Onyx-Bridge-Wealth-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, "SNOW", "MU", null, null, "MMM", "ABT", null, "ABBV", "ADBE", "FLG", null, "GOOGL", "AXP", "ASML", "T", "BLK", null, "AVGO", "MFIC", "LOW", "ARCC", null, null, null, "USA", "DUK", null, "ETY", null, "SIGA", null, "GOGL", "AKBA", "GILD", null, "HON", "HD", null, null, null, null, null, null, "MCD", "INTU", null, null, null, null, null, null, "WATT", "EVV", "GABC", "GGN", null, "QCOM", null, "ISRG", null, null, "ITW", null, null, null, null, null, "BCSF", null, null, "META", null, null, null, null, "MAMA", null, "IVW", "IJH", null, null, null, null, null, null, null, null, null, null, null, null, null, "LIN", "UUUU", null, null, null, "PWR", "MRVL", "MA", null, null, "MSFT", "MUFG", "EXC", "GE", null, null, null, null, "BX", "FPF", "IWD", "ORCL", "KHC", null, null, null, null, "VHT", null, null, null, null, null, null, "IWF", null, "PEP", "IRM", null, "IEMG", null, "GBDC", "IVV", null, null, "UNH", "AAPL", "SPY", "NVDA", "GS", "INTC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", null, null, "AMGN", null, "PDO", "FNDX", null, null, "NOW", "SPDW", "GLD", null, null, null, null, "SPYG", null, null, "SPLG", null, null, "IBM", "SBUX", "SMFG", "TRV", "UBER", "UPS", "VNQ", "VO", "SCHW", null, "SIVR", null, null, null, null, null, null, "VIG", null, "NPCT", "PNI", null, "TSM", null, null, "FSK", "VYM", "AHR", null, "TV", "PEN", "AMD", "EVC", "LAND", null, null, "AMZN", "NIO", null, "IVE", "ESGD", "ABEV", null, null, "VGT", "VUG", "VFH", "VEA", null, null, "VXUS", "BNDX", "VB", "VOO", "VTV", "V", "WMT", "WELL", "WMB", null, "MTB", "SCHD", null, "NOK", null, null, null, "SFL", "CRM", null, null, "DIA", null, null, null, null, "IXUS", "MTUM", null, "GEV", "SPYV", null, null, null, null, "BAC", "BRK-B", "BA", "OWL", "BMY", "CVX", "CSCO", "C", "KO", "CMCSA", "CEG", "ED", "COST", "CRWD", "DE", "DHC", "RSP", "NEE", "QQQ", "IWM", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", null, "MO", "XLK", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 293
- Total Value
- 697182423
- Accession Number
- 0001819476-25-000005
- Form Type
- 13F-HR
- Manager Name
- Onyx-Bridge-Wealth-Group
Data Enrichment
56% identified163 identified130 unidentified
Holdings
293 positions • $697.2M total value
Manager:
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Page 12 of 15
56167N720
Shares:7.5K
Value:$273.0K
% of Portfolio:0.0% ($273.0K/$697.2M)
032108524
Shares:11.1K
Value:$272.3K
% of Portfolio:0.0% ($272.3K/$697.2M)
Shares:19.1K
Value:$271.8K
% of Portfolio:0.0% ($271.8K/$697.2M)
81369Y407
Shares:1.4K
Value:$267.6K
% of Portfolio:0.0% ($267.6K/$697.2M)
02072L433
Shares:9.0K
Value:$262.7K
% of Portfolio:0.0% ($262.7K/$697.2M)
46429B267
Shares:11.4K
Value:$261.6K
% of Portfolio:0.0% ($261.6K/$697.2M)
25459Y876
Shares:2.4K
Value:$260.5K
% of Portfolio:0.0% ($260.5K/$697.2M)
Shares:6.8K
Value:$254.3K
% of Portfolio:0.0% ($254.3K/$697.2M)
78464A375
Shares:7.6K
Value:$254.2K
% of Portfolio:0.0% ($254.2K/$697.2M)
33740F888
Shares:10.1K
Value:$249.3K
% of Portfolio:0.0% ($249.3K/$697.2M)
09290C863
Shares:8.5K
Value:$244.2K
% of Portfolio:0.0% ($244.2K/$697.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 13.9K | All Managers (Combined) | $278.0K | 0.0% ($278.0K/$697.2M) | |||
| 1.9K | QoQ +5.93% (+105)YoY NEW(+1.9K) | All Managers (Combined) | $275.1K | 0.0% ($275.1K/$697.2M) | YoY NEW(+$275.1K) | |
(cusip56167N720)✕ | 7.5K | QoQ +1.55% (+115)YoY NEW(+7.5K) | All Managers (Combined) | $273.0K | 0.0% ($273.0K/$697.2M) | YoY NEW(+$273.0K) |
(cusip032108524)✕ | 11.1K | YoY NEW(+11.1K) | All Managers (Combined) | $272.3K | 0.0% ($272.3K/$697.2M) | YoY NEW(+$272.3K) |
| 19.1K | All Managers (Combined) | $271.8K | 0.0% ($271.8K/$697.2M) | |||
(cusip81369Y407)✕ | 1.4K | QoQ -0.87% (-12) | All Managers (Combined) | $267.6K | 0.0% ($267.6K/$697.2M) | |
(cusip02072L433)✕ | 9.0K | All Managers (Combined) | $262.7K | 0.0% ($262.7K/$697.2M) | ||
(cusip46429B267)✕ | 11.4K | QoQ NEW(+11.4K) YoY NEW(+11.4K) | All Managers (Combined) | $261.6K | 0.0% ($261.6K/$697.2M) | QoQ NEW(+$261.6K) YoY NEW(+$261.6K) |
(cusip25459Y876)✕ | 2.4K | QoQ 0.00% (+0)YoY +0.61% (+15) | All Managers (Combined) | $260.5K | 0.0% ($260.5K/$697.2M) | |
| 476 | QoQ +3.03% (-14)YoY NEW(+476) | All Managers (Combined) | $260.2K | 0.0% ($260.2K/$697.2M) | YoY NEW(+$260.2K) | |
| 8.0K | QoQ 0.00% (+0)YoY NEW(+8.0K) | All Managers (Combined) | $258.7K | 0.0% ($258.7K/$697.2M) | YoY NEW(+$258.7K) | |
ORACLE CORP(ORCLcusip68389X105) | 1.8K | YoY NEW(+1.8K) | All Managers (Combined) | $258.1K | 0.0% ($258.1K/$697.2M) | YoY NEW(+$258.1K) |
| 6.8K | QoQ NEW(+6.8K) YoY NEW(+6.8K) | All Managers (Combined) | $254.3K | 0.0% ($254.3K/$697.2M) | QoQ NEW(+$254.3K) YoY NEW(+$254.3K) | |
(cusip78464A375)✕ | 7.6K | YoY NEW(+7.6K) | All Managers (Combined) | $254.2K | 0.0% ($254.2K/$697.2M) | YoY NEW(+$254.2K) |
Snowflake Inc.(SNOWcusip833445109) | 1.7K | YoY NEW(+1.7K) | All Managers (Combined) | $252.6K | 0.0% ($252.6K/$697.2M) | YoY NEW(+$252.6K) |
| 3.5K | All Managers (Combined) | $250.9K | 0.0% ($250.9K/$697.2M) | |||
| 10.6K | QoQ 0.00% (-0)YoY NEW(+10.6K) | All Managers (Combined) | $249.7K | 0.0% ($249.7K/$697.2M) | YoY NEW(+$249.7K) | |
(cusip33740F888)✕ | 10.1K | All Managers (Combined) | $249.3K | 0.0% ($249.3K/$697.2M) | ||
| 997 | QoQ +1.11% (-11)YoY +1.11% (+11) | All Managers (Combined) | $247.3K | 0.0% ($247.3K/$697.2M) | ||
(cusip09290C863)✕ | 8.5K | QoQ NEW(+8.5K) YoY NEW(+8.5K) | All Managers (Combined) | $244.2K | 0.0% ($244.2K/$697.2M) | QoQ NEW(+$244.2K) YoY NEW(+$244.2K) |