Onyx Bridge Wealth Group LLC
CIK
1819476
City
TARRYTOWN
State / Country
NY
Top Portfolio Positions
153 positions ·
$213,037,551 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
50,887 | $29,370,958 | 13.79% | |
| AAPL |
Apple Inc.
Technology
|
93,432 | $23,712,106 | 11.13% | |
| NVDA |
Nvidia Corp
Technology
|
99,605 | $17,371,111 | 8.15% | |
| PEN |
Penumbra Inc
Healthcare
|
26,730 | $8,777,330 | 4.12% | |
| MSFT |
Microsoft Corp
Technology
|
19,276 | $7,135,396 | 3.35% | |
| GLD |
Spdr Gold Trust
|
15,045 | $6,473,713 | 3.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,298 | $6,101,893 | 2.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,432 | $5,483,666 | 2.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,668 | $4,793,050 | 2.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,620 | $4,300,618 | 2.02% |
Portfolio Trend
Holdings in GGN
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-12-31 | $75,114 | 21,400 | Shares | Sole | 2021-02-16 | |
| 2021-03-31 | $74,258 | 21,400 | Shares | Sole | 2021-05-12 | |
| 2021-06-30 | $95,600 | 23,900 | Shares | Sole | 2021-07-20 | |
| 2021-09-30 | $89,147 | 23,900 | Shares | Sole | 2021-10-20 | |
| 2021-12-31 | $89,625 | 23,900 | Shares | Sole | 2022-01-18 | |
| 2022-03-31 | $96,317 | 23,900 | Shares | Sole | 2022-05-09 | |
| 2022-06-30 | $86,040 | 23,900 | Shares | Sole | 2022-07-25 | |
| 2022-09-30 | $78,631 | 23,900 | Shares | Sole | 2022-10-13 | |
| 2022-12-31 | $86,757 | 23,900 | Shares | Sole | 2023-01-11 | |
| 2023-03-31 | $87,474 | 23,900 | Shares | Sole | 2023-04-10 | |
| 2023-06-30 | $89,386 | 23,900 | Shares | Sole | 2023-07-25 | |
| 2023-09-30 | $87,474 | 23,900 | Shares | Sole | 2023-10-16 | |
| 2023-12-31 | $86,104 | 22,900 | Shares | Sole | 2024-01-31 | |
| 2024-03-31 | $101,900 | 26,399 | Shares | Sole | 2024-04-29 | |
| 2024-06-30 | $107,523 | 26,549 | Shares | Sole | 2024-07-22 | |
| 2024-09-30 | $113,629 | 26,549 | Shares | Sole | 2024-10-17 | |
| 2024-12-31 | $100,089 | 26,549 | Shares | Sole | 2025-01-27 | |
| 2025-03-31 | $121,420 | 27,785 | Shares | Sole | 2025-04-29 | |
| 2025-06-30 | $123,025 | 28,024 | Shares | Sole | 2025-07-30 | |
| 2025-09-30 | $144,603 | 28,024 | Shares | Sole | 2025-11-06 | |
| 2025-12-31 | $144,603 | 28,024 | Shares | Sole | 2026-02-18 | |
| 2026-03-31 | $149,087 | 28,024 | Shares | Sole | 2026-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||