Onyx Bridge Wealth Group LLC Reduced Holdings in Q1 2025

Onyx Bridge Wealth Group LLC

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
-96.6K
- 95.64%
$128.78 - $141.67 $12.4M - $13.7M
4.41K $577K
XLP
Consumer Staples Sector Spdr

ETFs
-150K
- 98.27%
N/A
2.63K $199K
IVV
Ishares Core S&P 500 ETF

ETFs
-11.4K
- 8.05%
$554.06 - $615.85 $6.29M - $6.99M
130K $72.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-240K
- 90.64%
$37.07 - $40.63 $8.88M - $9.73M
24.7K $973K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-225K
- 92.07%
$34.28 - $36.43 $7.71M - $8.2M
19.4K $671K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-58.1K
- 81.86%
$105.1 - $109.61 $6.1M - $6.37M
12.9K $1.4M
XLK
Technology Sector Spdr

ETFs
-17K
- 23.09%
$206.38 - $242.18 $3.51M - $4.12M
56.7K $11.7M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-162K
- 84.36%
$33.37 - $38.01 $5.4M - $6.15M
30K $1.12M
EWG
Ishares Msci Germany ETF

ETFs
-167K
- 88.1%
$31.57 - $39.31 $5.28M - $6.57M
22.6K $837K
EWC
Ishares Msci Canada ETF

ETFs
-124K
- 85.34%
$39.3 - $42.52 $4.89M - $5.29M
21.4K $870K
XLC
Select Sector Spdr Tr Communic

ETFs
-46.3K
- 32.77%
$94.84 - $105.31 $4.39M - $4.88M
95K $9.16M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-94.6K
- 52.68%
$44.68 - $46.49 $4.22M - $4.4M
84.9K $3.93M
AAPL
Apple Inc.

Technology
-1.97K
- 2.13%
$209.68 - $247.1 $413K - $487K
90.5K $20.1M
NJUL
Innovator Growth 100 Power Buf

Technology
-47.3K
- 89.0%
$59.98 - $64.86 $2.84M - $3.07M
5.85K $351K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-20.4K
- 2.95%
$53.6 - $58.97 $1.09M - $1.2M
669K $36.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-51.9K
- 30.7%
$44.41 - $45.98 $2.3M - $2.39M
117K $5.35M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-81
- 0.16%
$468.34 - $539.52 $37.9K - $43.7K
49.7K $23.3M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-91.5K
- 26.65%
$29.06 - $32.62 $2.66M - $2.98M
252K $7.91M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-74.3K
- 89.62%
$24.29 - $25.89 $1.8M - $1.92M
8.6K $217K
NVDA
Nvidia Corp

Technology
-1.45K
- 2.5%
$106.98 - $149.43 $155K - $216K
56.5K $6.13M
TSLA
Tesla, Inc.

Consumer Cyclical
-65
- 0.86%
$222.15 - $428.22 $14.4K - $27.8K
7.47K $1.94M
AVGO
Broadcom Inc.

Technology
-1.01K
- 9.39%
$167.43 - $244.7 $168K - $246K
9.69K $1.62M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-16.1K
- 76.2%
$47.59 - $48.35 $765K - $777K
5.02K $242K
JHMM
John Hancock Multifactor Mid C

ETFs
-10.7K
- 18.44%
$55.69 - $63.12 $594K - $674K
47.2K $2.71M
VTI
Vanguard Total Stock Market Et

ETFs
-413
- 1.22%
$271.18 - $303.12 $112K - $125K
33.4K $9.19M
SPYG
Spdr Portfolio

ETFs
-4.62K
- 19.4%
$80.05 - $92.39 $370K - $427K
19.2K $1.54M
VHT
Vanguard Health Care ETF

ETFs
-3.27K
- 11.19%
$254.06 - $273.83 $830K - $894K
25.9K $6.86M
IXUS
Ishares Tr

ETFs
-7.48K
- 68.83%
$65.06 - $72.31 $487K - $541K
3.39K $236K
CSM
Proshares Large Cap Core Plus

ETFs
-1.91K
- 1.55%
$63.0 - $69.13 $120K - $132K
121K $7.69M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.38K
- 12.96%
$49.78 - $53.19 $268K - $286K
36.1K $1.84M
VNQ
Vanguard Specialized Funds Van

ETFs
-3K
- 30.14%
$85.55 - $94.34 $256K - $283K
6.94K $628K
PLTR
Palantir Technologies Inc.

Technology
-6.04K
- 20.4%
$64.98 - $124.62 $393K - $753K
23.6K $1.99M
VB
Vanguard Small Cap ETF

ETFs
-281
- 3.18%
$217.89 - $252.64 $61.2K - $71K
8.56K $1.9M
VTV
Vanguard Value ETF

ETFs
-1.39K
- 22.35%
$167.73 - $179.21 $233K - $249K
4.82K $832K
FDN
First Tr Fd Dow Jones

ETFs
-261
- 3.64%
$221.38 - $266.86 $57.8K - $69.7K
6.9K $1.53M
UNH
Unitedhealth Group Inc

Healthcare
-410
- 31.59%
$461.52 - $548.18 $189K - $225K
888 $465K
META
Meta Platforms, Inc.

Communication Services
-170
- 3.63%
$576.36 - $736.67 $98K - $125K
4.51K $2.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.92K
- 19.17%
$64.88 - $72.1 $124K - $138K
8.08K $531K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.8K
- 1.3%
N/A
137K $11.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-72
- 1.75%
$507.05 - $563.67 $36.5K - $40.6K
4.04K $2.08M
DIS
Walt Disney CO

Communication Services
-378
- 4.95%
$96.87 - $114.0 $36.6K - $43.1K
7.25K $715K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.23K
- 10.78%
$25.58 - $29.24 $82.7K - $94.6K
26.8K $700K
IDV
Ishares Tr

ETFs
-6.07K
- 37.49%
$27.0 - $31.7 $164K - $192K
10.1K $313K
FPX
First Trust Us Equity Opportun

ETFs
-27
- 0.17%
$106.21 - $143.53 $2.87K - $3.88K
16.1K $1.8M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-3.97K
- 32.38%
$32.74 - $36.2 $130K - $144K
8.29K $289K
UPS
United Parcel Service Inc

Industrials
-532
- 14.55%
$109.66 - $136.26 $58.3K - $72.5K
3.12K $343K
VGT
Vanguard Information Technolog

ETFs
-82
- 9.13%
$542.38 - $646.34 $44.5K - $53K
816 $442K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-3.31K
- 17.39%
$38.89 - $41.6 $129K - $138K
15.7K $637K
BMY
Bristol Myers Squibb CO

Healthcare
-2.88K
- 18.18%
$53.9 - $63.11 $155K - $182K
12.9K $789K
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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