OMNIA FAMILY WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 4K | $598.33K |
 | MA | 4K | $2.14M |
 | V | 4K | $1.20M |
 | BN | 3K | $231.28K |
 | DLR | 3K | $560.65K |
 | XOM | 3K | $350.75K |
 | RTX | 3K | $514.37K |
 | UBER | 3K | $298.22K |
 | BRK-B | 3K | $1.51M |
 | PLTR | 3K | $531.39K |
 | SBUX | 3K | $241.62K |
 | TD | 3K | $200.19K |
 | QCOM | 2K | $410.74K |
 | DHI | 2K | $403.51K |
 | CVX | 2K | $366.48K |
 | MCD | 2K | $699.25K |
 | LLY | 2K | $1.73M |
 | BX | 2K | $362.69K |
 | TOL | 2K | $292.03K |
 | PHM | 2K | $273.31K |
Morgan Stanley
MS
Shares Held
4K
Value
$598.33K
Mastercard Incorporated
MA
Shares Held
4K
Value
$2.14M
Visa Inc.
V
Shares Held
4K
Value
$1.20M
Brookfield Corporation
BN
Shares Held
3K
Value
$231.28K
Digital Realty Trust, Inc.
DLR
Shares Held
3K
Value
$560.65K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$350.75K
RTX Corporation
RTX
Shares Held
3K
Value
$514.37K
Uber Technologies, Inc.
UBER
Shares Held
3K
Value
$298.22K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.51M
Palantir Technologies Inc.
PLTR
Shares Held
3K
Value
$531.39K
Starbucks Corporation
SBUX
Shares Held
3K
Value
$241.62K
The Toronto-Dominion Bank
TD
Shares Held
3K
Value
$200.19K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$410.74K
D.R. Horton, Inc.
DHI
Shares Held
2K
Value
$403.51K
Chevron Corporation
CVX
Shares Held
2K
Value
$366.48K
McDonald's Corporation
MCD
Shares Held
2K
Value
$699.25K
Eli Lilly and Company
LLY
Shares Held
2K
Value
$1.73M
Blackstone Inc.
BX
Shares Held
2K
Value
$362.69K
Toll Brothers, Inc.
TOL
Shares Held
2K
Value
$292.03K
PulteGroup, Inc.
PHM
Shares Held
2K
Value
$273.31K