OMNI 360 Wealth, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationplainsboro, NJ
- CIK0002010436
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
161 | $170.84M | ITOT, KRE, DFAT, IDEV | 13F-HR | Apr 30, 2025 | 000166773125000557 | ||
122 | $159.65M | ITOT, KRE, DFAT, IWF | 13F-HR | Feb 14, 2025 | 000166773125000273 | ||
123 | $152.91M | KRE, ITOT, IWF, DFAT | 13F-HR | Oct 24, 2024 | 000201043624000004 | ||
112 | $134.62M | KRE, ITOT, IWF, DFAT | 13F-HR | Jul 19, 2024 | 000201043624000003 | ||
109 | $123.05M | KRE, ITOT, DFAT, IWF | 13F-HR | Apr 19, 2024 | 000201043624000002 | ||
96 | $107.36M | KRE, ITOT, DFAT, IWF | 13F-HR | Feb 8, 2024 | 000201043624000001 |