OF

OmniStar Financial Group, Inc.

13F
OmniStar Financial Group, Inc.
Last update 2024-10-17 122 Stocks (55 new)
Value $133.00 Mil Turnover 45 %
Countries:
Top Holdings: GLD(7.62%)SPY(4.42%)FBND(4.32%)AAPL(3.64%)VXUS(2.68%)
Portfolio Report
Summary Stock Picks Current Portfolio
OmniStar Financial Group, Inc.... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GLD 		SPDR Gold Shares ETF
41,824
10165.990
-3.98%
7.620
-0.34%
0.010
+2.22%
+2.51%
75281.836
 
SPY 		S&P 500 ETF TRUST ETF
10,231
5895.930
+8.68%
4.420
+0.35%
0.000
+1.10%
-0.95%
620239.104
 
FBND 		Fidelity Total Bond ETF
123,132
5761.830
+23.27%
4.320
+0.82%
0.050
-2.66%
-0.89%
16520.610
 
AAPL 		Apple Inc
20,841
4856.940
+16.33%
3.640
+0.51%
0.000
+3.52%
-5.42%
3580182.678
Hardware
VXUS 		Vanguard Total International Stock
55,159
3575.940
+69.08%
2.680
+1.09%
0.000
-7.08%
-1.19%
75771.215
 
SIVR 		abrdn Physical Silver Shares ETF
91,463
2721.020
-13.01%
2.040
-0.34%
0.190
-2.69%
+4.86%
1454.173
 
FIGB 		Fidelity Investment Grade Bond ETF
57,421
2533.550
+152.63%
1.900
+1.15%
1.820
-2.74%
-1.06%
158.619
 
KMB 		Kimberly-Clark Corp
16,003
2282.030
+103.24%
1.710
+0.87%
0.000
-10.98%
-5.02%
41505.581
Consumer Packaged Goods
FDHY 		Fidelity Enhanced High Yield ETF
43,435
2145.160
+150.43%
1.610
+0.97%
0.630
+0.04%
-0.10%
359.580
 
SRLN 		SPDR Blackstone Senior Loan ETF
49,681
2081.400
+21.59%
1.560
+0.28%
0.030
+1.67%
+0.36%
8003.554
 

OmniStar Financial Group, Inc.'s Historical Top Holdings Breakdowns

OmniStar Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG 		SPDR Portfolio S&P 500 ETF2023-03-31New Buy
+5.53%
●
44.43 ($46.76) 48.8
$68.30
46.07%
New holding
90,497
90,497
SPLG 		SPDR Portfolio S&P 500 ETF2024-03-31Reduce
-5.52%
●
54.97 ($58.57) 61.53
$68.30
16.61%
Reduce -93.88%
5,134
-78,710
SPY 		S&P 500 ETF TRUST ETF2024-03-31New Buy
+5.47%
●
467.28 ($497.86) 523.17
$580.49
16.60%
New holding
11,423
11,423
IVV 		iShares Core S&P 500 ETF2023-03-31Sold Out
-5.20%
●
379.54 ($399.43) 416.92
$583.33
46.04%
Sold Out
0
-11,897
VXUS 		Vanguard Total International Stock2023-03-31New Buy
+4.37%
●
51.95 ($54.54) 56.61
$58.23
6.77%
New holding
62,289
62,289
FBND 		Fidelity Total Bond ETF2023-12-31Sold Out
-4.08%
●
42.52 ($44.13) 46.2
$44.47
0.77%
Sold Out
0
-78,702
FBND 		Fidelity Total Bond ETF2024-03-31New Buy
+3.74%
●
44.85 ($45.38) 46.02
$44.47
-2.01%
New holding
90,051
90,051
FBND 		Fidelity Total Bond ETF2023-03-31New Buy
+3.58%
●
44.54 ($45.4) 46.32
$44.47
-2.05%
New holding
61,289
61,289
SIVR 		abrdn Physical Silver Shares ETF2023-03-31New Buy
+3.56%
●
19.22 ($21.63) 23.32
$28.91
33.66%
New holding
121,318
121,318
SHY 		iShares 1-3 Year Treasury Bond ETF2023-03-31Sold Out
-3.25%
●
80.33 ($81.19) 82.34
$81.83
0.79%
Sold Out
0
-35,274

OmniStar Financial Group, Inc. Total Holding History ($B)

To

OmniStar Financial Group, Inc.'s Asset Allocation

To

OmniStar Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

OmniStar Financial Group, Inc.'s Hypothetical Growth since 2024-09-30

OmniStar Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

OmniStar Financial Group, Inc.'s Holdings Heat Map

Size field:

OmniStar Financial Group, Inc.'s Holdings Bubble Chart

OmniStar Financial Group, Inc. News

  • 1

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