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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
RSP +4,858+$823
DYNF +15,402+$684
VCRB +8,625+$660
IVE +2,503+$468
IYG +6,580+$436
UNH +591+$293
META +569+$276
VPLS +3,520+$270
CSCO +4,528+$226
IAU +5,271+$221
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
DLN -6,672-$443
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IJH +11,757+$156
VGIT +10,957+$603
IUSB +9,856+$440
SPLG +9,369+$1,542
JPIE +7,333+$334
ITOT +6,523+$1,452
VTIP +5,665+$280
IDEV +5,389+$571
DFIV +4,850+$352
DFAT +4,187+$447
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SPAB -10,245-$272
VCIT -4,045-$342
USMV -2,445-$158
FPE -2,362-$28
IVW -2,125-$105
JEPI -2,039-$59
TFLO -1,791-$90
ESGU -1,283-$23
QUAL -904+$278
OMNI 360 Wealth Inc. Info
Size ($ in 1000's)
At 03/31/2024: $123,051
At 12/31/2023: $107,363

OMNI 360 Wealth Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from OMNI 360 Wealth Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By OMNI 360 Wealth Inc.
As of  03/31/2024, we find all stocks held by OMNI 360 Wealth Inc. to be as follows, presented in the table below with each row detailing each OMNI 360 Wealth Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-OMNI 360 Wealth Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by OMNI 360 Wealth Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
SPDR SER TR (SPLG) 180,825 +9,369 $11,126
     SPLG180,825+9,369$11,126
ISHARES TR (ITOT) 76,045 +6,523 $8,768
     ITOT76,045+6,523$8,768
DIMENSIONAL ETF TRUST (DFAT) 108,324 +4,187 $5,896
     DFAT108,324+4,187$5,896
ISHARES TR (IWF) 17,300 +202 $5,831
     IWF17,300+202$5,831
ISHARES TR (IDEV) 65,711 +5,389 $4,411
     IDEV65,711+5,389$4,411
ISHARES TR (QUAL) 23,906 -904 $3,929
     QUAL23,906-904$3,929
VANGUARD SCOTTSDALE FDS (VGIT) 61,394 +10,957 $3,595
     VGIT61,394+10,957$3,595
VANGUARD BD INDEX FDS (BSV) 37,903 +3,205 $2,906
     BSV37,903+3,205$2,906
DIMENSIONAL ETF TRUST (DFIV) 77,891 +4,850 $2,862
     DFIV77,891+4,850$2,862
APPLE INC 16,308 +638 $2,796
     AAPL16,308+638$2,796
ISHARES INC (IEMG) 52,936 +3,160 $2,731
     IEMG52,936+3,160$2,731
VANGUARD INDEX FDS (VTI) 10,162 +185 $2,641
     VTI10,162+185$2,641
ISHARES TR (EFV) 44,167 +1,314 $2,403
     EFV44,167+1,314$2,403
SPDR S&P 500 ETF TR (SPY) 4,503 +345 $2,356
     SPY4,503+345$2,356
SCHWAB STRATEGIC TR 25,628 +1,196 $2,066
     SCHD25,628+1,196$2,066
ISHARES TR (IQLT) 50,622 +115 $2,008
     IQLT50,622+115$2,008
MICROSOFT CORP 4,718 +300 $1,985
     MSFT4,718+300$1,985
VANGUARD WHITEHALL FDS (VYM) 16,405 +309 $1,985
     VYM16,405+309$1,985
VANGUARD SCOTTSDALE FDS (VCIT) 17,622 -4,045 $1,419
     VCIT17,622-4,045$1,419
ISHARES TR (IJR) 12,706 -404 $1,404
     IJR12,706-404$1,404
INVESCO EXCHANGE TRADED FD T (PRF) 36,370 +2,392 $1,399
     PRF36,370+2,392$1,399
VANGUARD MALVERN FDS (VTIP) 29,074 +5,665 $1,392
     VTIP29,074+5,665$1,392
ISHARES TR (IUSB) 29,338 +9,856 $1,338
     IUSB29,338+9,856$1,338
ISHARES TR (ESGU) 11,121 -1,283 $1,278
     ESGU11,121-1,283$1,278
FIRST TR VALUE LINE DIVID IN (FVD) 29,851 -869 $1,261
     FVD29,851-869$1,261
ISHARES TR (DGRO) 21,149 -630 $1,228
     DGRO21,149-630$1,228
ISHARES TR (EFG) 11,561 +582 $1,200
     EFG11,561+582$1,200
VANGUARD INDEX FDS (VO) 4,547 -289 $1,136
     VO4,547-289$1,136
SCHWAB STRATEGIC TR 29,960 +600 $1,067
     FNDF29,960+600$1,067
J P MORGAN EXCHANGE TRADED F (JEPI) 18,441 -2,039 $1,067
     JEPI18,441-2,039$1,067
DIMENSIONAL ETF TRUST (DFAC) 32,471 UNCH $1,037
     DFAC32,471UNCH$1,037
FIRST TR EXCHANGE TRADED FD (KNG) 19,200 +3,000 $1,031
     KNG19,200+3,000$1,031
ISHARES TR (IVV) 1,950 +13 $1,025
     IVV1,950+13$1,025
WISDOMTREE TR 20,538 +3,725 $1,002
     DON20,538+3,725$1,002
J P MORGAN EXCHANGE TRADED F (JPIE) 21,570 +7,333 $983
     JPIE21,570+7,333$983
SCHWAB STRATEGIC TR 21,151 +1,234 $973
     SCHZ21,151+1,234$973
INVESCO EXCHANGE TRADED FD T (PRFZ) 22,410 -109 $880
     PRFZ22,410-109$880
ISHARES TR (VLUE) 8,111 +1,314 $878
     VLUE8,111+1,314$878
ISHARES TR (IJH) 14,336 +11,757 $871
     IJH14,336+11,757$871
INVESCO EXCHANGE TRADED FD T (RSP) 4,858 +4,858 $823
     RSP4,858+4,858$823
SCHWAB STRATEGIC TR 15,568 +219 $812
     SCHP15,568+219$812
BLACKSTONE INC 5,695 +12 $748
     BX5,695+12$748
ISHARES TR (IYW) 5,540 +760 $748
     IYW5,540+760$748
SPDR DOW JONES INDL AVERAGE (DIA) 1,853 -22 $737
     DIA1,853-22$737
VANGUARD INTL EQUITY INDEX F (VEU) 11,731 +1,014 $688
     VEU11,731+1,014$688
BLACKROCK ETF TRUST (DYNF) 15,402 +15,402 $684
     DYNF15,402+15,402$684
VANGUARD MALVERN FDS (VCRB) 8,625 +8,625 $660
     VCRB8,625+8,625$660
ALPHABET INC 4,298 -82 $654
     GOOG4,298-82$654
VANGUARD SPECIALIZED FUNDS (VIG) 3,539 +104 $646
     VIG3,539+104$646
SPDR SER TR (SPAB) 25,410 -10,245 $642
     SPAB25,410-10,245$642
PROGRESSIVE CORP 3,020 -272 $625
     PGR3,020-272$625
AMAZON COM INC 3,255 +249 $587
     AMZN3,255+249$587
FIRST TR EXCHANGE TRADED FD (HYLS) 14,155 -460 $584
     HYLS14,155-460$584
JOHNSON & JOHNSON 3,610 +212 $571
     JNJ3,610+212$571
ISHARES TR (MTUM) 2,943 -22 $551
     MTUM2,943-22$551
VANGUARD WHITEHALL FDS (VIGI) 6,515 +169 $531
     VIGI6,515+169$531
ABBVIE INC 2,838 -25 $517
     ABBV2,838-25$517
TAPESTRY INC 10,798 +28 $513
     TPR10,798+28$513
ISHARES TR (IVW) 5,891 -2,125 $497
     IVW5,891-2,125$497
NEXTERA ENERGY INC 7,550 -50 $483
     NEE7,550-50$483
ISHARES TR (USMV) 5,774 -2,445 $483
     USMV5,774-2,445$483
ISHARES TR (IVE) 2,503 +2,503 $468
     IVE2,503+2,503$468
SELECT SECTOR SPDR TR (XLE) 4,926 +618 $465
     XLE4,926+618$465
NVIDIA CORPORATION 513 +29 $464
     NVDA513+29$464
TESLA INC 2,622 +93 $461
     TSLA2,622+93$461
LOCKHEED MARTIN CORP 993 -16 $452
     LMT993-16$452
ISHARES TR (MBB) 4,858 +592 $449
     MBB4,858+592$449
ISHARES TR (IYG) 6,580 +6,580 $436
     IYG6,580+6,580$436
FIRST TR EXCH TRADED FD III (FPE) 24,639 -2,362 $427
     FPE24,639-2,362$427
CHEVRON CORP NEW 2,621 +60 $413
     CVX2,621+60$413
SPDR SER TR (SPTM) 6,325 +102 $406
     SPTM6,325+102$406
INTERNATIONAL BUSINESS MACHS 2,062 -13 $394
     IBM2,062-13$394
ISHARES TR (EFA) 4,914 UNCH $392
     EFA4,914UNCH$392
JPMORGAN CHASE & CO 1,884 +329 $377
     JPM1,884+329$377
INVESCO QQQ TR 850 +84 $377
     QQQ850+84$377
ISHARES TR (TLT) 3,722 +415 $352
     TLT3,722+415$352
SPDR INDEX SHS FDS (SPDW) 9,503 +344 $341
     SPDW9,503+344$341
VANGUARD BD INDEX FDS (BIV) 4,365 -495 $329
     BIV4,365-495$329
INVESCO EXCHANGE TRADED FD T (XMHQ) 2,923 +1 $322
     XMHQ2,923+1$322
WISDOMTREE TR 10,878 -525 $320
     XSOE10,878-525$320
HOME DEPOT INC 819 +62 $314
     HD819+62$314
EATON CORP PLC 984 -5 $308
     ETN984-5$308
VANGUARD MUN BD FDS (VTEB) 6,064 +32 $307
     VTEB6,064+32$307
FIDELITY COVINGTON TRUST 1,947 +27 $303
     FTEC1,947+27$303
ISHARES TR (PFF) 9,326 -238 $301
     PFF9,326-238$301
ALPHABET INC 1,972 +105 $298
     GOOGL1,972+105$298
BERKSHIRE HATHAWAY INC DEL      $295
     BRK.B701+100$295
UNITEDHEALTH GROUP INC 591 +591 $293
     UNH591+591$293
INVESCO EXCH TRADED FD TR II (EELV) 11,979 -838 $286
     EELV11,979-838$286
SOUTHERN CO 3,945 -61 $283
     SO3,945-61$283
ISHARES TR (OEF) 1,139 -639 $282
     OEF1,139-639$282
META PLATFORMS INC 569 +569 $276
     META569+569$276
NUVEEN NEW JERSEY QULT MUN F 22,547 -270 $272
     NXJ22,547-270$272
VANGUARD MALVERN FDS (VPLS) 3,520 +3,520 $270
     VPLS3,520+3,520$270
VANGUARD TAX MANAGED FDS (VEA) 5,312 UNCH $267
     VEA5,312UNCH$267
ISHARES TR (TFLO) 5,234 -1,791 $265
     TFLO5,234-1,791$265
NUVEEN NEW YORK QLT MUN INC 24,036 +122 $263
     NAN24,036+122$263
MCDONALDS CORP 904 -27 $255
     MCD904-27$255
FIRST TR EXCHANGE TRADED FD (FV) 4,000 UNCH $229
     FV4,000UNCH$229
CISCO SYS INC 4,528 +4,528 $226
     CSCO4,528+4,528$226
ISHARES GOLD TR (IAU) 5,271 +5,271 $221
     IAU5,271+5,271$221
MERCK & CO INC 1,619 +1,619 $214
     MRK1,619+1,619$214
ISHARES TR (IFRA) 4,844 +4,844 $210
     IFRA4,844+4,844$210
PEPSICO INC 1,184 -52 $207
     PEP1,184-52$207
ISHARES TR (MUB) 1,908 -220 $205
     MUB1,908-220$205
DISNEY WALT CO 1,659 +1,659 $203
     DIS1,659+1,659$203
PRUDENTIAL FINL INC 1,726 +1,726 $203
     PRU1,726+1,726$203
INVESCO EXCH TRADED FD TR II (BAB) 7,557 +20 $201
     BAB7,557+20$201
PROLOGIS INC. 1,546 +10 $201
     PLD1,546+10$201
WISDOMTREE TR 0 -6,672 $0 (exited)
     DLN0-6,672$0

See Summary: OMNI 360 Wealth Inc. Top Holdings
See Details: Top 10 Stocks Held By OMNI 360 Wealth Inc.

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