Omnia Family Wealth, LLC
Top Portfolio Positions
74 positions ·
$99,685,212 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
62,002 | $26,678,840 | 26.76% | |
| IAU |
Ishares Gold Trust
|
126,607 | $11,161,673 | 11.20% | |
| AAPL |
Apple Inc.
Technology
|
31,813 | $8,073,821 | 8.10% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,495 | $5,524,638 | 5.54% | |
| MSFT |
Microsoft Corp
Technology
|
12,239 | $4,530,510 | 4.54% | |
| NVDA |
Nvidia Corp
Technology
|
25,182 | $4,391,740 | 4.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,653 | $3,063,376 | 3.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,987 | $2,288,262 | 2.30% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,131 | $1,960,029 | 1.97% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,123 | $1,786,761 | 1.79% |
Portfolio Trend
Holdings in AVX
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,699 | 131,605 | Shares | Sole | 2026-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||