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Omnistar Financial Group, Inc.
OmniStar Financial Group, Inc. is an investment adviser firm headquartered in Wilmington, North Carolina. The company is registered with the SEC and primarily serves individual investors and institutions through portfolio management and investment advisory services. Incorporation records confirm its presence in North Carolina, though specific employee count and founding year are not stated in public filings. OmniStar manages a diverse portfolio and provides financial planning and wealth management solutions.
Investment Strategy
OmniStar Financial Group, Inc. pursues a diversified investment approach focused on asset allocation across equities, ETFs—including holdings in global and emerging market funds—and fixed income. The firm emphasizes long-term growth and portfolio risk management tailored to client objectives, utilizing fundamental and quantitative analysis in securities selection. Their strategy aims to balance returns and mitigate volatility for individual and institutional clients.
Latest 13F Filing Activity
Omnistar Financial Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 106 equity positions with a total 13F market value of $134M. The fund increased holdings in American Centy Etf TR, Johnson & Johnson, SPDR Gold TR among other positions. Omnistar Financial Group, Inc. reduced exposure to Abbott Labs, American Centy Etf TR, Waste MGMT Inc. Del among others.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLD | SPDR GOLD TR | 7.49% | $10.0M | 32,852 | $192.92 | $304.83 | +$1.3M |
F FBND | FIDELITY MERRIMACK STR TR | 5.44% | $7.3M | 158,797 | $45.33 | $45.75 | +$669.4K |
S SPY | SPDR S&P 500 ETF TR | 4.95% | $6.6M | 10,707 | $531.44 | $617.85 | +$601.4K |
A AAPL | APPLE INC | 3.98% | $5.3M | 25,909 | $166.85 | $205.17 | +$287.0K |
J JNJ | JOHNSON & JOHNSON | 2.70% | $3.6M | 23,595 | $158.17 | $152.75 | +$1.6M |
Industry Allocation
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