$200 Million is the total value of Onyx Bridge Wealth Group LLC's 116 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IID | Exit | VOYA INTL HIGH DIV EQTY INM | $0 | – | -23,725 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 10.4% |
| JOHN HANCOCK EXCHANGE TRADED | 12 | Q3 2023 | 10.6% |
| ISHARES TR | 12 | Q3 2023 | 8.9% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 13.7% |
| ISHARES TR | 12 | Q3 2023 | 10.3% |
| SPDR SER TR | 12 | Q3 2023 | 10.5% |
| APPLE INC | 12 | Q3 2023 | 5.0% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 9.5% |
| DBX ETF TR | 12 | Q3 2023 | 7.7% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 7.7% |
View Onyx Bridge Wealth Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-18 |
View Onyx Bridge Wealth Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.