Onyx Bridge Wealth Group LLC Purchases in Q4 2024

Onyx Bridge Wealth Group LLC

  • $667 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AINV
Apollo Investment Corp

Financial Services
216
+ 1.28%
N/A
17.1K $189K
TOK
Ishares Msci Kokusai ETF

ETFs
34
+ 0.84%
$115.11 - $121.56 $3.91K - $4.13K
4.09K $474K
Linde PLC
6
+ 1.21%
N/A
500 $0
The Alger ETF Trust
2.99K
+ 10.29%
N/A
32K $0
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15
+ 0.58%
$91.29 - $91.8 $1.37K - $1.38K
2.6K $237K
Invesco Exch Traded Fd Tr Ii
28.1K
+ 30.95%
N/A
119K $0
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
755
+ 9.93%
$34.13 - $37.35 $25.8K - $28.2K
8.36K $285K
American Healthcare Reit Inc
7.36K
New
N/A
7.36K $0
Managed Portfolio Series
14.2K
New
N/A
14.2K $0
Amplify ETF Tr
9.64K
New
N/A
9.64K $0
Blackrock ETF Trust Ii
1.49K
+ 5.23%
N/A
30K $0
The Alger ETF Trust
44.9K
New
N/A
44.9K $0
Arista Networks Inc
2.98K
New
N/A
2.98K $0
First Tr Exchng Traded Fd Vi
8.44K
New
N/A
8.44K $0
XHYE
Bondbloxx Invt Mgmt LLC Bondbl
24
+ 0.17%
N/A
14.3K $0
Blackrock Inc
335
New
N/A
335 $0
T Rowe Price ETF Inc
36.1K
+ 19.14%
N/A
225K $0
CLWT
Euro Tech Holdings CO LTD

Industrials
326
+ 2.7%
$1.37 - $1.66 $447 - $541
12.4K $17K
ORCL
Oracle Corp

Technology
23
+ 1.41%
$165.41 - $192.43 $3.8K - $4.43K
1.65K $275K
LLY
Eli Lilly & CO

Healthcare
127
+ 14.11%
$727.2 - $932.06 $92.4K - $118K
1.03K $792K
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.17K
+ 2.04%
$35.95 - $36.76 $42.1K - $43K
58.6K $2.12M
IVE
Ishares S&P 500 Value ETF

ETFs
27
+ 1.47%
$189.5 - $206.17 $5.12K - $5.57K
1.87K $356K
LCR
Leuthold Fds Inc Core ETF

ETFs
348
+ 1.82%
$34.19 - $36.25 $11.9K - $12.6K
19.5K $669K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
252
+ 1.72%
$9.77 - $10.51 $2.46K - $2.65K
14.9K $145K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
140
+ 1.42%
$19.47 - $20.95 $2.73K - $2.93K
10K $195K
PFE
Pfizer Inc

Healthcare
2.29K
+ 7.41%
$24.8 - $30.19 $56.8K - $69.1K
33.2K $881K
FXH
First Tr Exchange Trd Fd Healt

ETFs
11
+ 0.56%
$103.53 - $112.72 $1.14K - $1.24K
1.98K $205K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.34%
$442.29 - $483.08 $3.98K - $4.35K
2.66K $1.2M
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.2K
+ 3.33%
$43.44 - $45.05 $95.4K - $98.9K
68.1K $2.96M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19.8K
+ 194.38%
$27.54 - $83.04 $545K - $1.64M
30K $830K
DUK
Duke Energy Corp

Utilities
21
+ 0.77%
$105.76 - $120.76 $2.22K - $2.54K
2.73K $294K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
129
+ 1.92%
$50.06 - $55.0 $6.46K - $7.1K
6.86K $344K
CMCSA
Comcast Corp

Communication Services
46
+ 0.78%
$37.39 - $45.14 $1.72K - $2.08K
5.98K $224K
FTCS
First Trust Capital Strength E

ETFs
346
+ 1.84%
$87.62 - $94.03 $30.3K - $32.5K
19.1K $1.68M
USRT
Ishares Core U.S. Reit ETF

ETFs
47
+ 0.71%
$55.97 - $62.75 $2.63K - $2.95K
6.66K $381K
ABBV
Abb Vie Inc.

Healthcare
399
+ 7.79%
$164.99 - $203.87 $65.8K - $81.3K
5.52K $981K
LOW
Lowes Companies Inc

Consumer Cyclical
23
+ 1.41%
$244.52 - $284.07 $5.62K - $6.53K
1.65K $407K
LAND
Gladstone Land Corp

Real Estate
121
+ 0.92%
$10.48 - $13.85 $1.27K - $1.68K
13.2K $143K
QCOM
Qualcomm Inc

Technology
95
+ 2.74%
$150.4 - $178.04 $14.3K - $16.9K
3.57K $547K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
10
+ 0.14%
$74.68 - $81.45 $747 - $815
7.16K $535K
IRM
Iron Mountain Inc

Real Estate
17
+ 0.47%
$101.62 - $128.14 $1.73K - $2.18K
3.66K $384K
PG
Procter & Gamble CO

Consumer Defensive
12
+ 0.12%
$161.05 - $179.7 $1.93K - $2.16K
9.62K $1.61M
GE
General Electric CO

Industrials
50
+ 1.7%
$159.95 - $194.23 $8K - $9.71K
2.99K $498K
MSFT
Microsoft Corp

Technology
161
+ 1.09%
$406.35 - $454.46 $65.4K - $73.2K
14.9K $6.3M
AMGN
Amgen Inc

Healthcare
57
+ 4.18%
$258.78 - $328.31 $14.8K - $18.7K
1.42K $370K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
49
+ 0.06%
$24.59 - $25.81 $1.2K - $1.26K
82.9K $2.04M
HDV
Ishares Core High Dividend ETF

ETFs
10
+ 0.06%
$110.82 - $121.28 $1.11K - $1.21K
16.3K $1.83M
CURE
Direxion Daily Healthcare Bull

ETFs
9
+ 0.37%
$88.87 - $134.23 $800 - $1.21K
2.44K $225K
GOGL
Golden Ocean Group LTD

Industrials
3.32K
+ 10.43%
$8.62 - $13.16 $28.6K - $43.6K
35.1K $314K
Activity Summary
Buys All Purchases 153 New Holdings 22 Increased Positions 131 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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