HoldingsChannel.com
Omnia Family Wealth LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Vanguard Total Stock Market ETF (VTI) 148,762 -141,552 $19,177
     VTI148,762-141,552$19,177
iShares TR Barclays 20 Treas BD FD (TLT) 97,012 +14,615 $16,004
     TLT97,012+14,615$16,004
iShares TR Barclays 1 3 YR Treas BD ETF (SHY) 76,525 +12,869 $6,632
     SHY76,525+12,869$6,632
SPDR Gold ETF (GLD) 36,753 +4,413 $5,441
     GLD36,753+4,413$5,441
Apple Inc 17,162 -3,291 $4,364
     AAPL17,162-3,291$4,364
iShares Gold TR iShares (IAU) 207,686 +12,113 $3,130
     IAU207,686+12,113$3,130
Vanguard BD Index FD Inc Total BD Market ETF (BND) 35,275 UNCH $3,011
     BND35,275UNCH$3,011
Vanguard Mid Cap ETF (VO) 19,803 -81 $2,607
     VO19,803-81$2,607
Vanguard FTSE Developed Markets ETF (VEA) 73,207 -758,184 $2,441
     VEA73,207-758,184$2,441
Disney Walt Co Disney Com 17,878 -199 $1,727
     DIS17,878-199$1,727
Berkshire Hathaway Inc Del CL B New      $1,570
     BRK.B5,614+581$1,026
     BRK.A2UNCH$544
Microsoft Corp Com 9,742 -102 $1,536
     MSFT9,742-102$1,536
SPDR S&P 500 ETF TR TR Unit (SPY) 4,957 -13,036 $1,286
     SPY4,957-13,036$1,286
Lockheed Martin Corp Com 3,001 +1 $1,017
     LMT3,001+1$1,017
Bank Amer Corp Com 46,622 -1,918 $990
     BAC46,622-1,918$990
Amazon Com Inc 506 +4 $987
     AMZN506+4$987
Nextera Energy Inc 4,047 -10 $974
     NEE4,047-10$974
Intel Corp Com 16,611 UNCH $899
     INTC16,611UNCH$899
Alphabet Inc Cap STK 749 UNCH $870
     GOOGL749UNCH$870
Alphabet Inc Cap STK 722 +44 $840
     GOOG722+44$840
Procter & Gamble Co Com 7,535 +790 $829
     PG7,535+790$829
iShares MSCI Emerging Markets Index Fund (EEM) 24,025 -93,307 $820
     EEM24,025-93,307$820
Consolidated Edison 9,853 +100 $769
     ED9,853+100$769
Merck & Co Inc New Com 9,815 -490 $761
     MRK9,815-490$761
Mastercard Inc CL A 3,068 -112 $741
     MA3,068-112$741
Vanguard FTSE Emerging Markets ETF (VWO) 21,048 -248,070 $706
     VWO21,048-248,070$706
Philip Morris Intl Inc Com 9,304 +151 $690
     PM9,304+151$690
Pfizer Inc Com 19,584 +618 $639
     PFE19,584+618$639
JP Morgan Chase & Co Com 6,960 +613 $627
     JPM6,960+613$627
Johnson & Johnson Com 4,626 +884 $607
     JNJ4,626+884$607
iShares MSCI EAFE (EFA) 10,265 UNCH $549
     EFA10,265UNCH$549
AT&T Inc Com 18,622 +1,199 $543
     T18,622+1,199$543
Comcast Corp New 15,020 -173 $520
     CMCSA15,020-173$520
Verizon Communications Com 9,670 -836 $520
     VZ9,670-836$520
Wal Mart Stores Inc Com 4,532 -37 $517
     WMT4,532-37$517
Altria Group Inc Com 12,589 -1,493 $497
     MO12,589-1,493$497
Facebook Inc CL A 2,776 +21 $463
     FB2,776+21$463
Lennar Corp CL A Com STK 11,325 UNCH $433
     LEN11,325UNCH$433
McDonalds Corp 2,617 UNCH $433
     MCD2,617UNCH$433
Colgate Palmolive Co 6,238 UNCH $414
     CL6,238UNCH$414
Digital RLTY TR Inc Com 2,938 UNCH $408
     DLR2,938UNCH$408
Indexiq ETF Trust Iq (QAI) 14,206 -3,238 $404
     QAI14,206-3,238$404
Automatic Data Processing Inc Com 2,561 UNCH $352
     ADP2,561UNCH$352
Alibaba Group HLDG LTD 1,739 UNCH $338
     BABA1,739UNCH$338
Pepsico Inc Com 2,793 -618 $335
     PEP2,793-618$335
Mondelez Intl Inc CL A 6,488 +103 $327
     MDLZ6,488+103$327
Chevron Corp New Com 4,467 -1,084 $324
     CVX4,467-1,084$324
Home Depot Inc Com 1,731 -291 $323
     HD1,731-291$323
Visa Inc Com CL A 1,964 UNCH $316
     V1,964UNCH$316
Raytheon Co Com New 2,251 -368 $295
     RTN2,251-368$295

See Full List: All Stocks Held By Omnia Family Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Omnia Family Wealth LLC

Size ($ in 1000's)
At 03/31/2020: $96,143
At 12/31/2019: $218,130

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

Omnia Family Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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