HoldingsChannel.com
| Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (ISTB) |
223,691 | -16,246 | $10,436 |
| ISTB | 223,691 | -16,246 | $10,436 |
| SCHWAB STRATEGIC TR |
155,473 | -14,681 | $10,201 |
| SCHM | 155,473 | -14,681 | $10,201 |
| ISHARES TR (IYR) |
112,817 | -11,264 | $9,576 |
| IYR | 112,817 | -11,264 | $9,576 |
| ISHARES TR (IJR) |
85,702 | -12,079 | $8,178 |
| IJR | 85,702 | -12,079 | $8,178 |
| ISHARES TR (AGG) |
76,673 | -8,834 | $7,523 |
| AGG | 76,673 | -8,834 | $7,523 |
| ISHARES TR (IWB) |
34,701 | -1,389 | $7,305 |
| IWB | 34,701 | -1,389 | $7,305 |
| ISHARES TR (IVV) |
18,343 | -2,708 | $7,108 |
| IVV | 18,343 | -2,708 | $7,108 |
| ISHARES TR (IJH) |
27,317 | -3,444 | $6,659 |
| IJH | 27,317 | -3,444 | $6,659 |
| ISHARES TR (IJJ) |
58,869 | -7,024 | $5,976 |
| IJJ | 58,869 | -7,024 | $5,976 |
| ISHARES TR (HYG) |
78,755 | -15,768 | $5,832 |
| HYG | 78,755 | -15,768 | $5,832 |
| VANGUARD INDEX FDS (VNQ) |
67,155 | -4,058 | $5,539 |
| VNQ | 67,155 | -4,058 | $5,539 |
| ISHARES TR (IEFA) |
86,485 | -4,001 | $5,373 |
| IEFA | 86,485 | -4,001 | $5,373 |
| ISHARES TR (EMB) |
61,887 | -6,888 | $5,269 |
| EMB | 61,887 | -6,888 | $5,269 |
| SCHWAB STRATEGIC TR |
271,350 | -10,503 | $5,234 |
| SCHH | 271,350 | -10,503 | $5,234 |
| ISHARES TR (DVY) |
42,444 | -13,040 | $5,119 |
| DVY | 42,444 | -13,040 | $5,119 |
| ISHARES TR (SCZ) |
89,306 | -2,995 | $5,086 |
| SCZ | 89,306 | -2,995 | $5,086 |
| SCHWAB STRATEGIC TR |
100,112 | +2,195 | $4,520 |
| SCHX | 100,112 | +2,195 | $4,520 |
| ISHARES INC (IEMG) |
88,480 | -10,653 | $4,174 |
| IEMG | 88,480 | -10,653 | $4,174 |
| VANGUARD CHARLOTTE FDS (BNDX) |
80,896 | +80,896 | $3,888 |
| BNDX | 80,896 | +80,896 | $3,888 |
| ISHARES TR (EAGG) |
74,246 | -16,598 | $3,485 |
| EAGG | 74,246 | -16,598 | $3,485 |
| ISHARES TR (EFG) |
40,761 | -3,480 | $3,414 |
| EFG | 40,761 | -3,480 | $3,414 |
| SCHWAB STRATEGIC TR |
69,523 | +18,772 | $3,174 |
| SCHZ | 69,523 | +18,772 | $3,174 |
| ISHARES TR (CMF) |
52,658 | -7,163 | $2,955 |
| CMF | 52,658 | -7,163 | $2,955 |
| INVESCO EXCH TRADED FD TR II (PHB) |
164,990 | +46,705 | $2,825 |
| PHB | 164,990 | +46,705 | $2,825 |
| SCHWAB STRATEGIC TR |
117,987 | -10,523 | $2,793 |
| SCHE | 117,987 | -10,523 | $2,793 |
| INVESCO EXCH TRADED FD TR II (PCY) |
140,818 | +17,506 | $2,629 |
| PCY | 140,818 | +17,506 | $2,629 |
| ISHARES TR (SUB) |
22,696 | -1,364 | $2,366 |
| SUB | 22,696 | -1,364 | $2,366 |
| ISHARES INC (EEMS) |
48,541 | -7,081 | $2,361 |
| EEMS | 48,541 | -7,081 | $2,361 |
| INVESCO QQQ TR |
8,806 | +28 | $2,329 |
| QQQ | 8,806 | +28 | $2,329 |
| SPDR S&P 500 ETF TR (SPY) |
5,905 | -2,566 | $2,258 |
| SPY | 5,905 | -2,566 | $2,258 |
| SCHWAB STRATEGIC TR |
66,365 | +3,619 | $2,138 |
| SCHF | 66,365 | +3,619 | $2,138 |
| ISHARES TR (SUSB) |
77,163 | +29,159 | $1,854 |
| SUSB | 77,163 | +29,159 | $1,854 |
| SPDR SER TR (MDYV) |
28,052 | +9,645 | $1,815 |
| MDYV | 28,052 | +9,645 | $1,815 |
| ISHARES TR (ESML) |
51,680 | +27,053 | $1,699 |
| ESML | 51,680 | +27,053 | $1,699 |
| ISHARES TR (IUSG) |
20,600 | -1,398 | $1,688 |
| IUSG | 20,600 | -1,398 | $1,688 |
| INVESCO EXCHANGE TRADED FD T (PBP) |
84,526 | +13,863 | $1,649 |
| PBP | 84,526 | +13,863 | $1,649 |
| ISHARES TR (SUSL) |
22,783 | +12,423 | $1,511 |
| SUSL | 22,783 | +12,423 | $1,511 |
| SPDR SER TR (RWR) |
17,094 | +11,371 | $1,496 |
| RWR | 17,094 | +11,371 | $1,496 |
| SCHWAB STRATEGIC TR |
34,040 | +5,217 | $1,379 |
| SCHA | 34,040 | +5,217 | $1,379 |
| APPLE INC |
9,942 | +37 | $1,292 |
| AAPL | 9,942 | +37 | $1,292 |
| ISHARES INC (ESGE) |
41,823 | +24,603 | $1,258 |
| ESGE | 41,823 | +24,603 | $1,258 |
| ISHARES TR (LQD) |
11,664 | -250 | $1,230 |
| LQD | 11,664 | -250 | $1,230 |
| ISHARES TR (IGIB) |
24,624 | +742 | $1,219 |
| IGIB | 24,624 | +742 | $1,219 |
| ISHARES TR (IEI) |
9,390 | UNCH | $1,079 |
| IEI | 9,390 | UNCH | $1,079 |
| AMAZON COM INC |
13,957 | +4,954 | $1,042 |
| AMZN | 13,957 | +4,954 | $1,042 |
| INVESCO EXCH TRADED FD TR II (PWZ) |
41,601 | +300 | $1,004 |
| PWZ | 41,601 | +300 | $1,004 |
| SPDR SER TR (SHM) |
18,881 | -13,864 | $887 |
| SHM | 18,881 | -13,864 | $887 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,910 | +1,219 | $846 |
| MDY | 1,910 | +1,219 | $846 |
| MICROSOFT CORP |
3,562 | +120 | $825 |
| MSFT | 3,562 | +120 | $825 |
| ISHARES TR (IGSB) |
15,896 | UNCH | $792 |
| IGSB | 15,896 | UNCH | $792 |
See Full List: All Stocks Held By Omega Financial Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Omega Financial Group LLC
|
Size ($ in 1000's)
At 12/31/2022: $193,850 At 09/30/2022: $193,358 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 |
