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Omni shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Omni (OMC) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Omni

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All positions including Omni held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Omni by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $488k 5.0k 96.76
2023-09-30 $268k 3.6k 74.48
2023-06-30 $297k 3.1k 95.14
2023-03-31 $263k 2.8k 94.34
2013-03-31 $10k 174 57.47

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Dimensional Etf Trust Us Small Cap Val (DFSV)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Broadcom (AVGO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Meta Platforms Cl A (META)

View all positions for Burns Wealth Management

Top funds holding Omni

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Massachusetts Financial Services
Bank of New York Mellon
First Eagle Investment Management
Geode Capital Management
Hotchkis and Wiley Capital Management
Charles Schwab Investment Management
Baird Financial
Invesco
Fil
Goldman Sachs Group
Robeco Investment Management

View all funds holding Omni