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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 4 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DVN DEVON ENERGY CORP NEW Energy 85,546.0 $3.5M 0.54% NEW $41.32 +18.8%
62 V VISA INC Financial Services 9,705.0 $3.3M 0.51% -189.0 -1.9% $343.09 +8.1%
63 RSP INVESCO EXCHANGE TRADED FD T 15,352.0 $3.3M 0.50% -82.0 -0.5% $212.77 +4.2%
64 AMZN AMAZON COM INC Consumer Cyclical 13,472.0 $3.2M 0.49% -415.0 -3.0% $238.34 +8.5%
65 LNT ALLIANT ENERGY CORP Utilities 41,130.0 $3.1M 0.48% -806.0 -1.9% $76.29 -11.1%
66 BK BANK OF NY MELLON CORP Financial Services 21,490.0 $3.1M 0.47% -11K -34.4% $144.61 -1.9%
67 MCD MCDONALDS CORP Consumer Cyclical 11,240.0 $3.0M 0.46% -810.0 -6.7% $270.30 +0.2%
68 MA MASTERCARD INCORPORATED Financial Services 5,893.0 $3.0M 0.46% -109.0 -1.8% $513.60 +13.1%
69 KVUE KENVUE INC Consumer Defensive 157,892.0 $3.0M 0.46% +4K +2.5% $19.11 -0.3%
70 T AT&T INC Communication Services 145,701.0 $3.0M 0.46% -6K -4.2% $20.70 +22.3%
71 VTI VANGUARD INDEX FDS 8,083.0 $3.0M 0.46% -160.0 -1.9% $370.03 +2.2%
72 AMD ADVANCED MICRO DEVICES INC Technology 5,099.0 $3.0M 0.45% -46.0 -0.9% $580.91 -18.5%
73 RALLIANT CORP 39,391.0 $2.9M 0.44% $73.63
74 DGS WISDOMTREE TR 43,252.0 $2.8M 0.43% +262.0 +0.6% $64.71 -2.1%
75 BSV VANGUARD BD INDEX FDS 35,461.0 $2.8M 0.42% $77.91 -0.4%
76 SMURFIT WESTROCK PLC 59,544.0 $2.8M 0.42% +18K +42.4% $46.26
77 XOM EXXON MOBIL CORP Energy 19,663.0 $2.7M 0.41% -905.0 -4.4% $136.72 +20.8%
78 DHR DANAHER CORP DEL Healthcare 14,074.0 $2.7M 0.41% -229.0 -1.6% $190.48 +14.9%
79 FNDA SCHWAB STRATEGIC TR 69,670.0 $2.7M 0.40% $38.06 -0.9%
80 RTX RTX CORPORATION Industrials 13,653.0 $2.6M 0.39% $189.73 +10.6%
Page 4 of 11  ·  208 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%