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Portfolio (Quarterly) Guide ↗

Omnia Family Wealth, LLC

· CIK 0001696136
13F Portfolio $373M AUM 103 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 13 Added 60 Reduced 18 Exited
Page 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KO COCA COLA CO Consumer Defensive 3,113.0 $255K 0.07% -954.0 -23.5% $81.82 +9.6%
82 FDX FEDEX CORP Industrials 808.0 $254K 0.07% +5.0 +0.6% $314.54 +5.2%
83 EFA ISHARES TR 2,407.0 $250K 0.07% -407.0 -14.5% $103.88 +3.7%
84 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 249.0 $240K 0.06% NEW $965.74 -14.1%
85 ORCL ORACLE CORP Technology 1,608.0 $236K 0.06% -346.0 -17.7% $146.55 +2.8%
86 VUG VANGUARD INDEX FDS 2,700.0 $233K 0.06% NEW $86.14 +2.8%
87 TRV TRAVELERS COMPANIES INC Financial Services 687.0 $227K 0.06% NEW $330.12 +12.1%
88 SBUX STARBUCKS CORP Consumer Cyclical 2,217.0 $227K 0.06% -684.0 -23.6% $102.19 +5.5%
89 ENB ENBRIDGE INC Energy 4,172.0 $226K 0.06% NEW $54.22 -7.4%
90 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,907.0 $225K 0.06% NEW $57.62 +15.6%
91 NFLX NETFLIX INC. Communication Services 3,097.0 $221K 0.06% -1K -31.8% $71.40 +14.5%
92 AXP AMERICAN EXPRESS CO Financial Services 649.0 $220K 0.06% -401.0 -38.2% $338.25 -1.5%
93 BN BROOKFIELD CORP Financial Services 5,060.0 $216K 0.06% $42.65 -3.1%
94 CNC CENTENE CORP DEL Healthcare 3,340.0 $214K 0.06% NEW $64.19 +0.9%
95 IVE ISHARES TR 913.0 $207K 0.06% NEW $227.06 +4.5%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 730.0 $205K 0.06% -57.0 -7.2% $281.21 -16.2%
97 SUB ISHARES TR 1,928.0 $205K 0.06% -475.0 -19.8% $106.47 -0.2%
98 SLB SLB LIMITED Energy 4,379.0 $205K 0.06% NEW $46.79 +22.5%
99 PLTR PALANTIR TECHNOLOGIES INC Technology 1,753.0 $205K 0.06% -1K -40.1% $116.67 +59.7%
100 AEP AMERICAN ELEC PWR CO INC Utilities 1,472.0 $201K 0.05% NEW $136.81 -10.6%
Page 5 of 6  ·  103 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
Financial Services 44.1%
Technology 28.6%
Communication Services 6.8%
Consumer Cyclical 6.4%
Healthcare 5.3%
Industrials 3.6%
Consumer Defensive 2.6%
Energy 1.1%
Utilities 0.9%
Real Estate 0.5%