OMNI 360 Wealth, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 19, 2024
Value $
$135M
Signature - Title
Linda J. Farinola - President & Chief Compliance Officer
Location
777 Scudders Mill Road, Bldg 4, Suite 101, Plainsboro, NJ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 112 $135M +$14.2M -$3.89M +$10.3M SPLG, ITOT, IWF, DFAT, IDEV 13F-HR 7/19/2024, 04:30 PM
Q1 2024 109 $123M +$12.3M -$2.56M +$9.71M SPLG, ITOT, DFAT, IWF, IDEV 13F-HR 4/19/2024, 10:35 AM
Q4 2023 96 $107M SPLG, ITOT, DFAT, IWF, IDEV 13F-HR 2/8/2024, 01:05 PM