Onyx Financial Advisors, LLC Portfolio Holdings by Sector
Onyx Financial Advisors, LLC
- $211 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFSD DFAR DFIP DFCF DFUS FDVV 7 stocks |
$158 Million
94.13% of portfolio
|
  4  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$4.44 Million
2.65% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
GBCI 1 stocks |
$3.29 Million
1.96% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
PKI 1 stocks |
$1.1 Million
0.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$409,587
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
JPC 1 stocks |
$303,541
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$289,693
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|