Onyx Financial Advisors, LLC Portfolio Holdings

Onyx Financial Advisors, LLC

  • $182 Billion
  • Q3 2024

Onyx Financial Advisors, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Billion distributed in 16 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 $116B, Dimensional ETF Tr with a value of $28.2B, Dimensional ETF Tr Short Durat with a value of $15.3B, Dimensional ETF Tr Dimensional with a value of $7.21B, and Dimensional ETF Trust with a value of $5.67B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $167B to 182B.

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 $182 Billion
ETFs: $142 Billion
Technology: $3.77 Billion
Healthcare: $1.45 Billion
Industrials: $408 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.3B
$1.45 Billion 0.8% of portfolio
11,369
Q4 2022 New
$193B
$408 Million 0.22% of portfolio
1,043
Q3 2024 Added 0.38%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $182 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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