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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 $495,584,391
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 91,893 $43,890,628 8.85%
2.
Ishares Trust
 IEF 221,173 $21,951,383 4.42%
3.
Vanguard Index Fds
 70,544 $21,930,802 4.42%
4.
Pacer Fds Tr
 404,204 $21,014,561 4.24%
5.
Invesco Qqq Tr
 50,274 $20,588,008 4.15%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)