Long-term investor

Omni 360 Wealth, Inc. @omni360wealthinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010436).

Record

  • Tracked since 2025-06-30 (446 days), 167 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year +17.7% · all +17.7%
  • Max drawdown n/a · win rate 7% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A854 · 8.0% · long · since 2025-06-30
  • 464287150 · 7.3% · long · since 2025-06-30
  • 25434V609 · 4.8% · long · since 2025-06-30
  • 464287614 · 4.4% · long · since 2025-06-30
  • 46435G326 · 3.9% · long · since 2025-06-30
  • 92206C706 · 3.0% · long · since 2025-06-30
  • 46434G103 · 2.9% · long · since 2025-06-30
  • 922020748 · 2.7% · long · since 2025-06-30
  • 25434V807 · 2.7% · long · since 2025-06-30
  • 46432F339 · 2.4% · long · since 2025-06-30
  • 921946406 · 2.3% · long · since 2025-06-30
  • 921937827 · 2.2% · long · since 2025-06-30

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