Onyx Financial Advisors, LLC Portfolio Holdings by Sector
Onyx Financial Advisors, LLC
- $189 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
DFAC DFSD DFAR DFCF DFUS DFIP FDVV SCHP 8 stocks |
$145 Million
96.59% of portfolio
|
8
|
- |
1
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$3.24 Million
2.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
PKI 1 stocks |
$1.2 Million
0.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$346,570
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$251,160
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
JPC 1 stocks |
$100,256
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|