test

Bryan Reinhard

@Omega Financial Group, Llc

Latest period2024 - Q4ReportedManaged Assets$264.268MTotal holdings80
Assets growth rate0.15%Assets growth rate (2-Q avg)3.49%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Omega Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Omega Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 264.268M in assets, with a quarterly growth rate of 0.15% and a 2-quarter average growth rate of 3.49%. The portfolio is managed by Bryan Reinhard, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HYGIshares Tr
Recent Activity
Decreased -10.93%
0.21%
$548,078
6,969 shares@ $78.65 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -5.48%
0.2%
$507,674
1,120 shares@ $453.29 avg price
IYRIshares Tr
Recent Activity
Decreased -35.62%
0.19%
$501,001
5,384 shares@ $93.06 avg price
IWMIshares Tr
Recent Activity
Decreased -15.19%
0.14%
$364,983
1,652 shares@ $220.94 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -12.17%
0.14%
$352,680
837 shares@ $421.37 avg price