Onyx Bridge Wealth Group LLC
Q1 2025 13F Holdings
- Locationtarrytown, NY
- Num holdings
293
- Value ($000)
$697,182
- Date Filed04/29/2025
- Form type13F-HR
- CIK0001819476
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $72.80M | 10 % | 129,561 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $36.63M | 5 % | 668,860 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $24.71M | 4 % | 66,635 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $23.30M | 3 % | 49,678 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $21.69M | 3 % | 219,264 | ||
AAPL APPLE INC | COM | 037833100 | $20.09M | 3 % | 90,460 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $17.01M | 2 % | 154,017 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $15.91M | 2 % | 82,018 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $14.42M | 2 % | 515,570 | ||
KRE SPDR SER TR | PORTFLI HIGH YLD | 78468R606 | $12.81M | 2 % | 546,845 |
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