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Portfolio (Quarterly) Guide ↗

Alpha Omega Wealth Management LLC

· CIK 0001665633
13F Portfolio $603M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 202 New
Page 8 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NEE NEXTERA ENERGY INC Utilities 7,210.0 $579K 0.10% NEW $80.28 +8.1%
142 UPS UNITED PARCEL SERVICE INC Industrials 5,787.0 $574K 0.10% NEW $99.19 +5.7%
143 DIS DISNEY WALT CO Communication Services 5,043.0 $574K 0.10% NEW $113.77 -8.7%
144 AMGN AMGEN INC Healthcare 1,748.0 $572K 0.10% NEW $327.31 +3.1%
145 BBAG J P MORGAN EXCHANGE TRADED F 12,112.0 $562K 0.09% NEW $46.42 -1.1%
146 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,025.0 $561K 0.09% NEW $185.56 -34.1%
147 UGI UGI CORP NEW Utilities 14,794.0 $554K 0.09% NEW $37.43 -9.7%
148 VIG VANGUARD SPECIALIZED FUNDS 2,440.0 $536K 0.09% NEW $219.79 +7.0%
149 VXF VANGUARD INDEX FDS 2,543.0 $532K 0.09% NEW $209.12 +15.3%
150 INTU INTUIT Technology 792.0 $525K 0.09% NEW $662.42 -59.7%
151 MELI MERCADOLIBRE INC Consumer Cyclical 249.0 $502K 0.08% NEW $2014.26 -18.8%
152 CSX CSX CORP Industrials 13,475.0 $488K 0.08% NEW $36.25 +25.9%
153 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,280.0 $482K 0.08% NEW $91.21 -4.8%
154 VLTO VERALTO CORP Industrials 4,765.0 $475K 0.08% NEW $99.78 -15.8%
155 TXN TEXAS INSTRS INC Technology 2,658.0 $461K 0.08% NEW $173.49 +86.1%
156 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,435.0 $435K 0.07% NEW $178.59 +27.1%
157 SYY SYSCO CORP Consumer Defensive 5,719.0 $421K 0.07% NEW $73.69 +6.8%
158 HDV ISHARES TR 3,280.0 $399K 0.07% NEW $121.61 -77.8%
159 NKE NIKE INC Consumer Cyclical 6,243.0 $398K 0.07% NEW $63.71 -29.1%
160 FLOT ISHARES TR 6,990.0 $356K 0.06% NEW $50.86 +0.3%
Page 8 of 11  ·  202 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 13.4%
Energy 10.4%
Industrials 9.3%
Communication Services 7.3%
Consumer Defensive 6.7%
Consumer Cyclical 5.8%
Real Estate 5.4%
Utilities 3.1%