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Portfolio (Quarterly) Guide ↗

Alpha Omega Wealth Management LLC

· CIK 0001665633
13F Portfolio $617M AUM 206 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 49 Added 85 Reduced 2 Exited
Page 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SJM SMUCKER J M CO Consumer Defensive 8,732.0 $842K 0.14% -185.0 -2.1% $96.44 +15.0%
62 VEU VANGUARD INTL EQUITY INDEX F 8,076.0 $607K 0.10% -90.0 -1.1% $75.10 +13.1%
63 LAMR LAMAR ADVERTISING CO NEW Real Estate 4,719.0 $598K 0.10% -469.0 -9.0% $126.66 +18.2%
64 UPS UNITED PARCEL SERVICE INC Industrials 5,739.0 $565K 0.09% -48.0 -0.8% $98.38 +6.6%
65 SCHZ SCHWAB STRATEGIC TR 23,785.0 $552K 0.09% -3K -10.2% $23.22 -0.4%
66 VTRS VIATRIS INC Healthcare 39,253.0 $530K 0.09% -67K -63.2% $13.51 +13.8%
67 SCHG SCHWAB STRATEGIC TR 18,172.0 $529K 0.09% -8K -31.7% $29.13 +16.4%
68 CSX CSX CORP Industrials 12,575.0 $516K 0.08% -900.0 -6.7% $41.05 +11.2%
69 CEG CONSTELLATION ENERGY CORP Utilities 1,842.0 $514K 0.08% -29.0 -1.6% $279.25 -1.9%
70 TXN TEXAS INSTRS INC Technology 2,574.0 $500K 0.08% -84.0 -3.2% $194.14 +66.3%
71 DIS DISNEY WALT CO Communication Services 4,750.0 $458K 0.07% -293.0 -5.8% $96.38 +7.8%
72 VLTO VERALTO CORP Industrials 4,679.0 $414K 0.07% -86.0 -1.8% $88.42 -5.0%
73 VXF VANGUARD INDEX FDS 1,997.0 $411K 0.07% -546.0 -21.5% $205.80 +17.1%
74 SYY SYSCO CORP Consumer Defensive 5,644.0 $403K 0.07% -75.0 -1.3% $71.33 +10.3%
75 DLS WISDOMTREE TR 3,754.0 $306K 0.05% -30K -88.9% $81.50 +5.8%
76 SCHH SCHWAB STRATEGIC TR 14,180.0 $305K 0.05% -320.0 -2.2% $21.49 +8.8%
77 FDX FEDEX CORP Industrials 845.0 $301K 0.05% -47.0 -5.3% $356.18 -8.4%
78 TJX TJX COS INC NEW Consumer Cyclical 1,860.0 $297K 0.05% -266.0 -12.5% $159.66 +2.6%
79 ATO ATMOS ENERGY CORP Utilities 1,591.0 $294K 0.05% -387.0 -19.6% $184.72 -7.9%
80 SCHC SCHWAB STRATEGIC TR 5,867.0 $274K 0.04% -1K -17.2% $46.74 +5.6%
Page 4 of 5  ·  85 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 20.3%
Financial Services 13.4%
Energy 13.2%
Healthcare 12.8%
Industrials 9.8%
Consumer Defensive 7.7%
Communication Services 6.9%
Consumer Cyclical 6.0%
Real Estate 5.7%
Utilities 3.2%