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

SEC FilingSEC DataHachi Filing

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
CIK: onyx-bridge-wealth-group
Manager Name: Onyx-Bridge-Wealth-Group

Data Enrichment

56% identified

163 identified130 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

293 positions • $697.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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81369Y886

Shares:115.6K

Value:$9.1M

% of Portfolio:1.3% ($9.1M/$697.2M)

87283Q867

Shares:264.7K

Value:$8.5M

% of Portfolio:1.2% ($8.5M/$697.2M)

69374H873

Shares:251.8K

Value:$7.9M

% of Portfolio:1.1% ($7.9M/$697.2M)

74347R248

Shares:120.8K

Value:$7.7M

% of Portfolio:1.1% ($7.7M/$697.2M)

92204A504

VHT|92204A504

Shares:25.9K

Value:$6.9M

% of Portfolio:1.0% ($6.9M/$697.2M)

69374H436

Shares:183.4K

Value:$6.7M

% of Portfolio:1.0% ($6.7M/$697.2M)

46641Q761

Shares:117.6K

Value:$6.6M

% of Portfolio:1.0% ($6.6M/$697.2M)

316092360

Shares:152.7K

Value:$6.6M

% of Portfolio:1.0% ($6.6M/$697.2M)

45782C409

Shares:133.9K

Value:$6.2M

% of Portfolio:0.9% ($6.2M/$697.2M)

NVIDIA CORP

NVDA|67066G104

Shares:56.5K

Value:$6.1M

% of Portfolio:0.9% ($6.1M/$697.2M)

MICROSOFT CORP

MSFT|594918104

Shares:15.1K

Value:$5.7M

% of Portfolio:0.8% ($5.7M/$697.2M)

14020Y300

Shares:208.1K

Value:$5.7M

% of Portfolio:0.8% ($5.7M/$697.2M)

33740F763

Shares:110.6K

Value:$5.4M

% of Portfolio:0.8% ($5.4M/$697.2M)

78464A672

Shares:187.8K

Value:$5.4M

% of Portfolio:0.8% ($5.4M/$697.2M)

316188309

Shares:117.1K

Value:$5.4M

% of Portfolio:0.8% ($5.4M/$697.2M)

AMAZON COM INC

AMZN|023135106

Shares:28.0K

Value:$5.3M

% of Portfolio:0.8% ($5.3M/$697.2M)

921946406

VYM|921946406

Shares:37.7K

Value:$4.9M

% of Portfolio:0.7% ($4.9M/$697.2M)

14020W106

Shares:125.8K

Value:$4.5M

% of Portfolio:0.6% ($4.5M/$697.2M)

78468R523

Shares:43.4K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$697.2M)

46138G466

Shares:131.8K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$697.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y886)✕	115.6K	QoQ +2185.02% (+110.6K) YoY NEW(+115.6K)	All Managers (Combined)	$9.1M	1.3% ($9.1M/$697.2M)	QoQ +2280.31% (+$8.7M) YoY NEW(+$9.1M)
(cusip87283Q867)✕	264.7K	QoQ +17.80% (+40.0K) YoY +125.33% (+147.2K)	All Managers (Combined)	$8.5M	1.2% ($8.5M/$697.2M)	QoQ +14.30% (+$1.1M) YoY +145.90% (+$5.1M)
(cusip69374H873)✕	251.8K	QoQ -26.65% (-91.5K) YoY +16.00% (+34.7K)	All Managers (Combined)	$7.9M	1.1% ($7.9M/$697.2M)	QoQ -21.07% (-$2.1M) YoY +14.50% (+$1.0M)
(cusip74347R248)✕	120.8K	QoQ -1.55% (-1.9K) YoY -2.68% (-3.3K)	All Managers (Combined)	$7.7M	1.1% ($7.7M/$697.2M)	QoQ -5.12% (-$415.7K) YoY +6.24% (-$452.7K)
(VHTcusip92204A504)	25.9K	QoQ -11.18% (-3.3K) YoY -17.19% (-5.4K)	All Managers (Combined)	$6.9M	1.0% ($6.9M/$697.2M)	QoQ -7.32% (-$542.1K) YoY -14.14% (-$1.1M)
(cusip69374H436)✕	183.4K	QoQ NEW(+183.4K) YoY NEW(+183.4K)	All Managers (Combined)	$6.7M	1.0% ($6.7M/$697.2M)	QoQ NEW(+$6.7M) YoY NEW(+$6.7M)
(cusip46641Q761)✕	117.6K	QoQ +2.98% (+3.4K) YoY +21.44% (+20.8K)	All Managers (Combined)	$6.6M	1.0% ($6.6M/$697.2M)	QoQ +1.54% (+$101.3K) YoY +35.10% (+$1.7M)
(cusip316092360)✕	152.7K	QoQ NEW(+152.7K) YoY NEW(+152.7K)	All Managers (Combined)	$6.6M	1.0% ($6.6M/$697.2M)	QoQ NEW(+$6.6M) YoY NEW(+$6.6M)
(cusip45782C409)✕	133.9K	QoQ NEW(+133.9K) YoY NEW(+133.9K)	All Managers (Combined)	$6.2M	0.9% ($6.2M/$697.2M)	QoQ NEW(+$6.2M) YoY NEW(+$6.2M)
NVIDIA CORP(NVDAcusip67066G104)	56.5K	QoQ -2.49% (-1.4K) YoY +883.91% (+50.8K)	All Managers (Combined)	$6.1M	0.9% ($6.1M/$697.2M)	QoQ -21.30% (-$1.7M) YoY +21.53% (+$1.1M)
MICROSOFT CORP(MSFTcusip594918104)	15.1K	QoQ +1.42% (-213) YoY +4.89% (-707)	All Managers (Combined)	$5.7M	0.8% ($5.7M/$697.2M)	QoQ -9.66% (-$608.7K) YoY -3.08% (-$181.3K)
(cusip14020Y300)✕	208.1K	QoQ NEW(+208.1K) YoY NEW(+208.1K)	All Managers (Combined)	$5.7M	0.8% ($5.7M/$697.2M)	QoQ NEW(+$5.7M) YoY NEW(+$5.7M)
(cusip33740F763)✕	110.6K	QoQ -1.98% (-2.2K) YoY -3.84% (-4.4K)	All Managers (Combined)	$5.4M	0.8% ($5.4M/$697.2M)	QoQ -3.91% (-$219.8K) YoY +5.09% (-$261.3K)
(cusip78464A672)✕	187.8K	QoQ +172.06% (+118.8K) YoY +290.00% (+139.7K)	All Managers (Combined)	$5.4M	0.8% ($5.4M/$697.2M)	QoQ +178.89% (+$3.4M) YoY +304.72% (+$4.0M)
(cusip316188309)✕	117.1K	QoQ -30.69% (-51.9K) YoY +40.27% (+33.6K)	All Managers (Combined)	$5.4M	0.8% ($5.4M/$697.2M)	QoQ -29.48% (-$2.2M) YoY +45.39% (+$1.7M)
AMAZON COM INC(AMZNcusip023135106)	28.0K	QoQ +0.07% (-20) YoY +5.32% (+1.4K)	All Managers (Combined)	$5.3M	0.8% ($5.3M/$697.2M)	QoQ -13.21% (-$811.4K) YoY +11.56% (+$552.2K)
(VYMcusip921946406)	37.7K	QoQ +9.66% (+3.3K) YoY +59.24% (+14.0K)	All Managers (Combined)	$4.9M	0.7% ($4.9M/$697.2M)	QoQ +10.83% (+$475.4K) YoY +74.96% (+$2.1M)
(cusip14020W106)✕	125.8K	QoQ +117.02% (+67.8K) YoY NEW(+125.8K)	All Managers (Combined)	$4.5M	0.6% ($4.5M/$697.2M)	QoQ +119.45% (+$2.4M) YoY NEW(+$4.5M)
(cusip78468R523)✕	43.4K	QoQ +7.40% (+3.0K) YoY +30.26% (+10.1K)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$697.2M)	QoQ +7.76% (+$311.4K) YoY +30.45% (+$1.0M)
(cusip46138G466)✕	131.8K	QoQ +10.79% (+12.8K) YoY NEW(+131.8K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$697.2M)	QoQ +3.51% (+$140.3K) YoY NEW(+$4.1M)