Onyx Bridge Wealth Group LLC Portfolio Holdings
Onyx Bridge Wealth Group LLC
- $654 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 293
- Current Value $654 Million
- Prior Value $667 Million
- Filing
- Period Q1 2025
- Filing Date April 28, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 28 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks