Onyx Bridge Wealth Group LLC Purchases in Q4 2024

Onyx Bridge Wealth Group LLC

  • $667 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
57.8K
+ 363.24%
$220.26 - $241.44 $12.7M - $14M
73.8K $17.1M
XLC
Select Sector Spdr Tr Communic

ETFs
137K
+ 2975.46%
$89.66 - $102.16 $12.3M - $14M
141K $13.7M
XLP
Consumer Staples Sector Spdr

ETFs
152K
New
N/A
152K $11.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
231K
+ 694.64%
$38.37 - $42.82 $8.87M - $9.89M
264K $10.1M
ICVT
Ishares Tr Convertible Bond Et

ETFs
83.7K
+ 1283.13%
$83.09 - $89.28 $6.95M - $7.47M
90.2K $7.66M
IVV
Ishares Core S&P 500 ETF

ETFs
7.86K
+ 5.91%
$570.51 - $610.59 $4.48M - $4.8M
141K $83M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
99K
+ 16.77%
$56.06 - $61.35 $5.55M - $6.07M
689K $38.9M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
74.7K
+ 71.22%
$45.17 - $47.23 $3.37M - $3.53M
179K $8.14M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
98.7K
+ 39.21%
$23.29 - $23.93 $2.3M - $2.36M
350K $8.22M
CGDV
Capital Group Divid Value ETF

ETFs
58K
New
$35.16 - $37.12 $2.04M - $2.15M
58K $2.04M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
35.3K
+ 155.82%
$48.12 - $52.79 $1.7M - $1.86M
58K $2.8M
AAPL
Apple Inc.

Technology
180
+ 0.2%
$221.69 - $259.02 $39.9K - $46.6K
92.4K $23.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
16.6K
+ 30.5%
$106.56 - $113.11 $1.77M - $1.88M
70.9K $7.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
321
+ 0.65%
$481.22 - $538.17 $154K - $173K
49.8K $25.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
335K
+ 236.3%
$26.93 - $84.95 $9.03M - $28.5M
477K $13M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14.4K
+ 47.42%
$65.67 - $69.79 $943K - $1M
44.6K $2.99M
GOOGL
Alphabet Inc.

Communication Services
1.23K
+ 7.98%
$161.86 - $196.66 $199K - $241K
16.6K $3.14M
GOOG
Alphabet Inc.

Communication Services
161
+ 0.69%
$163.08 - $198.16 $26.3K - $31.9K
23.5K $4.48M
SUB
Ishares Short Term National Mu

ETFs
4.98K
New
$104.94 - $106.2 $522K - $529K
4.98K $524K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
10.5K
New
$49.74 - $50.43 $523K - $530K
10.5K $523K
UPS
United Parcel Service Inc

Industrials
3.66K
New
$122.65 - $138.35 $448K - $506K
3.66K $461K
EWC
Ishares Msci Canada ETF

ETFs
15.1K
+ 11.59%
$39.64 - $43.28 $600K - $655K
146K $5.87M
CEG
Constellation Energy Corp

Utilities
2.15K
+ 230.47%
$224.28 - $285.52 $482K - $613K
3.08K $692K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
12.3K
New
$33.39 - $37.66 $409K - $462K
12.3K $409K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8.66K
+ 69.72%
$47.58 - $48.56 $412K - $421K
21.1K $1.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.93K
+ 9.33%
$126.68 - $134.74 $372K - $395K
34.4K $4.39M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.85K
+ 4.44%
$55.86 - $60.21 $271K - $292K
114K $6.54M
EXC
Exelon Corp

Utilities
9.3K
New
$36.22 - $40.97 $337K - $381K
9.3K $349K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.73K
+ 9.57%
$53.94 - $58.15 $255K - $275K
54.1K $3.05M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
776
+ 4.41%
$198.04 - $221.51 $154K - $172K
18.4K $3.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
410
+ 6.35%
$567.81 - $607.81 $233K - $249K
6.87K $4.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.4K
+ 5.95%
$96.64 - $101.23 $1.2M - $1.26M
221K $21.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.4K
+ 7.9%
$44.87 - $46.86 $555K - $579K
169K $7.58M
FNDX
Schwab Fundamental U S Large C

ETFs
10.6K
New
$23.49 - $71.77 $248K - $759K
10.6K $250K
PANW
Palo Alto Networks Inc

Technology
1.38K
New
$181.96 - $405.9 $250K - $558K
1.38K $250K
SNOW
Snowflake Inc.

Technology
1.54K
New
$109.65 - $186.51 $168K - $286K
1.54K $237K
PEN
Penumbra Inc

Healthcare
6
+ 0.11%
$190.97 - $253.66 $1.15K - $1.52K
5.23K $1.24M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.01%
$280.04 - $302.45 $840 - $907
33.8K $9.81M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.4K
+ 12.03%
$57.53 - $60.83 $310K - $328K
50.2K $2.89M
MRVL
Marvell Technology, Inc.

Technology
185
+ 3.6%
$70.31 - $124.78 $13K - $23.1K
5.32K $587K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.64K
New
$32.65 - $33.68 $217K - $224K
6.64K $217K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.43K
New
$136.18 - $158.26 $195K - $226K
1.43K $212K
UAL
United Airlines Holdings, Inc.

Industrials
2.12K
New
$55.62 - $102.44 $118K - $217K
2.12K $206K
MGC
Vanguard Mega Cap ETF

ETFs
956
New
$204.21 - $220.18 $195K - $210K
956 $203K
ITA
Ishares Tr

ETFs
1.48K
+ 46.22%
$144.31 - $157.31 $214K - $233K
4.68K $680K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.26K
+ 1.65%
N/A
139K $11.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
181
+ 8.86%
$275.15 - $388.2 $49.8K - $70.3K
2.22K $760K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.97K
+ 5.13%
$99.0 - $99.5 $195K - $196K
40.4K $4.01M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
31.5K
+ 10.11%
$28.89 - $31.63 $911K - $997K
343K $10M
Activity Summary
Buys All Purchases 153 New Holdings 22 Increased Positions 131 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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