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CIK: 0001819476
Total reported value
$1.1B
$1.1B
285 檔
16.0%
As reported in its official Q3 2024 Form 13F filing, Onyx Bridge Wealth Group LLC's tracked investment portfolio stood at $1.1B with 285 total positions.
In Q3 2024, Onyx Bridge Wealth Group LLC displayed an active expansion posture, initiating 7 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.57% | -3.70% | -4.88% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.15% | -0.22% | +20.01% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.64% | +4.30% | -3.06% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.24% | -0.11% | -0.68% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.18% | -0.84% | +5.47% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.69% | -1.13% | +10.52% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.51% | -0.33% | -3.20% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.45% | -0.13% | +0.38% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 2.26% | -0.04% | +5.36% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.99% | -0.10% | -0.40% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 1.99% | -1.15% | +2527.46% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.92% | -1.24% | — | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.81% | — | +3082.80% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.81% | -0.08% | +9.40% | |
| 15 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.49% | -0.01% | +5.03% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.44% | -0.03% | +0.52% | |
| 17 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 1.29% | -0.01% | +0.26% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 1.27% | -0.04% | -2.65% | |
| 19 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 1.21% | -0.05% | -0.95% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.10% | -0.15% | +23.87% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | -0.02% | +0.10% | |
| 22 | EWI | Ishares Msci Italy ETF | ETF-Other | 1.00% | -0.20% | EXIT | |
| 23 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.98% | -0.20% | +8.17% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.11% | +1.18% | |
| 25 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.95% | -0.11% | +19.01% | |
| 26 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.93% | -0.01% | +1.12% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.93% | — | +33.04% | |
| 28 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.91% | -1.06% | +34.40% | |
| 29 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.91% | +0.93% | — | |
| 30 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.91% | — | +9.40% | |
| 31 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.87% | -0.02% | — | |
| 32 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.83% | -0.07% | -1.33% | |
| 33 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.82% | +0.34% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | -0.04% | +3.13% | |
| 35 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.76% | -0.01% | +176.41% | |
| 36 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.75% | -0.03% | +786.00% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | -0.10% | +27.50% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | — | -1.18% | |
| 39 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.58% | -0.05% | +13.95% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | -0.04% | -1.94% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.54% | +2.62% | -76.56% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.53% | +0.04% | +9.70% | |
| 43 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.51% | -0.04% | -27.19% | |
| 44 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.49% | — | +1.62% | |
| 45 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.45% | -0.04% | -0.13% | |
| 46 | QOWZ | Invesco Naq Free Ch Fl A ETF | ETF-Other | 0.44% | -0.21% | +98.00% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.03% | +1.75% | |
| 48 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.43% | — | +0.88% | |
| 49 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.43% | -0.05% | -0.18% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.08% | +1.37% |
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 285 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, COWZ, QQQ) accounted for 16.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
XLU
市值: $12.7M
Top Position Liquidated / Trimmed
EWJ
前期市值: $4.7M
During Q3 2024, Onyx Bridge Wealth Group LLC's top holdings by market value included IVV (11.6%)、COWZ (5.2%)、QQQ (3.6%). The largest single position, IVV, represented 11.6% of total portfolio value.
In Q3 2024, Onyx Bridge Wealth Group LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 28 positions, trimming 12 holdings, and fully liquidating 3 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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