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 5 of 15
33733E104
Shares:18.1K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$697.2M)
921935607
Shares:12.3K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$697.2M)
33733E302
Shares:6.9K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$697.2M)
Shares:9.6K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$697.2M)
Shares:3.5K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$697.2M)
46138G664
Shares:35.5K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$697.2M)
464287242
Shares:12.9K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$697.2M)
464287572
Shares:14.4K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$697.2M)
Shares:64.3K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$697.2M)
464289883
Shares:30.9K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$697.2M)
46138E354
Shares:15.0K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$697.2M)
46435G334
Shares:30.0K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$697.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33733E104)✕ | 18.1K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$697.2M) | ||
Mastercard Inc(MAcusip57636Q104) | 2.9K | QoQ -0.13% (-4)YoY -7.40% (-235) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$697.2M) | |
(cusip921935607)✕ | 12.3K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$697.2M) | ||
| 19.2K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$697.2M) | |||
(cusip33733E302)✕ | 6.9K | QoQ -3.64% (-261)YoY -9.19% (-699) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$697.2M) | |
| 9.6K | QoQ -0.03% (-3)YoY +8.47% (+747) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$697.2M) | ||
| 3.5K | QoQ +1.55% (+53)YoY +0.90% (+31) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$697.2M) | ||
(cusip46138G664)✕ | 35.5K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$697.2M) | ||
| 2.7K | QoQ +2.07% (+55)YoY +6.52% (+166) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$697.2M) | ||
(cusip464287242)✕ | 12.9K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$697.2M) | ||
Penumbra Inc(PENcusip70975L107) | 5.2K | QoQ 0.00% (+0) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$697.2M) | |
(cusip464287572)✕ | 14.4K | QoQ 0.00% (-0)YoY +5.32% (+728) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$697.2M) | |
EXXON MOBIL CORP(XOMcusip30231G102) | 11.3K | QoQ -6.99% (-850)YoY -6.47% (-782) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$697.2M) | |
| 20.9K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$697.2M) | |||
AbbVie Inc.(ABBVcusip00287Y109) | 5.7K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$697.2M) | ||
| 64.3K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$697.2M) | |||
(cusip464289883)✕ | 30.9K | YoY NEW(+30.9K) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$697.2M) | YoY NEW(+$1.2M) |
(cusip46138E354)✕ | 15.0K | QoQ +0.42% (+64)YoY -4.88% (-773) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$697.2M) | |
(cusip46435G334)✕ | 30.0K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$697.2M) | ||
| 50.0K | QoQ 0.00% (-0)YoY +1.12% (+556) | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$697.2M) |