Omnia Family Wealth, LLC Top Holdings and 13F Report (2025) About Omnia Family Wealth, LLCInvestment ActivityOmnia Family Wealth, LLC has $239.08 million in total holdings as of March 31, 2025.Omnia Family Wealth, LLC owns shares of 91 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 4.60% of the portfolio was purchased this quarter.About 3.94% of the portfolio was sold this quarter.This quarter, Omnia Family Wealth, LLC has purchased 79 new stocks and bought additional shares in 49 stocks.Omnia Family Wealth, LLC sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $87,325,661SPDR Gold Shares $17,625,524iShares 0-3 Month Treasury Bond ETF $15,369,692iShares Core MSCI EAFE ETF $11,503,188Vanguard FTSE Developed Markets ETF $10,629,299 Largest New Holdings this Quarter 30231G102 - Exxon Mobil $380,015 Holding191216100 - Coca-Cola $300,028 Holding00206R102 - AT&T $294,600 Holding949746101 - Wells Fargo & Company $286,370 Holding031162100 - Amgen $239,270 Holding Largest Purchases this Quarter Apple 4,365 shares (about $969.60K)Microsoft 2,420 shares (about $908.44K)NVIDIA 8,148 shares (about $883.15K)Alphabet 3,408 shares (about $527.02K)Amazon.com 2,356 shares (about $448.25K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 40,561 shares (about $2.06M)SPDR Gold Shares 5,815 shares (about $1.68M)iShares Core MSCI EAFE ETF 4,976 shares (about $376.43K)Vanguard Total Stock Market ETF 1,259 shares (about $346.02K)Seacoast Banking Co. of Florida 4,026 shares (about $103.59K) 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$87,325,661$346,023 ▼-0.4%317,73336.5%ETFGLDSPDR Gold Shares$17,625,524$1,675,534 ▼-8.7%61,1707.4%FinanceSGOViShares 0-3 Month Treasury Bond ETF$15,369,692$36,845 ▼-0.2%152,6746.4%ETFIEFAiShares Core MSCI EAFE ETF$11,503,188$376,434 ▼-3.2%152,0584.8%ETFVEAVanguard FTSE Developed Markets ETF$10,629,299$2,061,712 ▼-16.2%209,1154.4%ETFAAPLApple$9,199,111$969,602 ▲11.8%41,4133.8%Computer and TechnologyIAUiShares Gold Trust$8,062,249$2,948 ▼0.0%136,7413.4%FinanceSPYSPDR S&P 500 ETF Trust$5,576,629$46,570 ▲0.8%9,9392.3%FinanceMSFTMicrosoft$5,388,709$908,441 ▲20.3%14,3552.3%Computer and TechnologyQQQInvesco QQQ$5,267,435$68,097 ▼-1.3%11,2162.2%FinanceARESAres Management$5,141,759$6,891 ▲0.1%35,0712.2%FinanceVOOVanguard S&P 500 ETF$5,081,542$14,389 ▼-0.3%9,8882.1%ETFNVDANVIDIA$3,493,366$883,151 ▲33.8%32,2301.5%Computer and TechnologyVOVanguard Mid-Cap ETF$3,428,5250.0%13,2571.4%ETFAMZNAmazon.com$3,256,871$448,253 ▲16.0%17,1181.4%Retail/WholesaleMETAMeta Platforms$2,385,777$443,839 ▲22.9%4,1391.0%Computer and TechnologyGOOGLAlphabet$2,077,463$527,021 ▲34.0%13,4340.9%Computer and TechnologyMAMastercard$1,969,943$133,193 ▲7.3%3,5940.8%Business ServicesLLYEli Lilly and Company$1,867,706$176,775 ▲10.5%2,2610.8%MedicalJPMJPMorgan Chase & Co.$1,625,848$194,768 ▲13.6%6,6280.7%FinanceBRK.ABerkshire Hathaway$1,596,8830.0%20.7%FinanceBRK.BBerkshire Hathaway$1,482,170$271,083 ▲22.4%2,7830.6%FinanceDISWalt Disney$1,426,314$45,994 ▲3.3%14,4510.6%Consumer DiscretionaryGOOGAlphabet$1,275,7740.0%8,1660.5%Computer and TechnologyVVisa$1,150,911$84,811 ▼-6.9%3,2840.5%Business ServicesABBVAbbVie$1,003,391$131,369 ▲15.1%4,7890.4%MedicalBACBank of America$849,285$55,292 ▲7.0%20,3520.4%FinanceEDConsolidated Edison$843,691$19,353 ▲2.3%7,6290.4%UtilitiesTSLATesla$841,752$267,453 ▲46.6%3,2480.4%Auto/Tires/TrucksPGProcter & Gamble$823,810$104,297 ▲14.5%4,8340.3%Consumer StaplesLMTLockheed Martin$790,677$9,828 ▼-1.2%1,7700.3%AerospaceAVGOBroadcom$748,077$310,917 ▲71.1%4,4680.3%Computer and TechnologyLENLennar$736,543$13,659 ▲1.9%6,4170.3%ConstructionMCDMcDonald's$666,285$55,602 ▲9.1%2,1330.3%Retail/WholesaleAMDAdvanced Micro Devices$656,200$6,884 ▲1.1%6,3870.3%Computer and TechnologyPMPhilip Morris International$641,824$25,603 ▲4.2%4,0110.3%Consumer StaplesJNJJohnson & Johnson$613,276$127,531 ▲26.3%3,6980.3%MedicalUNHUnitedHealth Group$589,219$135,128 ▲29.8%1,1250.2%MedicalCLColgate-Palmolive$544,866$33,357 ▲6.5%5,8150.2%Consumer StaplesMSIMotorola Solutions$530,600$16,238 ▲3.2%1,2090.2%Computer and TechnologyWMTWalmart$520,048$116,065 ▲28.7%5,9100.2%Retail/WholesaleCMCSAComcast$452,578$84,907 ▲23.1%12,2650.2%Consumer DiscretionaryHDHome Depot$449,609$56,430 ▼-11.2%1,2270.2%Retail/WholesaleDLRDigital Realty Trust$442,480$5,732 ▼-1.3%3,0880.2%FinanceCOSTCostco Wholesale$437,896$122,006 ▲38.6%4630.2%Retail/WholesaleMSMorgan Stanley$422,695$56,352 ▲15.4%3,6230.2%FinanceQCOMQUALCOMM$421,199$82,642 ▲24.4%2,7420.2%Computer and TechnologyNFLXNetflix$419,639$39,166 ▲10.3%4500.2%Consumer DiscretionaryPCARPACCAR$418,302$28,724 ▲7.4%4,2960.2%Auto/Tires/TrucksXOMExxon Mobil$380,015$380,015 ▲New Holding3,1950.2%EnergyRTXRTX$379,630$56,825 ▲17.6%2,8660.2%AerospaceVWOVanguard FTSE Emerging Markets ETF$377,649$7,015 ▼-1.8%8,3440.2%ETFMDLZMondelez International$376,375$71,463 ▼-16.0%5,5090.2%Consumer StaplesMRKMerck & Co., Inc.$360,275$15,306 ▼-4.1%3,9780.2%MedicalCVXChevron$329,394$77,790 ▲30.9%1,9690.1%EnergyCSCOCisco Systems$322,632$104,849 ▲48.1%5,2280.1%Computer and TechnologyEPDEnterprise Products Partners$320,3700.0%9,3840.1%EnergyCRMSalesforce$307,309$82,933 ▲37.0%1,1450.1%Computer and TechnologyTRIThomson Reuters$302,6690.0%1,7540.1%Business ServicesKOCoca-Cola$300,028$300,028 ▲New Holding4,1640.1%Consumer StaplesETNEaton$296,023$16,310 ▲5.8%1,0890.1%IndustrialsTAT&T$294,600$294,600 ▲New Holding10,4170.1%Computer and TechnologyBXBlackstone$291,132$30,050 ▲11.5%2,0830.1%FinanceSBCFSeacoast Banking Co. of Florida$288,794$103,589 ▼-26.4%11,2240.1%FinanceWFCWells Fargo & Company$286,370$286,370 ▲New Holding3,9890.1%FinanceNCLHNorwegian Cruise Line$281,120$379 ▼-0.1%14,8270.1%Consumer DiscretionaryDHID.R. Horton$280,067$22,248 ▲8.6%2,2030.1%ConstructionSBUXStarbucks$279,655$52,674 ▲23.2%2,8510.1%Retail/WholesaleHONHoneywell International$272,946$57,384 ▲26.6%1,2890.1%Multi-Sector ConglomeratesNEENextEra Energy$257,614$57,988 ▲29.0%3,6340.1%UtilitiesCATCaterpillar$252,627$27,703 ▲12.3%7660.1%IndustrialsACNAccenture$251,192$38,069 ▲17.9%8050.1%Computer and TechnologyGSThe Goldman Sachs Group$246,486$547 ▼-0.2%4510.1%FinanceAXPAmerican Express$243,603$56,527 ▲30.2%9050.1%FinancePHMPulteGroup$240,292$18,539 ▲8.4%2,3330.1%ConstructionAMGNAmgen$239,270$239,270 ▲New Holding7680.1%MedicalCBChubb$238,556$238,556 ▲New Holding7880.1%FinanceEFAiShares MSCI EAFE ETF$229,988$229,988 ▲New Holding2,8140.1%FinancePANWPalo Alto Networks$224,904$81,907 ▼-26.7%1,3180.1%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$223,867$223,867 ▲New Holding2,7060.1%ManufacturingTOLToll Brothers$223,217$6,124 ▼-2.7%2,1140.1%ConstructionUBERUber Technologies$216,540$44,299 ▼-17.0%2,9720.1%Computer and TechnologySLBSchlumberger$214,666$214,666 ▲New Holding5,1050.1%EnergyORCLOracle$214,329$214,329 ▲New Holding1,5330.1%Computer and TechnologyPFEPfizer$209,814$209,814 ▲New Holding8,2800.1%MedicalTMOThermo Fisher Scientific$207,634$207,634 ▲New Holding4170.1%MedicalFDXFedEx$200,790$17,652 ▲9.6%8190.1%TransportationISRGIntuitive Surgical$200,089$200,089 ▲New Holding4040.1%MedicalHCATHealth Catalyst$156,715$156,715 ▲New Holding34,5950.1%MedicalAKARI THERAPEUTICS PLC$108,6590.0%87,6280.0%SPONSORED ADRNXPLNextPlat$74,962$2,659 ▼-3.4%90,2290.0%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$0$4,119,958 ▼-100.0%00.0%ETFNOWServiceNow$0$233,226 ▼-100.0%00.0%Computer and TechnologyShowing 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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