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
NEE
Nextera Energy Inc

Utilities
-1.31K
- 26.98%
$66.96 - $76.16 $87.6K - $99.6K
3.54K $250K
OWL
Blue Owl Capital Inc.

Financial Services
-2.04K
- 12.81%
$18.49 - $26.68 $37.7K - $54.3K
13.9K $277K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-2.16K
- 17.53%
$36.38 - $38.05 $78.7K - $82.3K
10.2K $374K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-554
- 4.38%
$28.62 - $36.65 $15.9K - $20.3K
12.1K $345K
IRM
Iron Mountain Inc

Real Estate
-141
- 3.85%
$82.79 - $111.31 $11.7K - $15.7K
3.52K $302K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.87K
- 13.3%
$16.57 - $18.85 $47.5K - $54.1K
18.7K $311K
NPCT
Nuveen Core Plus Impact Fund
-7.44K
- 36.81%
$10.44 - $11.13 $77.7K - $82.8K
12.8K $136K
PFE
Pfizer Inc

Healthcare
-1.12K
- 3.37%
$25.01 - $27.13 $28K - $30.3K
32.1K $813K
INTC
Intel Corp

Technology
-5.76K
- 23.32%
$19.1 - $27.39 $110K - $158K
18.9K $429K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-295
- 5.38%
$77.91 - $92.26 $23K - $27.2K
5.19K $412K
FTCS
First Trust Capital Strength E

ETFs
-1.05K
- 5.48%
$86.39 - $91.35 $90.5K - $95.7K
18.1K $1.62M
IWM
Ishares Russell 2000 ETF

ETFs
-142
- 10.98%
$198.1 - $229.79 $28.1K - $32.6K
1.15K $229K
AMD
Advanced Micro Devices Inc

Technology
-88
- 3.89%
$96.63 - $129.55 $8.5K - $11.4K
2.17K $223K
RDVY
First Trust Rising Dividend Ac

ETFs
-680
- 4.72%
$57.22 - $63.39 $38.9K - $43.1K
13.7K $803K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-343
- 5.46%
$75.47 - $84.24 $25.9K - $28.9K
5.94K $457K
LOW
Lowes Companies Inc

Consumer Cyclical
-99
- 6.0%
$222.66 - $268.42 $22K - $26.6K
1.55K $361K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-203
- 1.55%
$43.72 - $51.15 $8.88K - $10.4K
12.9K $570K
WMT
Walmart Inc.

Consumer Defensive
-232
- 2.74%
$84.5 - $105.05 $19.6K - $24.4K
8.22K $721K
XLY
Select Sector Spdr Consumer Di

ETFs
-12
- 0.88%
$192.6 - $233.2 $2.31K - $2.8K
1.36K $267K
BA
Boeing CO

Industrials
-60
- 1.42%
$148.15 - $186.25 $8.89K - $11.2K
4.17K $711K
IVW
Ishares S&P 500 Growth ETF

ETFs
-74
- 2.28%
$92.45 - $106.69 $6.84K - $7.9K
3.17K $293K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.89K
- 7.25%
$19.43 - $19.62 $36.7K - $37.1K
24.2K $473K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-461
- 8.01%
$81.83 - $82.73 $37.7K - $38.1K
5.3K $438K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-983
- 1.68%
$35.96 - $36.72 $35.3K - $36.1K
57.6K $2.08M
NFLX
Netflix Inc

Communication Services
-81
- 7.32%
$828.4 - $1058.6 $67.1K - $85.7K
1.03K $956K
USRT
Ishares Core U.S. Reit ETF

ETFs
-466
- 7.0%
$55.14 - $60.29 $25.7K - $28.1K
6.19K $356K
CMCSA
Comcast Corp

Communication Services
-551
- 9.22%
$33.19 - $38.23 $18.3K - $21.1K
5.43K $200K
TOK
Ishares Msci Kokusai ETF

ETFs
-102
- 2.49%
$112.31 - $122.55 $11.5K - $12.5K
3.99K $454K
NIO
Nio Inc.

Consumer Cyclical
-2.47K
- 14.07%
$3.75 - $5.22 $9.26K - $12.9K
15.1K $57K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-264
- 2.38%
$41.74 - $43.57 $11K - $11.5K
10.8K $455K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-834
- 4.66%
N/A
17.1K $346K
LAND
Gladstone Land Corp

Real Estate
-1.02K
- 7.7%
$10.4 - $11.84 $10.6K - $12.1K
12.2K $128K
ITA
Ishares Tr

ETFs
-330
- 7.05%
$144.84 - $159.5 $47.8K - $52.6K
4.35K $666K
WMB
Williams Companies, Inc.

Energy
-643
- 15.03%
$54.02 - $61.09 $34.7K - $39.3K
3.64K $217K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-12
- 0.85%
$196.12 - $229.48 $2.35K - $2.75K
1.4K $281K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
-784
- 2.6%
$7.02 - $7.46 $5.5K - $5.85K
29.3K $207K
IVE
Ishares S&P 500 Value ETF

ETFs
-26
- 1.39%
$185.78 - $198.58 $4.83K - $5.16K
1.84K $350K
INTU
Intuit Inc

Technology
-3
- 0.88%
$555.63 - $630.23 $1.67K - $1.89K
339 $208K
TV
Grupo Televisa, S.A.B.

Communication Services
-1.61K
- 7.52%
$1.68 - $2.17 $2.7K - $3.49K
19.8K $34K
First Tr Exchange Traded Fd
-398
- 1.9%
N/A
20.6K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-2.24K
- 1.98%
N/A
111K $0
Ge Vernova Inc
-26
- 3.73%
N/A
671 $0
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-120
- 2.14%
$75.32 - $84.77 $9.04K - $10.2K
5.48K $447K
TRV
Travelers Companies, Inc.

Financial Services
-9
- 0.78%
$232.43 - $265.13 $2.09K - $2.39K
1.15K $303K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-55
- 0.48%
$58.01 - $64.46 $3.19K - $3.55K
11.4K $708K
XOM
Exxon Mobil Corp

Energy
-850
- 7.0%
$105.44 - $118.93 $89.6K - $101K
11.3K $1.34M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-166
- 1.07%
$48.65 - $53.06 $8.08K - $8.81K
15.4K $799K
ABT
Abbott Laboratories

Healthcare
-18
- 0.57%
$111.1 - $140.22 $2K - $2.52K
3.14K $417K
MA
Mastercard Inc

Financial Services
-4
- 0.14%
$504.67 - $576.31 $2.02K - $2.31K
2.94K $1.61M
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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