OMNI 360 WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NXN | 27K | $324.54K |
 | AAPL | 13K | $3.25M |
 | TPR | 11K | $1.21M |
 | NEE | 7K | $533.71K |
 | BX | 5K | $872.52K |
 | SO | 4K | $343.80K |
 | GOOG | 3K | $823.33K |
 | SBAC | 3K | $647.53K |
 | NVDA | 3K | $591.29K |
 | MSFT | 3K | $1.62M |
 | PGR | 3K | $666.76K |
 | ABBV | 2K | $565.97K |
 | CVX | 2K | $356.24K |
 | AMT | 2K | $403.68K |
 | JNJ | 2K | $386.42K |
 | TSLA | 2K | $866.76K |
 | BK | 2K | $210.95K |
 | IBM | 2K | $538.08K |
 | AMZN | 1K | $303.88K |
 | JPM | 1K | $364.43K |
Nuveen New York Select Tax-Free Income Portfolio
NXN
Shares Held
27K
Value
$324.54K
Apple Inc.
AAPL
Shares Held
13K
Value
$3.25M
Tapestry, Inc.
TPR
Shares Held
11K
Value
$1.21M
NextEra Energy, Inc.
NEE
Shares Held
7K
Value
$533.71K
Blackstone Inc.
BX
Shares Held
5K
Value
$872.52K
The Southern Company
SO
Shares Held
4K
Value
$343.80K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$823.33K
SBA Communications Corporation
SBAC
Shares Held
3K
Value
$647.53K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$591.29K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.62M
The Progressive Corporation
PGR
Shares Held
3K
Value
$666.76K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$565.97K
Chevron Corporation
CVX
Shares Held
2K
Value
$356.24K
American Tower Corporation
AMT
Shares Held
2K
Value
$403.68K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$386.42K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$866.76K
The Bank of New York Mellon Corporation
BK
Shares Held
2K
Value
$210.95K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$538.08K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$303.88K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$364.43K