Omnia Family Wealth, LLC Sells in Q4 2025

Omnia Family Wealth, LLC

  • $331 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-25.1K
- 93.87%
$236.79 - $250.33 $5.94M - $6.28M
1.64K $388K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.85K
- 11.07%
$600.51 - $631.95 $1.11M - $1.17M
14.9K $9.19M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.23K
- 22.49%
$213.04 - $254.0 $901K - $1.07M
14.6K $3.42M
ARES
Ares Management Corp

Financial Services
-13
- 0.04%
$140.88 - $155.5 $1.83K - $2.02K
35K $4.97M
META
Meta Platforms, Inc.

Communication Services
-46
- 1.02%
$609.01 - $751.67 $28K - $34.6K
4.47K $2.73M
MA
Mastercard Inc

Financial Services
-176
- 4.68%
$536.85 - $580.45 $94.5K - $102K
3.58K $1.92M
MSFT
Microsoft Corp

Technology
-89
- 0.57%
$496.82 - $542.07 $44.2K - $48.2K
15.4K $7.83M
TSLA
Tesla, Inc.

Consumer Cyclical
-83
- 2.11%
$401.99 - $468.37 $33.4K - $38.9K
3.85K $1.58M
HD
Home Depot, Inc.

Consumer Cyclical
-165
- 9.22%
$358.03 - $397.02 $59.1K - $65.5K
1.63K $581K
COST
Costco Wholesale Corp

Consumer Defensive
-144
- 28.35%
$910.94 - $954.99 $131K - $138K
364 $332K
BX
Blackstone Inc.

Financial Services
-283
- 13.33%
$138.42 - $168.45 $39.2K - $47.7K
1.84K $254K
DHI
Horton D R Inc

Consumer Cyclical
-100
- 4.2%
$142.43 - $174.95 $14.2K - $17.5K
2.28K $324K
NVDA
Nvidia Corp

Technology
-421
- 1.15%
$179.83 - $207.04 $75.7K - $87.2K
36.2K $6.75M
V
Visa Inc.

Financial Services
-39
- 1.11%
$325.75 - $352.42 $12.7K - $13.7K
3.49K $1.14M
LMT
Lockheed Martin Corp

Industrials
-22
- 1.22%
$452.1 - $514.24 $9.95K - $11.3K
1.78K $836K
HON
Honeywell International Inc

Industrials
-164
- 11.32%
$194.07 - $220.67 $31.8K - $36.2K
1.29K $251K
CVX
Chevron Corp

Energy
-277
- 11.74%
$148.9 - $157.72 $41.2K - $43.7K
2.08K $322K
KO
Coca Cola CO

Consumer Defensive
-848
- 17.25%
$66.1 - $71.61 $56.1K - $60.7K
4.07K $287K
HCAT
Health Catalyst, Inc.

Healthcare
-10K
- 41.67%
$2.27 - $3.46 $22.7K - $34.6K
14K $31K
UBER
Uber Technologies, Inc

Technology
-161
- 5.29%
$91.62 - $100.1 $14.8K - $16.1K
2.88K $264K
GS
Goldman Sachs Group Inc

Financial Services
-20
- 4.0%
$744.6 - $838.97 $14.9K - $16.8K
480 $372K
MCD
Mcdonalds Corp

Consumer Cyclical
-49
- 2.13%
$293.81 - $310.11 $14.4K - $15.2K
2.25K $686K
SPGI
S&P Global Inc.

Financial Services
-24
- 5.7%
$472.05 - $502.96 $11.3K - $12.1K
397 $194K
ED
Consolidated Edison Inc

Utilities
-53
- 0.7%
$96.11 - $102.39 $5.09K - $5.43K
7.49K $761K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19
- 0.63%
$475.68 - $513.11 $9.04K - $9.75K
2.98K $1.52M
RTX
Raytheon Technologies Corp

Industrials
-40
- 1.3%
$157.0 - $179.44 $6.28K - $7.18K
3.03K $532K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 1.01%
$524.58 - $588.02 $2.62K - $2.94K
490 $277K
JNJ
Johnson & Johnson

Healthcare
-86
- 1.97%
$185.98 - $199.58 $16K - $17.2K
4.29K $855K
AVGO
Broadcom Inc.

Technology
-8
- 0.15%
$324.63 - $385.98 $2.6K - $3.09K
5.27K $1.81M
AAPL
Apple Inc.

Technology
-1.39K
- 3.48%
$245.27 - $275.25 $340K - $381K
38.5K $10.3M
VTI
Vanguard Total Stock Market Et

ETFs
-1.25K
- 0.38%
$321.8 - $337.95 $403K - $423K
327K $108M
IEFA
Ishares Tr

ETFs
-495
- 0.33%
$86.09 - $89.88 $42.6K - $44.5K
148K $13.2M
GOOG
Alphabet Inc.

Communication Services
-525
- 6.43%
$237.49 - $291.74 $125K - $153K
7.64K $2.18M
IAU
Ishares Gold Trust

ETFs
-1.27K
- 0.99%
$72.65 - $82.5 $92.4K - $105K
127K $9.76M
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
Track This Portfolio

Track Omnia Family Wealth, LLC Portfolio

Follow Omnia Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Omnia Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Omnia Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email