Onyx Bridge Wealth Group LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Onyx Bridge Wealth Group LLC

CIK Number: 0001819476

756.28M
Market Value
278
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 29, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
661.15
-0.47% 129.56K -8.05% 72.8M 469.17 10.44% Share
2 COWZ Pacer US Cash C...
56.94
-0.93% 668.86K -2.95% 36.63M 51.63 5.25% Share
3 VUG Vanguard Growth...
474.28
-0.55% 66.64K +141.62% 24.71M 336.52 3.54% Share
4 QQQ Invesco QQQ Tru...
593.53
-0.43% 49.68K -0.16% 23.3M 371.66 3.34% Share
5 AGG iShares Core U....
100.01
-0.13% 219.26K -0.79% 21.69M 105.24 3.11% Share
6 AAPL Apple Inc.
256.87
+1.81% 90.46K -2.13% 20.09M 143.79 2.88% Share
7 SHV iShares Short T...
110.43
+0.01% 154.02K +23.09% 17.01M 110.44 2.44% Share
8 VIG Vanguard Divide...
214.43
-0.6% 82.02K -0.4% 15.91M 162.75 2.28% Share
9 SCHD Schwab U.S. Div...
27.00
-0.57% 515.57K +8.02% 14.42M 25.83 2.07% Share
10 SPHY SPDR Portfolio ...
23.88
-0.27% 546.85K +56.10% 12.81M 23.72 1.84% Share
11 OEF iShares S&P 100...
329.52
-0.38% 45.02K +100.00% 12.19M 270.83 1.75% Share
12 MOAT VanEck Mornings...
97.13
-1.4% 136.94K -1.3% 12.05M 80.56 1.73% Share
13 XLF Financial Selec...
53.48
-0.24% 239.34K +281.22% 11.92M 47.41 1.71% Share
14 XLK Technology Sele...
277.94
-0.2% 56.73K -23.09% 11.71M 224.02 1.68% Share
15 ICVT iShares Convert...
98.80
-0.58% 135.01K +49.69% 11.29M 84.2 1.62% Share
16 BKLN Invesco Senior ...
20.89
-0.1% 532.85K +3.96K% 11.03M 20.71 1.58% Share
17 BAB Invesco Taxable...
27.11
-0.28% 383.09K +502.13% 10.22M 26.78 1.47% Share
18 VWOB Vanguard Emergi...
67.03
-0.24% 155.55K +30.05% 9.99M 63.84 1.43% Share
19 VTI Vanguard Total ...
325.10
-0.55% 33.42K -1.22% 9.19M 220.76 1.32% Share
20 XLC Communication S...
117.04
-0.33% 94.96K -32.77% 9.16M 96.34 1.31% Share
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