Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ONYX BRIDGE WEALTH GROUP LLC | 01-31-2024 | 12-31-2023 | 251 | 495,584,391 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | US AER DEF ETF | 201 | $403,221 | 3,185 | 0.00 | 0.00 | -215 | -6.32 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 202 | $395,290 | 1,426 | 0.00 | 0.00 | 33 | 2.37 | 12-31-2023 |
| PEPSICO INC | COM | 203 | $395,270 | 2,327 | 0.00 | 0.00 | 13 | 0.56 | 12-31-2023 |
| AMGEN INC | COM | 204 | $392,651 | 1,363 | 0.00 | 1,363 | +Inf | 12-31-2023 |
