolidated Edison Inc

Utilities
17
+ 0.23%
$88.87 - $107.38 $1.51K - $1.83K
7.45K $665K
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.17%
$449.08 - $504.6 $898 - $1.01K
1.17K $541K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.11%
$479.66 - $614.62 $959 - $1.23K
1.79K $870K
PCAR
Paccar Inc

Industrials
8
+ 0.2%
$97.92 - $118.41 $783 - $947
4K $416K
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.1%
$205.18 - $250.29 $1.23K - $1.5K
5.83K $1.4M
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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