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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 7 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APD AIR PRODS & CHEMS INC Basic Materials 3,373.0 $980K 0.16% -57.0 -1.7% $290.49 -3.5%
122 KO COCA COLA CO Consumer Defensive 12,785.0 $972K 0.16% $76.05 +4.4%
123 FTV FORTIVE CORP Technology 17,534.0 $969K 0.16% $55.28 +10.4%
124 BWA BORGWARNER INC Consumer Cyclical 16,551.0 $898K 0.15% -10K -38.3% $54.26 +32.4%
125 VUG VANGUARD INDEX FDS 2,046.0 $894K 0.14% -595.0 -22.5% $436.79 -80.1%
126 EFA ISHARES TR 9,021.0 $876K 0.14% $97.13 +7.5%
127 WMT WALMART INC Consumer Defensive 6,785.0 $843K 0.14% $124.28 -5.7%
128 SJM SMUCKER J M CO Consumer Defensive 8,732.0 $842K 0.14% -185.0 -2.1% $96.44 +15.0%
129 SCZ ISHARES TR 10,269.0 $805K 0.13% $78.41 +6.6%
130 GLD SPDR GOLD TR Financial Services 1,613.0 $694K 0.11% $430.29 -10.0%
131 PFF ISHARES TR 22,675.0 $688K 0.11% +122.0 +0.5% $30.32 +3.0%
132 NEE NEXTERA ENERGY INC Utilities 7,255.0 $674K 0.11% +45.0 +0.6% $92.88 -6.6%
133 VWO VANGUARD INTL EQUITY INDEX F 11,888.0 $643K 0.10% $54.05 +12.4%
134 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4,145.0 $632K 0.10% $152.51 +12.3%
135 AMGN AMGEN INC Healthcare 1,750.0 $616K 0.10% $351.85 -4.1%
136 VEU VANGUARD INTL EQUITY INDEX F 8,076.0 $607K 0.10% -90.0 -1.1% $75.10 +13.1%
137 LAMR LAMAR ADVERTISING CO NEW Real Estate 4,719.0 $598K 0.10% -469.0 -9.0% $126.66 +18.2%
138 UPS UNITED PARCEL SERVICE INC Industrials 5,739.0 $565K 0.09% -48.0 -0.8% $98.38 +6.6%
139 BBAG J P MORGAN EXCHANGE TRADED F 12,165.0 $562K 0.09% $46.16 -0.6%
140 SCHZ SCHWAB STRATEGIC TR 23,785.0 $552K 0.09% -3K -10.2% $23.22 -0.4%
Page 7 of 11  ·  206 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%