Onyx Bridge Wealth Group LLC Incresed Positions in Q4 2024

Onyx Bridge Wealth Group LLC

  • $667 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VFMF
Vanguard Wellington Fd Us Mult

ETFs
616
+ 6.32%
$128.97 - $141.41 $79.4K - $87.1K
10.4K $1.35M
NOW
Service Now, Inc.

Technology
5
+ 1.08%
$867.18 - $1148.42 $4.34K - $5.74K
467 $495K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2.81K
+ 10.03%
$23.92 - $24.89 $67.2K - $69.9K
30.8K $755K
ARCC
Ares Capital Corp

Financial Services
1.74K
+ 3.99%
$20.74 - $22.27 $36.1K - $38.7K
45.3K $992K
DSI
Ishares Msci Kld 400 Social Et

ETFs
496
+ 2.92%
$107.41 - $115.71 $53.3K - $57.4K
17.5K $1.93M
GILD
Gilead Sciences, Inc.

Healthcare
386
+ 8.08%
$83.95 - $97.9 $32.4K - $37.8K
5.16K $476K
ENFR
Alerian Energy Infrastructure

ETFs
1.11K
+ 8.45%
$28.52 - $33.11 $31.5K - $36.6K
14.2K $441K
ZECP
Zacks Tr Earnings Constant Por

ETFs
2.43K
+ 32.62%
$30.35 - $32.25 $73.8K - $78.4K
9.88K $300K
OWL
Blue Owl Capital Inc.

Financial Services
179
+ 1.14%
$19.51 - $24.81 $3.49K - $4.44K
15.9K $369K
RSP
Invesco S&P 500 Equal Weight E

ETFs
457
+ 12.28%
$174.22 - $187.62 $79.6K - $85.7K
4.18K $732K
VTV
Vanguard Value ETF

ETFs
544
+ 9.61%
$168.32 - $181.87 $91.6K - $98.9K
6.21K $1.05M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
97
+ 5.9%
$172.07 - $207.36 $16.7K - $20.1K
1.74K $344K
IOO
Ishares Tr Global 100 ETF

ETFs
357
+ 2.54%
$97.46 - $103.45 $34.8K - $36.9K
14.4K $1.45M
AOK
Ishares Tr Core Conservative A

ETFs
2.26K
+ 10.15%
$37.3 - $38.64 $84.3K - $87.3K
24.5K $914K
VIG
Vanguard Dividend Appreciation

ETFs
257
+ 0.31%
N/A
82.4K $15M
VB
Vanguard Small Cap ETF

ETFs
80
+ 0.91%
$233.76 - $261.58 $18.7K - $20.9K
8.84K $2.12M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
480
+ 3.18%
$46.48 - $51.32 $22.3K - $24.6K
15.6K $749K
TPYP
Managed Portfolio Ser Tortoise

ETFs
505
+ 7.33%
$31.7 - $36.82 $16K - $18.6K
7.39K $251K
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.07%
$194.8 - $239.43 $195 - $239
1.37K $306K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.11%
$571.78 - $647.97 $572 - $648
898 $558K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
18.9K
+ 10.9%
$33.67 - $37.35 $635K - $704K
192K $6.5M
MO
Altria Group, Inc.

Consumer Defensive
84
+ 0.41%
$49.06 - $57.74 $4.12K - $4.85K
20.7K $1.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
112
+ 3.58%
$94.43 - $105.47 $10.6K - $11.8K
3.24K $329K
T
At&T Inc.

Communication Services
22
+ 0.06%
$21.22 - $23.88 $467 - $525
38K $864K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
75
+ 0.25%
$16.4 - $17.85 $1.23K - $1.34K
30.2K $528K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.69K
+ 5.65%
$27.8 - $29.05 $103K - $107K
69K $1.92M
DE
Deere & CO

Industrials
39
+ 4.23%
$389.45 - $466.0 $15.2K - $18.2K
961 $407K
AXP
American Express CO

Financial Services
5
+ 0.62%
$267.35 - $305.57 $1.34K - $1.53K
812 $240K
IWM
Ishares Russell 2000 ETF

ETFs
100
+ 8.38%
$216.13 - $242.4 $21.6K - $24.2K
1.29K $285K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
311
+ 4.73%
$61.68 - $67.87 $19.2K - $21.1K
6.89K $429K
EWG
Ishares Msci Germany ETF

ETFs
11.9K
+ 6.68%
$31.27 - $33.44 $372K - $398K
190K $6.04M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
367
+ 2.0%
$14.38 - $15.35 $5.28K - $5.63K
18.7K $279K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
14
+ 1.01%
$201.32 - $217.44 $2.82K - $3.04K
1.41K $291K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.09%
$225.97 - $266.66 $226 - $267
1.16K $278K
TECL
Direxion Daily Technology Bull

ETFs
1
+ 0.04%
$81.25 - $102.52 $81.3 - $103
2.32K $210K
AINV
Apollo Investment Corp

Financial Services
216
+ 1.28%
N/A
17.1K $189K
TOK
Ishares Msci Kokusai ETF

ETFs
34
+ 0.84%
$115.11 - $121.56 $3.91K - $4.13K
4.09K $474K
Invesco Exch Traded Fd Tr Ii
28.1K
+ 30.95%
N/A
119K $0
The Alger ETF Trust
2.99K
+ 10.29%
N/A
32K $0
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15
+ 0.58%
$91.29 - $91.8 $1.37K - $1.38K
2.6K $237K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
755
+ 9.93%
$34.13 - $37.35 $25.8K - $28.2K
8.36K $285K
Linde PLC
6
+ 1.21%
N/A
500 $0
Blackrock ETF Trust Ii
1.49K
+ 5.23%
N/A
30K $0
XHYE
Bondbloxx Invt Mgmt LLC Bondbl
24
+ 0.17%
N/A
14.3K $0
T Rowe Price ETF Inc
36.1K
+ 19.14%
N/A
225K $0
CLWT
Euro Tech Holdings CO LTD

Industrials
326
+ 2.7%
$1.37 - $1.66 $447 - $541
12.4K $17K
ORCL
Oracle Corp

Technology
23
+ 1.41%
$165.41 - $192.43 $3.8K - $4.43K
1.65K $275K
LLY
Eli Lilly & CO

Healthcare
127
+ 14.11%
$727.2 - $932.06 $92.4K - $118K
1.03K $792K
IVE
Ishares S&P 500 Value ETF

ETFs
27
+ 1.47%
$189.5 - $206.17 $5.12K - $5.57K
1.87K $356K
Activity Summary
Buys All Purchases 153 New Holdings 22 Increased Positions 131 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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