Onyx Bridge Wealth Group LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OB Onyx Bridge Wealth Group LLC | Institutional Filer | ▼ 1.08% | $930.0M | 373 |
Current Portfolio Holdings
Showing all 373 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 149K | $97.3M | 10.47% |
| 2 | QQQ | Invesco QQQ Trust | — | 51K | $29.4M | 3.16% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 617K | $26.2M | 2.82% |
| 4 | VUG | VANGUARD INDEX FDS | — | 55K | $24.1M | 2.59% |
| 5 | AAPL | Apple Inc. | Technology | 93K | $23.7M | 2.55% |
| 6 | WTV | WISDOMTREE TR | — | 204K | $19.4M | 2.08% |
| 7 | NVDA | NVIDIA Corporation | Technology | 100K | $17.4M | 1.87% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | — | 80K | $17.1M | 1.84% |
| 9 | FLXR | TCW ETF TRUST | — | 389K | $15.3M | 1.64% |
| 10 | CGDG | CAPITAL GROUP DIVIDEND GROWE | — | 424K | $15.2M | 1.64% |
| 11 | XLK | Technology Select Sector SPDR Fund | — | 112K | $14.8M | 1.60% |
| 12 | VMBS | VANGUARD SCOTTSDALE FDS | — | 311K | $14.6M | 1.57% |
| 13 | AGG | ISHARES TR | — | 138K | $13.7M | 1.47% |
| 14 | XLI | Industrial Select Sector SPDR Fund | — | 75K | $12.1M | 1.31% |
| 15 | ICVT | ISHARES TR | — | 118K | $12.0M | 1.29% |
Showing 1 to 15 of 373 holdings