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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 8 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UGI UGI CORP NEW Utilities 14,775.0 $538K 0.09% $36.42 -7.2%
142 VTRS VIATRIS INC Healthcare 39,253.0 $530K 0.09% -67K -63.2% $13.51 +13.8%
143 SCHG SCHWAB STRATEGIC TR 18,172.0 $529K 0.09% -8K -31.7% $29.13 +16.4%
144 VIG VANGUARD SPECIALIZED FUNDS 2,442.0 $525K 0.09% $215.02 +9.4%
145 CSX CSX CORP Industrials 12,575.0 $516K 0.08% -900.0 -6.7% $41.05 +11.2%
146 CEG CONSTELLATION ENERGY CORP Utilities 1,842.0 $514K 0.08% -29.0 -1.6% $279.25 -1.9%
147 TXN TEXAS INSTRS INC Technology 2,574.0 $500K 0.08% -84.0 -3.2% $194.14 +66.3%
148 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,265.0 $486K 0.08% $92.31 -5.9%
149 DIS DISNEY WALT CO Communication Services 4,750.0 $458K 0.07% -293.0 -5.8% $96.38 +7.8%
150 HDV ISHARES TR 3,280.0 $445K 0.07% $135.72 -80.1%
151 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,435.0 $444K 0.07% $182.33 +24.5%
152 SHEL SHELL PLC Energy 4,746.0 $441K 0.07% $93.00 -15.3%
153 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,025.0 $432K 0.07% $142.85 -14.4%
154 MELI MERCADOLIBRE INC Consumer Cyclical 249.0 $431K 0.07% $1729.02 -5.4%
155 VLTO VERALTO CORP Industrials 4,679.0 $414K 0.07% -86.0 -1.8% $88.42 -5.0%
156 VXF VANGUARD INDEX FDS 1,997.0 $411K 0.07% -546.0 -21.5% $205.80 +17.1%
157 SYY SYSCO CORP Consumer Defensive 5,644.0 $403K 0.07% -75.0 -1.3% $71.33 +10.3%
158 CAT CATERPILLAR INC Industrials 567.0 $402K 0.07% $708.46 +39.1%
159 EXC EXELON CORP Utilities 8,145.0 $399K 0.07% $49.02 -6.5%
160 AMLP ALPS ETF TR 7,139.0 $376K 0.06% +690.0 +10.7% $52.64 -3.7%
Page 8 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%