Holdings Channel
Size ($ in 1000's)
At 12/31/2019: $152,216
At 09/30/2019: $142,607

Omega Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Omega Financial Group LLC 13F filings. Link to 13F filings: SEC filings

Omega Financial Group LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 222,232 +2,666 $13,367
     SCHM222,232+2,666$13,367
INVESCO EXCH TRD SLF IDX FD 396,123 +49,670 $8,418
     BSCK396,123+49,670$8,418
SCHWAB STRATEGIC TR 151,983 +4,039 $8,120
     SCHZ151,983+4,039$8,120
SCHWAB STRATEGIC TR 104,309 +2,926 $8,012
     SCHX104,309+2,926$8,012
SCHWAB STRATEGIC TR 171,956 +3,742 $7,903
     SCHH171,956+3,742$7,903
ISHARES TR (IWB) 44,158 -1,222 $7,879
     IWB44,158-1,222$7,879
VANGUARD INDEX FDS (VNQ) 72,506 +298 $6,728
     VNQ72,506+298$6,728
ISHARES TR (DVY) 60,286 -427 $6,370
     DVY60,286-427$6,370
SCHWAB STRATEGIC TR 179,647 +7,714 $4,917
     SCHE179,647+7,714$4,917
SCHWAB STRATEGIC TR 64,661 +727 $4,891
     SCHA64,661+727$4,891
SCHWAB STRATEGIC TR 115,964 +1,387 $3,900
     SCHF115,964+1,387$3,900
INVESCO EXCHNG TRADED FD TR (PHB) 191,178 +7,641 $3,682
     PHB191,178+7,641$3,682
INVESCO EXCHNG TRADED FD TR (PCY) 122,756 +4,919 $3,631
     PCY122,756+4,919$3,631
ISHARES TR (HYG) 39,684 +413 $3,490
     HYG39,684+413$3,490
ISHARES TR (LQD) 27,227 -494 $3,484
     LQD27,227-494$3,484
ISHARES TR (EMB) 29,860 +850 $3,421
     EMB29,860+850$3,421
SPDR SERIES TRUST (IBND) 97,702 +2,093 $3,338
     IBND97,702+2,093$3,338
SPDR SERIES TRUST (MDYV) 56,560 +751 $3,098
     MDYV56,560+751$3,098
SPDR S&P 500 ETF TR (SPY) 9,151 -61 $2,945
     SPY9,151-61$2,945
SPDR INDEX SHS FDS (RWO) 51,187 +3,134 $2,637
     RWO51,187+3,134$2,637
ISHARES TR (AGG) 21,657 +834 $2,434
     AGG21,657+834$2,434
SCHWAB STRATEGIC TR 70,006 +855 $2,426
     SCHC70,006+855$2,426
ISHARES TR (IYR) 24,001 +218 $2,234
     IYR24,001+218$2,234
INVESCO QQQ TR 10,052 +1,141 $2,137
     QQQ10,052+1,141$2,137
SPDR SERIES TRUST (SHM) 41,324 +2,346 $2,029
     SHM41,324+2,346$2,029
ISHARES TR (IJR) 23,675 +830 $1,985
     IJR23,675+830$1,985
SPDR SERIES TRUST (TFI) 35,382 +1,034 $1,790
     TFI35,382+1,034$1,790
ISHARES TR (CMF) 28,663 +1,044 $1,755
     CMF28,663+1,044$1,755
ISHARES TR (IVV) 5,422 -121 $1,752
     IVV5,422-121$1,752
ISHARES TR (IJH) 6,970 +64 $1,435
     IJH6,970+64$1,435
ISHARES TR (EFG) 16,329 +16,329 $1,412
     EFG16,329+16,329$1,412
SPDR INDEX SHS FDS (EWX) 29,868 +283 $1,376
     EWX29,868+283$1,376
ISHARES TR (IEFA) 19,248 +258 $1,256
     IEFA19,248+258$1,256
ISHARES TR (IJJ) 7,319 +37 $1,250
     IJJ7,319+37$1,250
ISHARES INC (IEMG) 21,611 +509 $1,162
     IEMG21,611+509$1,162
ISHARES TR (SCZ) 18,476 -182 $1,151
     SCZ18,476-182$1,151
INDEXIQ ETF TR (AGGE) 57,709 +386 $1,124
     AGGE57,709+386$1,124
ISHARES TR (IGOV) 21,083 +1,253 $1,058
     IGOV21,083+1,253$1,058
APPLE INC 3,195 +250 $938
     AAPL3,195+250$938
DBX ETF TR (HYLB) 18,608 +255 $937
     HYLB18,608+255$937
SCHWAB STRATEGIC TR 10,031 +467 $932
     SCHG10,031+467$932
SCHWAB STRATEGIC TR 29,452 -425 $930
     SCHK29,452-425$930
JP MORGAN EXCHANGE TRADED FD (JPMB) 17,857 -135 $916
     JPMB17,857-135$916
JOHN HANCOCK ETF TRUST (JHMD) 26,536 -256 $785
     JHMD26,536-256$785
VISA INC 3,952 -88 $743
     V3,952-88$743
ISHARES INC (EEMS) 12,549 +174 $568
     EEMS12,549+174$568
ISHARES TR (IWL) 7,377 -37 $554
     IWL7,377-37$554
SPDR SERIES TRUST (SPMD) 15,296 -123 $554
     SPMD15,296-123$554
WISDOMTREE TR 12,866 -229 $485
     DGRS12,866-229$485
ISHARES TR (IJK) 1,949 -10 $464
     IJK1,949-10$464

See Full List: All Stocks Held By Omega Financial Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Omega Financial Group LLC

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