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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 51 | $2,089,469 | 19,166 | 0.00 | 0.00 | 83 | 0.43 | 12-31-2023 |
| SELECT SECTOR SPDR TR | FINANCIAL | 52 | $2,041,738 | 54,302 | 0.00 | 0.00 | -187,816 | -77.57 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 53 | $1,986,392 | 14,220 | 0.00 | 0.00 | 1,771 | 14.23 | 12-31-2023 |
| VISA INC | COM CL A | 54 | $1,952,089 | 7,498 | 0.00 | 0.00 | 898 | 13.61 | 12-31-2023 |
