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:
Search and click to pin securities to the top
Page 4 of 15
Shares:8.3K
Value:$2.1M
% of Portfolio:0.3% ($2.1M/$697.2M)
464288570
Shares:19.4K
Value:$2.0M
% of Portfolio:0.3% ($2.0M/$697.2M)
46429B663
Shares:16.2K
Value:$2.0M
% of Portfolio:0.3% ($2.0M/$697.2M)
092528603
Shares:37.3K
Value:$2.0M
% of Portfolio:0.3% ($2.0M/$697.2M)
45782C516
Shares:61.1K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$697.2M)
316092352
Shares:45.3K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$697.2M)
015564503
Shares:78.7K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$697.2M)
336920103
Shares:16.1K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$697.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 8.3K | QoQ -2.21% (-188)YoY -4.27% (-371) | All Managers (Combined) | $2.1M | 0.3% ($2.1M/$697.2M) | ||
| 23.6K | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$697.2M) | |||
(cusip464288570)✕ | 19.4K | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$697.2M) | ||
(cusip46429B663)✕ | 16.2K | QoQ -0.62% (-102)YoY +0.86% (+139) | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$697.2M) | |
(cusip092528603)✕ | 37.3K | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$697.2M) | ||
Tesla, Inc.(TSLAcusip88160R101) | 7.5K | QoQ -0.86% (-65)YoY +0.38% (+29) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$697.2M) | |
CHEVRON CORP(CVXcusip166764100) | 11.5K | QoQ -0.22% (-26)YoY -5.54% (-675) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$697.2M) | |
| 8.6K | QoQ -3.17% (-281)YoY -2.68% (-236) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$697.2M) | ||
(cusip45782C516)✕ | 61.1K | QoQ NEW(+61.1K) YoY NEW(+61.1K) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$697.2M) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |
SPDR GOLD TRUST(GLDcusip78463V107) | 6.4K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$697.2M) | ||
| 36.1K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$697.2M) | |||
(cusip316092352)✕ | 45.3K | QoQ NEW(+45.3K) YoY NEW(+45.3K) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$697.2M) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |
(cusip015564503)✕ | 78.7K | YoY NEW(+78.7K) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$697.2M) | YoY NEW(+$1.8M) |
(cusip336920103)✕ | 16.1K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$697.2M) | ||
| 19.5K | QoQ +0.29% (-58)YoY +0.31% (-62) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$697.2M) | ||
| 113.6K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$697.2M) | |||
| 15.5K | QoQ -0.55% (-87)YoY -4.45% (-725) | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$697.2M) | ||
| 37.2K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$697.2M) | |||
| 9.9K | QoQ +2.45% (+236)YoY +3.38% (+323) | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$697.2M) | ||
Broadcom Inc.(AVGOcusip11135F101) | 9.7K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$697.2M) |