Onyx Bridge Wealth Group LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $654 Million distributed in 293 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 $72.8M, Pacer Fds Tr Us Cash Cows 100 with a value of $36.6M, Vanguard Growth ETF with a value of $24.7M, Invesco Qqq Trust, Series 1 with a value of $23.3M, and Ishares Core U.S. Aggregate Bo with a value of $21.7M.
Examining the 13F form we can see an decrease of $12.9M in the current position value, from $667M to 654M.
Below you can find more details about Onyx Bridge Wealth Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$654 Million
ETFs: $528 Million
Technology: $44 Million
Financial Services: $19.2 Million
Communication Services: $13.5 Million
Healthcare: $9.97 Million
Consumer Cyclical: $9.06 Million
Consumer Defensive: $8.34 Million
Industrials: $4.09 Million
Other: $7.77 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions