Onyx Financial Advisors, LLC Portfolio Holdings

Onyx Financial Advisors, LLC

  • $162 Billion
  • Q1 2024

Onyx Financial Advisors, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $162 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $105B, Dimensional ETF Tr with a value of $25.1B, Dimensional ETF Tr Short Durat with a value of $13.3B, Dimensional ETF Tr Dimensional with a value of $5.72B, and Dimensional ETF Trust with a value of $3.62B.

Examining the 13F form we can see an increase of $24.8B in the current position value, from $137B to 162B.

Onyx Financial Advisors, LLC is based out at Idaho Falls, ID

Below you can find more details about Onyx Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Billion
ETFs: $128 Billion
Technology: $3.47 Billion
Healthcare: $1.19 Billion
Industrials: $379 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$105 Billion 65.03% of portfolio
3,290,279
Q1 2024 Added 6.97%
$0
$25.1 Billion 15.52% of portfolio
985,957
Q1 2024 Added 9.66%
$0
$13.3 Billion 8.21% of portfolio
282,109
Q1 2024 Added 14.66%
$0
$5.72 Billion 3.54% of portfolio
255,811
Q1 2024 Added 30.88%
Dimensional ETF Trust
-
$3.62 Billion 2.24% of portfolio
-
Q1 2024 Added 124.77%
$3.42T
$2.96 Billion 1.83% of portfolio
7,038
Q1 2024 Added 0.5%
$0
$1.25 Billion 0.78% of portfolio
22,006
Q1 2024 Reduced 8.54%
$15.3B
$1.19 Billion 0.74% of portfolio
11,369
Q4 2022 New
$0
$1.09 Billion 0.68% of portfolio
26,066
Q1 2024 Added 36.9%
$386B
$513 Million 0.32% of portfolio
4,083
Q1 2024 Added 0.37%
$0
$463 Million 0.29% of portfolio
11,214
Q1 2024 New
$0
$393 Million 0.24% of portfolio
1,512
Q1 2024 Reduced 0.33%
$173B
$379 Million 0.23% of portfolio
1,035
Q1 2024 Added 0.39%
Dimensional ETF Trust
-
$362 Million 0.22% of portfolio
-
Q1 2024 Added 0.02%
$0
$230 Million 0.14% of portfolio
682
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $162 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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