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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 $940,153,355
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 163,549 $112,021,530 11.92%
2.
Invesco Qqq Tr
 50,945 $31,296,124 3.33%
3.
Apple Inc.
 AAPL 96,330 $26,188,334 2.79%
4.
Capital Group Dividend Value
 582,929 $25,439,004 2.71%
5.
Watford Holdings Ltd.
 WTRE 236,493 $22,064,939 2.35%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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