Onyx Bridge Wealth Group LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Onyx Bridge Wealth Group LLC

CIK Number: 0001819476

756.28M
Market Value
298
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 30, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
672.48
+0.10% 146.6K +13.15% 91.03M 486.81 12.04% Share
2 AGG iShares Core U....
100.29
+0.11% 287.21K +30.99% 28.49M 103.81 3.77% Share
3 QQQ Invesco QQQ Tru...
605.72
+0.41% 49.33K -0.71% 27.21M 371.66 3.60% Share
4 COWZ Pacer US Cash C...
57.69
-0.22% 398.76K -40.38% 21.97M 51.63 2.91% Share
5 AAPL Apple Inc.
257.13
+0.66% 87.91K -2.82% 18.04M 143.79 2.38% Share
6 SHV iShares Short T...
110.16
+0.01% 161.27K +4.71% 17.81M 110.44 2.35% Share
7 VIG Vanguard Divide...
216.92
0.00% 79.85K -2.65% 16.35M 162.75 2.16% Share
8 WTV WisdomTree U.S....
91.47
+0.38% 175.25K +100.00% 15.14M 86.4 2.00% Share
9 VUG Vanguard Growth...
483.23
+0.28% 32.87K -50.67% 14.41M 336.52 1.91% Share
10 XLF Financial Selec...
53.35
-0.07% 270.13K +12.86% 14.15M 47.98 1.87% Share
11 SCHD Schwab U.S. Div...
27.34
-0.67% 531.33K +3.06% 14.08M 25.85 1.86% Share
12 CGDV Capital Group D...
42.35
+0.14% 351.84K +179.62% 13.9M 38.05 1.84% Share
13 XLC Communication S...
116.48
-0.2% 115.09K +21.20% 12.49M 98.47 1.65% Share
14 XLY Consumer Discre...
239.44
-0.7% 52.37K +3.76K% 11.38M 216.48 1.50% Share
15 XLI Industrial Sele...
154.19
+0.25% 76.43K +1.64K% 11.27M 146.77 1.49% Share
16 SPTI SPDR Portfolio ...
28.91
+0.05% 391.13K +108.22% 11.25M 28.68 1.49% Share
17 CGMS Capital Group U...
27.84
+0.09% 389.72K +87.31% 10.76M 27.45 1.42% Share
18 OEF iShares S&P 100...
334.31
+0.01% 34.64K -23.05% 10.54M 270.83 1.39% Share
19 VTI Vanguard Total ...
329.77
+0.14% 32.88K -1.63% 9.99M 220.76 1.32% Share
20 XMHQ Invesco S&P Mid...
105.41
+0.22% 101.18K +124.93% 9.94M 97.79 1.31% Share
Page 1 of 15