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
PKI Perkinelmer Inc Healthcare	$15.3B	$1.45 Billion 0.8% of portfolio	11,369	Q4 2022 New

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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Onyx Financial Advisors, LLC Portfolio Holdings