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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 $694,444,186
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 140,911 $82,951,436 11.94%
2.
Pacer Fds Tr
 689,225 $38,940,241 5.6%
3.
Invesco Qqq Tr
 49,759 $25,438,178 3.66%
4.
Apple Inc.
 AAPL 92,432 $23,146,716 3.33%
5.
Ishares Trust
 IEF 221,021 $21,416,978 3.08%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)