OMNI 360 Wealth, Inc.
Top Portfolio Positions
30 positions ·
$19,945,801 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,015 | $3,049,286 | 15.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,449 | $2,893,362 | 14.51% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
10,664 | $1,504,797 | 7.54% | |
| MSFT |
Microsoft Corp
Technology
|
3,023 | $1,119,023 | 5.61% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
1,657 | $767,505 | 3.85% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,949 | $724,540 | 3.63% | |
| GLDM |
World Gold Trust
|
7,350 | $681,271 | 3.42% | |
| NEE |
Nextera Energy Inc
Utilities
|
7,070 | $656,661 | 3.29% | |
| BX |
Blackstone Inc.
Financial Services
|
5,092 | $585,529 | 2.94% | |
| SBAC |
Sba Communications Corp
Real Estate
|
3,349 | $576,396 | 2.89% |
Portfolio Trend
10 quarters · across all stocks
Holdings in NXP
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $495,649 | 34,540 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $437,353 | 31,018 | Shares | Sole | 2026-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||