Onyx Financial Advisors, LLC Portfolio Holdings by Sector
Onyx Financial Advisors, LLC
- $162 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFSD DFAR DFUS DFCF DFIP IWF 7 stocks |
$127 Million
95.9% of portfolio
|
  6  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$3.47 Million
2.62% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
PKI 1 stocks |
$1.19 Million
0.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$392,925
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$379,161
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|