Portfolio (Quarterly)
Guide ↗
OMNI 360 Wealth, Inc.
· CIK 0002010436| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | NUVEEN NEW JERSEY QULT MUN F | — | 24,588 | $311K | 0.16% | SOLD |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | — | 3,658 | $308K | 0.16% | SOLD |
| 3 | SPAB | SPDR SERIES TRUST | — | 11,284 | $292K | 0.15% | SOLD |
| 4 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 5,238 | $266K | 0.14% | SOLD |
| 5 | HYLS | FIRST TR EXCHANGE-TRADED FD | — | 5,886 | $247K | 0.13% | SOLD |
| 6 | IAU | ISHARES GOLD TR | Financial Services | 2,384 | $208K | 0.11% | SOLD |
Sector Allocation
Financial Services
36.9%
Technology
26.3%
Consumer Cyclical
14.2%
Utilities
5.5%
Healthcare
5.2%
Industrials
4.8%
Real Estate
4.3%
Energy
1.7%
Communication Services
1.1%