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Portfolio (Quarterly) Guide ↗

Alpha Omega Wealth Management LLC

· CIK 0001665633
13F Portfolio $657M AUM 208 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 44 Added 94 Reduced 8 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER & GAMBLE CO Consumer Defensive 14,043.0 $2.1M 0.31% +100.0 +0.7% $146.64 -1.3%
22 LLY ELI LILLY & CO Healthcare 1,706.0 $2.0M 0.31% +20.0 +1.2% $1199.43 +4.6%
23 ADBE ADOBE INC Technology 9,642.0 $2.0M 0.30% +3K +37.6% $205.02 +34.3%
24 AMT AMERICAN TOWER CORP Real Estate 11,957.0 $2.0M 0.30% +90.0 +0.8% $163.57 +7.5%
25 JMST J P MORGAN EXCHANGE TRADED F 36,128.0 $1.8M 0.28% +724.0 +2.0% $51.00 -0.2%
26 KLAC KLA CORP Technology 6,055.0 $1.8M 0.28% +5K +760.1% $301.71 -39.0%
27 D DOMINION ENERGY INC Utilities 23,327.0 $1.6M 0.24% +223.0 +1.0% $68.29 -2.5%
28 KD KYNDRYL HLDGS INC Technology 133,345.0 $1.5M 0.23% +20K +17.2% $11.31 +11.0%
29 PM PHILIP MORRIS INTL INC Consumer Defensive 7,200.0 $1.3M 0.20% +69.0 +1.0% $180.91 +4.0%
30 VUG VANGUARD INDEX FDS 12,121.0 $1.0M 0.16% +10K +492.4% $86.14 +1.6%
31 EFA ISHARES TR 9,162.0 $952K 0.14% +141.0 +1.6% $103.88 +4.2%
32 SCZ ISHARES TR 10,412.0 $857K 0.13% +143.0 +1.4% $82.27 +5.3%
33 PFF ISHARES TR 22,925.0 $699K 0.11% +250.0 +1.1% $30.49 -0.1%
34 PAYX PAYCHEX INC Industrials 4,857.0 $478K 0.07% +871.0 +21.9% $98.33 +26.6%
35 HDV ISHARES TR 16,150.0 $443K 0.07% +13K +392.4% $27.41 +8.8%
36 EMXC ISHARES INC 4,174.0 $427K 0.07% +23.0 +0.6% $102.31 -4.4%
37 AMLP ALPS ETF TR 7,186.0 $373K 0.06% +47.0 +0.7% $51.85 +5.6%
38 FLOT ISHARES TR 7,185.0 $367K 0.06% +195.0 +2.8% $51.05 -0.1%
39 AUB ATLANTIC UN BANKSHARES CORP Financial Services 6,922.0 $293K 0.04% +608.0 +9.6% $42.31 -2.7%
40 MDT MEDTRONIC PLC Healthcare 3,679.0 $288K 0.04% +605.0 +19.7% $78.23 +19.3%
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.3%
Financial Services 14.3%
Healthcare 12.8%
Energy 11.0%
Industrials 10.3%
Consumer Defensive 7.3%
Real Estate 6.0%
Consumer Cyclical 5.8%
Communication Services 5.1%
Utilities 3.1%