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Omega Financial Group's Portfolio and 13F Filing
| Value: | $170.54M |
| Website: | www.omegafingroup.com |
| CIK: | 0001767982 |
| Phone: | 805-617-4363 |
| Address: | 812 Anacapa Street, Santa Barbara, CA (93101) |
| Latest 13F Filing: | 2021-02-05 |
| # | Stock Name | Symbol | Current Price | Previous Holdings (# Shares) |
Current Holdings (# Shares) |
Current Value | Percent |
|---|---|---|---|---|---|---|---|
| 61 | Vanguard FTSE All World Ex US E | VEU | $57.19 | N/A | 3,951 | $225,958 | 0.13% |
| 62 | Ecolab Inc. | ECL | $219.79 | N/A | 979 | $215,174 | 0.13% |
| 63 | Invesco Active U.S. Real Estate | PSR | $81.14 | 2,850 |
2,383
|
$193,356 | 0.11% |
| 64 | Alphabet Inc. | GOOGL | $156.00 | N/A | 120 | $18,720 | 0.01% |
| 65 | Amazon.com, Inc. | AMZN | $173.67 | 82 |
82
|
$14,241 | 0.01% |
-467
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