Onyx Bridge Wealth Group LLC Purchases in Q2 2025

Onyx Bridge Wealth Group LLC

  • $684 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ZECP
Zacks Tr Earnings Constant Por

ETFs
122
+ 1.04%
$27.11 - $31.91 $3.31K - $3.89K
11.9K $378K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.09%
$430.82 - $486.45 $431 - $486
1.13K $521K
CMCSA
Comcast Corp

Communication Services
622
+ 11.46%
$32.84 - $36.72 $20.4K - $22.8K
6.05K $215K
USA
Liberty All Star Equity Fund

Financial Services
1.11K
+ 4.22%
$5.9 - $6.81 $6.52K - $7.53K
27.3K $185K
ABT
Abbott Laboratories

Healthcare
15
+ 0.48%
$123.95 - $138.08 $1.86K - $2.07K
3.16K $429K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
283
+ 10.44%
$483.48 - $539.8 $137K - $153K
3K $1.45M
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.22%
$168.34 - $195.42 $673 - $782
1.84K $360K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
156
+ 1.31%
$46.41 - $47.7 $7.24K - $7.44K
12.1K $573K
SUB
Ishares Short Term National Mu

ETFs
29
+ 0.58%
$104.77 - $106.34 $3.04K - $3.08K
5.03K $534K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
244
+ 1.01%
$19.49 - $19.66 $4.76K - $4.8K
24.4K $479K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.09%
$233.83 - $276.34 $234 - $276
1.15K $307K
AINV
Apollo Investment Corp

Financial Services
249
+ 1.44%
N/A
17.5K $195K
CLWT
Euro Tech Holdings CO LTD

Industrials
1.08K
+ 7.56%
$1.02 - $1.47 $1.1K - $1.58K
15.3K $17K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
239
+ 0.86%
$3.84 - $4.48 $918 - $1.07K
28K $123K
Tortoise Capital Series Trus
74.1K
New
N/A
74.1K $0
Entrepreneurshares Series Tr
1K
+ 7.84%
N/A
13.7K $0
Blackrock ETF Trust
149
+ 1.76%
N/A
8.63K $0
FMIL
Fidelity Covington Tr New Mill
24.4K
+ 16.01%
N/A
177K $0
Capital Group Core Balanced
6.28K
New
N/A
6.28K $0
Managed Portfolio Series
20.8K
+ 110.05%
N/A
39.7K $0
Blackrock ETF Trust Ii
9.96K
+ 26.69%
N/A
47.3K $0
DGT
Spdr Global Dow ETF
25.1K
New
N/A
25.1K $0
Capital Group Dividend Growe
285K
New
N/A
285K $0
CGMS
Capital Grp Core Plus Income E
182K
+ 87.31%
N/A
390K $0
Tortoise Capital Series Trus
6.62K
New
N/A
6.62K $0
T Rowe Price ETF Inc
14.4K
+ 5.43%
N/A
279K $0
Blackrock Inc
18
+ 4.64%
N/A
406 $0
Arista Networks Inc
3.2K
New
N/A
3.2K $0
Amplify ETF Tr
448
+ 4.04%
N/A
11.5K $0
The Alger ETF Trust
3.64K
+ 9.31%
N/A
42.7K $0
First Tr Exchange Traded Fd
147
+ 0.71%
N/A
20.7K $0
Tidal Trust Iii
23K
New
N/A
23K $0
Ea Series Trust
3.15K
+ 35.12%
N/A
12.1K $0
Ea Series Trust
8.73K
New
N/A
8.73K $0
The Alger ETF Trust
2.01K
+ 2.56%
N/A
80.7K $0
NOK
Nokia Corp

Technology
20
+ 0.14%
$4.65 - $5.43 $93 - $109
14.4K $74K
KO
Coca Cola CO

Consumer Defensive
44
+ 0.76%
$68.37 - $73.9 $3.01K - $3.25K
5.86K $414K
LLY
Eli Lilly & CO

Healthcare
66
+ 5.58%
$713.71 - $898.95 $47.1K - $59.3K
1.25K $972K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
154
+ 1.94%
$45.3 - $50.64 $6.98K - $7.8K
8.08K $396K
LAND
Gladstone Land Corp

Real Estate
4
+ 0.03%
$8.95 - $10.51 $35.8 - $42
12.2K $124K
OWL
Blue Owl Capital Inc.

Financial Services
19
+ 0.14%
$15.9 - $21.16 $302 - $402
13.9K $266K
DUK
Duke Energy Corp

Utilities
8
+ 0.29%
$112.46 - $124.05 $900 - $992
2.8K $330K
SBUX
Starbucks Corp

Consumer Cyclical
14
+ 0.62%
$79.69 - $99.41 $1.12K - $1.39K
2.26K $206K
AMGN
Amgen Inc

Healthcare
108
+ 7.55%
$262.28 - $309.85 $28.3K - $33.5K
1.54K $429K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
553
+ 3.59%
$45.07 - $52.57 $24.9K - $29.1K
16K $779K
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.3K
+ 2.03%
$13.03 - $15.28 $30K - $35.2K
116K $1.7M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
50
+ 0.33%
$68.13 - $74.77 $3.41K - $3.74K
15.1K $1.1M
HDV
Ishares Core High Dividend ETF

ETFs
108
+ 0.67%
$108.41 - $120.51 $11.7K - $13K
16.3K $1.91M
KHC
Kraft Heinz CO

Consumer Defensive
1.63K
+ 5.27%
$25.61 - $30.81 $41.8K - $50.3K
32.6K $841K
Activity Summary
Buys All Purchases 151 New Holdings 37 Increased Positions 114 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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