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
GS
Goldman Sachs Group Inc

Financial Services
478
New
$459.02 - $510.25 $219K - $244K
478 $236K
SIVR
Abrdn Silver ETF Trust

ETFs
7.96K
New
$25.48 - $30.77 $203K - $245K
7.96K $236K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
4.6K
+ 46.09%
$37.61 - $41.72 $173K - $192K
14.6K $607K
DELL
Dell Technologies Inc.

Technology
1.91K
New
$87.89 - $145.97 $168K - $279K
1.91K $226K
SBUX
Starbucks Corp

Consumer Cyclical
2.32K
New
$72.51 - $98.6 $168K - $229K
2.32K $226K
AXP
American Express CO

Financial Services
807
New
$225.92 - $271.17 $182K - $219K
807 $218K
GBDC
Golub Capital Bdc, Inc.

Financial Services
16.2K
+ 36.07%
$14.36 - $16.0 $233K - $259K
61.2K $924K
TPYP
Managed Portfolio Ser Tortoise

ETFs
6.89K
New
$28.68 - $32.0 $197K - $220K
6.89K $216K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.02K
New
$95.1 - $106.76 $192K - $215K
2.02K $215K
NFLX
Netflix Inc

Communication Services
256
+ 27.38%
$598.55 - $722.26 $153K - $185K
1.19K $844K
HSY
Hershey CO

Consumer Defensive
1.08K
New
$182.45 - $203.25 $198K - $220K
1.08K $207K
FE
Firstenergy Corp

Utilities
4.65K
New
$38.25 - $44.54 $178K - $207K
4.65K $206K
DHR
Danaher Corp

Healthcare
743
New
$239.25 - $280.76 $178K - $209K
743 $206K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.04K
New
$100.09 - $100.69 $204K - $205K
2.04K $205K
LMT
Lockheed Martin Corp

Industrials
166
+ 18.36%
$460.3 - $584.56 $76.4K - $97K
1.07K $625K
KHC
Kraft Heinz CO

Consumer Defensive
3.49K
+ 13.08%
$31.86 - $36.13 $111K - $126K
30.2K $1.06M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
5.65K
+ 6.83%
$24.39 - $25.28 $138K - $143K
88.4K $2.22M
PM
Philip Morris International Inc.

Consumer Defensive
16
+ 0.17%
$101.25 - $127.45 $1.62K - $2.04K
9.65K $1.17M
PFE
Pfizer Inc

Healthcare
5.8K
+ 23.1%
$27.7 - $31.39 $161K - $182K
30.9K $894K
VB
Vanguard Small Cap ETF

ETFs
12
+ 0.14%
$214.77 - $237.72 $2.58K - $2.85K
8.76K $2.08M
VTV
Vanguard Value ETF

ETFs
557
+ 10.91%
$159.75 - $174.57 $89K - $97.2K
5.66K $988K
KJUL
Innovator U.S. Small Cap Power

Technology
854
+ 0.88%
$27.38 - $29.23 $23.4K - $25K
98.4K $2.87M
JPM
Jpmorgan Chase & CO

Financial Services
237
+ 1.75%
$194.9 - $224.8 $46.2K - $53.3K
13.8K $2.9M
HDV
Ishares Core High Dividend ETF

ETFs
145
+ 0.9%
$107.62 - $118.76 $15.6K - $17.2K
16.3K $1.92M
T
At&T Inc.

Communication Services
1.59K
+ 4.36%
$18.21 - $22.28 $28.9K - $35.4K
38K $835K
AVGO
Broadcom Inc.

Technology
10.6K
+ 897.71%
$136.27 - $1745.86 $1.44M - $18.5M
11.8K $2.03M
ABBV
Abb Vie Inc.

Healthcare
23
+ 0.45%
$163.84 - $199.33 $3.77K - $4.58K
5.12K $1.01M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
2.9K
+ 4.64%
$17.34 - $19.53 $50.3K - $56.6K
65.4K $1.28M
NJUL
Innovator Growth 100 Power Buf

Technology
848
+ 1.62%
$56.73 - $60.88 $48.1K - $51.6K
53.3K $3.24M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
5.97K
+ 13.94%
$14.33 - $15.56 $85.5K - $92.8K
48.8K $756K
PG
Procter & Gamble CO

Consumer Defensive
155
+ 1.64%
$160.76 - $177.82 $24.9K - $27.6K
9.61K $1.66M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
423
+ 0.51%
$23.84 - $25.78 $10.1K - $10.9K
82.8K $2.11M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.72K
+ 32.39%
$46.18 - $48.92 $79.5K - $84.2K
7.04K $341K
JNJ
Johnson & Johnson

Healthcare
26
+ 0.51%
$145.48 - $167.38 $3.78K - $4.35K
5.15K $834K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
1.36K
+ 10.06%
$43.5 - $45.75 $59.2K - $62.2K
14.9K $680K
DE
Deere & CO

Industrials
100
+ 12.17%
$344.84 - $418.0 $34.5K - $41.8K
922 $384K
MTB
M&T Bank Corp

Financial Services
1
+ 0.04%
$146.49 - $179.85 $146 - $180
2.83K $503K
GILD
Gilead Sciences, Inc.

Healthcare
19
+ 0.4%
$66.59 - $83.99 $1.27K - $1.6K
4.78K $400K
INTC
Intel Corp

Technology
9.12K
+ 48.36%
$18.9 - $34.87 $172K - $318K
28K $656K
ABEV
Ambev S.A.

Consumer Defensive
29.2K
New
$2.04 - $2.44 $59.6K - $71.3K
29.2K $71K
AOK
Ishares Tr Core Conservative A

ETFs
843
+ 3.94%
$36.8 - $38.71 $31K - $32.6K
22.2K $860K
XOM
Exxon Mobil Corp

Energy
354
+ 2.91%
$109.72 - $119.0 $38.8K - $42.1K
12.5K $1.47M
CSCO
Cisco Systems, Inc.

Technology
381
+ 4.72%
$44.74 - $53.22 $17K - $20.3K
8.45K $449K
ITA
Ishares Tr

ETFs
60
+ 1.91%
$131.58 - $149.64 $7.89K - $8.98K
3.2K $479K
MRVL
Marvell Technology, Inc.

Technology
745
+ 16.96%
$56.15 - $76.24 $41.8K - $56.8K
5.14K $370K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
646
+ 11.9%
$73.86 - $84.2 $47.7K - $54.4K
6.08K $502K
BLK
Black Rock Inc.

Financial Services
11
+ 3.47%
$782.27 - $949.51 $8.6K - $10.4K
328 $311K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
63
+ 0.62%
$75.47 - $83.18 $4.75K - $5.24K
10.2K $846K
LLY
Eli Lilly & CO

Healthcare
84
+ 10.29%
$772.14 - $960.02 $64.9K - $80.6K
900 $797K
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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