Omc Financial Services Ltd Top Holdings and 13F Report (2024) About Omc Financial Services LtdInvestment ActivityOmc Financial Services Ltd has $211.57 thousand in total holdings as of September 30, 2024.Omc Financial Services Ltd owns shares of 60 different stocks, but just 18 companies or ETFs make up 80% of its holdings.About 0.34% of the portfolio was sold this quarter.This quarter, Omc Financial Services Ltd has purchased 60 new stocks and bought additional shares in 0 stocks.Omc Financial Services Ltd sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $33,842Apple $30,396Mastercard $16,526Visa $14,609Microsoft $10,808 Largest Sales this Quarter Zoetis 4,140 shares (about $718.00)Schwab U.S. Large-Cap Growth ETF 30 shares (about $3.02)Schwab US Dividend Equity ETF 25 shares (about $1.94) Sector Allocation Over TimeMap of 500 Largest Holdings ofOmc Financial Services Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$33,8420.0%273,93916.0%Computer and TechnologyAAPLApple$30,3960.0%144,31514.4%Computer and TechnologyMAMastercard$16,5260.0%37,4617.8%Business ServicesVVisa$14,6090.0%55,6606.9%Business ServicesMSFTMicrosoft$10,8080.0%24,1825.1%Computer and TechnologyABBVAbbVie$8,5330.0%49,7494.0%MedicalGLDSPDR Gold Shares$8,0300.0%37,3493.8%FinanceAMDAdvanced Micro Devices$7,6660.0%47,2593.6%Computer and TechnologyGOOGLAlphabet$5,4930.0%30,1572.6%Computer and TechnologyMETAMeta Platforms$4,8400.0%9,6002.3%Computer and TechnologyMARMarriott International$4,6830.0%19,3712.2%Consumer DiscretionaryMCDMcDonald's$4,5640.0%17,9082.2%Retail/WholesaleAMZNAmazon.com$4,5560.0%23,5762.2%Retail/WholesaleCRWDCrowdStrike$4,1340.0%10,7882.0%Computer and TechnologyLOWLowe's Companies$3,8950.0%17,6671.8%Retail/WholesaleCRMSalesforce$2,9200.0%11,3591.4%Computer and TechnologyLMTLockheed Martin$2,8310.0%6,0601.3%AerospaceSNOWSnowflake$2,4510.0%18,1461.2%Computer and TechnologyUNPUnion Pacific$2,2510.0%9,9491.1%TransportationNOWServiceNow$2,2090.0%2,8081.0%Computer and TechnologyWMTWalmart$2,1280.0%31,4241.0%Retail/WholesaleORealty Income$2,1100.0%39,9411.0%FinanceABNBAirbnb$2,0640.0%13,6151.0%Consumer DiscretionaryJNJJohnson & Johnson$2,0200.0%13,8201.0%MedicalSBUXStarbucks$1,9120.0%24,5600.9%Retail/WholesaleHDHome Depot$1,6660.0%4,8400.8%Retail/WholesaleVIGIVanguard International Dividend Appreciation ETF$1,5680.0%19,2890.7%ETFVYMIVanguard International High Dividend Yield ETF$1,4850.0%21,6650.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,3920.0%30,5500.7%ETFNFLXNetflix$1,1830.0%1,7530.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,1740.0%5,8050.6%FinanceTSLATesla$1,1590.0%5,8590.5%Auto/Tires/TrucksCVXChevron$1,1510.0%7,3570.5%Oils/EnergyFFord Motor$1,0040.0%80,0700.5%Auto/Tires/TrucksXOMExxon Mobil$9450.0%8,2070.4%Oils/EnergyPGProcter & Gamble$8840.0%5,3580.4%Consumer StaplesBXBlackstone$8580.0%6,9290.4%FinanceVZVerizon Communications$7500.0%18,1800.4%Computer and TechnologyGLWCorning$7470.0%19,2400.4%Computer and TechnologyKOCoca-Cola$7240.0%11,3790.3%Consumer StaplesSCHGSchwab U.S. Large-Cap Growth ETF$724$3 ▼-0.4%7,1830.3%ETFZTSZoetis$718$718 ▼-50.0%4,1400.3%MedicalGDGeneral Dynamics$6880.0%2,3700.3%AerospaceGOOGAlphabet$6060.0%3,3040.3%Computer and TechnologyDOWDOW$5810.0%10,9430.3%Basic MaterialsDISWalt Disney$5720.0%5,7590.3%Consumer DiscretionaryBDJBlackRock Enhanced Equity Dividend Trust$5630.0%68,8800.3%Financial ServicesSCHDSchwab US Dividend Equity ETF$531$2 ▼-0.4%6,8280.3%ETFITWIllinois Tool Works$5090.0%2,1500.2%Industrial ProductsKMIKinder Morgan$4840.0%24,3810.2%Oils/EnergyRTXRTX$4730.0%4,7080.2%AerospaceSOSouthern$4550.0%5,8670.2%UtilitiesDGXQuest Diagnostics$4490.0%3,2790.2%MedicalNEMNewmont$3930.0%9,3870.2%Basic MaterialsDVNDevon Energy$3850.0%8,1310.2%Oils/EnergyDUKDuke Energy$3370.0%3,3670.2%UtilitiesCLColgate-Palmolive$2770.0%2,8500.1%Consumer StaplesMOAltria Group$2330.0%5,1260.1%Consumer StaplesCATCaterpillar$2180.0%6550.1%Industrial ProductsPMPhilip Morris International$2150.0%2,1250.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
