Onyx Bridge Wealth Group LLC Diversified Active

CIK: 0001819476 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 25, 2022

Total Value ($000): $224,343 (100.0% shares, 0.0% debt)

Holdings (168)

SPTI SPDR SER TR 10.5%
Value ($000) $23,631 Shares 792,723 Est. Cost $31.00 Unrealized
ISTB ISHARES TR 10.3%
Value ($000) $23,187 Shares 486,705 Est. Cost $49.68 Unrealized
VTV VANGUARD INDEX FDS 8.8%
Value ($000) $19,668 Shares 146,493 Est. Cost $136.98 Unrealized
AGG ISHARES TR 8.1%
Value ($000) $18,070 Shares 174,822 Est. Cost $113.87 Unrealized
IVV ISHARES TR 5.9%
Value ($000) $13,289 Shares 33,453 Est. Cost $411.17 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 5.2%
Value ($000) $11,738 Shares 252,929 Est. Cost $46.19 Unrealized
AAPL APPLE INC 3.6%
Value ($000) $8,137 Shares 52,810 Est. Cost $120.46 Unrealized +23.4%
IXUS ISHARES TR 3.5%
Value ($000) $7,803 Shares 135,894 Est. Cost $68.79 Unrealized
VB VANGUARD INDEX FDS 2.7%
Value ($000) $6,129 Shares 32,857 Est. Cost $200.61 Unrealized
XLP SELECT SECTOR SPDR TR 2.1%
Value ($000) $4,731 Shares 64,635 Est. Cost $73.20 Unrealized
XLE SELECT SECTOR SPDR TR 2.1%
Value ($000) $4,671 Shares 65,648 Est. Cost $70.40 Unrealized
EWJ ISHARES INC 1.9%
Value ($000) $4,352 Shares 79,559 Est. Cost $54.70 Unrealized
VUG VANGUARD INDEX FDS 1.7%
Value ($000) $3,715 Shares 15,491 Est. Cost $298.20 Unrealized
BAB INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $2,454 Shares 87,637 Est. Cost $28.00 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $2,209 Shares 18,042 Est. Cost $126.78 Unrealized -1.3%
XDEC FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $2,154 Shares 75,130 Est. Cost $28.67 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,873 Shares 7,194 Est. Cost $246.57 Unrealized +6.8%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,722 Shares 11,942 Est. Cost $73.70 Unrealized +93.6%
FOCT FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $1,457 Shares 44,703 Est. Cost $33.26 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $1,427 Shares 15,840 Est. Cost $68.71 Unrealized +15.3%
RDVY FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,277 Shares 29,533 Est. Cost $46.74 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,220 Shares 3,088 Est. Cost $403.26 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,171 Shares 8,532 Est. Cost $220.40 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $1,165 Shares 10,755 Est. Cost $116.74 Unrealized +0.5%
QCLN FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,152 Shares 21,120 Est. Cost $104.35 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,150 Shares 75,981 Est. Cost $15.14 Unrealized
SCHP SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,141 Shares 20,122 Est. Cost $62.30 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,097 Shares 9,555 Est. Cost $122.70 Unrealized -7.9%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $1,095 Shares 3,627 Est. Cost $362.62 Unrealized
FTXN FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,084 Shares 46,136 Est. Cost $23.50 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $1,029 Shares 1,260 Est. Cost $218.27 Unrealized +25.1%
GLD SPDR GOLD TR 0.4%
Value ($000) $994 Shares 6,187 Est. Cost $170.20 Unrealized
FSK FS KKR CAP CORP 0.4%
Value ($000) $975 Shares 46,881 Est. Cost $8.17 Unrealized +49.8%
LQD ISHARES TR 0.4%
Value ($000) $960 Shares 8,450 Est. Cost $131.23 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $895 Shares 20,125 Est. Cost $43.00 Unrealized -6.7%
FXZ FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $887 Shares 15,393 Est. Cost $57.62 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $882 Shares 6,878 Est. Cost $106.11 Unrealized +10.7%
FXR FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $806 Shares 15,754 Est. Cost $51.16 Unrealized
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $791 Shares 2,240 Est. Cost $437.80 Unrealized
MTB M & T BK CORP 0.3%
Value ($000) $778 Shares 4,605 Est. Cost $97.90 Unrealized +52.3%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $707 Shares 8,113 Est. Cost $35.29 Unrealized +125.5%
HDV ISHARES TR 0.3%
Value ($000) $706 Shares 7,084 Est. Cost $91.44 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $699 Shares 2,279 Est. Cost $281.58 Unrealized -4.5%
FIRST TR INTER DURATN PFD & 0.3%
Value ($000) $693 Shares 36,778 Est. Cost $23.17 Unrealized
BP BP PLC 0.3%
Value ($000) $678 Shares 24,608 Est. Cost $28.70 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $654 Shares 3,776 Est. Cost $21.34 Unrealized -11.7%
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $636 Shares 12,277 Est. Cost $62.11 Unrealized
IBB ISHARES TR 0.3%
Value ($000) $630 Shares 5,138 Est. Cost $122.62 Unrealized
NULV NUSHARES ETF TR 0.3%
Value ($000) $629 Shares 18,550 Est. Cost $36.20 Unrealized
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $616 Shares 6,660 Est. Cost $64.24 Unrealized +30.8%
IEMG ISHARES INC 0.3%
Value ($000) $605 Shares 12,532 Est. Cost $61.86 Unrealized
NEW YORK CMNTY BANCORP INC 0.3%
Value ($000) $587 Shares 62,311 Est. Cost $9.66 Unrealized
ARCC ARES CAPITAL CORP 0.3%
Value ($000) $586 Shares 30,277 Est. Cost $10.88 Unrealized +27.2%
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $572 Shares 8,640 Est. Cost $73.76 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $554 Shares 2,309 Est. Cost $252.29 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $548 Shares 11,281 Est. Cost $53.05 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $541 Shares 5,265 Est. Cost $156.15 Unrealized -30.6%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $538 Shares 1,482 Est. Cost $380.04 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $538 Shares 7,533 Est. Cost $77.94 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $534 Shares 4,947 Est. Cost $116.64 Unrealized +0.2%
PULS PGIM ETF TR 0.2%
Value ($000) $532 Shares 10,859 Est. Cost $49.51 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $527 Shares 3,409 Est. Cost $172.54 Unrealized
T AT&T INC 0.2%
Value ($000) $526 Shares 28,578 Est. Cost $15.67 Unrealized +4.0%
YDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $518 Shares 27,399 Est. Cost $18.91 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $515 Shares 10,052 Est. Cost $33.50 Unrealized +25.4%
IXN ISHARES TR 0.2%
Value ($000) $502 Shares 10,200 Est. Cost $56.37 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $497 Shares 3,829 Est. Cost $132.66 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $495 Shares 19,382 Est. Cost $25.54 Unrealized
BCSF BAIN CAP SPECIALTY FIN INC 0.2%
Value ($000) $494 Shares 34,632 Est. Cost $6.71 Unrealized +43.1%
OBDC OWL ROCK CAPITAL CORPORATION 0.2%
Value ($000) $479 Shares 37,956 Est. Cost $7.22 Unrealized +24.1%
EAGG ISHARES TR 0.2%
Value ($000) $471 Shares 9,468 Est. Cost $49.75 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $455 Shares 5,899 Est. Cost $81.04 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $451 Shares 7,531 Est. Cost $75.15 Unrealized
DSI ISHARES TR 0.2%
Value ($000) $447 Shares 5,966 Est. Cost $89.17 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $446 Shares 4,504 Est. Cost $107.83 Unrealized
PEN PENUMBRA INC 0.2%
Value ($000) $437 Shares 3,325 Est. Cost $231.39 Unrealized -31.4%
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $431 Shares 10,660 Est. Cost $40.43 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $414 Shares 4,318 Est. Cost $61.03 Unrealized +39.9%
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $400 Shares 11,736 Est. Cost $40.79 Unrealized
HYLB DBX ETF TR 0.2%
Value ($000) $394 Shares 11,199 Est. Cost $47.43 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $386 Shares 1,949 Est. Cost $226.11 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $386 Shares 7,835 Est. Cost $49.27 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $382 Shares 2,219 Est. Cost $142.78 Unrealized +12.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $366 Shares 702 Est. Cost $397.11 Unrealized +18.6%
AMLP ALPS ETF TR 0.2%
Value ($000) $366 Shares 10,176 Est. Cost $37.58 Unrealized
ESGD ISHARES TR 0.2%
Value ($000) $365 Shares 5,714 Est. Cost $78.89 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $364 Shares 1,521 Est. Cost $275.12 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $362 Shares 4,965 Est. Cost $53.79 Unrealized +20.8%
LDSF FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $360 Shares 19,001 Est. Cost $19.13 Unrealized
ITA ISHARES TR 0.2%
Value ($000) $359 Shares 3,592 Est. Cost $106.74 Unrealized
V VISA INC 0.2%
Value ($000) $354 Shares 1,659 Est. Cost $219.44 Unrealized -8.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $336 Shares 7,790 Est. Cost $35.11 Unrealized +9.5%
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $335 Shares 4,172 Est. Cost $96.84 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $330 Shares 5,895 Est. Cost $78.18 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $326 Shares 3,602 Est. Cost $103.38 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $319 Shares 602 Est. Cost $438.47 Unrealized +10.6%
IWR ISHARES TR 0.1%
Value ($000) $315 Shares 4,623 Est. Cost $68.14 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $313 Shares 1,093 Est. Cost $321.81 Unrealized -2.5%
NUVEEN CORE PLUS IMPACT FUND 0.1%
Value ($000) $311 Shares 25,605 Est. Cost $18.38 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $306 Shares 6,546 Est. Cost $46.75 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.1%
Value ($000) $304 Shares 25,313 Est. Cost $13.39 Unrealized
URTH ISHARES INC 0.1%
Value ($000) $302 Shares 2,724 Est. Cost $110.87 Unrealized
FAB FIRST TR MULTI CP VAL ALPHA 0.1%
Value ($000) $301 Shares 4,406 Est. Cost $68.32 Unrealized
J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $300 Shares 9,313 Est. Cost $32.21 Unrealized
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $299 Shares 5,772 Est. Cost $51.80 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $298 Shares 7,300 Est. Cost $40.82 Unrealized
BA BOEING CO 0.1%
Value ($000) $296 Shares 1,873 Est. Cost $226.73 Unrealized -34.9%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $290 Shares 2,334 Est. Cost $124.25 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $288 Shares 2,986 Est. Cost $63.24 Unrealized +51.9%
MFIC APOLLO INVT CORP 0.1%
Value ($000) $278 Shares 24,616 Est. Cost $5.28 Unrealized +48.2%
IEF ISHARES TR 0.1%
Value ($000) $277 Shares 2,657 Est. Cost $116.67 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $274 Shares 2,566 Est. Cost $110.92 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $267 Shares 775 Est. Cost $337.29 Unrealized 0.0%
ITOT ISHARES TR 0.1%
Value ($000) $266 Shares 3,033 Est. Cost $102.47 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $265 Shares 1,043 Est. Cost $212.04 Unrealized +6.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $265 Shares 6,213 Est. Cost $42.92 Unrealized -10.6%
IDV ISHARES TR 0.1%
Value ($000) $264 Shares 9,891 Est. Cost $29.83 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $263 Shares 1,868 Est. Cost $150.54 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $262 Shares 1,549 Est. Cost $285.24 Unrealized -32.8%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value ($000) $252 Shares 9,786 Est. Cost $25.75 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $249 Shares 7,436 Est. Cost $36.97 Unrealized -11.5%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $247 Shares 4,860 Est. Cost $54.86 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $240 Shares 1,615 Est. Cost $94.90 Unrealized +41.3%
LOW LOWES COS INC 0.1%
Value ($000) $239 Shares 1,220 Est. Cost $183.46 Unrealized -2.1%
PSI INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $238 Shares 2,201 Est. Cost $108.13 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $237 Shares 1,723 Est. Cost $167.89 Unrealized
UNITED STS NAT GAS FD LP 0.1%
Value ($000) $235 Shares 8,314 Est. Cost $28.27 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $234 Shares 1,094 Est. Cost $190.90 Unrealized +9.4%
ABT ABBOTT LABS 0.1%
Value ($000) $231 Shares 2,114 Est. Cost $117.97 Unrealized -10.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $226 Shares 1,204 Est. Cost $166.36 Unrealized -7.8%
IUSV ISHARES TR 0.1%
Value ($000) $223 Shares 3,248 Est. Cost $72.97 Unrealized
XBNYX BLACKROCK N Y MUN INCOME TRU 0.1%
Value ($000) $219 Shares 19,300 Est. Cost $14.61 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $217 Shares 3,328 Est. Cost $59.35 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $215 Shares 1,829 Est. Cost $114.35 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $214 Shares 4,803 Est. Cost $49.43 Unrealized -13.4%
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value ($000) $213 Shares 14,491 Est. Cost $20.99 Unrealized
EATON VANCE LTD DURATION INC 0.1%
Value ($000) $213 Shares 20,602 Est. Cost $12.55 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $210 Shares 2,562 Est. Cost $94.17 Unrealized
SIGA SIGA TECHNOLOGIES INC 0.1%
Value ($000) $207 Shares 17,000 Est. Cost $4.69 Unrealized +46.2%
EZU ISHARES INC 0.1%
Value ($000) $203 Shares 5,537 Est. Cost $49.16 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $202 Shares 394 Est. Cost $52.39 Unrealized 0.0%
GOGL GOLDEN OCEAN GROUP LTD 0.1%
Value ($000) $192 Shares 17,768 Est. Cost $12.28 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $187 Shares 10,227 Est. Cost $18.28 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.1%
Value ($000) $182 Shares 13,310 Est. Cost $21.95 Unrealized -24.1%
GBDC GOLUB CAP BDC INC 0.1%
Value ($000) $177 Shares 12,852 Est. Cost $9.62 Unrealized 0.0%
NUVEEN SELECT TAX-FREE INCOM 0.1%
Value ($000) $173 Shares 12,488 Est. Cost $15.86 Unrealized
NEUBERGER BERMAN NEXT GENERA 0.1%
Value ($000) $168 Shares 16,281 Est. Cost $17.57 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $142 Shares 11,118 Est. Cost $12.77 Unrealized
NUVEEN NEW YORK AMT QLT MUNI 0.1%
Value ($000) $128 Shares 11,316 Est. Cost $13.54 Unrealized
XMHIX PIONEER MUNICIPAL HIGH INCOM 0.1%
Value ($000) $123 Shares 12,721 Est. Cost $11.91 Unrealized
LIBERTY ALL STAR EQUITY FD 0.1%
Value ($000) $122 Shares 18,411 Est. Cost $7.25 Unrealized
SFL SFL CORPORATION LTD 0.1%
Value ($000) $119 Shares 12,270 Est. Cost $6.92 Unrealized +50.3%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $112 Shares 13,600 Est. Cost $10.51 Unrealized
PIMCO NEW YORK MUN FD II 0.0%
Value ($000) $105 Shares 11,469 Est. Cost $10.83 Unrealized
ABERDEEN TOTAL DYNAMIC DIVD 0.0%
Value ($000) $90 Shares 11,063 Est. Cost $8.93 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $84 Shares 11,065 Est. Cost $7.31 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $80 Shares 23,900 Est. Cost $3.55 Unrealized
ABRDN ASIA PACIFIC INCOME FU 0.0%
Value ($000) $62 Shares 23,017 Est. Cost $4.19 Unrealized
UUUU ENERGY FUELS INC 0.0%
Value ($000) $57 Shares 10,654 Est. Cost $2.25 Unrealized +214.1%
VOYA GLBL EQTY DIV & PREM OP 0.0%
Value ($000) $56 Shares 10,300 Est. Cost $5.32 Unrealized
DHC DIVERSIFIED HEALTHCARE TR 0.0%
Value ($000) $24 Shares 13,500 Est. Cost $4.13 Unrealized
EMAGIN CORP 0.0%
Value ($000) $16 Shares 20,000 Est. Cost $1.29 Unrealized
CLWT EURO TECH HOLDINGS CO LTD 0.0%
Value ($000) $13 Shares 10,271 Est. Cost $1.64 Unrealized -17.4%
AKBA AKEBIA THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 12,500 Est. Cost $0.42 Unrealized 0.0%
HUMANIGEN INC 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.40 Unrealized
SOLENO THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 20,000 Est. Cost $0.20 Unrealized
PALATIN TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 10,100 Est. Cost $0.69 Unrealized
ACELRX PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 14,000 Est. Cost $0.55 Unrealized