Onyx Bridge Wealth Group LLC Purchases in Q1 2025

Onyx Bridge Wealth Group LLC

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
39.1K
+ 141.62%
$369.1 - $427.61 $14.4M - $16.7M
66.6K $24.7M
OEF
Ishares S&P 100 ETF

ETFs
45K
New
N/A
45K $12M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
520K
+ 3959.82%
$20.7 - $21.15 $10.8M - $11M
533K $11M
XLF
Financial Sector Spdr

ETFs
177K
+ 281.22%
$47.32 - $52.19 $8.35M - $9.21M
239K $11.9M
XLU
Utilities Sector Spdr

ETFs
111K
+ 2185.02%
$74.7 - $80.27 $8.26M - $8.88M
116K $9.12M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
319K
+ 502.13%
$25.83 - $27.09 $8.25M - $8.65M
383K $10.2M
QDPL
Pacer Fds Tr Metaurus Us Large
183K
New
$36.5 - $40.04 $6.7M - $7.34M
183K $6.7M
BJAN
Innovator U.S. Equity Buffer E

ETFs
134K
New
$46.03 - $49.45 $6.16M - $6.62M
134K $6.24M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
197K
+ 56.1%
$23.32 - $23.84 $4.58M - $4.69M
547K $12.8M
NOCT
Innovator Growth 100 Power Buf

ETFs
82.7K
New
$49.54 - $52.84 $4.1M - $4.37M
82.7K $4.11M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
119K
+ 172.06%
$27.64 - $28.58 $3.28M - $3.4M
188K $5.37M
SHV
Ishares Tr

ETFs
28.9K
+ 23.09%
$110.11 - $110.51 $3.18M - $3.19M
154K $17M
CGDV
Capital Group Divid Value ETF

ETFs
67.8K
+ 117.02%
$34.95 - $37.36 $2.37M - $2.53M
126K $4.48M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
35.9K
+ 30.05%
N/A
156K $9.71M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
21.8K
+ 93.7%
$89.18 - $104.04 $1.94M - $2.26M
45K $4.12M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
45.3K
New
$39.97 - $48.7 $1.81M - $2.21M
45.3K $1.81M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.3K
+ 8.02%
$27.01 - $28.54 $1.03M - $1.09M
516K $14.4M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
11.1K
New
$77.67 - $90.15 $865K - $1M
11.1K $872K
EWQ
Ishares Msci France ETF

ETFs
20.6K
New
$35.35 - $41.99 $728K - $865K
20.6K $819K
GBDC
Golub Capital Bdc, Inc.

Financial Services
44.8K
+ 64.98%
$14.46 - $15.96 $647K - $714K
114K $1.72M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
8.83K
+ 19.79%
$65.27 - $71.18 $576K - $629K
53.5K $3.55M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.32K
+ 9.66%
$126.11 - $135.06 $419K - $449K
37.7K $4.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.52K
New
$182.82 - $196.21 $460K - $494K
2.52K $473K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
9.75K
New
$43.63 - $46.01 $425K - $449K
9.75K $429K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
12.7K
+ 55.51%
$40.15 - $47.73 $509K - $605K
35.5K $1.45M
AOM
Ishares Tr Core Moderate Alloc

ETFs
8.36K
+ 12.28%
$42.93 - $44.71 $359K - $374K
76.5K $3.36M
GLD
Spdr Gold Trust

ETFs
337
+ 5.55%
$243.19 - $288.14 $82K - $97.1K
6.41K $1.85M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.04K
New
$51.3 - $56.76 $310K - $343K
6.04K $320K
IWF
Ishares Russell 1000 Gr ETF

ETFs
876
New
$360.07 - $417.26 $315K - $366K
876 $316K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.99K
+ 7.4%
$99.16 - $99.52 $297K - $298K
43.4K $4.32M
V
Visa Inc.

Financial Services
153
+ 2.14%
$306.92 - $362.71 $47K - $55.5K
7.31K $2.56M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
7.56K
New
$33.63 - $37.64 $254K - $285K
7.56K $279K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.4K
New
$22.25 - $23.0 $253K - $262K
11.4K $261K
GABC
German American Bancorp, Inc.

Financial Services
6.78K
New
$37.21 - $41.71 $252K - $283K
6.78K $254K
AOK
Ishares Tr Core Conservative A

ETFs
6.43K
+ 26.22%
$36.86 - $38.15 $237K - $245K
30.9K $1.16M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.91K
+ 70.22%
$45.92 - $47.58 $225K - $234K
11.9K $565K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
55
+ 2.07%
$442.66 - $534.52 $24.3K - $29.4K
2.71K $1.44M
WELL
Welltower Inc.

Real Estate
1.49K
New
$124.05 - $156.86 $184K - $233K
1.49K $227K
HON
Honeywell International Inc

Industrials
1.07K
New
$202.75 - $226.52 $216K - $242K
1.07K $225K
SBUX
Starbucks Corp

Consumer Cyclical
2.25K
New
$91.75 - $115.81 $206K - $260K
2.25K $220K
C
Citigroup Inc

Financial Services
3.01K
New
$67.23 - $84.63 $202K - $255K
3.01K $213K
ADBE
Adobe Inc.

Technology
627
+ 119.2%
$377.84 - $464.11 $237K - $291K
1.15K $442K
ABBV
Abb Vie Inc.

Healthcare
148
+ 2.68%
$169.2 - $216.66 $25K - $32.1K
5.67K $1.19M
SCHW
Schwab Charles Corp

Financial Services
2.66K
New
$71.24 - $83.64 $189K - $222K
2.66K $207K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.94K
+ 18.73%
$122.86 - $137.9 $239K - $268K
12.3K $1.55M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
3.25K
+ 5.61%
$47.27 - $50.52 $154K - $164K
61.2K $2.99M
LLY
Eli Lilly & CO

Healthcare
155
+ 15.09%
$725.72 - $929.72 $112K - $144K
1.18K $976K
MO
Altria Group, Inc.

Consumer Defensive
132
+ 0.64%
$50.81 - $60.02 $6.71K - $7.92K
20.9K $1.25M
JPM
Jpmorgan Chase & CO

Financial Services
289
+ 2.11%
$225.19 - $279.95 $65.1K - $80.9K
14K $3.44M
Activity Summary
Buys All Purchases 156 New Holdings 28 Increased Positions 128 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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