Onyx Financial Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 19, 2024
Value $
$167M
Signature - Title
Lyndsay Goody - Chief Compliance Officer
Location
2400 E 25 Th Street, Idaho Falls, ID
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 13 $167M +$4.98M -$816K +$4.16M DFAC, DFAX, DFSD, DFAR, DUSB 13F-HR 7/19/2024, 05:26 PM
Q1 2024 15 $162M +$15.1M -$118K +$15M DFAC, DFAX, DFSD, DFAR, DUSB 13F-HR 4/15/2024, 09:06 PM
Q4 2023 13 $137M +$9.35M -$583K +$8.76M DFAC, DFAX, DFSD, DFAR, MSFT 13F-HR 1/10/2024, 02:57 PM
Q3 2023 10 $116M +$3.71M -$402K +$3.31M DFAC, DFAX, DFSD, DFAR, RVTY 13F-HR 10/19/2023, 11:34 AM
Q2 2023 11 $117M +$3.41M -$12.1K +$3.4M DFAC, DFAX, DFSD, DFAR, RVTY 13F-HR 7/11/2023, 09:04 PM
Q1 2023 10 $109M +$3.46M -$3.42K +$3.46M DFAC, DFAX, DFSD, DFAR, RVTY 13F-HR 4/14/2023, 02:38 PM
Q4 2022 10 $100M $0 $0 DFAC, DFAX, DFSD, DFAR, RVTY 13F-HR 1/23/2023, 09:37 PM