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Onyx Bridge Wealth Group

Latest statistics and disclosures from Onyx Bridge Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, QQQ, AAPL, WTV, VUG, and represent 22.42% of Onyx Bridge Wealth Group's stock portfolio.
Added to shares of these 10 stocks: XLK (+$12M), IVV (+$12M), IWY (+$10M), FLXR (+$9.6M), QDPL (+$8.7M), NVDA (+$8.5M), SPIB (+$7.4M), FJUL (+$6.3M), ICVT (+$5.8M), JPIB (+$5.5M).
Started 65 new stock positions in COP, FJUL, EEMV, PNC, TLTW, ISCF, PDP, CG, Beyond Meat, BRK.A.
Reduced shares in these 10 stocks: COWZ (-$13M), AGG (-$11M), XLI (-$11M), DGRW (-$8.6M), XMHQ (-$7.4M), ISTB (-$5.5M), SPTI (-$5.5M), IGLB (-$5.5M), BJAN, SHV.
Sold out of its positions in ROE, CMCSA, WATT, UCON, BKLN, RWJ, EWC, LQD, NULG, XLV. TPYP, VCLT, GOGL, SFL.
Onyx Bridge Wealth Group was a net buyer of stock by $115M.
Onyx Bridge Wealth Group has $920M in assets under management (AUM), dropping by 21.62%.
Central Index Key (CIK): 0001819476

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Portfolio Holdings for Onyx Bridge Wealth Group

Onyx Bridge Wealth Group holds 367 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.0	$110M	+12%	165k	669.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.3	$31M	+3%	51k	600.49	View chart
Apple (AAPL)	2.7	$25M	+12%	99k	254.63	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	2.3	$21M	+30%	230k	91.01	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$19M	+22%	40k	479.61	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.1	$19M	+27%	450k	42.05	View chart
NVIDIA Corporation (NVDA)	2.0	$19M	+82%	100k	186.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.9	$18M	-39%	174k	100.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$17M		80k	215.83	View chart
Select Sector Spdr Tr Technology (XLK)	1.8	$16M	+321%	58k	281.86	View chart
Select Sector Spdr Tr Financial (XLF)	1.7	$15M	+5%	284k	53.87	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$15M		540k	27.30	View chart
Ishares Tr Short Treas Bd (SHV)	1.6	$14M	-19%	131k	110.49	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.5	$14M	+42%	407k	34.67	View chart
Select Sector Spdr Tr Communication (XLC)	1.5	$14M		117k	118.37	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.4	$13M	+15%	452k	27.75	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	1.4	$13M		52k	239.64	View chart
Ishares Tr S&p 100 Etf (OEF)	1.3	$12M		35k	332.84	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.2	$11M	+4%	292k	37.70	View chart
Microsoft Corporation (MSFT)	1.2	$11M	+38%	21k	517.94	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.2	$11M	+1298%	40k	273.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$11M		33k	328.17	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.1	$10M	-54%	180k	57.47	View chart
Tcw Etf Trust Flexible Income (FLXR)	1.0	$9.6M	NEW	242k	39.80	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	1.0	$9.2M		177k	52.04	View chart
Proshares Tr Large Cap Cre (CSM)	1.0	$8.9M		117k	76.57	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	1.0	$8.9M	+3722%	213k	41.90	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.9	$8.7M	+5%	362k	23.94	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.9	$8.4M		85k	99.11	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.9	$8.2M	+246%	82k	100.05	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$7.6M		120k	62.91	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.8	$7.4M	NEW	217k	33.89	View chart
Spdr Series Trust Glb Dow Etf (DGT)	0.7	$6.7M	+65%	42k	161.76	View chart
Amazon (AMZN)	0.7	$6.5M	+9%	30k	219.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.7	$6.3M	NEW	115k	54.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.7	$6.1M		110k	55.15	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$5.9M	+17%	8.9k	666.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$5.8M	+3%	24k	243.55	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.6	$5.8M	-48%	201k	28.90	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$5.7M	+137%	16k	355.47	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.6	$5.6M	+2094%	84k	66.90	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$5.6M		121k	46.28	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.6	$5.5M	NEW	112k	49.03	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$5.4M	+286%	116k	46.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$5.1M		37k	140.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$4.9M	+3%	20k	247.12	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq Free Cash (QOWZ)	0.5	$4.7M	-2%	128k	36.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.5	$4.7M	+39%	145k	32.18	View chart
JPMorgan Chase & Co. (JPM)	0.5	$4.6M	+4%	15k	315.43	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$4.4M	NEW	73k	60.03	View chart
Meta Platforms Cl A (META)	0.5	$4.4M	+14%	6.0k	734.32	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$4.3M	-12%	91k	46.96	View chart
Vanguard World Health Car Etf (VHT)	0.5	$4.3M	-20%	17k	259.59	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.5	$4.2M		42k	99.52	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$4.1M	+4%	57k	73.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$4.1M	+17%	17k	243.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$4.1M	+24%	71k	57.10	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$4.0M	+12%	70k	57.52	View chart
Broadcom (AVGO)	0.4	$3.9M	+23%	12k	329.92	View chart
Palantir Technologies Cl A (PLTR)	0.4	$3.9M	-11%	22k	182.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$3.8M		114k	33.42	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.4	$3.8M	+126%	36k	104.51	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.4	$3.7M		77k	47.58	View chart
Tesla Motors (TSLA)	0.4	$3.5M	+5%	7.9k	444.72	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$3.5M	+38%	66k	53.24	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.4	$3.2M	+7%	86k	37.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$3.2M	-70%	30k	104.96	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$3.2M	NEW	47k	68.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.1M	NEW	98k	31.91	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$3.0M	+38%	87k	34.20	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$2.9M	+16%	45k	64.69	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.3	$2.8M	-8%	54k	52.12	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.7M	+96%	4.8k	568.79	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.3	$2.7M		16k	166.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.5M	+4%	4.2k	612.43	View chart
Visa Com Cl A (V)	0.3	$2.4M	+4%	7.2k	341.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.4M	+56%	4.7k	502.74	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.3	$2.3M	NEW	23k	100.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.3M	+8%	9.1k	254.29	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$2.2M	NEW	42k	52.28	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$2.2M	+35%	40k	55.33	View chart
Motorola Solutions Com New (MSI)	0.2	$2.2M	NEW	4.8k	457.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.1M	+627%	36k	59.20	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.2	$2.1M	+41%	63k	33.21	View chart
International Business Machines (IBM)	0.2	$2.1M	-8%	7.3k	282.17	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$2.0M		55k	37.11	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.0M		16k	122.45	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.9M		6.9k	279.84	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.9M	+89%	38k	50.78	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.2	$1.8M		13k	144.28	View chart
Chevron Corporation (CVX)	0.2	$1.8M	+5%	12k	155.29	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.8M	NEW	68k	26.84	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$1.8M		15k	120.01	View chart
Merck & Co (MRK)	0.2	$1.8M	+10%	21k	83.94	View chart
Eaton Corp SHS (ETN)	0.2	$1.8M	+582%	4.8k	374.25	View chart
Golub Capital BDC (GBDC)	0.2	$1.7M	+6%	123k	13.69	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.6M		3.5k	463.73	View chart
Ishares Us Intl Hgh Yld (GHYG)	0.2	$1.6M	-4%	35k	46.54	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.6M	NEW	32k	50.27	View chart
Procter & Gamble Company (PG)	0.2	$1.6M	+10%	11k	153.65	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$1.6M	+22%	33k	49.83	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$1.6M	-5%	17k	93.64	View chart
Carlyle Group (CG)	0.2	$1.6M	NEW	25k	62.70	View chart
Philip Morris International (PM)	0.2	$1.6M	+4%	9.6k	162.21	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.2	$1.5M		43k	35.16	View chart
Ishares Msci Italy Etf (EWI)	0.2	$1.5M	+18%	29k	51.95	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$1.5M	+23%	19k	80.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.5M	+183%	15k	99.53	View chart
Consolidated Edison (ED)	0.2	$1.4M	-2%	14k	100.52	View chart
Altria (MO)	0.2	$1.4M	+4%	22k	66.07	View chart
Verizon Communications (VZ)	0.2	$1.4M	+5%	32k	43.95	View chart
Ishares Msci Germany Etf (EWG)	0.2	$1.4M	NEW	34k	41.61	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M	+12%	13k	112.75	View chart
Ishares Msci France Etf (EWQ)	0.2	$1.4M	+24%	32k	43.93	View chart
Abbvie (ABBV)	0.1	$1.4M	+11%	6.0k	231.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.4M	+3%	7.1k	189.69	View chart
Penumbra (PEN)	0.1	$1.3M		5.2k	253.32	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.3M		2.7k	490.38	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.3M	NEW	24k	54.09	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$1.3M		32k	40.16	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.1	$1.3M	+27%	50k	25.53	View chart
At&t (T)	0.1	$1.3M	+35%	46k	28.24	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$1.2M	+17%	30k	41.97	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.1	$1.2M	-4%	63k	19.15	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$1.2M	+44%	15k	78.34	View chart
Netflix (NFLX)	0.1	$1.2M	+4%	996.00	1198.92	View chart
Pfizer (PFE)	0.1	$1.2M	+16%	47k	25.48	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.1	$1.2M	+229%	14k	83.41	View chart
Ssga Active Tr Spdr Loomis Sayl (OBND)	0.1	$1.2M	NEW	44k	26.28	View chart
Home Depot (HD)	0.1	$1.1M	+35%	2.8k	405.14	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.1	$1.1M	NEW	27k	41.33	View chart
Paychex (PAYX)	0.1	$1.1M	NEW	8.7k	126.76	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	+15%	1.4k	763.10	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.1M		15k	73.48	View chart
Constellation Energy (CEG)	0.1	$1.1M	+4%	3.3k	329.09	View chart
Johnson & Johnson (JNJ)	0.1	$1.1M	+25%	5.7k	185.43	View chart
Uber Technologies (UBER)	0.1	$1.0M	+12%	11k	97.97	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	0.1	$1.0M	+15%	56k	18.33	View chart
Ares Capital Corporation (ARCC)	0.1	$1.0M	+9%	50k	20.41	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$1.0M	NEW	107k	9.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$999k	+308%	4.1k	241.97	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$991k	NEW	38k	25.85	View chart
Wal-Mart Stores (WMT)	0.1	$971k	+15%	9.4k	103.06	View chart
Ge Aerospace Com New (GE)	0.1	$959k	+36%	3.2k	300.88	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$933k	-75%	17k	53.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$922k	+2%	4.9k	186.48	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$905k	+314%	26k	34.72	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$898k		4.3k	209.26	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$897k	NEW	11k	82.73	View chart
Boeing Company (BA)	0.1	$893k	+7%	4.1k	215.83	View chart
Managed Portfolio Series Leuthold Core Et (LCR)	0.1	$872k		23k	37.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$865k	+34%	2.9k	294.04	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$862k	+24%	9.6k	89.34	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$860k	+8%	29k	29.64	View chart
Kraft Heinz (KHC)	0.1	$852k		33k	26.04	View chart
Walt Disney Company (DIS)	0.1	$848k	+11%	7.4k	114.50	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$825k		12k	67.26	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.1	$817k		30k	26.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$803k		11k	73.46	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$789k	-35%	9.0k	87.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$786k	+43%	1.1k	746.34	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$785k	-93%	5.1k	154.22	View chart
Costco Wholesale Corporation (COST)	0.1	$780k		843.00	925.54	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$778k	+4%	8.4k	92.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$777k	-34%	16k	49.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$772k		15k	51.91	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k	NEW	1.00	754200.00	View chart
Cisco Systems (CSCO)	0.1	$746k	+14%	11k	68.42	View chart
Lockheed Martin Corporation (LMT)	0.1	$739k	+31%	1.5k	499.08	View chart
Ishares Msci Pac Jp Etf (EPP)	0.1	$739k	NEW	14k	51.56	View chart
Fs Kkr Capital Corp (FSK)	0.1	$731k		49k	14.94	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.1	$724k	NEW	18k	40.49	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$722k	-31%	27k	27.29	View chart
M&T Bank Corporation (MTB)	0.1	$715k	+27%	3.6k	197.64	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$712k	-88%	15k	48.84	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$708k	-5%	15k	46.93	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.1	$707k	NEW	33k	21.36	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$682k	+3%	4.0k	170.86	View chart
Tortoise Capital Series Trus Energy Fd (TNGY)	0.1	$678k		75k	9.07	View chart
Qualcomm (QCOM)	0.1	$669k		4.0k	166.37	View chart
Marvell Technology (MRVL)	0.1	$668k	-8%	7.9k	84.07	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$667k	NEW	6.5k	103.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$666k	-7%	15k	44.20	View chart
United Parcel Service CL B (UPS)	0.1	$661k	+167%	7.9k	83.53	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.1	$656k	NEW	7.7k	84.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$653k	+52%	10k	65.26	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$640k	-87%	12k	53.02	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$632k	NEW	6.7k	93.75	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$617k		16k	39.31	View chart
Bristol Myers Squibb (BMY)	0.1	$610k	+6%	14k	45.10	View chart
Bank of America Corporation (BAC)	0.1	$610k	+15%	12k	51.59	View chart
Micron Technology (MU)	0.1	$597k	-7%	3.6k	167.34	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$578k	-90%	11k	51.54	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$572k		12k	48.03	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$571k	+23%	12k	47.85	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$571k	-8%	2.0k	279.29	View chart
Union Pacific Corporation (UNP)	0.1	$570k	NEW	2.4k	236.41	View chart
Abbott Laboratories (ABT)	0.1	$566k	+33%	4.2k	133.94	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$564k	+59%	2.2k	256.49	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.1	$557k	+25%	29k	19.26	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$554k		9.9k	55.83	View chart
Oracle Corporation (ORCL)	0.1	$551k	+4%	2.0k	281.17	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$547k		8.3k	65.92	View chart
Ea Series Trust Astoria Us Quali (GQQQ)	0.1	$544k	NEW	18k	29.52	View chart
Ishares Tr Msci Kokusai Etf (TOK)	0.1	$543k		4.0k	134.96	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$543k		11k	50.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$540k		5.1k	106.79	View chart
Quanta Services (PWR)	0.1	$537k	-4%	1.3k	414.44	View chart
Gilead Sciences (GILD)	0.1	$532k	+14%	4.8k	110.99	View chart
Goldman Sachs (GS)	0.1	$532k	+34%	668.00	796.72	View chart
Blackrock (BLK)	0.1	$527k	+11%	452.00	1166.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$527k	+3%	2.6k	203.59	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$526k	+9%	12k	42.79	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$514k	NEW	7.9k	65.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$507k	+16%	8.5k	59.92	View chart
Amgen (AMGN)	0.1	$502k	+15%	1.8k	282.16	View chart
Coca-Cola Company (KO)	0.1	$501k	+28%	7.6k	66.32	View chart
salesforce (CRM)	0.1	$496k	+57%	2.1k	237.00	View chart
Servicenow (NOW)	0.1	$488k	+5%	530.00	920.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$487k		25k	19.71	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$480k	-77%	3.8k	125.95	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$479k	+114%	2.9k	164.54	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.1	$477k	NEW	11k	43.03	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$476k		9.8k	48.85	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$471k	NEW	8.5k	55.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$467k	-3%	10k	46.54	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$466k	-8%	11k	41.96	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$464k		11k	43.42	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$460k	+16%	14k	32.41	View chart
Ge Vernova (GEV)	0.0	$438k	+34%	712.00	614.99	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$438k	NEW	7.0k	62.22	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$437k	+2%	5.3k	82.96	View chart
Advanced Micro Devices (AMD)	0.0	$431k	+27%	2.7k	161.79	View chart
Pepsi (PEP)	0.0	$429k	+34%	3.1k	140.45	View chart
Zacks Trust Earngs Constant (ZECP)	0.0	$426k	+6%	13k	33.62	View chart
PNC Financial Services (PNC)	0.0	$426k	NEW	2.1k	200.98	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.0	$425k		17k	25.42	View chart
Exelon Corporation (EXC)	0.0	$422k		9.4k	45.01	View chart
Intel Corporation (INTC)	0.0	$422k	-16%	13k	33.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$422k	+4%	900.00	468.41	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.0	$419k	-5%	20k	21.31	View chart
Snowflake Com Shs (SNOW)	0.0	$416k	-12%	1.8k	225.55	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$413k	+31%	5.4k	76.41	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.0	$413k	+50%	13k	31.74	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$411k	NEW	4.1k	100.70	View chart
McDonald's Corporation (MCD)	0.0	$409k	+19%	1.3k	303.93	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$405k		8.2k	49.31	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$404k	NEW	6.5k	62.12	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$403k	+2%	417.00	966.86	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$397k	NEW	3.4k	118.05	View chart
Lowe's Companies (LOW)	0.0	$395k	+2%	1.6k	251.31	View chart
Duke Energy Corp Com New (DUK)	0.0	$392k	+12%	3.2k	123.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$390k		2.7k	145.66	View chart
Adobe Systems Incorporated (ADBE)	0.0	$387k		1.1k	352.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$383k		1.9k	206.47	View chart
Citigroup Com New (C)	0.0	$375k	+18%	3.7k	101.49	View chart
Arista Networks Com Shs (ANET)	0.0	$373k	-19%	2.6k	145.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$369k	-11%	13k	27.64	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$365k	+18%	8.7k	42.01	View chart
Provident Financial Services (PFS)	0.0	$359k	NEW	19k	19.28	View chart
Symbotic Class A Com (SYM)	0.0	$358k	-24%	6.6k	53.90	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$355k	+5%	25k	14.25	View chart
Palo Alto Networks (PANW)	0.0	$354k	+16%	1.7k	203.62	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$354k		8.0k	44.48	View chart
Deere & Company (DE)	0.0	$354k	-4%	774.00	457.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$348k		2.9k	120.70	View chart
Amplify Etf Tr Cwp Growth & Inc (QDVO)	0.0	$335k		12k	29.04	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$335k		3.7k	89.77	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$332k		4.7k	71.11	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$331k	-71%	7.6k	43.83	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$329k	+6%	21k	15.90	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.0	$326k		8.2k	39.62	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$326k	NEW	7.0k	46.32	View chart
Travelers Companies (TRV)	0.0	$324k		1.2k	279.14	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$320k		8.7k	36.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$320k	NEW	3.4k	93.37	View chart
Entrepreneurshares Series Tr Ershares Private (XOVR)	0.0	$318k	+9%	15k	21.12	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.0	$313k		3.4k	91.55	View chart
Iron Mountain (IRM)	0.0	$311k	+2%	3.0k	102.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.0	$306k	-6%	7.6k	40.10	View chart
Nextera Energy (NEE)	0.0	$303k	+13%	4.0k	75.48	View chart
Dell Technologies CL C (DELL)	0.0	$299k	+5%	2.1k	141.78	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$293k	NEW	7.2k	40.57	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.0	$290k		2.3k	124.37	View chart
Charles Schwab Corporation (SCHW)	0.0	$288k	+5%	3.0k	95.48	View chart
American Express Company (AXP)	0.0	$287k	+26%	865.00	332.01	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$287k	-96%	3.2k	88.96	View chart
3M Company (MMM)	0.0	$283k	NEW	1.8k	155.14	View chart
Intuit (INTU)	0.0	$282k	+21%	413.00	683.03	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$278k		11k	26.30	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.0	$274k	NEW	12k	23.38	View chart
Welltower Inc Com reit (WELL)	0.0	$270k	+3%	1.5k	178.14	View chart
First Trust S&P REIT Index Fund (FRI)	0.0	$270k	NEW	9.6k	28.11	View chart
German American Ban (GABC)	0.0	$266k		6.8k	39.27	View chart
Tidal Trust I Foliobeyond Alte (RISR)	0.0	$266k		7.4k	35.84	View chart
Public Service Enterprise (PEG)	0.0	$263k		3.2k	83.46	View chart
Mamamancini's Holdings (MAMA)	0.0	$263k		25k	10.51	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$262k		1.7k	150.87	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$262k	NEW	1.8k	142.10	View chart
ConocoPhillips (COP)	0.0	$260k	NEW	2.7k	94.59	View chart
Linde SHS (LIN)	0.0	$260k	+9%	547.00	474.70	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$260k	-82%	7.1k	36.42	View chart
Spdr Series Trust Aerospace Def (XAR)	0.0	$250k	+11%	1.1k	234.99	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$246k		3.2k	76.01	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	0.0	$245k	+10%	9.6k	25.39	View chart
Illinois Tool Works (ITW)	0.0	$244k	-6%	934.00	260.76	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.0	$243k	NEW	2.6k	94.31	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$238k	-2%	4.1k	58.72	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$236k		2.6k	91.75	View chart
UnitedHealth (UNH)	0.0	$236k	+3%	683.00	345.16	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$236k		14k	16.93	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.0	$235k	NEW	8.6k	27.40	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$234k	NEW	3.4k	68.87	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$233k		954.00	244.09	View chart
Honeywell International (HON)	0.0	$231k	+7%	1.1k	210.42	View chart
Marathon Petroleum Corp (MPC)	0.0	$231k	NEW	1.2k	192.76	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$228k		9.8k	23.12	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.0	$227k	NEW	1.1k	211.94	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.0	$226k		4.0k	56.45	View chart
Williams Companies (WMB)	0.0	$226k	+3%	3.6k	63.35	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$220k		960.00	229.61	View chart
Dominion Resources (D)	0.0	$220k	NEW	3.6k	61.17	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$220k	+12%	6.1k	36.00	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$218k	NEW	3.4k	63.83	View chart
Raytheon Technologies Corp (RTX)	0.0	$218k	NEW	1.3k	167.27	View chart
FirstEnergy (FE)	0.0	$218k	NEW	4.8k	45.82	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$216k	NEW	1.4k	151.08	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$214k	NEW	2.4k	89.15	View chart
Ishares Tr International Sl (ISCF)	0.0	$214k	NEW	5.2k	41.12	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$214k		18k	11.99	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$211k		2.1k	99.95	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$211k	-25%	3.5k	59.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$210k	-49%	2.3k	91.44	View chart
Hldgs (UAL)	0.0	$210k	NEW	2.2k	96.50	View chart
Intuitive Surgical Com New (ISRG)	0.0	$210k		470.00	447.23	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$208k		2.0k	103.07	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$207k	NEW	2.5k	82.56	View chart
Direxion Shs Etf Tr Healthcare Bul (CURE)	0.0	$206k	NEW	2.5k	83.51	View chart
Vanguard World Financials Etf (VFH)	0.0	$206k	-2%	1.6k	131.22	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$203k		2.0k	100.69	View chart
Starbucks Corporation (SBUX)	0.0	$201k	+4%	2.4k	84.60	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$199k		10k	19.43	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$188k	+3%	11k	17.01	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$186k		13k	14.12	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$183k	+5%	29k	6.34	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.0	$167k		10k	16.74	View chart
Energy Fuels Com New (UUUU)	0.0	$164k		11k	15.35	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$159k		10k	15.94	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$145k		28k	5.16	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.0	$141k		14k	10.15	View chart
Aberdeen Global Dynamic Divd F (AGD)	0.0	$138k		10k	13.32	View chart
SIGA Technologies (SIGA)	0.0	$119k		13k	9.15	View chart
Nuveen Core Plus Impact Fund Com Ben Int (NPCT)	0.0	$113k		10k	11.01	View chart
Gladstone Ld (LAND)	0.0	$104k	-7%	11k	9.16	View chart
Sweetgreen Com Cl A (SG)	0.0	$102k	NEW	13k	7.98	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$85k	+52%	18k	4.88	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$83k		37k	2.23	View chart
Nio Spon Ads (NIO)	0.0	$82k	-4%	11k	7.62	View chart
Diversified Healthcare Tr Com Sh Ben Int (DHC)	0.0	$81k		18k	4.41	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$70k		14k	4.81	View chart
Grupo Televisa S A B Spon Adr Rep Ord (TV)	0.0	$44k	-13%	16k	2.69	View chart
Akebia Therapeutics (AKBA)	0.0	$41k		15k	2.73	View chart
Entravision Communications C Cl A (EVC)	0.0	$28k		12k	2.33	View chart
Euro Tech Holdings Shs New (CLWT)	0.0	$21k		15k	1.35	View chart
Geron Corporation (GERN)	0.0	$14k	NEW	10k	1.37	View chart
Talphera Com New (TLPH)	0.0	$10k	+11%	12k	0.89	View chart
Beyond Meat Note 3/1	0.0	$3.9k	NEW	20k	0.19	View chart

Past Filings by Onyx Bridge Wealth Group

SEC 13F filings are viewable for Onyx Bridge Wealth Group going back to 2020

Onyx Bridge Wealth Group 2025 Q3 filed Nov. 6, 2025
Onyx Bridge Wealth Group 2025 Q2 filed July 30, 2025
Onyx Bridge Wealth Group 2025 Q1 filed April 29, 2025
Onyx Bridge Wealth Group 2024 Q4 filed Jan. 27, 2025
Onyx Bridge Wealth Group 2024 Q3 filed Oct. 17, 2024
Onyx Bridge Wealth Group 2024 Q2 filed July 22, 2024
Onyx Bridge Wealth Group 2024 Q1 filed April 29, 2024
Onyx Bridge Wealth Group 2023 Q4 filed Jan. 31, 2024
Onyx Bridge Wealth Group 2023 Q3 filed Oct. 16, 2023
Onyx Bridge Wealth Group 2023 Q2 filed July 25, 2023
Onyx Bridge Wealth Group 2023 Q1 filed April 10, 2023
Onyx Bridge Wealth Group 2022 Q4 filed Jan. 11, 2023
Onyx Bridge Wealth Group 2022 Q3 filed Oct. 13, 2022
Onyx Bridge Wealth Group 2022 Q2 filed July 25, 2022
Onyx Bridge Wealth Group 2022 Q1 filed May 9, 2022
Onyx Bridge Wealth Group 2021 Q4 filed Jan. 18, 2022

View all past filings

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