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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 9 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 COP CONOCOPHILLIPS Energy 2,829.0 $373K 0.06% $132.00 -18.4%
162 PAYX PAYCHEX INC Industrials 3,986.0 $367K 0.06% +1K +48.6% $92.12 +6.6%
163 FLOT ISHARES TR 6,990.0 $356K 0.06% $50.95 +0.1%
164 VEA VANGUARD TAX-MANAGED FDS 5,406.0 $346K 0.06% $64.08 +12.8%
165 INTU INTUIT Technology 796.0 $344K 0.06% +4.0 +0.5% $432.38 -38.2%
166 WY WEYERHAEUSER CO MTN BE Real Estate 14,063.0 $344K 0.06% $24.43 -0.5%
167 EMXC ISHARES INC 4,151.0 $327K 0.05% +600.0 +16.9% $78.66 +34.4%
168 SO SOUTHERN CO Utilities 3,307.0 $319K 0.05% $96.52 -3.6%
169 DON WISDOMTREE TR 5,839.0 $307K 0.05% +151.0 +2.6% $52.54 +6.3%
170 DLS WISDOMTREE TR 3,754.0 $306K 0.05% -30K -88.9% $81.50 +5.8%
171 SCHH SCHWAB STRATEGIC TR 14,180.0 $305K 0.05% -320.0 -2.2% $21.49 +8.8%
172 FDX FEDEX CORP Industrials 845.0 $301K 0.05% -47.0 -5.3% $356.18 -8.4%
173 TJX TJX COS INC NEW Consumer Cyclical 1,860.0 $297K 0.05% -266.0 -12.5% $159.66 +2.6%
174 CRM SALESFORCE INC Technology 1,578.0 $295K 0.05% +307.0 +24.1% $186.67 -18.7%
175 ATO ATMOS ENERGY CORP Utilities 1,591.0 $294K 0.05% -387.0 -19.6% $184.72 -7.9%
176 ADSK AUTODESK INC Technology 1,209.0 $289K 0.05% +229.0 +23.4% $239.40 -19.0%
177 EEM ISHARES TR 5,082.0 $289K 0.05% $56.79 +24.7%
178 IWM ISHARES TR 1,150.0 $285K 0.05% $248.00 +19.2%
179 VLO VALERO ENERGY CORP Energy 1,152.0 $285K 0.05% NEW $247.08 -4.4%
180 ZTS ZOETIS INC Healthcare 2,365.0 $280K 0.04% $118.21 -33.4%
Page 9 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%