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CIK: 0001819476
Total reported value
$1.1B
$1.1B
263 檔
13.7%
According to the latest 13F quarterly dataset, Onyx Bridge Wealth Group LLC managed an equity portfolio of $1.1B at the end of Q1 2024, spanning 263 distinct U.S. exchange-listed positions.
During Q1 2024, Onyx Bridge Wealth Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.02% | -3.70% | +43.39% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.62% | -0.22% | +15.21% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.86% | +4.30% | -0.27% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.40% | -0.84% | -9.78% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.35% | -1.13% | -20.58% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.03% | -0.33% | -4.15% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.79% | -0.11% | +0.85% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.58% | -0.13% | +0.07% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.26% | +2.62% | +13.09% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 2.09% | -0.04% | +427.93% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.09% | -0.10% | -9.09% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.81% | -1.15% | +3147.33% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 1.79% | +3.45% | +1389.34% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.55% | -0.08% | +54.02% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.51% | -0.03% | -0.71% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-Other | 1.43% | -0.04% | -2.41% | |
| 17 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 1.42% | -0.01% | +16.35% | |
| 18 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 1.29% | -0.05% | -1.32% | |
| 19 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.23% | -0.01% | -4.97% | |
| 20 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.12% | -0.04% | -38.32% | |
| 21 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.12% | -0.03% | -29.00% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.11% | +5.19% | |
| 23 | EWI | Ishares Msci Italy ETF | ETF-Other | 1.02% | -0.20% | EXIT | |
| 24 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.92% | -0.07% | -1.61% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | -0.02% | -3.14% | |
| 26 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.88% | -0.01% | +56.91% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.04% | -1.37% | |
| 28 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.84% | — | — | |
| 29 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.76% | -0.03% | +958.09% | |
| 30 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.75% | -0.19% | EXIT | |
| 31 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.74% | +0.34% | — | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.73% | — | +1004.08% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | — | +2.65% | |
| 34 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.72% | -1.06% | +512.34% | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.72% | — | +465.25% | |
| 36 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.66% | -0.15% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.04% | +9.09% | |
| 38 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.62% | -0.11% | +523.27% | |
| 39 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.61% | -0.02% | -71.68% | |
| 40 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.59% | -0.05% | +13.58% | |
| 41 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.56% | — | -70.23% | |
| 42 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.54% | — | +12.96% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.10% | -0.31% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.03% | +29.84% | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.48% | -0.05% | -2.01% | |
| 46 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.47% | — | +13.55% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.02% | +1.39% | |
| 48 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.45% | -0.04% | +7.65% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.01% | +0.56% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.43% | +0.04% | +19.78% |
According to official SEC Form 13F filings, Onyx Bridge Wealth Group LLC reported a total U.S. public equity portfolio value of $1.1B across 263 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, COWZ, QQQ) accounted for 13.7% of total reported equity market value during Q1 2024.
During Q1 2024, Onyx Bridge Wealth Group LLC's top holdings by market value included IVV (12.0%)、COWZ (4.6%)、QQQ (3.9%). The largest single position, IVV, represented 12.0% of total portfolio value.
In Q1 2024, Onyx Bridge Wealth Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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