- New Purchases: EFG, NFLX,
- Added Positions: BSCK, QQQ, SCHX, SCHZ, SCHE, RWO, SCHH, PHB, SCHM, PCY, SHM, EMB, AGG, IGOV, AAPL, IJR, CMF, SCHA, TFI, HYG, SCHF, SCHG, SUB, SCHC, IEMG, PFF, IEFA, HYLB,
- Reduced Positions: IWB, LQD, IVV, ACN, V,
- Sold Out: BSCJ, AMZN,
For the details of Omega Financial Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/omega+financial+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Omega Financial Group, LLC- Schwab U.S. Mid-Cap ETF (SCHM) - 222,232 shares, 9.54% of the total portfolio. Shares added by 1.21%
- Invesco Capital Management LLC - Invesco BulletSha (BSCK) - 396,123 shares, 6.01% of the total portfolio. Shares added by 14.34%
- Schwab US Aggregate Bond ETF (SCHZ) - 151,983 shares, 5.80% of the total portfolio. Shares added by 2.73%
- Schwab U.S. Large-Cap ETF (SCHX) - 104,309 shares, 5.72% of the total portfolio. Shares added by 2.89%
- Schwab U.S. REIT ETF (SCHH) - 171,956 shares, 5.64% of the total portfolio. Shares added by 2.22%
Omega Financial Group, LLC initiated holding in iShares MSCI EAFE Growth ETF. The purchase prices were between $77.66 and $86.74, with an estimated average price of $83.11. The stock is now traded at around $86.79. The impact to a portfolio due to this purchase was 1.01%. The holding were 16,329 shares as of .
New Purchase: Netflix Inc (NFLX)Omega Financial Group, LLC initiated holding in Netflix Inc. The purchase prices were between $266.69 and $336.9, with an estimated average price of $297.76. The stock is now traded at around $329.05. The impact to a portfolio due to this purchase was 0.16%. The holding were 700 shares as of .
Sold Out: Invesco BulletShares 2019 Corporate Bond ETF (BSCJ)Omega Financial Group, LLC sold out a holding in Invesco BulletShares 2019 Corporate Bond ETF. The sale prices were between $21.07 and $21.12, with an estimated average price of $21.09.
Sold Out: Amazon.com Inc (AMZN)Omega Financial Group, LLC sold out a holding in Amazon.com Inc. The sale prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74.
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