Onyx Bridge Wealth Group LLC Incresed Positions in Q3 2025

Onyx Bridge Wealth Group LLC

  • $816 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
1.38K
+ 14.44%
$66.2 - $71.79 $91.1K - $98.8K
10.9K $746K
MCD
Mcdonalds Corp

Consumer Cyclical
217
+ 19.22%
$291.67 - $316.99 $63.3K - $68.8K
1.35K $409K
ASML
Asml Holding Nv

Technology
11
+ 2.71%
$689.63 - $968.09 $7.59K - $10.6K
417 $403K
FDN
First Tr Fd Dow Jones

ETFs
8
+ 0.12%
$264.06 - $287.34 $2.11K - $2.3K
6.89K $1.93M
AMGN
Amgen Inc

Healthcare
242
+ 15.73%
$271.18 - $309.22 $65.6K - $74.8K
1.78K $502K
TECL
Direxion Daily Technology Bull

ETFs
5
+ 0.21%
$91.12 - $125.66 $456 - $628
2.34K $290K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.05K
+ 9.37%
$39.8 - $42.86 $41.9K - $45.1K
12.3K $526K
VTV
Vanguard Value ETF

ETFs
127
+ 2.64%
$175.51 - $186.57 $22.3K - $23.7K
4.95K $922K
AXP
American Express CO

Financial Services
179
+ 26.09%
$294.27 - $342.31 $52.7K - $61.3K
865 $287K
GILD
Gilead Sciences, Inc.

Healthcare
616
+ 14.74%
$108.22 - $120.47 $66.7K - $74.2K
4.8K $532K
CEG
Constellation Energy Corp

Utilities
126
+ 4.02%
$298.82 - $354.89 $37.7K - $44.7K
3.26K $1.07M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
341
+ 4.25%
$87.05 - $93.19 $29.7K - $31.8K
8.37K $778K
DUK
Duke Energy Corp

Utilities
363
+ 12.95%
$116.31 - $125.93 $42.2K - $45.7K
3.17K $391K
NEE
Nextera Energy Inc

Utilities
476
+ 13.45%
$69.77 - $77.54 $33.2K - $36.9K
4.02K $303K
IWF
Ishares Russell 1000 Gr ETF

ETFs
39
+ 4.53%
$420.11 - $472.68 $16.4K - $18.4K
900 $421K
DELL
Dell Technologies Inc.

Technology
109
+ 5.44%
$120.96 - $141.77 $13.2K - $15.5K
2.11K $299K
LOW
Lowes Companies Inc

Consumer Cyclical
31
+ 2.01%
$215.01 - $273.02 $6.67K - $8.46K
1.57K $395K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
45
+ 0.41%
$68.24 - $73.73 $3.07K - $3.32K
10.9K $803K
XAR
Spdr S&P Aerospace & Defense E

ETFs
113
+ 11.91%
$205.52 - $234.96 $23.2K - $26.6K
1.06K $249K
ZECP
Zacks Tr Earnings Constant Por

ETFs
801
+ 6.75%
$31.92 - $33.66 $25.6K - $27K
12.7K $426K
PANW
Palo Alto Networks Inc

Technology
241
+ 16.08%
$167.06 - $208.19 $40.3K - $50.2K
1.74K $354K
AOK
Ishares Tr Core Conservative A

ETFs
250
+ 0.78%
$38.64 - $40.17 $9.66K - $10K
32.3K $1.3M
WELL
Welltower Inc.

Real Estate
56
+ 3.84%
$150.71 - $178.14 $8.44K - $9.98K
1.52K $269K
IWD
Ishares Russell 1000 Val ETF

ETFs
99
+ 3.98%
$192.76 - $203.86 $19.1K - $20.2K
2.59K $526K
IVW
Ishares S&P 500 Growth ETF

ETFs
47
+ 1.66%
$108.97 - $121.65 $5.12K - $5.72K
2.88K $348K
ITOT
Ishares Core S&P Total U.S. St

ETFs
25
+ 0.94%
$135.0 - $146.02 $3.38K - $3.65K
2.68K $389K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.27K
+ 6.52%
$15.5 - $16.01 $19.7K - $20.3K
20.7K $329K
UNH
Unitedhealth Group Inc

Healthcare
22
+ 3.33%
$237.77 - $353.61 $5.23K - $7.78K
683 $235K
SCHW
Schwab Charles Corp

Financial Services
169
+ 5.93%
$91.03 - $98.69 $15.4K - $16.7K
3.02K $288K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
6K
+ 52.17%
$4.52 - $6.54 $27.1K - $39.2K
17.5K $85K
DIS
Walt Disney CO

Communication Services
776
+ 11.7%
$112.25 - $124.0 $87.1K - $96.2K
7.41K $848K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
25
+ 0.24%
$11.05 - $13.31 $276 - $333
10.4K $138K
IVE
Ishares S&P 500 Value ETF

ETFs
13
+ 0.7%
$194.44 - $206.51 $2.53K - $2.68K
1.86K $383K
BMY
Bristol Myers Squibb CO

Healthcare
812
+ 6.38%
$43.31 - $48.98 $35.2K - $39.8K
13.5K $610K
ARCC
Ares Capital Corp

Financial Services
4.48K
+ 9.85%
$20.41 - $23.25 $91.4K - $104K
49.9K $1.02M
EXC
Exelon Corp

Utilities
75
+ 0.81%
$42.73 - $45.54 $3.2K - $3.42K
9.37K $421K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 0.96%
$250.62 - $279.43 $2.76K - $3.07K
1.16K $323K
INTU
Intuit Inc

Technology
74
+ 21.83%
$646.03 - $807.39 $47.8K - $59.7K
413 $282K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
128
+ 2.49%
$82.38 - $83.0 $10.5K - $10.6K
5.27K $437K
KHC
Kraft Heinz CO

Consumer Defensive
122
+ 0.37%
$25.63 - $28.94 $3.13K - $3.53K
32.7K $852K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
325
+ 3.02%
$16.46 - $17.1 $5.35K - $5.56K
11.1K $188K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
145
+ 1.44%
$18.82 - $19.8 $2.73K - $2.87K
10.2K $198K
WMB
Williams Companies, Inc.

Energy
110
+ 3.19%
$56.52 - $64.01 $6.22K - $7.04K
3.56K $225K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
131
+ 1.62%
$48.72 - $50.73 $6.38K - $6.65K
8.21K $404K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
74
+ 0.69%
$50.09 - $50.73 $3.71K - $3.75K
10.7K $542K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
271
+ 1.11%
$19.61 - $19.79 $5.31K - $5.36K
24.7K $486K
SMR
Nuscale Power Corp

Industrials
700
+ 12.93%
$32.65 - $51.67 $22.9K - $36.2K
6.12K $220K
V
Visa Inc.

Financial Services
292
+ 4.25%
$332.09 - $358.86 $97K - $105K
7.16K $2.44M
SUB
Ishares Short Term National Mu

ETFs
31
+ 0.62%
$106.17 - $107.3 $3.29K - $3.33K
5.06K $539K
Activity Summary
Buys All Purchases 251 New Holdings 65 Increased Positions 186 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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