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Onyx Bridge Wealth Group LLC

13F
Onyx Bridge Wealth Group LLC
Last update 2025-04-29 293 Stocks (27 new)
Value $697.00 Mil Turnover 19 %
Countries:
Onyx Bridge Wealth Group LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
129,561
72,800.1
-8.05%
10.440
-0.96%
0.010
+18.87%
+8.94%
642,209.1
 
COWZ
Pacer US Cash Cows 100 ETF
668,860
36,626.8
-2.95%
5.250
-0.17%
0.170
+13.56%
+2.38%
20,868.5
 
VUG
Vanguard Growth ETF
66,635
24,709.6
+141.62%
3.540
+2.07%
0.020
+25.10%
+10.01%
165,393.5
 
QQQ
INVESCO QQQ Trust
49,678
23,295.0
-0.16%
3.340
-0.01%
0.010
+24.17%
+10.57%
359,485.3
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
219,264
21,689.6
-0.79%
3.110
-0.02%
0.020
+1.65%
+3.49%
128,152.2
 
AAPL
Apple Inc
90,460
20,094.0
-2.13%
2.880
-0.07%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
SHV
iShares Short Treasury Bond ETF
154,017
17,012.7
+23.09%
2.440
+0.46%
0.080
+1.00%
+2.30%
20,785.6
 
VIG
Vanguard Dividend Appreciation FTF
82,018
15,910.7
-0.40%
2.280
-0.01%
0.020
+12.58%
+7.35%
90,302.9
 
SCHD
Schwab US Dividend Equity ETF
515,570
14,415.3
+8.02%
2.070
+0.15%
0.020
+8.77%
+2.12%
71,498.8
 
SPHY
SPDR Portfolio High Yield Bond ETF
546,845
12,807.1
+56.10%
1.840
+0.66%
0.160
+4.89%
+5.04%
8,883.5
 

Onyx Bridge Wealth Group LLC's Historical Top Holdings Breakdowns

Onyx Bridge Wealth Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+2.07%
369.1 ($404.54) 427.61
$450.40
11.34%
Add 141.62%
66,635
39,057
XLI
Industrial Select Sector SPDR
2025-03-31
Reduce
Reduce
-1.84%
128.78 ($135.13) 141.67
$153.73
13.76%
Reduce -95.64%
4,405
-96,585
OEF
iShares S&P 100 ETF
2025-03-31
New Buy
New Buy
+1.75%
268.35 ($287.14) 300.35
$312.71
8.91%
New holding
45,023
45,023
XLP
Consumer Staples Select Sector SPDR
2025-03-31
Reduce
Reduce
-1.69%
76.23 ($79.81) 83.6
$81.65
2.31%
Reduce -98.27%
2,628
-149,663
BKLN
Invesco Senior Loan ETF
2025-03-31
Add
Add
+1.54%
20.7 ($20.97) 21.15
$20.94
-0.14%
Add 3959.82%
532,852
519,727
SPEM
SPDR Portfolio Emerging Markets ETF
2025-03-31
Reduce
Reduce
-1.32%
37.07 ($39.22) 40.63
$44.21
12.72%
Reduce -90.64%
24,736
-239,576
XLF
Financial Select Sector SPDR
2025-03-31
Add
Add
+1.26%
47.32 ($50.16) 52.19
$53.10
5.86%
Add 281.22%
239,343
176,559
XLU
Utilities Select Sector SPDR ETF
2025-03-31
Add
Add
+1.25%
74.7 ($78.14) 80.27
$84.41
8.02%
Add 2185.02%
115,645
110,584
BAB
Invesco Taxable Municipal Bond ETF
2025-03-31
Add
Add
+1.23%
25.83 ($26.46) 27.09
$26.32
-0.53%
Add 502.13%
383,090
319,468
UAUG
Innovator U.S. Equity Ultra Buffer ETF - August
Innovator U.S. Equity Ultra Buffer ETF - August
2025-03-31
Reduce
Reduce
-1.15%
34.28 ($35.62) 36.43
$38.08
6.89%
Reduce -92.07%
19,387
-225,058

Onyx Bridge Wealth Group LLC Total Holding History ($B)

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Onyx Bridge Wealth Group LLC's Asset Allocation

To

Onyx Bridge Wealth Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Onyx Bridge Wealth Group LLC's Hypothetical Growth since 2025-03-31

Onyx Bridge Wealth Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Onyx Bridge Wealth Group LLC's Holdings Heat Map

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