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CIK: 0001819476
Total reported value
$1.1B
$1.1B
293 檔
16.1%
In Q1 2025, Onyx Bridge Wealth Group LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 293 disclosed stock positions.
In Q1 2025, Onyx Bridge Wealth Group LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.44% | -3.70% | -8.05% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.25% | -0.22% | -2.95% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.54% | -1.13% | +141.62% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.34% | +4.30% | -0.16% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.11% | -0.84% | -0.79% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.88% | -0.11% | -2.13% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.44% | -0.33% | +23.09% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.28% | -0.13% | -0.40% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.07% | -0.08% | +8.02% | |
| 10 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.84% | +0.93% | +56.10% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.75% | -0.12% | — | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.73% | -0.10% | -1.30% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.71% | -0.04% | +281.22% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.68% | +2.62% | -23.09% | |
| 15 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.62% | -0.06% | +49.69% | |
| 16 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.58% | — | +3959.82% | |
| 17 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.47% | -0.01% | +502.13% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.43% | -1.06% | +30.05% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.32% | -0.03% | -1.22% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.31% | -1.15% | -32.77% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.31% | -1.24% | +2185.02% | |
| 22 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.23% | -0.11% | +17.81% | |
| 23 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.13% | -0.01% | -26.65% | |
| 24 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 1.10% | -0.05% | -1.55% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-Other | 0.98% | -0.04% | -11.19% | |
| 26 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.96% | +0.08% | — | |
| 27 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.95% | -0.01% | +2.99% | |
| 28 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 0.95% | +0.10% | — | |
| 29 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.90% | — | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | -0.02% | -2.50% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.11% | +1.43% | |
| 32 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.81% | -0.22% | — | |
| 33 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.77% | -0.07% | -1.98% | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.77% | -0.07% | +172.06% | |
| 35 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.77% | -0.15% | -30.70% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.04% | +0.07% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.70% | -0.10% | +9.66% | |
| 38 | CGDV | Cap Group Dividend Value | ETF-Other | 0.64% | +0.14% | +117.02% | |
| 39 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.62% | -0.05% | +7.40% | |
| 40 | QOWZ | Invesco Naq Free Ch Fl A ETF | ETF-Other | 0.59% | -0.21% | +10.80% | |
| 41 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.59% | -0.02% | +93.70% | |
| 42 | NOCT | Innovator Growth-100 Power B | ETF-Other | 0.59% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | -0.04% | +6.60% | |
| 44 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.56% | -0.03% | -52.68% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | — | +0.58% | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.52% | +0.04% | +1.81% | |
| 47 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | +19.79% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.03% | +2.10% | |
| 49 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.48% | -0.04% | +12.28% | |
| 50 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.45% | -0.05% | +7.57% |
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 293 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, COWZ, VUG) accounted for 16.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $72.8M
During Q1 2025, Onyx Bridge Wealth Group LLC's top holdings by market value included IVV (10.4%)、COWZ (5.3%)、VUG (3.5%). The largest single position, IVV, represented 10.4% of total portfolio value.
In Q1 2025, Onyx Bridge Wealth Group LLC made 50 total portfolio adjustments, initiating 50 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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