HoldingsChannel.com
Omega Financial Group LLC Top Holdings
As of  12/31/2022, below is a summary of the Omega Financial Group LLC top holdings by largest position size, as per the latest 13f filing made by Omega Financial Group LLC. In the Omega Financial Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Omega Financial Group LLC in that top holding, then the share count change between reporting periods, and finally the Omega Financial Group LLC top holding position size for that row.

   EntityAmountChange
 09/30/2022 to 12/31/2022
Position Size
($ in 1000's)
ISHARES TR (ISTB) 223,691 -16,246 $10,436
     ISTB223,691-16,246$10,436
SCHWAB STRATEGIC TR 155,473 -14,681 $10,201
     SCHM155,473-14,681$10,201
ISHARES TR (IYR) 112,817 -11,264 $9,576
     IYR112,817-11,264$9,576
ISHARES TR (IJR) 85,702 -12,079 $8,178
     IJR85,702-12,079$8,178
ISHARES TR (AGG) 76,673 -8,834 $7,523
     AGG76,673-8,834$7,523
ISHARES TR (IWB) 34,701 -1,389 $7,305
     IWB34,701-1,389$7,305
ISHARES TR (IVV) 18,343 -2,708 $7,108
     IVV18,343-2,708$7,108
ISHARES TR (IJH) 27,317 -3,444 $6,659
     IJH27,317-3,444$6,659
ISHARES TR (IJJ) 58,869 -7,024 $5,976
     IJJ58,869-7,024$5,976
ISHARES TR (HYG) 78,755 -15,768 $5,832
     HYG78,755-15,768$5,832
VANGUARD INDEX FDS (VNQ) 67,155 -4,058 $5,539
     VNQ67,155-4,058$5,539
ISHARES TR (IEFA) 86,485 -4,001 $5,373
     IEFA86,485-4,001$5,373
ISHARES TR (EMB) 61,887 -6,888 $5,269
     EMB61,887-6,888$5,269
SCHWAB STRATEGIC TR 271,350 -10,503 $5,234
     SCHH271,350-10,503$5,234
ISHARES TR (DVY) 42,444 -13,040 $5,119
     DVY42,444-13,040$5,119
ISHARES TR (SCZ) 89,306 -2,995 $5,086
     SCZ89,306-2,995$5,086
SCHWAB STRATEGIC TR 100,112 +2,195 $4,520
     SCHX100,112+2,195$4,520
ISHARES INC (IEMG) 88,480 -10,653 $4,174
     IEMG88,480-10,653$4,174
VANGUARD CHARLOTTE FDS (BNDX) 80,896 +80,896 $3,888
     BNDX80,896+80,896$3,888
ISHARES TR (EAGG) 74,246 -16,598 $3,485
     EAGG74,246-16,598$3,485
ISHARES TR (EFG) 40,761 -3,480 $3,414
     EFG40,761-3,480$3,414
SCHWAB STRATEGIC TR 69,523 +18,772 $3,174
     SCHZ69,523+18,772$3,174
ISHARES TR (CMF) 52,658 -7,163 $2,955
     CMF52,658-7,163$2,955
INVESCO EXCH TRADED FD TR II (PHB) 164,990 +46,705 $2,825
     PHB164,990+46,705$2,825
SCHWAB STRATEGIC TR 117,987 -10,523 $2,793
     SCHE117,987-10,523$2,793
INVESCO EXCH TRADED FD TR II (PCY) 140,818 +17,506 $2,629
     PCY140,818+17,506$2,629
ISHARES TR (SUB) 22,696 -1,364 $2,366
     SUB22,696-1,364$2,366
ISHARES INC (EEMS) 48,541 -7,081 $2,361
     EEMS48,541-7,081$2,361
INVESCO QQQ TR 8,806 +28 $2,329
     QQQ8,806+28$2,329
SPDR S&P 500 ETF TR (SPY) 5,905 -2,566 $2,258
     SPY5,905-2,566$2,258
SCHWAB STRATEGIC TR 66,365 +3,619 $2,138
     SCHF66,365+3,619$2,138
ISHARES TR (SUSB) 77,163 +29,159 $1,854
     SUSB77,163+29,159$1,854
SPDR SER TR (MDYV) 28,052 +9,645 $1,815
     MDYV28,052+9,645$1,815
ISHARES TR (ESML) 51,680 +27,053 $1,699
     ESML51,680+27,053$1,699
ISHARES TR (IUSG) 20,600 -1,398 $1,688
     IUSG20,600-1,398$1,688
INVESCO EXCHANGE TRADED FD T (PBP) 84,526 +13,863 $1,649
     PBP84,526+13,863$1,649
ISHARES TR (SUSL) 22,783 +12,423 $1,511
     SUSL22,783+12,423$1,511
SPDR SER TR (RWR) 17,094 +11,371 $1,496
     RWR17,094+11,371$1,496
SCHWAB STRATEGIC TR 34,040 +5,217 $1,379
     SCHA34,040+5,217$1,379
APPLE INC 9,942 +37 $1,292
     AAPL9,942+37$1,292
ISHARES INC (ESGE) 41,823 +24,603 $1,258
     ESGE41,823+24,603$1,258
ISHARES TR (LQD) 11,664 -250 $1,230
     LQD11,664-250$1,230
ISHARES TR (IGIB) 24,624 +742 $1,219
     IGIB24,624+742$1,219
ISHARES TR (IEI) 9,390 UNCH $1,079
     IEI9,390UNCH$1,079
AMAZON COM INC 13,957 +4,954 $1,042
     AMZN13,957+4,954$1,042
INVESCO EXCH TRADED FD TR II (PWZ) 41,601 +300 $1,004
     PWZ41,601+300$1,004
SPDR SER TR (SHM) 18,881 -13,864 $887
     SHM18,881-13,864$887
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,910 +1,219 $846
     MDY1,910+1,219$846
MICROSOFT CORP 3,562 +120 $825
     MSFT3,562+120$825
ISHARES TR (IGSB) 15,896 UNCH $792
     IGSB15,896UNCH$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

Omega Financial Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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