Omni-360-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PCG",
  "SNOW",
  "FNDF",
  null,
  "MMM",
  "ABNB",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AIG",
  "AVGO",
  null,
  "RL",
  null,
  null,
  null,
  null,
  "HD",
  null,
  "MCD",
  null,
  "EMXC",
  "BKNG",
  "MUB",
  "META",
  null,
  "NXJ",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "NAN",
  "NXN",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "ETSY",
  "GE",
  "GWRE",
  "HUN",
  "BX",
  "IJR",
  "EFG",
  "ANET",
  null,
  "DASH",
  "VGIT",
  null,
  "IWF",
  "PANW",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PLTR",
  "PFE",
  "LMT",
  "MRK",
  null,
  null,
  null,
  "NOW",
  "SPDW",
  "SPLG",
  "IBM",
  "TPR",
  "UBER",
  "BIV",
  "VO",
  null,
  null,
  null,
  "PRF",
  null,
  "VCIT",
  null,
  "VIG",
  "PATH",
  null,
  null,
  "VYM",
  "RGLD",
  "GM",
  "APH",
  "FTNT",
  null,
  "VIGI",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  null,
  "VEU",
  "VEA",
  "VTEB",
  "BSV",
  "VOO",
  "VTV",
  "VRSN",
  "V",
  "WMT",
  "WFC",
  "WEN",
  null,
  null,
  null,
  null,
  null,
  "ADT",
  "GRMN",
  null,
  "SCHD",
  null,
  "KNX",
  "MSCI",
  "SO",
  "RBLX",
  "DIA",
  "MTUM",
  null,
  null,
  "DGRO",
  "MCK",
  null,
  "ESGU",
  "BRK-B",
  "BMRN",
  null,
  "CNC",
  "CVX",
  "CSCO",
  "C",
  "CME",
  "CMCSA",
  "COP",
  "COST",
  "DFAC",
  "RSP",
  "EFA",
  "USMV",
  "NEE",
  "QQQ",
  null,
  "DIS",
  "ETN",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 161
Total Value: 170842131
Accession Number: 0001667731-25-000557
Form Type: 13F-HR
CIK: omni-360-wealth
Manager Name: Omni-360-Wealth

Data Enrichment

73% identified

118 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

161 positions • $170.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 9

Sort by:

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.3K

Value:$668.9K

% of Portfolio:0.4% ($668.9K/$170.8M)

46434G764

EMXC|46434G764

Shares:12.0K

Value:$658.7K

% of Portfolio:0.4% ($658.7K/$170.8M)

886364231

Shares:35.6K

Value:$646.1K

% of Portfolio:0.4% ($646.1K/$170.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.5K

Value:$611.0K

% of Portfolio:0.4% ($611.0K/$170.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.9K

Value:$603.3K

% of Portfolio:0.4% ($603.3K/$170.8M)

921908844

VIG|921908844

Shares:2.8K

Value:$547.4K

% of Portfolio:0.3% ($547.4K/$170.8M)

464288588

Shares:5.8K

Value:$542.8K

% of Portfolio:0.3% ($542.8K/$170.8M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:7.5K

Value:$532.0K

% of Portfolio:0.3% ($532.0K/$170.8M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.1K

Value:$524.2K

% of Portfolio:0.3% ($524.2K/$170.8M)

46432F396

MTUM|46432F396

Shares:2.6K

Value:$520.1K

% of Portfolio:0.3% ($520.1K/$170.8M)

Broadcom Inc.

AVGO|11135F101

Shares:3.0K

Value:$498.9K

% of Portfolio:0.3% ($498.9K/$170.8M)

46429B697

USMV|46429B697

Shares:5.1K

Value:$481.1K

% of Portfolio:0.3% ($481.1K/$170.8M)

46138E339

Shares:5.1K

Value:$470.6K

% of Portfolio:0.3% ($470.6K/$170.8M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.3K

Value:$468.4K

% of Portfolio:0.3% ($468.4K/$170.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:864

Value:$452.7K

% of Portfolio:0.3% ($452.7K/$170.8M)

81369Y209

Shares:3.0K

Value:$441.2K

% of Portfolio:0.3% ($441.2K/$170.8M)

CHEVRON CORP

CVX|166764100

Shares:2.6K

Value:$435.7K

% of Portfolio:0.3% ($435.7K/$170.8M)

92206C870

VCIT|92206C870

Shares:5.2K

Value:$425.3K

% of Portfolio:0.2% ($425.3K/$170.8M)

ELI LILLY & Co

LLY|532457108

Shares:512

Value:$423.0K

% of Portfolio:0.2% ($423.0K/$170.8M)

33738D408

Shares:10.3K

Value:$422.5K

% of Portfolio:0.2% ($422.5K/$170.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.3K	QoQ +16.08% (+174) YoY +79.17% (+555)	All Managers (Combined)	$668.9K	0.4% ($668.9K/$170.8M)	QoQ +36.38% (+$178.5K) YoY +126.78% (+$374.0K)
(EMXCcusip46434G764)	12.0K	QoQ +15.03% (+1.6K) YoY NEW(+12.0K)	All Managers (Combined)	$658.7K	0.4% ($658.7K/$170.8M)	QoQ +14.29% (+$82.4K) YoY NEW(+$658.7K)
(cusip886364231)✕	35.6K	QoQ NEW(+35.6K) YoY NEW(+35.6K)	All Managers (Combined)	$646.1K	0.4% ($646.1K/$170.8M)	QoQ NEW(+$646.1K) YoY NEW(+$646.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.5K	QoQ +5.55% (+131) YoY +32.21% (+607)	All Managers (Combined)	$611.0K	0.4% ($611.0K/$170.8M)	QoQ +7.99% (+$45.2K) YoY +61.91% (+$233.6K)
AbbVie Inc.(ABBVcusip00287Y109)	2.9K	QoQ +2.09% (+59) YoY +1.44% (+41)	All Managers (Combined)	$603.3K	0.4% ($603.3K/$170.8M)	QoQ +20.38% (+$102.2K) YoY +16.73% (+$86.5K)
(VIGcusip921908844)	2.8K	QoQ -11.14% (-354) YoY -20.25% (-717)	All Managers (Combined)	$547.4K	0.3% ($547.4K/$170.8M)	QoQ -11.98% (-$74.5K) YoY -15.29% (-$98.9K)
(cusip464288588)✕	5.8K	QoQ +4.98% (+275) YoY +19.14% (+930)	All Managers (Combined)	$542.8K	0.3% ($542.8K/$170.8M)	QoQ +7.39% (+$37.4K) YoY +20.90% (+$93.8K)
NEXTERA ENERGY INC(NEEcusip65339F101)	7.5K	QoQ -0.80% (-61) YoY -0.60% (-46)	All Managers (Combined)	$532.0K	0.3% ($532.0K/$170.8M)	QoQ -1.91% (-$10.4K) YoY +10.25% (-$49.5K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.1K	QoQ +0.81% (+17) YoY +2.23% (+46)	All Managers (Combined)	$524.2K	0.3% ($524.2K/$170.8M)	QoQ +14.03% (+$64.5K) YoY +33.12% (+$130.4K)
(MTUMcusip46432F396)	2.6K	QoQ -9.17% (-260) YoY -12.57% (-370)	All Managers (Combined)	$520.1K	0.3% ($520.1K/$170.8M)	QoQ -11.27% (-$66.1K) YoY -5.69% (-$31.4K)
Broadcom Inc.(AVGOcusip11135F101)	3.0K	QoQ +51.57% (+1.0K) YoY NEW(+3.0K)	All Managers (Combined)	$498.9K	0.3% ($498.9K/$170.8M)	QoQ +9.46% (+$43.1K) YoY NEW(+$498.9K)
(USMVcusip46429B697)	5.1K	QoQ -0.81% (-42) YoY -11.04% (-638)	All Managers (Combined)	$481.1K	0.3% ($481.1K/$170.8M)	QoQ +4.62% (-$21.3K) YoY -0.30% (-$1.5K)
(cusip46138E339)✕	5.1K	QoQ +28.04% (+1.1K) YoY NEW(+5.1K)	All Managers (Combined)	$470.6K	0.3% ($470.6K/$170.8M)	QoQ +24.70% (+$93.2K) YoY NEW(+$470.6K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$468.4K	0.3% ($468.4K/$170.8M)	QoQ NEW(+$468.4K) YoY NEW(+$468.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	864	QoQ +32.31% (+211) YoY +46.19% (+273)	All Managers (Combined)	$452.7K	0.3% ($452.7K/$170.8M)	QoQ +36.96% (+$122.2K) YoY +54.73% (+$160.1K)
(cusip81369Y209)✕	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$441.2K	0.3% ($441.2K/$170.8M)	QoQ NEW(+$441.2K) YoY NEW(+$441.2K)
CHEVRON CORP(CVXcusip166764100)	2.6K	QoQ -3.01% (-81) YoY -0.64% (-17)	All Managers (Combined)	$435.7K	0.3% ($435.7K/$170.8M)	QoQ +12.01% (-$46.7K) YoY +5.37% (-$22.2K)
(VCITcusip92206C870)	5.2K	QoQ -47.69% (-4.7K) YoY -70.48% (-12.4K)	All Managers (Combined)	$425.3K	0.2% ($425.3K/$170.8M)	QoQ -46.72% (-$373.0K) YoY -70.01% (-$993.4K)
ELI LILLY & Co(LLYcusip532457108)	512	QoQ +35.80% (+135) YoY NEW(+512)	All Managers (Combined)	$423.0K	0.2% ($423.0K/$170.8M)	QoQ +45.28% (+$131.8K) YoY NEW(+$423.0K)
(cusip33738D408)✕	10.3K	QoQ -13.60% (-1.6K) YoY -27.27% (-3.9K)	All Managers (Combined)	$422.5K	0.2% ($422.5K/$170.8M)	QoQ -14.21% (-$70.0K) YoY -27.61% (-$161.2K)