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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Omni-360-Wealth
Data Enrichment
73% identified118 identified43 unidentified
Holdings
161 positions • $170.8M total value
Manager:
Search and click to pin securities to the top