Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Onyx Bridge Wealth Group Llc > Profile

Instuitional Investor - Onyx Bridge Wealth Group Llc

Fund Profile
Filing Period:
Fund Name: Onyx Bridge Wealth Group Llc
Portfolio Value $697,182,423
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 129,561 $72,800,105 10.44%
2.
Pacer Fds Tr
 668,860 $36,626,750 5.25%
3.
Vanguard Index Fds - GROWTH ETF
 66,635 $24,709,624 3.54%
4.
Invesco Qqq Tr
 49,678 $23,295,034 3.34%
5.
Ishares Trust
 IEF 219,264 $21,689,626 3.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)