Omnia Family Wealth, LLC Top Holdings and 13F Report (2025) About Omnia Family Wealth, LLCInvestment ActivityOmnia Family Wealth, LLC has $233.34 million in total holdings as of December 31, 2024.Omnia Family Wealth, LLC owns shares of 79 different stocks, but just 14 companies or ETFs make up 80% of its holdings.This quarter, Omnia Family Wealth, LLC has purchased 79 new stocks and bought additional shares in 0 stocks.Omnia Family Wealth, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $76,842,031SPDR Gold Shares $15,971,473iShares 0-3 Month Treasury Bond ETF $15,470,491iShares Core MSCI EAFE ETF $12,359,452Vanguard FTSE Developed Markets ETF $12,064,644 Sector Allocation Over TimeMap of 500 Largest Holdings ofOmnia Family Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$76,842,0310.0%270,54132.9%ETFGLDSPDR Gold Shares$15,971,4730.0%65,7106.8%FinanceSGOViShares 0-3 Month Treasury Bond ETF$15,470,4910.0%153,5996.6%ETFIEFAiShares Core MSCI EAFE ETF$12,359,4520.0%158,3535.3%ETFVEAVanguard FTSE Developed Markets ETF$12,064,6440.0%228,4545.2%ETFXBISPDR S&P Biotech ETF$8,654,8800.0%87,6003.7%ETFAAPLApple$8,459,5160.0%36,3073.6%Computer and TechnologyIAUiShares Gold Trust$6,798,5130.0%136,7912.9%FinanceSPYSPDR S&P 500 ETF Trust$5,550,6740.0%9,6452.4%FinanceARESAres Management$5,454,4000.0%35,0002.3%FinanceVOOVanguard S&P 500 ETF$5,212,6310.0%9,8482.2%ETFQQQInvesco QQQ$5,185,8860.0%10,6122.2%FinanceMSFTMicrosoft$4,947,1430.0%11,4972.1%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$4,732,5770.0%58,5862.0%ETFVOVanguard Mid-Cap ETF$3,497,5940.0%13,2571.5%ETFNVDANVIDIA$2,826,0270.0%23,2691.2%Computer and TechnologyAMZNAmazon.com$2,637,3150.0%14,1541.1%Retail/WholesaleMETAMeta Platforms$1,885,7570.0%3,2940.8%Computer and TechnologyLLYEli Lilly and Company$1,770,4110.0%1,9980.8%MedicalMAMastercard$1,646,3290.0%3,3340.7%Business ServicesGOOGLAlphabet$1,617,2200.0%9,7510.7%Computer and TechnologyBRK.ABerkshire Hathaway$1,382,3600.0%20.6%FinanceGOOGAlphabet$1,365,2740.0%8,1660.6%Computer and TechnologyDISWalt Disney$1,346,2750.0%13,9960.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,228,8920.0%5,8280.5%FinanceLENLennar$1,183,9360.0%6,3150.5%ConstructionAMDAdvanced Micro Devices$1,068,4890.0%6,5120.5%Computer and TechnologyLMTLockheed Martin$1,046,3620.0%1,7900.4%AerospaceBRK.BBerkshire Hathaway$1,002,4460.0%2,1780.4%FinanceVVisa$941,1540.0%3,4230.4%Business ServicesABBVAbbVie$807,8910.0%4,0910.3%MedicalEDConsolidated Edison$774,4150.0%7,4370.3%UtilitiesBACBank of America$741,1100.0%18,6770.3%FinancePGProcter & Gamble$716,7020.0%4,1380.3%Consumer StaplesCLColgate-Palmolive$598,3610.0%5,7640.3%Consumer StaplesMCDMcDonald's$582,8320.0%1,9140.2%Retail/WholesaleVTVVanguard Value ETF$575,4090.0%3,2960.2%ETFHDHome Depot$563,1460.0%1,3900.2%Retail/WholesaleTSLATesla$549,1610.0%2,0990.2%Auto/Tires/TrucksVWOVanguard FTSE Emerging Markets ETF$545,2660.0%11,3950.2%ETFMSIMotorola Solutions$527,2120.0%1,1700.2%Computer and TechnologyUNHUnitedHealth Group$522,7040.0%8940.2%MedicalMDLZMondelez International$517,7940.0%6,9840.2%Consumer StaplesDLRDigital Realty Trust$499,5690.0%3,0870.2%FinanceJNJJohnson & Johnson$491,5280.0%3,0330.2%MedicalPMPhilip Morris International$464,6860.0%3,7860.2%Consumer StaplesCMCSAComcast$449,4030.0%10,7590.2%Consumer DiscretionaryMRKMerck & Co., Inc.$408,4210.0%3,5720.2%MedicalSBCFSeacoast Banking Co. of Florida$406,4120.0%15,2500.2%FinanceAVGOBroadcom$404,8580.0%2,3470.2%Computer and TechnologyPCARPACCAR$394,0290.0%3,9930.2%Auto/Tires/TrucksDHID.R. Horton$384,4020.0%2,0150.2%ConstructionQCOMQUALCOMM$361,8660.0%2,1280.2%Computer and TechnologyWMTWalmart$360,5490.0%4,4650.2%Retail/WholesaleTOLToll Brothers$336,7880.0%2,1800.1%ConstructionETNEaton$326,4680.0%9850.1%Industrial ProductsMSMorgan Stanley$319,2870.0%3,0630.1%FinancePANWPalo Alto Networks$305,5690.0%8940.1%Computer and TechnologyNCLHNorwegian Cruise Line$304,5120.0%14,8470.1%Consumer DiscretionaryUBERUber Technologies$301,0160.0%4,0050.1%Computer and TechnologyTRIThomson Reuters$299,5490.0%1,7540.1%Business ServicesPHMPulteGroup$297,9520.0%2,0730.1%ConstructionRTXRTX$292,7230.0%2,4160.1%AerospaceCOSTCostco Wholesale$288,1190.0%3250.1%Retail/WholesaleBXBlackstone$288,0000.0%1,8810.1%FinanceEPDEnterprise Products Partners$273,1680.0%9,3840.1%Oils/EnergyNFLXNetflix$270,9410.0%3820.1%Consumer DiscretionaryCATCaterpillar$258,9210.0%6620.1%Industrial ProductsAKARI THERAPEUTICS PLC$258,5030.0%87,6280.1%SPONSORED ADRNEENextEra Energy$245,8980.0%2,9090.1%UtilitiesSBUXStarbucks$242,0680.0%2,4830.1%Retail/WholesalePFEPfizer$231,7580.0%8,0080.1%MedicalKOCoca-Cola$222,7530.0%3,0790.1%Consumer StaplesCRMSalesforce$221,5000.0%8080.1%Computer and TechnologyGSThe Goldman Sachs Group$219,1220.0%4430.1%FinanceFDXFedEx$207,6510.0%7550.1%TransportationXOMExxon Mobil$202,0640.0%1,7240.1%Oils/EnergyCBChubb$200,4140.0%6930.1%FinanceNXPLNextPlat$131,7350.0%93,4290.1%Retail/WholesaleShowing 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. 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