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
ZECP
Zacks Tr Earnings Constant Por

ETFs
1.87K
+ 18.9%
$29.24 - $32.07 $54.6K - $59.9K
11.8K $353K
IEMG
Ishares Inc

ETFs
934
+ 11.65%
N/A
8.95K $480K
DUK
Duke Energy Corp

Utilities
64
+ 2.34%
$105.87 - $121.97 $6.78K - $7.81K
2.8K $341K
MMM
3 M CO

Industrials
105
+ 5.94%
$129.7 - $155.12 $13.6K - $16.3K
1.87K $275K
VEA
Vanguard Ftse Developed Market

ETFs
482
+ 7.42%
$47.4 - $52.99 $22.8K - $25.5K
6.98K $354K
ARCC
Ares Capital Corp

Financial Services
1.28K
+ 2.82%
$21.28 - $23.81 $27.3K - $30.5K
46.6K $1.03M
USA
Liberty All Star Equity Fund

Financial Services
7.17K
+ 37.75%
$6.41 - $7.32 $46K - $52.5K
26.2K $171K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.01K
+ 15.15%
$32.5 - $33.3 $32.7K - $33.5K
7.65K $254K
QCOM
Qualcomm Inc

Technology
232
+ 6.5%
$151.94 - $175.86 $35.3K - $40.8K
3.8K $583K
ABEV
Ambev S.A.

Consumer Defensive
8.14K
+ 27.84%
$1.77 - $2.37 $14.4K - $19.3K
37.4K $87K
XLV
Select Sector Spdr Fund Health

ETFs
25
+ 1.0%
$137.61 - $149.68 $3.44K - $3.74K
2.52K $367K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
227
+ 3.17%
$73.11 - $77.43 $16.6K - $17.6K
7.39K $560K
MU
Micron Technology Inc

Technology
205
+ 8.44%
$86.89 - $109.38 $17.8K - $22.4K
2.63K $228K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
72
+ 0.86%
$33.84 - $37.77 $2.44K - $2.72K
8.43K $307K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
678
+ 9.72%
$36.19 - $37.18 $24.5K - $25.2K
7.65K $277K
TPYP
Managed Portfolio Ser Tortoise

ETFs
115
+ 1.56%
$34.32 - $37.26 $3.95K - $4.28K
7.51K $272K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
1.24K
+ 4.66%
$3.88 - $4.37 $4.8K - $5.4K
27.8K $121K
PEP
Pepsico Inc

Consumer Defensive
165
+ 7.2%
$142.64 - $156.42 $23.5K - $25.8K
2.46K $368K
NOK
Nokia Corp

Technology
1.76K
+ 13.93%
$4.43 - $5.42 $7.81K - $9.56K
14.4K $75K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
2.72K
+ 9.0%
$16.48 - $19.07 $44.8K - $51.8K
32.9K $546K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
1.17K
+ 2.47%
$14.01 - $15.76 $16.4K - $18.5K
48.7K $705K
GHYG
Ishares Incus & Intl High Yiel

ETFs
236
+ 1.91%
$43.73 - $44.98 $10.3K - $10.6K
12.6K $560K
SNOW
Snowflake Inc.

Technology
192
+ 12.5%
$146.16 - $192.78 $28.1K - $37K
1.73K $252K
KHC
Kraft Heinz CO

Consumer Defensive
609
+ 2.01%
$28.51 - $32.22 $17.4K - $19.6K
31K $942K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
73
+ 0.69%
$49.75 - $50.27 $3.63K - $3.67K
10.6K $529K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
236
+ 1.58%
$9.83 - $10.34 $2.32K - $2.44K
15.2K $151K
VFH
Vanguard Financial ETF

ETFs
3
+ 0.16%
$114.07 - $127.34 $342 - $382
1.84K $219K
AINV
Apollo Investment Corp

Financial Services
230
+ 1.35%
N/A
17.3K $192K
SUB
Ishares Short Term National Mu

ETFs
19
+ 0.38%
$105.3 - $106.24 $2K - $2.02K
5K $527K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
53
+ 1.55%
$408.78 - $448.82 $21.7K - $23.8K
3.47K $1.46M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9
+ 0.35%
$91.45 - $91.75 $823 - $826
2.61K $239K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
29
+ 0.29%
$24.5 - $24.95 $711 - $724
10.1K $249K
ASML
Asml Holding Nv

Technology
14
+ 4.76%
$662.63 - $776.99 $9.28K - $10.9K
308 $204K
The Alger ETF Trust
7.06K
+ 22.06%
N/A
39.1K $0
Blackrock ETF Trust Ii
7.31K
+ 24.35%
N/A
37.3K $0
Managed Portfolio Series
4.73K
+ 33.35%
N/A
18.9K $0
Invesco Exch Traded Fd Tr Ii
12.8K
+ 10.8%
N/A
132K $0
Amplify ETF Tr
1.44K
+ 14.96%
N/A
11.1K $0
Ea Series Trust
435
+ 5.09%
N/A
8.98K $0
The Alger ETF Trust
33.8K
+ 75.41%
N/A
78.7K $0
T Rowe Price ETF Inc
40K
+ 17.81%
N/A
265K $0
XHYE
Bondbloxx Invt Mgmt LLC Bondbl
248
+ 1.74%
N/A
14.5K $0
Blackrock Inc
53
+ 15.82%
N/A
388 $0
Linde PLC
4
+ 0.8%
N/A
504 $0
AXP
American Express CO

Financial Services
79
+ 9.73%
$255.39 - $325.87 $20.2K - $25.7K
891 $239K
CLWT
Euro Tech Holdings CO LTD

Industrials
1.83K
+ 14.72%
$1.09 - $1.45 $1.99K - $2.65K
14.2K $15K
ITW
Illinois Tool Works Inc

Industrials
11
+ 1.12%
$244.9 - $274.48 $2.69K - $3.02K
997 $247K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
89
+ 0.89%
$19.04 - $20.15 $1.69K - $1.79K
10.1K $192K
EVC
Entravision Communications Corp

Communication Services
50
+ 0.42%
$1.73 - $2.67 $86.5 - $134
12K $25K
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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