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
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.38K
+ 7.57%
$29.34 - $31.31 $217K - $231K
105K $3.12M
XLE
Energy Sector Spdr

ETFs
751
+ 10.23%
$85.7 - $93.96 $64.4K - $70.6K
8.09K $755K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.41K
+ 2.99%
$55.41 - $60.74 $189K - $207K
118K $6.64M
CSCO
Cisco Systems, Inc.

Technology
1.09K
+ 12.93%
$58.74 - $64.87 $64.1K - $70.8K
9.54K $588K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.75K
+ 3.49%
$56.17 - $59.71 $98.4K - $105K
52K $2.97M
RSP
Invesco S&P 500 Equal Weight E

ETFs
512
+ 12.25%
$169.43 - $182.84 $86.7K - $93.6K
4.69K $812K
DE
Deere & CO

Industrials
72
+ 7.49%
$408.57 - $509.27 $29.4K - $36.7K
1.03K $484K
CRWD
Crowd Strike Holdings, Inc.

Technology
150
+ 6.75%
$308.86 - $455.36 $46.3K - $68.3K
2.37K $836K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
64
+ 0.43%
$68.32 - $75.06 $4.37K - $4.8K
15K $1.12M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
2.88K
+ 4.68%
$17.95 - $18.89 $51.6K - $54.3K
64.3K $1.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
453
+ 6.6%
$551.42 - $612.93 $250K - $278K
7.32K $4.09M
PG
Procter & Gamble CO

Consumer Defensive
236
+ 2.45%
$158.56 - $176.26 $37.4K - $41.6K
9.86K $1.68M
COST
Costco Wholesale Corp

Consumer Defensive
42
+ 5.03%
$890.62 - $1076.86 $37.4K - $45.2K
877 $829K
BNDX
Vanguard Total International B

ETFs
1.28K
+ 23.15%
$48.33 - $49.5 $62.1K - $63.6K
6.83K $333K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.93K
+ 11.06%
$101.98 - $115.66 $197K - $223K
19.4K $1.99M
KO
Coca Cola CO

Consumer Defensive
76
+ 1.32%
$60.81 - $72.32 $4.62K - $5.5K
5.81K $416K
MCD
Mcdonalds Corp

Consumer Cyclical
104
+ 9.61%
$279.74 - $321.29 $29.1K - $33.4K
1.19K $370K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.06K
+ 15.52%
$49.22 - $51.73 $52.4K - $55K
7.92K $400K
ZECP
Zacks Tr Earnings Constant Por

ETFs
1.87K
+ 18.9%
$29.24 - $32.07 $54.6K - $59.9K
11.8K $353K
IEMG
Ishares Inc

ETFs
934
+ 11.65%
N/A
8.95K $480K
DUK
Duke Energy Corp

Utilities
64
+ 2.34%
$105.87 - $121.97 $6.78K - $7.81K
2.8K $341K
MMM
3 M CO

Industrials
105
+ 5.94%
$129.7 - $155.12 $13.6K - $16.3K
1.87K $275K
VEA
Vanguard Ftse Developed Market

ETFs
482
+ 7.42%
$47.4 - $52.99 $22.8K - $25.5K
6.98K $354K
ARCC
Ares Capital Corp

Financial Services
1.28K
+ 2.82%
$21.28 - $23.81 $27.3K - $30.5K
46.6K $1.03M
USA
Liberty All Star Equity Fund

Financial Services
7.17K
+ 37.75%
$6.41 - $7.32 $46K - $52.5K
26.2K $171K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.01K
+ 15.15%
$32.5 - $33.3 $32.7K - $33.5K
7.65K $254K
QCOM
Qualcomm Inc

Technology
232
+ 6.5%
$151.94 - $175.86 $35.3K - $40.8K
3.8K $583K
ABEV
Ambev S.A.

Consumer Defensive
8.14K
+ 27.84%
$1.77 - $2.37 $14.4K - $19.3K
37.4K $87K
ENFR
Alerian Energy Infrastructure

ETFs
152
+ 1.07%
$30.27 - $34.12 $4.6K - $5.19K
14.3K $469K
XLV
Select Sector Spdr Fund Health

ETFs
25
+ 1.0%
$137.61 - $149.68 $3.44K - $3.74K
2.52K $367K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
227
+ 3.17%
$73.11 - $77.43 $16.6K - $17.6K
7.39K $560K
MU
Micron Technology Inc

Technology
205
+ 8.44%
$86.89 - $109.38 $17.8K - $22.4K
2.63K $228K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
678
+ 9.72%
$36.19 - $37.18 $24.5K - $25.2K
7.65K $277K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
72
+ 0.86%
$33.84 - $37.77 $2.44K - $2.72K
8.43K $307K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
1.24K
+ 4.66%
$3.88 - $4.37 $4.8K - $5.4K
27.8K $121K
TPYP
Managed Portfolio Ser Tortoise

ETFs
115
+ 1.56%
$34.32 - $37.26 $3.95K - $4.28K
7.51K $272K
PEP
Pepsico Inc

Consumer Defensive
165
+ 7.2%
$142.64 - $156.42 $23.5K - $25.8K
2.46K $368K
NOK
Nokia Corp

Technology
1.76K
+ 13.93%
$4.43 - $5.42 $7.81K - $9.56K
14.4K $75K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
2.72K
+ 9.0%
$16.48 - $19.07 $44.8K - $51.8K
32.9K $546K
GHYG
Ishares Incus & Intl High Yiel

ETFs
236
+ 1.91%
$43.73 - $44.98 $10.3K - $10.6K
12.6K $560K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
1.17K
+ 2.47%
$14.01 - $15.76 $16.4K - $18.5K
48.7K $705K
SNOW
Snowflake Inc.

Technology
192
+ 12.5%
$146.16 - $192.78 $28.1K - $37K
1.73K $252K
KHC
Kraft Heinz CO

Consumer Defensive
609
+ 2.01%
$28.51 - $32.22 $17.4K - $19.6K
31K $942K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
236
+ 1.58%
$9.83 - $10.34 $2.32K - $2.44K
15.2K $151K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
73
+ 0.69%
$49.75 - $50.27 $3.63K - $3.67K
10.6K $529K
AINV
Apollo Investment Corp

Financial Services
230
+ 1.35%
N/A
17.3K $192K
VFH
Vanguard Financial ETF

ETFs
3
+ 0.16%
$114.07 - $127.34 $342 - $382
1.84K $219K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
53
+ 1.55%
$408.78 - $448.82 $21.7K - $23.8K
3.47K $1.46M
SUB
Ishares Short Term National Mu

ETFs
19
+ 0.38%
$105.3 - $106.24 $2K - $2.02K
5K $527K
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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