Onyx Bridge Wealth Group LLC Purchases in Q3 2024

Onyx Bridge Wealth Group LLC

  • $639 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
158K
New
$67.67 - $80.78 $10.7M - $12.7M
158K $12.7M
XLI
Industrial Sector Spdr

ETFs
93.7K
+ 2527.46%
$120.56 - $135.44 $11.3M - $12.7M
97.4K $13.2M
XLV
Select Sector Spdr Fund Health

ETFs
75.5K
+ 3082.8%
$143.3 - $157.24 $10.8M - $11.9M
77.9K $12M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
98.4K
+ 20.01%
$53.41 - $57.9 $5.26M - $5.7M
590K $34.1M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
252K
New
$23.04 - $24.06 $5.8M - $6.05M
252K $6.05M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
56.6K
New
$94.31 - $103.26 $5.34M - $5.84M
56.6K $5.8M
EWC
Ishares Msci Canada ETF

ETFs
131K
New
$36.52 - $41.67 $4.77M - $5.44M
131K $5.42M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
93K
+ 786.0%
$44.9 - $47.55 $4.18M - $4.42M
105K $4.95M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
117K
+ 176.41%
$26.14 - $27.97 $3.05M - $3.26M
183K $5.03M
VUG
Vanguard Growth ETF

ETFs
4.42K
+ 10.52%
$341.08 - $391.94 $1.51M - $1.73M
46.4K $17.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.8K
+ 5.47%
$96.25 - $101.98 $1.04M - $1.1M
209K $21.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.2K
+ 9.4%
$77.02 - $85.06 $939K - $1.04M
142K $12M
LQD
Ishares Iboxx $ Investment Gra

ETFs
13.5K
+ 33.04%
$106.11 - $113.72 $1.43M - $1.54M
54.4K $6.14M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
30.2K
+ 23.87%
$44.65 - $47.21 $1.35M - $1.42M
157K $7.32M
FXO
First Tr Exchange Traded Fd Fi

ETFs
29.5K
New
$45.78 - $51.72 $1.35M - $1.53M
29.5K $1.51M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
23.4K
+ 34.4%
$62.4 - $62.4 $1.46M - $1.46M
91.3K $5.7M
EWN
Ishares Msci Netherlnds ETF

ETFs
22.9K
New
$46.22 - $52.65 $1.06M - $1.2M
22.9K $1.16M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
22.7K
New
$44.56 - $50.18 $1.01M - $1.14M
22.7K $1.13M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
15.7K
+ 108.3%
$61.47 - $67.36 $967K - $1.06M
30.3K $2.04M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.78K
+ 27.5%
$117.9 - $128.2 $800K - $869K
31.4K $4.03M
EWG
Ishares Msci Germany ETF

ETFs
15.3K
+ 9.4%
$29.49 - $33.93 $451K - $518K
178K $6.02M
EWI
Ishares Inc Msci Italy ETF

ETFs
10.2K
+ 6.36%
$34.96 - $39.44 $355K - $401K
170K $6.63M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
13.1K
+ 8.17%
$34.48 - $37.66 $451K - $492K
173K $6.47M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
14.9K
+ 5.03%
$29.08 - $31.84 $434K - $475K
312K $9.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.3K
+ 37.33%
$475.2 - $527.7 $616K - $684K
4.77K $2.52M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.16K
+ 22.26%
$54.98 - $59.51 $449K - $486K
44.8K $2.67M
VTI
Vanguard Total Stock Market Et

ETFs
174
+ 0.52%
$255.18 - $283.2 $44.4K - $49.3K
33.8K $9.58M
TSLA
Tesla, Inc.

Consumer Cyclical
209
+ 2.79%
$191.76 - $263.26 $40.1K - $55K
7.71K $2.02M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
16.1K
+ 32.67%
$27.8 - $29.26 $447K - $471K
65.4K $1.9M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.71K
+ 13.95%
$98.97 - $99.59 $466K - $469K
38.4K $3.83M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.02K
+ 22.37%
$49.7 - $56.11 $448K - $506K
49.4K $2.71M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.21K
+ 1.12%
$51.29 - $56.57 $62.1K - $68.4K
109K $6.19M
ISRG
Intuitive Surgical Inc

Healthcare
818
New
$416.14 - $494.01 $340K - $404K
818 $401K
COST
Costco Wholesale Corp

Consumer Defensive
406
+ 73.82%
$801.83 - $917.05 $326K - $372K
956 $847K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.55K
+ 9.7%
$178.94 - $207.0 $278K - $322K
17.6K $3.53M
META
Meta Platforms, Inc.

Communication Services
67
+ 1.37%
$453.41 - $572.44 $30.4K - $38.4K
4.96K $2.84M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
638
+ 0.26%
$33.02 - $35.03 $21.1K - $22.3K
245K $8.58M
PWR
Quanta Services, Inc.

Industrials
1.2K
New
$239.58 - $298.23 $287K - $357K
1.2K $356K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
7.18K
+ 136.84%
$47.18 - $48.74 $339K - $350K
12.4K $604K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
724
New
$460.0 - $505.78 $333K - $366K
724 $336K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
420
+ 18.85%
$405.19 - $478.57 $170K - $201K
2.65K $1.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.48K
+ 65.84%
$162.83 - $179.16 $241K - $265K
3.72K $667K
ORCL
Oracle Corp

Technology
1.63K
New
$125.9 - $170.35 $205K - $277K
1.63K $277K
CTAS
Cintas Corp

Industrials
1.3K
New
$201.38 - $819.83 $262K - $1.07M
1.3K $267K
GLD
Spdr Gold Trust

ETFs
484
+ 9.45%
$215.56 - $246.98 $104K - $120K
5.6K $1.36M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.17K
New
$32.65 - $36.69 $234K - $263K
7.17K $260K
VZ
Verizon Communications Inc

Communication Services
2.7K
+ 7.25%
$38.89 - $45.0 $105K - $121K
39.9K $1.79M
WMT
Walmart Inc.

Consumer Defensive
2.06K
+ 31.39%
$66.91 - $81.4 $138K - $168K
8.63K $696K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.34K
+ 15.9%
$119.93 - $131.26 $160K - $176K
9.75K $1.27M
Activity Summary
Buys All Purchases 155 New Holdings 27 Increased Positions 128 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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