Onyx Bridge Wealth Group LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$663M
Signature - Title
Cynthia Schlanger - CCO
Location
Tarrytown, NY
Summary
This page shows a list of all the recent 13F filings made by Onyx Bridge Wealth Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Onyx Bridge Wealth Group LLC reported 285 stock holdings with total value $663M as of Q3 2024. Top holdings included IVV, COWZ, QQQ, AAPL, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 285 $663M +$102M -$76.6M +$25.5M IVV, COWZ, QQQ, AAPL, AGG 13F-HR 10/16/2024, 05:49 PM
Q2 2024 273 $609M +$52.5M -$22.6M +$29.9M IVV, COWZ, QQQ, AAPL, AGG 13F-HR 7/22/2024, 04:58 PM
Q1 2024 263 $560M +$128M -$81.6M +$46.1M IVV, COWZ, QQQ, AGG, VUG 13F-HR 4/29/2024, 04:51 PM
Q4 2023 251 $496M +$93.4M -$62.4M +$30.9M IVV, AGG, VUG, COWZ, QQQ 13F-HR 1/31/2024, 05:11 PM
Q3 2023 235 $428M +$87.3M -$66.5M +$20.8M IVV, COWZ, JHMM, QQQ, SHV 13F-HR 10/16/2023, 05:16 PM
Q2 2023 237 $418M +$202M -$45.6M +$157M IVV, COWZ, SHV, QQQ, AAPL 13F-HR 7/25/2023, 04:02 PM
Q1 2023 187 $251M +$84.3M -$86.4M -$2.08M COWZ, IVV, AAPL, ISTB, AGG 13F-HR 4/10/2023, 01:54 PM
Q4 2022 184 $246M +$64.7M -$51.8M +$12.9M VTV, SPTI, ISTB, AGG, IVV 13F-HR 1/11/2023, 05:11 PM
Q3 2022 173 $219M +$43.5M -$34.6M +$8.94M SPTI, ISTB, AGG, IVV, VTV 13F-HR 10/13/2022, 11:57 AM
Q2 2022 168 $221M +$56M -$83.8M -$27.8M SPTI, ISTB, VTV, AGG, IVV 13F-HR 7/25/2022, 02:23 PM
Q1 2022 159 $262M +$51.3M -$49.4M +$1.89M VUG, IVV, SPTI, ISTB, AGG 13F-HR 5/9/2022, 10:35 AM
Q4 2021 174 $297M +$55.7M -$32.1M +$23.6M VUG, IXUS, IVV, JHMM, AGG 13F-HR 1/18/2022, 04:24 PM
Q3 2021 157 $266M +$114M -$85.8M +$28M IXUS, VUG, JHMM, IVV, HYLB 13F-HR 10/20/2021, 02:24 PM
Q2 2021 128 $230M +$76.7M -$50.5M +$26.2M RODM, MTUM, JHMM, IUSB, IVV 13F-HR 7/20/2021, 02:59 PM
Q1 2021 114 $200M +$59.9M -$15.9M +$44.1M IUSB, JHMM, VB, IVV, AGG 13F-HR 5/11/2021, 07:04 PM
Q4 2020 76 $151M $0 $0 JHMM, VB, AGG, SPEM, HYLB 13F-HR 2/16/2021, 12:50 PM