Onyx Bridge Wealth Group LLC Portfolio Holdings
Onyx Bridge Wealth Group LLC
- $684 Million
- Q2 2025
Onyx Bridge Wealth Group LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $684 Million distributed in 350 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $91M, Ishares Core U.S. Aggregate Bo with a value of $28.5M, Invesco Qqq Trust, Series 1 with a value of $27.2M, Pacer Fds Tr Us Cash Cows 100 with a value of $22M, and Apple Inc. with a value of $18M.
Examining the 13F form we can see an increase of $30.5M in the current position value, from $654M to 684M.
Below you can find more details about Onyx Bridge Wealth Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$684 Million
ETFs: $554 Million
Technology: $51.8 Million
Financial Services: $19.8 Million
Communication Services: $15.2 Million
Consumer Cyclical: $10 Million
Healthcare: $9.06 Million
Consumer Defensive: $8.26 Million
Industrials: $4.76 Million
Other: $7.7 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 350
- Current Value $684 Million
- Prior Value $654 Million
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 37 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 138 stocks