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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464287598

IWD|464287598

Shares:2.5K

Value:$473.4K

% of Portfolio:0.1% ($473.4K/$697.2M)

Marvell Technology, Inc.

MRVL|573874104

Shares:7.7K

Value:$473.3K

% of Portfolio:0.1% ($473.3K/$697.2M)

00162Q676

Shares:14.3K

Value:$469.6K

% of Portfolio:0.1% ($469.6K/$697.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:888

Value:$465.2K

% of Portfolio:0.1% ($465.2K/$697.2M)

78464A839

Shares:5.9K

Value:$457.8K

% of Portfolio:0.1% ($457.8K/$697.2M)

33740F771

Shares:10.8K

Value:$455.9K

% of Portfolio:0.1% ($455.9K/$697.2M)

464288265

Shares:4.0K

Value:$455.0K

% of Portfolio:0.1% ($455.0K/$697.2M)

56167N183

Shares:18.9K

Value:$452.8K

% of Portfolio:0.1% ($452.8K/$697.2M)

46435G516

ESGD|46435G516

Shares:5.5K

Value:$447.5K

% of Portfolio:0.1% ($447.5K/$697.2M)

AMGEN INC

AMGN|031162100

Shares:1.4K

Value:$445.6K

% of Portfolio:0.1% ($445.6K/$697.2M)

92204A702

VGT|92204A702

Shares:816

Value:$442.4K

% of Portfolio:0.1% ($442.4K/$697.2M)

ADOBE INC.

ADBE|00724F101

Shares:1.2K

Value:$442.2K

% of Portfolio:0.1% ($442.2K/$697.2M)

464287457

Shares:5.3K

Value:$438.2K

% of Portfolio:0.1% ($438.2K/$697.2M)

33738D788

Shares:20.6K

Value:$431.7K

% of Portfolio:0.1% ($431.7K/$697.2M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:10.3K

Value:$430.1K

% of Portfolio:0.1% ($430.1K/$697.2M)

INTEL CORP

INTC|458140100

Shares:18.9K

Value:$429.9K

% of Portfolio:0.1% ($429.9K/$697.2M)

45783Y814

Shares:9.8K

Value:$429.9K

% of Portfolio:0.1% ($429.9K/$697.2M)

EXELON CORP

EXC|30161N101

Shares:9.3K

Value:$428.4K

% of Portfolio:0.1% ($428.4K/$697.2M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.1K

Value:$417.1K

% of Portfolio:0.1% ($417.1K/$697.2M)

COCA COLA CO

KO|191216100

Shares:5.8K

Value:$416.3K

% of Portfolio:0.1% ($416.3K/$697.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWDcusip464287598)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$473.4K	0.1% ($473.4K/$697.2M)	QoQ NEW(+$473.4K) YoY NEW(+$473.4K)
Marvell Technology, Inc.(MRVLcusip573874104)	7.7K	QoQ +44.45% (-2.4K) YoY +89.92% (+3.6K)	All Managers (Combined)	$473.3K	0.1% ($473.3K/$697.2M)	QoQ -19.48% (-$114.5K) YoY +67.95% (+$191.5K)
(cusip00162Q676)✕	14.3K	QoQ +1.07% (+152) YoY +7.53% (+1.0K)	All Managers (Combined)	$469.6K	0.1% ($469.6K/$697.2M)	QoQ +6.33% (+$28.0K) YoY +37.60% (+$128.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	888	QoQ -31.58% (-410) YoY -46.21% (-763)	All Managers (Combined)	$465.2K	0.1% ($465.2K/$697.2M)	QoQ -29.18% (-$191.7K) YoY -43.11% (-$352.6K)
(cusip78464A839)✕	5.9K	QoQ -5.45% (-343) YoY -11.51% (-773)	All Managers (Combined)	$457.8K	0.1% ($457.8K/$697.2M)	QoQ -9.17% (-$46.2K) YoY -5.54% (-$26.9K)
(cusip33740F771)✕	10.8K	QoQ -2.38% (-264) YoY -35.84% (-6.0K)	All Managers (Combined)	$455.9K	0.1% ($455.9K/$697.2M)	QoQ -3.61% (-$17.1K) YoY -29.87% (-$194.2K)
(cusip464288265)✕	4.0K	QoQ -2.49% (-102) YoY -5.29% (-223)	All Managers (Combined)	$455.0K	0.1% ($455.0K/$697.2M)	QoQ -4.20% (-$20.0K) YoY +3.10% (-$13.7K)
(cusip56167N183)✕	18.9K	QoQ +33.35% (+4.7K) YoY NEW(+18.9K)	All Managers (Combined)	$452.8K	0.1% ($452.8K/$697.2M)	QoQ +26.43% (+$94.7K) YoY NEW(+$452.8K)
(ESGDcusip46435G516)	5.5K	QoQ -2.14% (-120) YoY +15.25% (+725)	All Managers (Combined)	$447.5K	0.1% ($447.5K/$697.2M)	QoQ +4.98% (-$21.3K) YoY +20.63% (+$76.5K)
AMGEN INC(AMGNcusip031162100)	1.4K	QoQ +0.56% (+8) YoY +3.62% (+50)	All Managers (Combined)	$445.6K	0.1% ($445.6K/$697.2M)	QoQ +20.26% (+$75.1K) YoY +19.57% (+$73.0K)
(VGTcusip92204A702)	816	QoQ -9.13% (-82) YoY -27.20% (-305)	All Managers (Combined)	$442.4K	0.1% ($442.4K/$697.2M)	QoQ -20.79% (-$116.1K) YoY -21.69% (-$122.6K)
ADOBE INC.(ADBEcusip00724F101)	1.2K	QoQ +119.20% (+627) YoY +136.75% (+666)	All Managers (Combined)	$442.2K	0.1% ($442.2K/$697.2M)	QoQ +89.05% (+$208.3K) YoY +90.13% (+$209.6K)
(cusip464287457)✕	5.3K	QoQ -8.00% (-461) YoY -12.64% (-767)	All Managers (Combined)	$438.2K	0.1% ($438.2K/$697.2M)	QoQ -7.17% (-$33.9K) YoY -11.01% (-$54.3K)
(cusip33738D788)✕	20.6K	QoQ -1.89% (-398) YoY +13.97% (+2.5K)	All Managers (Combined)	$431.7K	0.1% ($431.7K/$697.2M)	QoQ -0.28% (-$1.2K) YoY +17.90% (+$65.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	10.3K	QoQ 0.00% (-1) YoY +7.39% (+710)	All Managers (Combined)	$430.1K	0.1% ($430.1K/$697.2M)	QoQ -5.03% (-$22.8K) YoY +18.47% (+$67.1K)
INTEL CORP(INTCcusip458140100)	18.9K	QoQ -23.32% (-5.8K) YoY NEW(+18.9K)	All Managers (Combined)	$429.9K	0.1% ($429.9K/$697.2M)	QoQ -13.14% (-$65.1K) YoY NEW(+$429.9K)
(cusip45783Y814)✕	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$429.9K	0.1% ($429.9K/$697.2M)	QoQ NEW(+$429.9K) YoY NEW(+$429.9K)
EXELON CORP(EXCcusip30161N101)	9.3K	QoQ 0.00% (+0) YoY NEW(+9.3K)	All Managers (Combined)	$428.4K	0.1% ($428.4K/$697.2M)	QoQ +22.42% (+$78.5K) YoY NEW(+$428.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	3.1K	QoQ -0.56% (-18) YoY -1.19% (-38)	All Managers (Combined)	$417.1K	0.1% ($417.1K/$697.2M)	QoQ +16.60% (-$59.4K) YoY +21.89% (-$74.9K)
COCA COLA CO(KOcusip191216100)	5.8K	QoQ +1.32% (+76) YoY -2.49% (-149)	All Managers (Combined)	$416.3K	0.1% ($416.3K/$697.2M)	QoQ +16.57% (+$59.2K) YoY +13.11% (-$48.3K)