$264 Million is the total value of Onyx Bridge Wealth Group LLC's 159 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FOCT | New | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $1,487,000 | – | 44,703 | +100.0% | 0.56% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $299,000 | – | 908 | +100.0% | 0.11% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $296,000 | – | 7,774 | +100.0% | 0.11% | – |
| C | New | CITIGROUP INC | $263,000 | – | 5,302 | +100.0% | 0.10% | – |
| TGT | New | TARGET CORP | $240,000 | – | 1,039 | +100.0% | 0.09% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $237,000 | – | 3,248 | +100.0% | 0.09% | – |
| WMT | New | WALMART INC | $238,000 | – | 1,544 | +100.0% | 0.09% | – |
| LDSF | New | FIRST TR EXCHNG TRADED FD VIlow dur strtgc | $221,000 | – | 11,485 | +100.0% | 0.08% | – |
| LLY | New | LILLY ELI & CO | $209,000 | – | 732 | +100.0% | 0.08% | – |
| GOGL | New | GOLDEN OCEAN GROUP LTD | $182,000 | – | 14,415 | +100.0% | 0.07% | – |
| BCS | New | BARCLAYS PLCadr | $81,000 | – | 11,085 | +100.0% | 0.03% | – |
| CLWT | New | EURO TECH HOLDINGS CO LTD | $14,000 | – | 10,271 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
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.