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  Name: Omega Financial Group LLC
  City: Santa Barbara
  State: CA
  Zip: 93101
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $244,437,000
  Total Value Change : $10,665,000
  Securities Held Change : 0
   
All Securities Held : 80
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 40
  Unchanged Positions : 5
  Decreased Positions : 33

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMGN)1 Year Chart         AMGN Amgen Inc 69 - $314.54 $341,000 1,200 0.14% -5,000 0 0    Biotechnology
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 71 - $176.92 $329,000 2,180 0.13% 24,000 0 0    Search Engines & Info...
   (AXP)1 Year Chart         AXP American Express Co 75 - $242.30 $273,000 1,200 0.11% 48,000 0 0    Credit Services
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 77 - $197.76 $258,000 1,525 0.11% 37,000 0 0    Communication Equipment
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 80 - $25.46 $203,000 7,912 0.08% 3,000 0 0.004    N/A

      5 Records Found
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