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  Name: Omnia Family Wealth LLC
  City: AVENTURA
  State: FL
  Zip: 33180
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $213,471,000
  Total Value Change : $18,363,000
  Securities Held Change : 10
   
All Securities Held : 74
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CPER)1 Year Chart         CPER United States Copper Index ... New $0.00 $5,621,000 223,772 % 5,621,000 223,772 0    N/A
   (XOP)1 Year Chart         XOP SPDR S&P Oil & Gas Explorat... New $153.07 $5,176,000 33,411 % 5,176,000 33,411 0    N/A
   (IGE)1 Year Chart         IGE iShares S&P GSSI Nat Rscs In New $0.00 $4,467,000 99,287 % 4,467,000 99,287 0    N/A
   (FLJP)1 Year Chart         FLJP Franklin Ftse Japan Etf New $0.00 $501,000 16,152 % 501,000 16,152 0    N/A
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. New $210.45 $277,000 1,044 % 277,000 1,044 0    N/A
   (BX)1 Year Chart         BX Blackstone Group LP New $120.62 $234,000 1,782 % 234,000 1,782 0    N/A
   (RTX)1 Year Chart         RTX RTX Corp New $101.02 $210,000 2,151 % 210,000 2,151 0    Conglomerates
   (CAT)1 Year Chart         CAT Caterpillar Inc New $351.78 $210,000 572 % 210,000 572 0    N/A

      8 Records Found
  1    
Page 1 of 1
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