13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001819476
Total reported value
$1.1B
$1.1B
284 檔
16.8%
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 22 new positions while fully exiting 21 holdings and trimming 72 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% | -0.89% | +5.91% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.61% | +0.02% | +16.77% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.66% | -4.23% | +0.65% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.33% | +0.29% | +0.20% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.08% | -0.30% | +5.95% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 2.47% | -3.67% | +363.24% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.32% | -0.07% | +0.31% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.98% | -0.19% | -16.98% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.97% | -0.03% | +2975.46% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 1.92% | -0.03% | +3.69% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.88% | +0.01% | +236.30% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.85% | -0.02% | +1.65% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.72% | — | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.63% | +0.69% | -40.59% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.46% | +0.06% | +694.64% | |
| 16 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.44% | — | +10.11% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.41% | -0.01% | +0.01% | |
| 18 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 1.25% | — | -0.20% | |
| 19 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.18% | -0.72% | +39.21% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.17% | +0.31% | +71.22% | |
| 21 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 1.17% | -0.01% | -0.17% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.28% | -2.27% | |
| 23 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.10% | +0.39% | +1283.13% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.09% | -0.04% | +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% | -0.18% | +31.02% | |
| 27 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.08% | — | +19.14% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-Other | 1.07% | +0.01% | -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% | -0.01% | +10.90% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | +0.22% | +1.09% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.29% | -0.22% | |
| 33 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.87% | — | +6.68% | |
| 34 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.85% | -0.13% | +11.59% | |
| 35 | EWI | Ishares Msci Italy ETF | ETF-Other | 0.82% | — | -7.21% | |
| 36 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.81% | -0.04% | -0.38% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | -0.01% | +0.69% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | +1.99% | +9.33% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.01% | +6.35% | |
| 40 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.58% | -0.02% | +5.13% | |
| 41 | QOWZ | Invesco Naq Free Ch Fl A ETF | ETF-Other | 0.57% | -0.19% | EXIT | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.56% | -0.01% | +4.41% | |
| 43 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.50% | -0.02% | +3.55% | |
| 44 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.48% | — | -0.18% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.01% | -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% | — | +9.57% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.04% | -2.22% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.44% | — | -80.99% | |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.43% | -0.03% | +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 | CEG | Constellation Energy | +0.1% | +230.47% | Add |
| 28 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | NEW | New buy |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | +0.69% | Add |
| 30 | AVGO | Broadcom Inc | +0.1% | -9.12% | Trim |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | +69.72% | Add |
| 32 | KHPI | Kensington Hedged Prm In ETF | +0.1% | NEW | New buy |
| 33 | EXC | Exelon CORP | +0.1% | NEW | New buy |
| 34 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 35 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 36 | GOCT | Ft Vest US Equity Moderate B | 0% | NEW | New buy |
| 37 | QDVO | Amplify Cwp Grw & Inc ETF | 0% | NEW | New buy |
| 38 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | NEW | New buy |
| 39 | PANW | Palo Alto Networks Inc | 0% | NEW | New buy |
| 40 | NVDA | Nvidia CORP | 0% | -2.27% | Trim |
| 41 | EWC | Ishares Msci Canada ETF | 0% | +11.59% | Add |
| 42 | JPM | Jpmorgan Chase & Co | 0% | -0.25% | Trim |
| 43 | JEPQ | JPM Nasdaq Equity Premium | 0% | +9.57% | Add |
| 44 | QQQM | Invesco Nasdaq 100 ETF | 0% | +4.41% | Add |
| 45 | SNOW | Snowflake Inc | 0% | NEW | New buy |
| 46 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 47 | PEN | Penumbra Inc | 0% | +0.11% | Add |
| 48 | SPIB | Ss Spdr P Int C CORP ETF | 0% | NEW | New buy |
| 49 | FXL | First Trust Technology Alpha | 0% | NEW | New buy |
| 50 | AHR | American Healthcare Reit Inc | 0% | NEW | New buy |
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 16.8% 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 199 total portfolio adjustments, initiating 22 new buys, adding to 84 positions, trimming 72 holdings, and fully liquidating 21 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.