Onyx Bridge Wealth Group LLC Incresed Positions in Q1 2025

Onyx Bridge Wealth Group LLC

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
39.1K
+ 141.62%
$369.1 - $427.61 $14.4M - $16.7M
66.6K $24.7M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
520K
+ 3959.82%
$20.7 - $21.15 $10.8M - $11M
533K $11M
XLF
Financial Sector Spdr

ETFs
177K
+ 281.22%
$47.32 - $52.19 $8.35M - $9.21M
239K $11.9M
XLU
Utilities Sector Spdr

ETFs
111K
+ 2185.02%
$74.7 - $80.27 $8.26M - $8.88M
116K $9.12M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
319K
+ 502.13%
$25.83 - $27.09 $8.25M - $8.65M
383K $10.2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
197K
+ 56.1%
$23.32 - $23.84 $4.58M - $4.69M
547K $12.8M
ICVT
Ishares Tr Convertible Bond Et

ETFs
44.8K
+ 49.69%
$83.18 - $89.27 $3.73M - $4M
135K $11.3M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
119K
+ 172.06%
$27.64 - $28.58 $3.28M - $3.4M
188K $5.37M
SHV
Ishares Tr

ETFs
28.9K
+ 23.09%
$110.11 - $110.51 $3.18M - $3.19M
154K $17M
CGDV
Capital Group Divid Value ETF

ETFs
67.8K
+ 117.02%
$34.95 - $37.36 $2.37M - $2.53M
126K $4.48M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
21.8K
+ 93.7%
$89.18 - $104.04 $1.94M - $2.26M
45K $4.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.3K
+ 8.02%
$27.01 - $28.54 $1.03M - $1.09M
516K $14.4M
GBDC
Golub Capital Bdc, Inc.

Financial Services
44.8K
+ 64.98%
$14.46 - $15.96 $647K - $714K
114K $1.72M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
8.83K
+ 19.79%
$65.27 - $71.18 $576K - $629K
53.5K $3.55M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.32K
+ 9.66%
$126.11 - $135.06 $419K - $449K
37.7K $4.86M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
12.7K
+ 55.51%
$40.15 - $47.73 $509K - $605K
35.5K $1.45M
AOM
Ishares Tr Core Moderate Alloc

ETFs
8.36K
+ 12.28%
$42.93 - $44.71 $359K - $374K
76.5K $3.36M
GLD
Spdr Gold Trust

ETFs
337
+ 5.55%
$243.19 - $288.14 $82K - $97.1K
6.41K $1.85M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.99K
+ 7.4%
$99.16 - $99.52 $297K - $298K
43.4K $4.32M
V
Visa Inc.

Financial Services
153
+ 2.14%
$306.92 - $362.71 $47K - $55.5K
7.31K $2.56M
AOK
Ishares Tr Core Conservative A

ETFs
6.43K
+ 26.22%
$36.86 - $38.15 $237K - $245K
30.9K $1.16M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.91K
+ 70.22%
$45.92 - $47.58 $225K - $234K
11.9K $565K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
55
+ 2.07%
$442.66 - $534.52 $24.3K - $29.4K
2.71K $1.44M
ADBE
Adobe Inc.

Technology
627
+ 119.2%
$377.84 - $464.11 $237K - $291K
1.15K $442K
ABBV
Abb Vie Inc.

Healthcare
148
+ 2.68%
$169.2 - $216.66 $25K - $32.1K
5.67K $1.19M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.94K
+ 18.73%
$122.86 - $137.9 $239K - $268K
12.3K $1.55M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
3.25K
+ 5.61%
$47.27 - $50.52 $154K - $164K
61.2K $2.99M
LLY
Eli Lilly & CO

Healthcare
155
+ 15.09%
$725.72 - $929.72 $112K - $144K
1.18K $976K
MO
Altria Group, Inc.

Consumer Defensive
132
+ 0.64%
$50.81 - $60.02 $6.71K - $7.92K
20.9K $1.25M
JPM
Jpmorgan Chase & CO

Financial Services
289
+ 2.11%
$225.19 - $279.95 $65.1K - $80.9K
14K $3.44M
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
AMGN
Amgen Inc

Healthcare
8
+ 0.56%
$258.59 - $327.36 $2.07K - $2.62K
1.43K $445K
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
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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