OB

Onyx Bridge Wealth Group LLC

13F
Onyx Bridge Wealth Group LLC
Last update 2024-10-17 281 Stocks (26 new)
Value $657.00 Mil Turnover 16 %
Countries:
Top Holdings: IVV(11.68%)COWZ(5.20%)QQQ(3.67%)AAPL(3.27%)AGG(3.22%)
Portfolio Report
Summary Stock Picks Current Portfolio
Onyx Bridge Wealth Group LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
133,054
76747.990
-4.88%
11.680
-0.62%
0.010
+11.87%
+25.57%
565718.602
 
COWZ 		Pacer US Cash Cows 100 ETF
590,242
34133.680
+20.01%
5.200
+0.87%
0.130
+9.58%
+14.83%
26151.585
 
QQQ 		INVESCO QQQ Trust
49,438
24129.140
-3.06%
3.670
-0.12%
0.010
+13.63%
+25.25%
312157.026
 
AAPL 		Apple Inc
92,252
21494.690
-0.68%
3.270
-0.02%
0.000
+3.19%
+17.04%
3389420.991
Hardware
AGG 		iShares Core U.S. Aggregate Bond ETF
208,617
21126.670
+5.47%
3.220
+0.17%
0.020
-2.02%
-1.55%
118827.554
 
VUG 		Vanguard Growth ETF
46,416
17820.340
+10.52%
2.710
+0.26%
0.010
+14.72%
+31.50%
132870.529
 
SHV 		iShares Short Treasury Bond ETF
150,717
16673.880
-3.20%
2.540
-0.09%
0.090
-0.02%
+0.12%
18161.702
 
VIG 		Vanguard Dividend Appreciation FTF
82,093
16259.300
+0.38%
2.470
+0.01%
0.020
+8.86%
+18.30%
81537.782
 
XLF 		Financial Select Sector SPDR
330,302
14969.290
+5.36%
2.280
+0.12%
0.040
+17.92%
+32.29%
47303.242
 
MOAT 		VanEck Morningstar Wide Moat ETF
136,484
13232.120
-0.40%
2.010
-0.01%
0.080
+9.81%
+14.76%
16109.440
 

Onyx Bridge Wealth Group LLC's Historical Top Holdings Breakdowns

Onyx Bridge Wealth Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLK 		Technology Select Sector SPDR ETF2024-09-30Reduce
-1.95%
●
197.34 ($219.54) 237.68
$236.15
7.57%
Reduce -76.56%
15,921
-51,989
XLU 		Utilities Select Sector SPDR ETF2024-09-30New Buy
+1.94%
●
67.67 ($74.19) 80.78
$78.49
5.80%
New holding
157,818
157,818
XLI 		Industrial Select Sector SPDR2024-09-30Add
+1.93%
●
120.56 ($127.11) 135.44
$141.96
11.68%
Add 2527.46%
97,400
93,693
XLC 		Communication Services Select Sector SPDR Fund2024-09-30Reduce
-1.86%
●
82.16 ($86.22) 90.4
$97.16
12.69%
Reduce -96.61%
4,593
-131,079
XLV 		Health Care Select Sector SPDR2024-09-30Add
+1.77%
●
143.3 ($151.58) 157.24
$147.22
-2.88%
Add 3082.8%
77,915
75,467
XLE 		The Energy Select Sector SPDR Fund2024-09-30Reduce
-1.70%
●
84.35 ($89.4) 93.39
$93.78
4.90%
Reduce -94.78%
6,173
-112,059
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+1.27%
●
24.99 ($26.56) 28.18
$28.91
8.85%
Add 228.19%
425,790
98,684
SPEM 		SPDR Portfolio Emerging Markets ETF2024-09-30Reduce
-1.02%
●
36.02 ($38.35) 41.68
$39.62
3.31%
Reduce -83.05%
33,262
-162,917
SPHY 		SPDR Portfolio High Yield Bond ETF2024-09-30New Buy
+0.92%
●
23.04 ($23.6) 24.07
$23.74
0.59%
New holding
251,661
251,661
XMHQ 		Invesco S&P MidCap Quality ETF2024-09-30New Buy
+0.88%
●
94.31 ($99.03) 103.26
$105.44
6.47%
New holding
56,570
56,570

Onyx Bridge Wealth Group LLC Total Holding History ($B)

To

Onyx Bridge Wealth Group LLC's Asset Allocation

To

Onyx Bridge Wealth Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Onyx Bridge Wealth Group LLC's Hypothetical Growth since 2024-09-30

Onyx Bridge Wealth Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Onyx Bridge Wealth Group LLC's Holdings Heat Map

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Onyx Bridge Wealth Group LLC's Holdings Bubble Chart

Onyx Bridge Wealth Group LLC News

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