Onyx Financial Advisors, LLC Portfolio Holdings by Sector
Onyx Financial Advisors, LLC
- $236 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFSD DFAR DFCF DFIP DFUS FDVV 7 stocks |
$176 Million
94.43% of portfolio
|
  5  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$4.29 Million
2.31% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
GBCI 1 stocks |
$3.68 Million
1.98% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
PKI 1 stocks |
$1.1 Million
0.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$608,253
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
JPC 1 stocks |
$406,708
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$259,423
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|