OMNI 360 WEALTH, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NXP | 31K | $440.77K |
 | AAPL | 12K | $3.19M |
 | TPR | 11K | $1.42M |
 | NEE | 7K | $579.60K |
 | BX | 5K | $808.14K |
 | SO | 4K | $356.13K |
 | GOOG | 3K | $1.14M |
 | SBAC | 3K | $643.21K |
 | NVDA | 3K | $563.92K |
 | MSFT | 3K | $1.39M |
 | PGR | 3K | $554.85K |
 | ABBV | 2K | $529.07K |
 | CVX | 2K | $383.65K |
 | AMT | 2K | $372.53K |
 | TSLA | 2K | $854.68K |
 | BK | 2K | $241.21K |
 | JNJ | 2K | $422.68K |
 | IBM | 2K | $527.51K |
 | AMZN | 1K | $299.36K |
 | JPM | 1K | $355.87K |
Nuveen Select Tax-Free Income Portfolio
NXP
Shares Held
31K
Value
$440.77K
Apple Inc.
AAPL
Shares Held
12K
Value
$3.19M
Tapestry, Inc.
TPR
Shares Held
11K
Value
$1.42M
NextEra Energy, Inc.
NEE
Shares Held
7K
Value
$579.60K
Blackstone Inc.
BX
Shares Held
5K
Value
$808.14K
The Southern Company
SO
Shares Held
4K
Value
$356.13K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$1.14M
SBA Communications Corporation
SBAC
Shares Held
3K
Value
$643.21K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$563.92K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.39M
The Progressive Corporation
PGR
Shares Held
3K
Value
$554.85K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$529.07K
Chevron Corporation
CVX
Shares Held
2K
Value
$383.65K
American Tower Corporation
AMT
Shares Held
2K
Value
$372.53K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$854.68K
The Bank of New York Mellon Corporation
BK
Shares Held
2K
Value
$241.21K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$422.68K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$527.51K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$299.36K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$355.87K