
Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
223,691 | -16,246 | $10,436 |
ISTB | 223,691 | -16,246 | $10,436 |
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155,473 | -14,681 | $10,201 |
SCHM | 155,473 | -14,681 | $10,201 |
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112,817 | -11,264 | $9,576 |
IYR | 112,817 | -11,264 | $9,576 |
![]() |
85,702 | -12,079 | $8,178 |
IJR | 85,702 | -12,079 | $8,178 |
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76,673 | -8,834 | $7,523 |
AGG | 76,673 | -8,834 | $7,523 |
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34,701 | -1,389 | $7,305 |
IWB | 34,701 | -1,389 | $7,305 |
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18,343 | -2,708 | $7,108 |
IVV | 18,343 | -2,708 | $7,108 |
![]() |
27,317 | -3,444 | $6,659 |
IJH | 27,317 | -3,444 | $6,659 |
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58,869 | -7,024 | $5,976 |
IJJ | 58,869 | -7,024 | $5,976 |
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78,755 | -15,768 | $5,832 |
HYG | 78,755 | -15,768 | $5,832 |
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67,155 | -4,058 | $5,539 |
VNQ | 67,155 | -4,058 | $5,539 |
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86,485 | -4,001 | $5,373 |
IEFA | 86,485 | -4,001 | $5,373 |
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61,887 | -6,888 | $5,269 |
EMB | 61,887 | -6,888 | $5,269 |
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271,350 | -10,503 | $5,234 |
SCHH | 271,350 | -10,503 | $5,234 |
![]() |
42,444 | -13,040 | $5,119 |
DVY | 42,444 | -13,040 | $5,119 |
![]() |
89,306 | -2,995 | $5,086 |
SCZ | 89,306 | -2,995 | $5,086 |
![]() |
100,112 | +2,195 | $4,520 |
SCHX | 100,112 | +2,195 | $4,520 |
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88,480 | -10,653 | $4,174 |
IEMG | 88,480 | -10,653 | $4,174 |
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80,896 | +80,896 | $3,888 |
BNDX | 80,896 | +80,896 | $3,888 |
![]() |
74,246 | -16,598 | $3,485 |
EAGG | 74,246 | -16,598 | $3,485 |
![]() |
40,761 | -3,480 | $3,414 |
EFG | 40,761 | -3,480 | $3,414 |
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69,523 | +18,772 | $3,174 |
SCHZ | 69,523 | +18,772 | $3,174 |
![]() |
52,658 | -7,163 | $2,955 |
CMF | 52,658 | -7,163 | $2,955 |
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164,990 | +46,705 | $2,825 |
PHB | 164,990 | +46,705 | $2,825 |
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117,987 | -10,523 | $2,793 |
SCHE | 117,987 | -10,523 | $2,793 |
![]() |
140,818 | +17,506 | $2,629 |
PCY | 140,818 | +17,506 | $2,629 |
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22,696 | -1,364 | $2,366 |
SUB | 22,696 | -1,364 | $2,366 |
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48,541 | -7,081 | $2,361 |
EEMS | 48,541 | -7,081 | $2,361 |
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8,806 | +28 | $2,329 |
QQQ | 8,806 | +28 | $2,329 |
![]() |
5,905 | -2,566 | $2,258 |
SPY | 5,905 | -2,566 | $2,258 |
![]() |
66,365 | +3,619 | $2,138 |
SCHF | 66,365 | +3,619 | $2,138 |
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77,163 | +29,159 | $1,854 |
SUSB | 77,163 | +29,159 | $1,854 |
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28,052 | +9,645 | $1,815 |
MDYV | 28,052 | +9,645 | $1,815 |
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51,680 | +27,053 | $1,699 |
ESML | 51,680 | +27,053 | $1,699 |
![]() |
20,600 | -1,398 | $1,688 |
IUSG | 20,600 | -1,398 | $1,688 |
![]() |
84,526 | +13,863 | $1,649 |
PBP | 84,526 | +13,863 | $1,649 |
![]() |
22,783 | +12,423 | $1,511 |
SUSL | 22,783 | +12,423 | $1,511 |
![]() |
17,094 | +11,371 | $1,496 |
RWR | 17,094 | +11,371 | $1,496 |
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34,040 | +5,217 | $1,379 |
SCHA | 34,040 | +5,217 | $1,379 |
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9,942 | +37 | $1,292 |
AAPL | 9,942 | +37 | $1,292 |
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41,823 | +24,603 | $1,258 |
ESGE | 41,823 | +24,603 | $1,258 |
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11,664 | -250 | $1,230 |
LQD | 11,664 | -250 | $1,230 |
![]() |
24,624 | +742 | $1,219 |
IGIB | 24,624 | +742 | $1,219 |
![]() |
9,390 | UNCH | $1,079 |
IEI | 9,390 | UNCH | $1,079 |
![]() |
13,957 | +4,954 | $1,042 |
AMZN | 13,957 | +4,954 | $1,042 |
![]() |
41,601 | +300 | $1,004 |
PWZ | 41,601 | +300 | $1,004 |
![]() |
18,881 | -13,864 | $887 |
SHM | 18,881 | -13,864 | $887 |
![]() |
1,910 | +1,219 | $846 |
MDY | 1,910 | +1,219 | $846 |
![]() |
3,562 | +120 | $825 |
MSFT | 3,562 | +120 | $825 |
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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
![]() 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 |