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Home > Institutional Investor > Omnia Family Wealth, Llc > Profile

Instuitional Investor - Omnia Family Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Omnia Family Wealth, Llc
Portfolio Value $195,107,099
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 206,976 $49,098,805 25.16%
2.
Ishares Tr
 246,371 $24,703,620 12.66%
3.
Spdr S & P 500 Etf Trust
 SPY 35,553 $16,966,463 8.69%
4.
Ishares Tr
 164,675 $11,584,886 5.93%
5.
Spdr Gold Trust
 GLD 57,059 $10,907,969 5.59%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)