Onyx Bridge Wealth Group LLC Reduced Holdings in Q2 2025

Onyx Bridge Wealth Group LLC

  • $684 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-270K
- 40.38%
$47.46 - $55.3 $12.8M - $14.9M
399K $22M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-521K
- 97.86%
$20.12 - $21.0 $10.5M - $11M
11.4K $238K
VUG
Vanguard Growth ETF

ETFs
-33.8K
- 50.67%
$329.49 - $438.4 $11.1M - $14.8M
32.9K $14.4M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-152K
- 97.54%
N/A
3.82K $238K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-344K
- 89.86%
$25.69 - $26.9 $8.84M - $9.26M
38.8K $1.03M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-111K
- 82.55%
$78.98 - $90.1 $8.8M - $10M
23.6K $2.12M
XLK
Technology Sector Spdr

ETFs
-43K
- 75.88%
$179.73 - $253.23 $7.74M - $10.9M
13.7K $3.46M
XLU
Utilities Sector Spdr

ETFs
-102K
- 87.78%
$73.09 - $82.77 $7.42M - $8.4M
14.1K $1.15M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-210K
- 83.59%
$27.79 - $34.16 $5.85M - $7.19M
41.3K $1.41M
QDPL
Pacer Fds Tr Metaurus Us Large
-178K
- 96.96%
$32.46 - $39.77 $5.77M - $7.07M
5.57K $219K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-51.4K
- 37.57%
N/A
85.5K $7.34M
OEF
Ishares S&P 100 ETF

ETFs
-10.4K
- 23.05%
N/A
34.6K $9.22M
AAPL
Apple Inc.

Technology
-2.56K
- 2.82%
$172.42 - $223.89 $441K - $572K
87.9K $18M
VHT
Vanguard Health Care ETF

ETFs
-5.27K
- 20.33%
$236.71 - $261.92 $1.25M - $1.38M
20.7K $5.13M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-39.5K
- 29.53%
$42.58 - $50.22 $1.68M - $1.99M
94.4K $4.74M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-11.4K
- 31.98%
$34.78 - $43.42 $395K - $493K
24.2K $1.05M
VIG
Vanguard Dividend Appreciation

ETFs
-2.17K
- 2.65%
N/A
79.8K $14.5M
VZ
Verizon Communications Inc

Communication Services
-6.66K
- 17.92%
$41.67 - $45.62 $278K - $304K
30.5K $1.32M
JHMM
John Hancock Multifactor Mid C

ETFs
-8.7K
- 18.41%
$50.32 - $61.13 $438K - $532K
38.5K $2.36M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-6.96K
- 19.28%
$45.11 - $52.34 $314K - $364K
29.1K $1.52M
CVX
Chevron Corp

Energy
-283
- 2.46%
$133.73 - $168.51 $37.8K - $47.7K
11.2K $1.61M
UNH
Unitedhealth Group Inc

Healthcare
-227
- 25.56%
$274.35 - $599.47 $62.3K - $136K
661 $206K
ED
Consolidated Edison Inc

Utilities
-853
- 5.49%
$98.05 - $113.3 $83.6K - $96.6K
14.7K $1.47M
MA
Mastercard Inc

Financial Services
-478
- 16.26%
$479.92 - $590.74 $229K - $282K
2.46K $1.38M
MRK
Merck & Co., Inc.

Healthcare
-279
- 1.43%
$73.47 - $87.12 $20.5K - $24.3K
19.2K $1.52M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-2.98K
- 40.33%
$72.12 - $76.23 $215K - $227K
4.41K $334K
VNQ
Vanguard Specialized Funds Van

ETFs
-2.39K
- 34.37%
$79.79 - $91.42 $190K - $218K
4.56K $405K
BMY
Bristol Myers Squibb CO

Healthcare
-226
- 1.75%
$44.12 - $59.6 $9.97K - $13.5K
12.7K $588K
ABBV
Abb Vie Inc.

Healthcare
-317
- 5.59%
$170.16 - $206.27 $53.9K - $65.4K
5.35K $993K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-9.43K
- 28.65%
$13.77 - $16.67 $130K - $157K
23.5K $353K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-3.83K
- 34.35%
$70.54 - $93.95 $270K - $360K
7.32K $687K
PG
Procter & Gamble CO

Consumer Defensive
-322
- 3.27%
$157.66 - $172.39 $50.8K - $55.5K
9.53K $1.52M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-2.09K
- 3.42%
$42.44 - $49.08 $88.9K - $103K
59.1K $2.83M
XLV
Select Sector Spdr Fund Health

ETFs
-945
- 37.57%
$128.77 - $144.3 $122K - $136K
1.57K $211K
XOM
Exxon Mobil Corp

Energy
-193
- 1.71%
$99.93 - $119.04 $19.3K - $23K
11.1K $1.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.42K
- 11.05%
$105.23 - $109.61 $150K - $156K
11.4K $1.25M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-7.96K
- 42.54%
$14.97 - $16.79 $119K - $134K
10.8K $179K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-4.8K
- 16.01%
$33.19 - $40.78 $159K - $196K
25.2K $1M
V
Visa Inc.

Financial Services
-438
- 5.99%
$308.27 - $373.31 $135K - $164K
6.87K $2.44M
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.03K
- 32.83%
$50.37 - $57.97 $102K - $118K
4.16K $235K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.67K
- 28.12%
$66.87 - $79.47 $112K - $133K
4.27K $339K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.72K
- 33.11%
$70.44 - $86.87 $121K - $149K
3.47K $301K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-2.02K
- 33.44%
$46.92 - $55.01 $94.8K - $111K
4.02K $218K
XLE
Energy Sector Spdr

ETFs
-347
- 4.29%
$76.44 - $94.13 $26.5K - $32.7K
7.74K $656K
INTC
Intel Corp

Technology
-3.9K
- 20.62%
$18.13 - $22.69 $70.8K - $88.6K
15K $336K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-3.66K
- 18.9%
$32.66 - $37.42 $120K - $137K
15.7K $588K
VO
Vanguard Mid Cap ETF

ETFs
-500
- 18.66%
$228.54 - $279.83 $114K - $140K
2.18K $609K
GOOGL
Alphabet Inc.

Communication Services
-2.54K
- 15.0%
$144.7 - $178.6 $367K - $453K
14.4K $2.53M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-769
- 1.77%
$99.1 - $99.49 $76.2K - $76.5K
42.6K $4.24M
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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