Onyx Financial Advisors, LLC Portfolio Holdings

Onyx Financial Advisors, LLC

  • $167 Billion
  • Q2 2024

Onyx Financial Advisors, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $167 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $108B, Dimensional ETF Tr with a value of $25.6B, Dimensional ETF Tr Short Durat with a value of $14.4B, Dimensional ETF Tr Dimensional with a value of $6.03B, and Dimensional ETF Trust with a value of $4.96B.

Examining the 13F form we can see an increase of $5.27B in the current position value, from $162B to 167B.

Onyx Financial Advisors, LLC is based out at Idaho Falls, ID

Below you can find more details about Onyx Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
ETFs: $131 Billion
Technology: $3.72 Billion
Healthcare: $1.19 Billion
Industrials: $346 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$3.14 Billion 1.88% of portfolio
7,028
Q2 2024 Reduced 0.14%
$15.3B
$1.19 Billion 0.71% of portfolio
11,369
Q4 2022 New
$374B
$579 Million 0.35% of portfolio
4,097
Q2 2024 Added 0.34%
$184B
$346 Million 0.21% of portfolio
1,039
Q2 2024 Added 0.39%

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $167 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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