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CIK: 0001819476
Total reported value
$1.1B
$1.1B
284 檔
17.3%
The Q4 2024 SEC filing reveals that Onyx Bridge Wealth Group LLC held a total portfolio value of $1.1B, covering 284 public equity positions.
Onyx Bridge Wealth Group LLC executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 6 holdings and trimming 18 positions.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.95% | -3.70% | +5.91% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.61% | -0.22% | +16.77% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.66% | +4.30% | +0.65% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.33% | -0.11% | +0.20% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.08% | -0.84% | +5.95% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 2.47% | +2.62% | +363.24% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.32% | -0.13% | +0.31% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.98% | -0.33% | -16.98% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.97% | -1.15% | +2975.46% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 1.92% | -1.15% | +3.69% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.88% | -0.08% | +236.30% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.85% | -0.10% | +1.65% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.72% | — | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.63% | -1.13% | -40.59% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.46% | -0.02% | +694.64% | |
| 16 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.44% | -0.01% | +10.11% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.41% | -0.03% | +0.01% | |
| 18 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 1.25% | -0.01% | -0.20% | |
| 19 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.18% | +0.93% | +39.21% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.17% | -0.03% | +71.22% | |
| 21 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 1.17% | -0.05% | -0.17% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.02% | -2.27% | |
| 23 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.10% | -0.06% | +1283.13% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.09% | -0.15% | +7.90% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.09% | — | +30.50% | |
| 26 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.09% | -1.06% | +31.02% | |
| 27 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.08% | -0.11% | +19.14% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-Other | 1.07% | -0.04% | -1.94% | |
| 29 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.94% | -0.01% | +4.44% | |
| 30 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.94% | -0.20% | +10.90% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.11% | +1.09% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.04% | -0.22% | |
| 33 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.87% | — | +6.68% | |
| 34 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.85% | +0.34% | +11.59% | |
| 35 | EWI | Ishares Msci Italy ETF | ETF-Other | 0.82% | -0.20% | EXIT | |
| 36 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.81% | -0.07% | -0.38% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | — | +0.69% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | -0.10% | +9.33% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.04% | +6.35% | |
| 40 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.58% | -0.05% | +5.13% | |
| 41 | QOWZ | Invesco Naq Free Ch Fl A ETF | ETF-Other | 0.57% | -0.21% | +30.95% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.56% | +0.04% | +4.41% | |
| 43 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.50% | -0.04% | +3.55% | |
| 44 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.48% | — | -0.18% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.03% | -0.25% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.01% | +7.98% | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.44% | -0.02% | +9.57% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.03% | -2.22% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.44% | -0.04% | -80.99% | |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.43% | +0.02% | +47.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +1.9% | +363.24% | Add |
| 2 | XLC | Ss Comm Select Sector Spdr | +1.9% | +2975.46% | Add |
| 3 | XLP | Ss Consumer Staples Sel Sect | +1.7% | NEW | New buy |
| 4 | SPEM | State Street Sp Ptf Em ETF | +1.3% | +694.64% | Add |
| 5 | ICVT | Ishares Convertible Bond ETF | +1% | +1283.13% | Add |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | +0.5% | +16.77% | Add |
| 7 | VMBS | Vanguard Mortgage-backed Sec | +0.4% | +71.22% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.4% | +5.91% | Add |
| 9 | CGDV | Cap Group Dividend Value | +0.3% | NEW | New buy |
| 10 | SPHY | Ss Spdr P High Yield ETF | +0.3% | +39.21% | Add |
| 11 | RDIV | Invesco S&p Ultra Dividend | +0.2% | +155.82% | Add |
| 12 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.2% | +31.02% | Add |
| 13 | ALAI | Alger Ai Enable & Adopt ETF | +0.2% | NEW | New buy |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +30.50% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | -5.77% | Trim |
| 16 | TSLA | Tesla Inc | +0.1% | -2.22% | Trim |
| 17 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +19.14% | Add |
| 18 | QOWZ | Invesco Naq Free Ch Fl A ETF | +0.1% | +30.95% | Add |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +47.42% | Add |
| 20 | AAPL | Apple Inc | +0.1% | +0.20% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | -0.22% | Trim |
| 22 | SUB | Ishares Short-term National | +0.1% | NEW | New buy |
| 23 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.1% | NEW | New buy |
| 24 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +236.30% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.98% | Add |
| 26 | UPS | United Parcel Service-cl B | +0.1% | NEW | New buy |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +0.69% | Add |
| 28 | NVDA | Nvidia CORP | 0% | -2.27% | Trim |
| 29 | EWC | Ishares Msci Canada ETF | 0% | +11.59% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.65% | Add |
| 31 | BP | Bp Plc-spons Adr | -0.1% | EXIT | Sold out |
| 32 | NULG | Nuveen Esg Lrg-cap Grw ETF | -0.1% | EXIT | Sold out |
| 33 | EPI | Wisdomtree India Earnings | -0.1% | -51.15% | Trim |
| 34 | FTGS | First Trust Grwth Strgth ETF | -0.1% | -53.07% | Trim |
| 35 | EPU | Ishares Msci Peru And Global | -0.2% | EXIT | Sold out |
| 36 | FTLS | First Trust Long/short Eqty | -0.2% | -56.32% | Trim |
| 37 | FTHI | Fthi/first Trust Exchange-tr | -0.2% | -53.02% | Trim |
| 38 | EWN | Ishares Msci Netherlands ETF | -0.2% | EXIT | Sold out |
| 39 | EWI | Ishares Msci Italy ETF | -0.2% | -7.21% | Trim |
| 40 | GREK | Global X Msci Greece ETF | -0.2% | EXIT | Sold out |
| 41 | VHT | Vanguard Health Care ETF | -0.2% | -1.94% | Trim |
| 42 | FXO | First Trust Financial Alphad | -0.2% | EXIT | Sold out |
| 43 | UCON | First Trust Smith Unconstrai | -0.3% | -88.64% | Trim |
| 44 | BAB | Invesco Taxable Municipal Bo | -0.5% | -65.15% | Trim |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | -0.5% | -16.98% | Trim |
| 46 | XMHQ | Invesco S&p Midcap Qual ETF | -0.5% | -58.95% | Trim |
| 47 | VUG | Vanguard Growth ETF | -1.1% | -40.59% | Trim |
| 48 | XLV | Ss Health Care Select Sector | -1.8% | -96.80% | Trim |
| 49 | XLF | Ss Financial Select Sector | -1.8% | -80.99% | Trim |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -1.9% | -96.79% | Trim |
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 284 disclosed positions in Q4 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 17.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
XLP
市值: $12.0M
Top Position Liquidated / Trimmed
FXO
前期市值: $1.5M
During Q4 2024, Onyx Bridge Wealth Group LLC's top holdings by market value included IVV (11.9%)、COWZ (5.6%)、QQQ (3.7%). The largest single position, IVV, represented 11.9% of total portfolio value.
In Q4 2024, Onyx Bridge Wealth Group LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 20 positions, trimming 18 holdings, and fully liquidating 6 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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