Omc Financial Services Ltd Top Holdings and 13F Report (2025) About Omc Financial Services LtdInvestment ActivityOmc Financial Services Ltd has $222.79 million in total holdings as of March 31, 2025.Omc Financial Services Ltd owns shares of 62 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 2.09% of the portfolio was purchased this quarter.About 2.58% of the portfolio was sold this quarter.This quarter, Omc Financial Services Ltd has purchased 62 new stocks and bought additional shares in 15 stocks.Omc Financial Services Ltd sold shares of 28 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $28,389,065NVIDIA $25,667,812Mastercard $20,026,063Visa $19,167,517SPDR Gold Shares $11,778,299 Largest New Holdings this Quarter 92840M102 - Vistra $2,675,870 Holding Largest Purchases this Quarter Vistra 22,785 shares (about $2.68M)JPMorgan Chase & Co. 2,620 shares (about $642.69K)Lowe's Companies 1,576 shares (about $367.57K)Home Depot 987 shares (about $361.74K)Blackstone 2,442 shares (about $341.34K) Largest Sales this Quarter Apple 10,037 shares (about $2.23M)NVIDIA 15,403 shares (about $1.67M)Visa 1,676 shares (about $587.38K)Mastercard 949 shares (about $520.16K)Meta Platforms 280 shares (about $161.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOmc Financial Services Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$28,389,065$2,229,516 ▼-7.3%127,80412.7%Computer and TechnologyNVDANVIDIA$25,667,812$1,669,375 ▼-6.1%236,83211.5%Computer and TechnologyMAMastercard$20,026,063$520,165 ▼-2.5%36,5369.0%Business ServicesVVisa$19,167,517$587,376 ▼-3.0%54,6928.6%Business ServicesGLDSPDR Gold Shares$11,778,299$144,070 ▼-1.2%40,8775.3%FinanceABBVAbbVie$10,894,221$6,076 ▼-0.1%51,9964.9%MedicalMSFTMicrosoft$9,239,125$10,886 ▼-0.1%24,6124.1%Computer and TechnologyMCDMcDonald's$6,157,024$7,497 ▼-0.1%19,7112.8%Retail/WholesaleMETAMeta Platforms$5,487,220$161,389 ▼-2.9%9,5202.5%Computer and TechnologyGOOGLAlphabet$5,112,395$98,506 ▲2.0%33,0602.3%Computer and TechnologyAMDAdvanced Micro Devices$4,827,855$63,699 ▼-1.3%46,9912.2%Computer and TechnologyMARMarriott International$4,668,004$10,481 ▼-0.2%19,5972.1%Consumer DiscretionaryAMZNAmazon.com$4,563,576$83,714 ▲1.9%23,9862.0%Retail/WholesaleLOWLowe's Companies$4,555,406$367,567 ▲8.8%19,5322.0%Retail/WholesaleCRWDCrowdStrike$3,876,617$20,802 ▼-0.5%10,9951.7%Computer and TechnologyCRMSalesforce$3,040,301$16,370 ▼-0.5%11,3291.4%Computer and TechnologyLMTLockheed Martin$2,856,710$22,335 ▼-0.8%6,3951.3%AerospaceWMTWalmart$2,854,543$2,634 ▼-0.1%32,5161.3%Retail/WholesaleVSTVistra$2,675,870$2,675,870 ▲New Holding22,7851.2%UtilitiesSNOWSnowflake$2,641,550$3,654 ▼-0.1%18,0731.2%Computer and TechnologyJPMJPMorgan Chase & Co.$2,565,838$642,686 ▲33.4%10,4601.2%FinanceNOWServiceNow$2,412,304$3,981 ▼-0.2%3,0301.1%Computer and TechnologyORealty Income$2,317,558$2,320 ▼-0.1%39,9511.0%FinanceUNPUnion Pacific$2,311,372$31,892 ▲1.4%9,7841.0%TransportationNFLXNetflix$2,303,349$19,583 ▼-0.8%2,4701.0%Consumer DiscretionarySBUXStarbucks$2,283,241$4,905 ▼-0.2%23,2771.0%Retail/WholesaleHDHome Depot$2,241,930$361,743 ▲19.2%6,1171.0%Retail/WholesaleJNJJohnson & Johnson$2,233,865$4,146 ▲0.2%13,4701.0%MedicalTOLToll Brothers$1,940,996$12,565 ▼-0.6%18,3820.9%ConstructionVYMIVanguard International High Dividend Yield ETF$1,564,4390.0%21,2300.7%ETFVIGIVanguard International Dividend Appreciation ETF$1,514,4010.0%18,2590.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,378,020$4,632 ▼-0.3%59,5000.6%ETFBXBlackstone$1,265,286$341,342 ▲36.9%9,0520.6%FinanceTSLATesla$1,259,777$95,889 ▼-7.1%4,8610.6%Auto/Tires/TrucksCVXChevron$1,222,3460.0%7,3070.5%EnergyXOMExxon Mobil$984,9650.0%8,2820.4%EnergyPGProcter & Gamble$909,609$170 ▲0.0%5,3370.4%Consumer StaplesAMGNAmgen$881,686$9,346 ▲1.1%2,8300.4%MedicalGLWCorning$880,8070.0%19,2400.4%Computer and TechnologyKOCoca-Cola$804,2210.0%11,2290.4%Consumer StaplesFFord Motor$799,592$2,006 ▲0.3%79,7200.4%Auto/Tires/TrucksSCHGSchwab U.S. Large-Cap Growth ETF$722,565$8,489 ▼-1.2%28,8560.3%ETFKMIKinder Morgan$695,5900.0%24,3810.3%EnergyZTSZoetis$648,7210.0%3,9400.3%MedicalGDGeneral Dynamics$644,6520.0%2,3650.3%AerospaceSCHDSchwab US Dividend Equity ETF$622,951$28,575 ▲4.8%22,2800.3%ETFRTXRTX$600,441$9,934 ▲1.7%4,5330.3%AerospaceBDJBlackRock Enhanced Equity Dividend Trust$583,7680.0%67,8800.3%Financial ServicesVZVerizon Communications$583,330$17,600 ▼-2.9%12,8600.3%Computer and TechnologyDGXQuest Diagnostics$554,8070.0%3,2790.2%MedicalSOSouthern$539,4710.0%5,8670.2%UtilitiesITWIllinois Tool Works$533,2220.0%2,1500.2%IndustrialsGOOGAlphabet$520,139$469 ▲0.1%3,3290.2%Computer and TechnologyNEMNewmont$436,306$16,898 ▼-3.7%9,0370.2%Basic MaterialsDUKDuke Energy$411,969$488 ▲0.1%3,3780.2%UtilitiesDOWDOW$370,7810.0%10,6180.2%Basic MaterialsDISWalt Disney$342,338$74,430 ▼-17.9%3,4680.2%Consumer DiscretionaryPMPhilip Morris International$337,3010.0%2,1250.2%Consumer StaplesMOAltria Group$307,6630.0%5,1260.1%Consumer StaplesDVNDevon Energy$296,395$224 ▼-0.1%7,9250.1%EnergyCLColgate-Palmolive$267,0450.0%2,8500.1%Consumer StaplesCATCaterpillar$216,0190.0%6550.1%IndustrialsABNBAirbnb$0$1,173 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
