Omnitrust Wealth Management, Inc.
Long-term investor · FL · @omnitrustwealthmanagemen
+14.0%
All time
S&P +23.8%
Long-term investor
Omnitrust Wealth Management, Inc. @omnitrustwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002108483).
Record
- Tracked since 2025-06-30 (492 days), 123 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +5.9% · 1 year +9.3% · all +14.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46434V860 · 29.2% · long · since 2025-06-30
- 46138G649 · 12.7% · long · since 2025-06-30
- 464287234 · 6.0% · long · since 2025-12-31
- 922042742 · 6.0% · long · since 2025-06-30
- 922908363 · 5.9% · long · since 2025-06-30
- NVDA · 3.5% · long · since 2025-06-30
- MSFT · 2.4% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30
- 78464A854 · 1.8% · long · since 2025-06-30
- 78464A805 · 1.8% · long · since 2025-06-30
- 92647X830 · 1.6% · long · since 2025-06-30
- AMZN · 1.3% · long · since 2025-06-30