Onyx Bridge Wealth Group LLC Incresed Positions in Q2 2025

Onyx Bridge Wealth Group LLC

  • $684 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
98
+ 31.82%
$595.37 - $815.24 $58.3K - $79.9K
406 $325K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
106
+ 3.06%
$376.48 - $440.65 $39.9K - $46.7K
3.57K $1.57M
GOGL
Golden Ocean Group LTD

Industrials
17.9K
+ 48.88%
$6.48 - $8.39 $116K - $150K
54.6K $399K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
85
+ 0.17%
$12.75 - $16.34 $1.08K - $1.39K
48.8K $796K
GS
Goldman Sachs Group Inc

Financial Services
21
+ 4.41%
$462.22 - $707.75 $9.71K - $14.9K
497 $351K
AOK
Ishares Tr Core Conservative A

ETFs
1.12K
+ 3.63%
$36.09 - $39.07 $40.5K - $43.9K
32.1K $1.25M
ITOT
Ishares Core S&P Total U.S. St

ETFs
299
+ 12.71%
$108.12 - $135.04 $32.3K - $40.4K
2.65K $357K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.19K
+ 33.69%
$59.8 - $60.07 $70.9K - $71.2K
4.7K $281K
QCOM
Qualcomm Inc

Technology
254
+ 6.69%
$124.66 - $159.48 $31.7K - $40.5K
4.05K $645K
VEA
Vanguard Ftse Developed Market

ETFs
315
+ 4.51%
$45.65 - $57.01 $14.4K - $18K
7.3K $416K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.11K
+ 20.96%
$24.48 - $24.9 $51.7K - $52.6K
12.2K $303K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
94
+ 0.35%
$22.92 - $28.05 $2.15K - $2.64K
26.8K $753K
SCHW
Schwab Charles Corp

Financial Services
194
+ 7.3%
$69.06 - $91.24 $13.4K - $17.7K
2.85K $260K
TOK
Ishares Msci Kokusai ETF

ETFs
35
+ 0.88%
$102.66 - $125.97 $3.59K - $4.41K
4.03K $507K
BX
Blackstone Inc.

Financial Services
103
+ 2.73%
$120.07 - $151.11 $12.4K - $15.6K
3.88K $579K
C
Citigroup Inc

Financial Services
109
+ 3.62%
$58.13 - $85.12 $6.34K - $9.28K
3.12K $265K
MTB
M&T Bank Corp

Financial Services
6
+ 0.21%
$156.58 - $193.99 $939 - $1.16K
2.83K $549K
CRM
Salesforce, Inc.

Technology
141
+ 11.86%
$236.26 - $291.15 $33.3K - $41.1K
1.33K $362K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
669
+ 8.85%
$32.99 - $38.56 $22.1K - $25.8K
8.23K $312K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
388
+ 2.04%
$12.25 - $15.47 $4.75K - $6K
19.4K $300K
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
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.22%
$168.34 - $195.42 $673 - $782
1.84K $360K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
283
+ 10.44%
$483.48 - $539.8 $137K - $153K
3K $1.45M
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
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
73
+ 0.69%
$49.18 - $50.17 $3.59K - $3.66K
10.7K $534K
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
Ea Series Trust
3.15K
+ 35.12%
N/A
12.1K $0
Entrepreneurshares Series Tr
1K
+ 7.84%
N/A
13.7K $0
Blackrock ETF Trust Ii
9.96K
+ 26.69%
N/A
47.3K $0
CGMS
Capital Grp Core Plus Income E
182K
+ 87.31%
N/A
390K $0
First Tr Exchange Traded Fd
147
+ 0.71%
N/A
20.7K $0
The Alger ETF Trust
2.01K
+ 2.56%
N/A
80.7K $0
Managed Portfolio Series
20.8K
+ 110.05%
N/A
39.7K $0
FMIL
Fidelity Covington Tr New Mill
24.4K
+ 16.01%
N/A
177K $0
Blackrock Inc
18
+ 4.64%
N/A
406 $0
The Alger ETF Trust
3.64K
+ 9.31%
N/A
42.7K $0
Amplify ETF Tr
448
+ 4.04%
N/A
11.5K $0
T Rowe Price ETF Inc
14.4K
+ 5.43%
N/A
279K $0
Blackrock ETF Trust
149
+ 1.76%
N/A
8.63K $0
NOK
Nokia Corp

Technology
20
+ 0.14%
$4.65 - $5.43 $93 - $109
14.4K $74K
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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