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
CRWD
Crowd Strike Holdings, Inc.

Technology
700
+ 52.16%
$217.89 - $392.15 $153K - $275K
2.04K $572K
BNDX
Vanguard Total International B

ETFs
933
+ 13.36%
$48.42 - $50.35 $45.2K - $47K
7.92K $397K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.27%
$245.82 - $304.51 $737 - $914
1.13K $343K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
448
+ 5.93%
$60.84 - $67.51 $27.3K - $30.2K
8.01K $540K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
38
+ 0.33%
$58.03 - $65.37 $2.21K - $2.48K
11.6K $749K
ASML
Asml Holding Nv

Technology
116
+ 50.22%
$749.82 - $1098.95 $87K - $127K
347 $289K
KO
Coca Cola CO

Consumer Defensive
29
+ 0.49%
$62.69 - $73.01 $1.82K - $2.12K
6K $430K
ABT
Abbott Laboratories

Healthcare
166
+ 5.29%
$100.07 - $118.13 $16.6K - $19.6K
3.31K $376K
ANET
Arista Networks, Inc.

Technology
66
+ 10.84%
$311.42 - $388.21 $20.6K - $25.6K
675 $259K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
78
+ 1.1%
$74.85 - $82.2 $5.84K - $6.41K
7.15K $580K
CURE
Direxion Daily Healthcare Bull

ETFs
6
+ 0.25%
$110.71 - $142.11 $664 - $853
2.43K $324K
DUK
Duke Energy Corp

Utilities
7
+ 0.26%
$99.35 - $117.71 $695 - $824
2.71K $312K
IOO
Ishares Tr Global 100 ETF

ETFs
30
+ 0.21%
$89.63 - $100.83 $2.69K - $3.02K
14K $1.39M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.09%
$201.87 - $242.35 $202 - $242
1.16K $270K
CRM
Salesforce, Inc.

Technology
49
+ 5.16%
$238.42 - $276.53 $11.7K - $13.5K
999 $273K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.05%
$181.06 - $197.17 $181 - $197
1.84K $362K
OWL
Blue Owl Capital Inc.

Financial Services
120
+ 0.77%
$15.81 - $19.83 $1.9K - $2.38K
15.7K $304K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
33
+ 0.5%
$57.32 - $62.65 $1.89K - $2.07K
6.58K $409K
ITOT
Ishares Core S&P Total U.S. St

ETFs
70
+ 2.73%
$113.41 - $125.62 $7.94K - $8.79K
2.63K $330K
ENFR
Alerian Energy Infrastructure

ETFs
149
+ 1.15%
$26.22 - $28.65 $3.91K - $4.27K
13.1K $369K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
151
+ 2.03%
$33.74 - $37.96 $5.09K - $5.73K
7.61K $285K
VIG
Vanguard Dividend Appreciation

ETFs
308
+ 0.38%
$182.15 - $182.15 $56.1K - $56.1K
82.1K $15M
VFH
Vanguard Financial ETF

ETFs
4
+ 0.19%
$99.27 - $111.21 $397 - $445
2.08K $228K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
323
+ 1.06%
$19.2 - $19.82 $6.2K - $6.4K
30.7K $605K
IVW
Ishares S&P 500 Growth ETF

ETFs
102
+ 3.37%
$84.77 - $97.13 $8.65K - $9.91K
3.13K $299K
BAC
Bank Of America Corp

Financial Services
467
+ 4.99%
$36.65 - $44.13 $17.1K - $20.6K
9.83K $390K
ARCC
Ares Capital Corp

Financial Services
531
+ 1.23%
$19.8 - $21.28 $10.5K - $11.3K
43.6K $913K
WMB
Williams Companies, Inc.

Energy
8
+ 0.16%
$41.24 - $46.22 $330 - $370
5K $228K
AMGN
Amgen Inc

Healthcare
10
+ 0.74%
$309.38 - $337.38 $3.09K - $3.37K
1.37K $439K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
379
+ 2.11%
$13.24 - $14.64 $5.02K - $5.55K
18.3K $268K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
234
+ 1.62%
$9.67 - $10.51 $2.26K - $2.46K
14.7K $154K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
526
+ 14.98%
$49.83 - $62.75 $26.2K - $33K
4.04K $232K
GOGL
Golden Ocean Group LTD

Industrials
1.92K
+ 6.42%
$11.06 - $14.12 $21.2K - $27.1K
31.8K $425K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
498
+ 3.41%
$44.66 - $49.15 $22.2K - $24.5K
15.1K $711K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.07%
$175.46 - $203.3 $175 - $203
1.39K $282K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
73
+ 0.24%
$15.41 - $17.22 $1.12K - $1.26K
30.1K $499K
USA
Liberty All Star Equity Fund

Financial Services
250
+ 1.33%
$6.43 - $7.14 $1.61K - $1.79K
19K $135K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3
+ 0.06%
$49.93 - $51.15 $150 - $153
4.82K $246K
T Rowe Price ETF Inc
30.1K
+ 19.01%
N/A
189K $0
Invesco Exch Traded Fd Tr Ii
45K
+ 98.0%
N/A
90.9K $0
The Alger ETF Trust
12.1K
+ 71.38%
N/A
29K $0
Blackrock ETF Trust Ii
1.18K
+ 4.31%
N/A
28.5K $0
First Tr Exchange Traded Fd
2.35K
+ 12.39%
N/A
21.4K $0
New York Cmnty Bancorp Inc
12.3K
New
N/A
12.3K $0
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
120
+ 2.6%
$42.59 - $60.56 $5.11K - $7.27K
4.73K $238K
ADBE
Adobe Inc.

Technology
20
+ 3.95%
$508.13 - $586.55 $10.2K - $11.7K
526 $272K
TECL
Direxion Daily Technology Bull

ETFs
2
+ 0.09%
$61.27 - $112.11 $123 - $224
2.32K $203K
AMZN
Amazon Com Inc

Consumer Cyclical
850
+ 3.13%
$161.02 - $200.0 $137K - $170K
28.1K $5.23M
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 7.24%
$148.65 - $191.18 $154K - $199K
15.4K $2.55M
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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