Onyx Financial Advisors, LLC Portfolio Holdings

Onyx Financial Advisors, LLC

  • $182 Billion
  • Q4 2024

Onyx Financial Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $182 Billion distributed in 14 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 $117B, Dimensional ETF Tr with a value of $26.9B, Dimensional ETF Tr Short Durat with a value of $15.4B, Dimensional ETF Tr Dimensional with a value of $6.83B, and Dimensional ETF Trust with a value of $6.39B.

Examining the 13F form we can see an increase of $123M in the current position value, from $182B 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: $143 Billion
Technology: $3.66 Billion
Healthcare: $1.27 Billion
Industrials: $380 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$2.97 Billion 1.63% of portfolio
7,053
Q4 2024 Reduced 1.25%
$434B
$686 Million 0.38% of portfolio
4,118
Q4 2024 Added 0.22%
$204B
$380 Million 0.21% of portfolio
1,047
Q4 2024 Added 0.38%

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $182 Billion
  • Prior Value $182 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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