Onyx Bridge Wealth Group LLC Reduced Holdings in Q4 2024

Onyx Bridge Wealth Group LLC

  • $667 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
-153K
- 96.79%
$74.89 - $82.93 $11.4M - $12.7M
5.06K $383K
XLF
Financial Sector Spdr

ETFs
-268K
- 80.99%
$44.89 - $51.34 $12M - $13.7M
62.8K $3.03M
XLV
Select Sector Spdr Fund Health

ETFs
-75.4K
- 96.8%
$136.28 - $154.74 $10.3M - $11.7M
2.49K $342K
VUG
Vanguard Growth ETF

ETFs
-18.8K
- 40.59%
$378.79 - $428.11 $7.14M - $8.06M
27.6K $11.3M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-33.3K
- 58.95%
$98.47 - $109.35 $3.28M - $3.65M
23.2K $2.29M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-119K
- 65.15%
$26.08 - $27.65 $3.1M - $3.29M
63.6K $1.66M
SHV
Ishares Tr

ETFs
-25.6K
- 16.98%
$109.92 - $110.57 $2.81M - $2.83M
125K $13.8M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-78.4K
- 88.64%
$24.55 - $25.16 $1.92M - $1.97M
10K $247K
FTLS
First Tr Long/Short Equity ETF

ETFs
-17.5K
- 56.32%
$63.1 - $67.29 $1.11M - $1.18M
13.6K $895K
FTHI
First Trust Exchange Traded Fd

ETFs
-47.2K
- 53.02%
$22.89 - $24.02 $1.08M - $1.13M
41.8K $972K
EWI
Ishares Inc Msci Italy ETF

ETFs
-12.3K
- 7.21%
$35.52 - $39.19 $435K - $480K
158K $5.68M
EPI
Wisdomtree Tr India Earnings F

ETFs
-10.6K
- 51.15%
$45.09 - $50.08 $480K - $533K
10.2K $460K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-660
- 13.83%
$521.84 - $558.82 $344K - $369K
4.11K $2.22M
MRK
Merck & Co., Inc.

Healthcare
-42
- 0.22%
$96.31 - $114.76 $4.05K - $4.82K
19.4K $1.93M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-7.09K
- 36.49%
$36.71 - $37.55 $260K - $266K
12.3K $459K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-12K
- 47.84%
$20.98 - $21.19 $253K - $255K
13.1K $276K
UNH
Unitedhealth Group Inc

Healthcare
-188
- 12.65%
$485.52 - $625.25 $91.3K - $118K
1.3K $656K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.33K
- 5.32%
$51.09 - $55.27 $119K - $129K
41.5K $2.12M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-4K
- 6.11%
$17.87 - $19.48 $71.4K - $77.9K
61.4K $1.11M
INTC
Intel Corp

Technology
-3.3K
- 11.78%
$19.07 - $26.23 $62.8K - $86.4K
24.7K $494K
XOM
Exxon Mobil Corp

Energy
-364
- 2.91%
$105.51 - $125.37 $38.4K - $45.6K
12.1K $1.31M
JNJ
Johnson & Johnson

Healthcare
-435
- 8.45%
$143.34 - $165.86 $62.4K - $72.1K
4.72K $681K
UBER
Uber Technologies, Inc

Technology
-270
- 3.14%
$59.93 - $86.34 $16.2K - $23.3K
8.34K $503K
BNDX
Vanguard Total International B

ETFs
-2.37K
- 29.93%
$48.91 - $50.61 $116K - $120K
5.55K $272K
IDV
Ishares Tr

ETFs
-2.18K
- 11.86%
$27.03 - $29.92 $58.8K - $65.1K
16.2K $443K
CVX
Chevron Corp

Energy
-553
- 4.58%
$141.15 - $162.53 $78.1K - $89.9K
11.5K $1.67M
IXUS
Ishares Tr

ETFs
-517
- 4.54%
$65.95 - $72.56 $34.1K - $37.5K
10.9K $718K
LMT
Lockheed Martin Corp

Industrials
-3
- 0.28%
$479.66 - $614.62 $1.44K - $1.84K
1.07K $518K
AMD
Advanced Micro Devices Inc

Technology
-52
- 2.25%
$118.88 - $172.8 $6.18K - $8.99K
2.26K $273K
MU
Micron Technology Inc

Technology
-560
- 18.74%
$84.16 - $113.41 $47.1K - $63.5K
2.43K $204K
VNQ
Vanguard Specialized Funds Van

ETFs
-211
- 2.08%
$87.85 - $98.6 $18.5K - $20.8K
9.94K $885K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.67K
- 15.18%
$19.42 - $19.76 $90.6K - $92.2K
26.1K $507K
NPCT
Nuveen Core Plus Impact Fund
-5.4K
- 21.09%
$10.48 - $11.85 $56.6K - $64K
20.2K $211K
ASML
Asml Holding Nv

Technology
-53
- 15.27%
$658.43 - $872.27 $34.9K - $46.2K
294 $203K
BA
Boeing CO

Industrials
-1.26K
- 22.9%
$138.14 - $180.72 $174K - $227K
4.23K $749K
COST
Costco Wholesale Corp

Consumer Defensive
-121
- 12.66%
$873.59 - $994.69 $106K - $120K
835 $765K
VEA
Vanguard Ftse Developed Market

ETFs
-909
- 12.27%
$47.57 - $52.44 $43.2K - $47.7K
6.5K $310K
META
Meta Platforms, Inc.

Communication Services
-281
- 5.67%
$554.08 - $632.68 $156K - $178K
4.68K $2.76M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-108
- 0.93%
$58.88 - $64.8 $6.36K - $7K
11.5K $675K
KO
Coca Cola CO

Consumer Defensive
-258
- 4.3%
$61.74 - $71.71 $15.9K - $18.5K
5.74K $357K
NEE
Nextera Energy Inc

Utilities
-99
- 2.0%
$69.77 - $85.43 $6.91K - $8.46K
4.85K $347K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-1.26K
- 2.58%
$14.4 - $15.75 $18.1K - $19.8K
47.5K $688K
ISRG
Intuitive Surgical Inc

Healthcare
-165
- 20.17%
$471.27 - $550.62 $77.8K - $90.9K
653 $340K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.37K
- 19.16%
$35.45 - $40.33 $48.7K - $55.4K
5.8K $207K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-720
- 5.39%
$32.55 - $36.44 $23.4K - $26.2K
12.6K $428K
PEP
Pepsico Inc

Consumer Defensive
-40
- 1.72%
$151.29 - $176.1 $6.05K - $7.04K
2.29K $348K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-34
- 0.6%
$75.65 - $83.47 $2.57K - $2.84K
5.6K $426K
RDVY
First Trust Rising Dividend Ac

ETFs
-737
- 4.87%
$58.65 - $64.37 $43.2K - $47.4K
14.4K $851K
HD
Home Depot, Inc.

Consumer Cyclical
-24
- 1.12%
$385.02 - $431.37 $9.24K - $10.4K
2.11K $820K
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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