Onyx Bridge Wealth Group LLC

Q4 2024 13F Holdings

  • Location
    tarrytown, NY
  • Num holdings

    284

  • Value ($000)

    $694,444

  • Date Filed
    01/27/2025
  • Form type
    13F-HR
  • CIK
    0001819476
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$82.95M
12 %

140,911

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
69374H881
$38.94M
6 %

689,225

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$25.44M
4 %

49,759

AAPL
AAPL

APPLE INC

COM
037833100
$23.15M
3 %

92,432

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$21.42M
3 %

221,021

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$17.15M
3 %

73,752

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$16.13M
2 %

82,350

SHV
SHV

ISHARES TR

SHORT TREAS BD
464288679
$13.78M
2 %

125,122

XLC
XLC

SELECT SECTOR SPDR TR

COMMUNICATION
81369Y852
$13.67M
2 %

141,256

XLI
XLI

SELECT SECTOR SPDR TR

INDL
81369Y704
$13.31M
2 %

100,990

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