Onyx Bridge Wealth Group LLC Portfolio Holdings
Onyx Bridge Wealth Group LLC
- $667 Million
- Q4 2024
Onyx Bridge Wealth Group LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $667 Million distributed in 284 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 $83M, Pacer Fds Tr Us Cash Cows 100 with a value of $38.9M, Invesco Qqq Trust, Series 1 with a value of $25.4M, Apple Inc. with a value of $23.1M, and Ishares Core U.S. Aggregate Bo with a value of $21.4M.
Examining the 13F form we can see an increase of $28.1M in the current position value, from $639M to 667M.
Below you can find more details about Onyx Bridge Wealth Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$667 Million
ETFs: $538 Million
Technology: $50.3 Million
Financial Services: $17.7 Million
Communication Services: $15 Million
Consumer Cyclical: $11 Million
Healthcare: $9.71 Million
Consumer Defensive: $7.16 Million
Industrials: $4.1 Million
Other: $7.34 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 284
- Current Value $667 Million
- Prior Value $639 Million
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 22 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks