OB
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Onyx Bridge Wealth Group LLC13F | |
| Onyx Bridge Wealth Group LLC | |
| Last update 2025-04-29 | 293 Stocks (27 new) |
| Value $697.00 Mil | Turnover 19 % |
Onyx Bridge Wealth Group LLC Top Holdings of 2025-03-31
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| 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 | +19.67% | +7.80% | 634,518.9 | ||
COWZ | Pacer US Cash Cows 100 ETF | 668,860 | 36,626.8 | -2.95% | 5.250 | -0.17% | 0.170 | +11.37% | -0.56% | 20,494.6 | ||
VUG | Vanguard Growth ETF | 66,635 | 24,709.6 | +141.62% | 3.540 | +2.07% | 0.020 | +27.48% | +9.52% | 167,127.0 | ||
QQQ | INVESCO QQQ Trust | 49,678 | 23,295.0 | -0.16% | 3.340 | -0.01% | 0.010 | +26.52% | +10.07% | 357,775.2 | ||
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 | +1.23% | +3.24% | 127,979.5 | ||
AAPL | Apple Inc | 90,460 | 20,094.0 | -2.13% | 2.880 | -0.07% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SHV | iShares Short Treasury Bond ETF | 154,017 | 17,012.7 | +23.09% | 2.440 | +0.46% | 0.080 | +1.00% | +2.27% | 20,772.7 | ||
VIG | Vanguard Dividend Appreciation FTF | 82,018 | 15,910.7 | -0.40% | 2.280 | -0.01% | 0.020 | +12.58% | +6.21% | 89,349.2 | ||
SCHD | Schwab US Dividend Equity ETF | 515,570 | 14,415.3 | +8.02% | 2.070 | +0.15% | 0.020 | +7.34% | +0.77% | 70,469.5 | ||
SPHY | SPDR Portfolio High Yield Bond ETF | 546,845 | 12,807.1 | +56.10% | 1.840 | +0.66% | 0.160 | +4.90% | +4.73% | 8,762.6 |
Onyx Bridge Wealth Group LLC's Historical Top Holdings Breakdowns
Onyx Bridge Wealth Group LLC's Top Stock Picks
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| 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 | $448.39 | 10.84% | 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 | $151.46 | 12.08% | 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 | $309.56 | 7.81% | 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 | $80.89 | 1.35% | 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 | $21.02 | 0.24% | 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 | $43.50 | 10.91% | 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 | $52.54 | 4.74% | 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 | $83.75 | 7.18% | 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 | $26.20 | -0.98% | 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 | $37.89 | 6.37% | Reduce -92.07% | 19,387 | -225,058 |
Onyx Bridge Wealth Group LLC Total Holding History ($B)
Onyx Bridge Wealth Group LLC's Asset Allocation
Onyx Bridge Wealth Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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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Onyx Bridge Wealth Group LLC's Holdings Bubble Chart
Onyx Bridge Wealth Group LLC News
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