Onyx Bridge Wealth Group LLC Portfolio Holdings
Onyx Bridge Wealth Group LLC
- $639 Million
- Q3 2024
Onyx Bridge Wealth Group LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $639 Million distributed in 285 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 $76.7M, Pacer Fds Tr Us Cash Cows 100 with a value of $34.1M, Invesco Qqq Trust, Series 1 with a value of $24.1M, Apple Inc. with a value of $21.5M, and Ishares Core U.S. Aggregate Bo with a value of $21.1M.
Examining the 13F form we can see an increase of $47.7M in the current position value, from $591M to 639M.
Below you can find more details about Onyx Bridge Wealth Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$639 Million
ETFs: $515 Million
Technology: $46.9 Million
Financial Services: $16.8 Million
Communication Services: $13.9 Million
Healthcare: $10.7 Million
Consumer Cyclical: $9.46 Million
Consumer Defensive: $7.69 Million
Energy: $4.23 Million
Other: $7.77 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 285
- Current Value $639 Million
- Prior Value $591 Million
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 27 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks