OMNI 360 Wealth, Inc. Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$159.6B

Holdings

122

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (122 positions)

#	Stock	Shares	Value	% Portfolio
101	SPABSPDR SER TR	11,503	$287K	0.00%
102	PFEPFIZER INC	10,226	$271K	0.00%
103	VOOVANGUARD INDEX FDS	502	$270K	0.00%
104	VTVVANGUARD INDEX FDS	1,585	$268K	0.00%
105	MCDMCDONALDS CORP	913	$265K	0.00%
106	VEAVANGUARD TAX-MANAGED FDS	5,032	$241K	0.00%
107	TSPAT ROWE PRICE ETF INC	6,480	$240K	0.00%
108	WMTWALMART INC	2,643	$239K	0.00%
109	DISDISNEY WALT CO	2,125	$237K	0.00%
110	MRKMERCK & CO INC	2,347	$233K	0.00%
111	JMUBJ P MORGAN EXCHANGE TRADED F	4,596	$230K	0.00%
112	BINCBLACKROCK ETF TRUST II	4,430	$230K	0.00%
113	IFRAISHARES TR	4,971	$230K	0.00%
114	MUBISHARES TR	2,157	$230K	0.00%
115	BIVVANGUARD BD INDEX FDS	3,024	$226K	0.00%
116	NXJNUVEEN NEW JERSEY QULT MUN F	18,196	$221K	0.00%
117	CSCOCISCO SYS INC	3,701	$219K	0.00%
118	IAU*ISHARES GOLD TR	4,367	$216K	0.00%
119	PGPROCTER AND GAMBLE CO	1,241	$208K	0.00%
120	WFCWELLS FARGO CO NEW	2,908	$204K	0.00%
121	MGKVANGUARD WORLD FD	587	$202K	0.00%
122	XNXNXNUVEEN N Y SELECT TAX FREE I	12,500	$142K	0.00%

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