HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
222,232 | +2,666 | $13,367 |
| SCHM | 222,232 | +2,666 | $13,367 |
| INVESCO EXCH TRD SLF IDX FD |
396,123 | +49,670 | $8,418 |
| BSCK | 396,123 | +49,670 | $8,418 |
| SCHWAB STRATEGIC TR |
151,983 | +4,039 | $8,120 |
| SCHZ | 151,983 | +4,039 | $8,120 |
| SCHWAB STRATEGIC TR |
104,309 | +2,926 | $8,012 |
| SCHX | 104,309 | +2,926 | $8,012 |
| SCHWAB STRATEGIC TR |
171,956 | +3,742 | $7,903 |
| SCHH | 171,956 | +3,742 | $7,903 |
| ISHARES TR (IWB) |
44,158 | -1,222 | $7,879 |
| IWB | 44,158 | -1,222 | $7,879 |
| VANGUARD INDEX FDS (VNQ) |
72,506 | +298 | $6,728 |
| VNQ | 72,506 | +298 | $6,728 |
| ISHARES TR (DVY) |
60,286 | -427 | $6,370 |
| DVY | 60,286 | -427 | $6,370 |
| SCHWAB STRATEGIC TR |
179,647 | +7,714 | $4,917 |
| SCHE | 179,647 | +7,714 | $4,917 |
| SCHWAB STRATEGIC TR |
64,661 | +727 | $4,891 |
| SCHA | 64,661 | +727 | $4,891 |
| SCHWAB STRATEGIC TR |
115,964 | +1,387 | $3,900 |
| SCHF | 115,964 | +1,387 | $3,900 |
| INVESCO EXCHNG TRADED FD TR (PHB) |
191,178 | +7,641 | $3,682 |
| PHB | 191,178 | +7,641 | $3,682 |
| INVESCO EXCHNG TRADED FD TR (PCY) |
122,756 | +4,919 | $3,631 |
| PCY | 122,756 | +4,919 | $3,631 |
| ISHARES TR (HYG) |
39,684 | +413 | $3,490 |
| HYG | 39,684 | +413 | $3,490 |
| ISHARES TR (LQD) |
27,227 | -494 | $3,484 |
| LQD | 27,227 | -494 | $3,484 |
| ISHARES TR (EMB) |
29,860 | +850 | $3,421 |
| EMB | 29,860 | +850 | $3,421 |
| SPDR SERIES TRUST (IBND) |
97,702 | +2,093 | $3,338 |
| IBND | 97,702 | +2,093 | $3,338 |
| SPDR SERIES TRUST (MDYV) |
56,560 | +751 | $3,098 |
| MDYV | 56,560 | +751 | $3,098 |
| SPDR S&P 500 ETF TR (SPY) |
9,151 | -61 | $2,945 |
| SPY | 9,151 | -61 | $2,945 |
| SPDR INDEX SHS FDS (RWO) |
51,187 | +3,134 | $2,637 |
| RWO | 51,187 | +3,134 | $2,637 |
| ISHARES TR (AGG) |
21,657 | +834 | $2,434 |
| AGG | 21,657 | +834 | $2,434 |
| SCHWAB STRATEGIC TR |
70,006 | +855 | $2,426 |
| SCHC | 70,006 | +855 | $2,426 |
| ISHARES TR (IYR) |
24,001 | +218 | $2,234 |
| IYR | 24,001 | +218 | $2,234 |
| INVESCO QQQ TR |
10,052 | +1,141 | $2,137 |
| QQQ | 10,052 | +1,141 | $2,137 |
| SPDR SERIES TRUST (SHM) |
41,324 | +2,346 | $2,029 |
| SHM | 41,324 | +2,346 | $2,029 |
| ISHARES TR (IJR) |
23,675 | +830 | $1,985 |
| IJR | 23,675 | +830 | $1,985 |
| SPDR SERIES TRUST (TFI) |
35,382 | +1,034 | $1,790 |
| TFI | 35,382 | +1,034 | $1,790 |
| ISHARES TR (CMF) |
28,663 | +1,044 | $1,755 |
| CMF | 28,663 | +1,044 | $1,755 |
| ISHARES TR (IVV) |
5,422 | -121 | $1,752 |
| IVV | 5,422 | -121 | $1,752 |
| ISHARES TR (IJH) |
6,970 | +64 | $1,435 |
| IJH | 6,970 | +64 | $1,435 |
| ISHARES TR (EFG) |
16,329 | +16,329 | $1,412 |
| EFG | 16,329 | +16,329 | $1,412 |
| SPDR INDEX SHS FDS (EWX) |
29,868 | +283 | $1,376 |
| EWX | 29,868 | +283 | $1,376 |
| ISHARES TR (IEFA) |
19,248 | +258 | $1,256 |
| IEFA | 19,248 | +258 | $1,256 |
| ISHARES TR (IJJ) |
7,319 | +37 | $1,250 |
| IJJ | 7,319 | +37 | $1,250 |
| ISHARES INC (IEMG) |
21,611 | +509 | $1,162 |
| IEMG | 21,611 | +509 | $1,162 |
| ISHARES TR (SCZ) |
18,476 | -182 | $1,151 |
| SCZ | 18,476 | -182 | $1,151 |
| INDEXIQ ETF TR (AGGE) |
57,709 | +386 | $1,124 |
| AGGE | 57,709 | +386 | $1,124 |
| ISHARES TR (IGOV) |
21,083 | +1,253 | $1,058 |
| IGOV | 21,083 | +1,253 | $1,058 |
| APPLE INC |
3,195 | +250 | $938 |
| AAPL | 3,195 | +250 | $938 |
| DBX ETF TR (HYLB) |
18,608 | +255 | $937 |
| HYLB | 18,608 | +255 | $937 |
| SCHWAB STRATEGIC TR |
10,031 | +467 | $932 |
| SCHG | 10,031 | +467 | $932 |
| SCHWAB STRATEGIC TR |
29,452 | -425 | $930 |
| SCHK | 29,452 | -425 | $930 |
| JP MORGAN EXCHANGE TRADED FD (JPMB) |
17,857 | -135 | $916 |
| JPMB | 17,857 | -135 | $916 |
| JOHN HANCOCK ETF TRUST (JHMD) |
26,536 | -256 | $785 |
| JHMD | 26,536 | -256 | $785 |
| VISA INC |
3,952 | -88 | $743 |
| V | 3,952 | -88 | $743 |
| ISHARES INC (EEMS) |
12,549 | +174 | $568 |
| EEMS | 12,549 | +174 | $568 |
| ISHARES TR (IWL) |
7,377 | -37 | $554 |
| IWL | 7,377 | -37 | $554 |
| SPDR SERIES TRUST (SPMD) |
15,296 | -123 | $554 |
| SPMD | 15,296 | -123 | $554 |
| WISDOMTREE TR |
12,866 | -229 | $485 |
| DGRS | 12,866 | -229 | $485 |
| ISHARES TR (IJK) |
1,949 | -10 | $464 |
| IJK | 1,949 | -10 | $464 |
See Full List: All Stocks Held By Omega Financial Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Omega Financial Group LLC
|
Size ($ 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 |
