• 13F History

Onyx Bridge Wealth Group LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 27, 2025
Value $
$694M
Signature - Title
Jared Cohen - Managing Member
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 284 stock holdings with total value $694M as of Q4 2024. Top holdings included IVV, COWZ, QQQ, AAPL, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 284 $694M +$109M -$71.7M +$37.4M IVV, COWZ, QQQ, AAPL, AGG 13F-HR 1/27/2025, 01:00 PM
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 +$52.2M -$22.6M +$29.6M IVV, COWZ, QQQ, AAPL, AGG 13F-HR 7/22/2024, 04:58 PM
Q1 2024 257 $559M +$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 233 $427M +$87.3M -$40.8M +$46.5M IVV, COWZ, JHMM, QQQ, SHV 13F-HR 10/16/2023, 05:16 PM
Q2 2023 237 $418M +$202M -$38.2M +$164M IVV, COWZ, SHV, QQQ, AAPL 13F-HR 7/25/2023, 04:02 PM
Q1 2023 187 $251M +$84.3M -$71.6M +$12.7M COWZ, IVV, AAPL, ISTB, AGG 13F-HR 4/10/2023, 01:54 PM
Q4 2022 183 $246M +$64.7M -$36.2M +$28.5M VTV, SPTI, ISTB, AGG, IVV 13F-HR 1/11/2023, 04:11 PM
Q3 2022 173 $219M +$44.6M -$19.6M +$25.1M SPTI, ISTB, AGG, IVV, VTV 13F-HR 10/13/2022, 11:57 AM
Q2 2022 162 $221M +$56M -$60.9M -$4.87M SPTI, ISTB, VTV, AGG, IVV 13F-HR 7/25/2022, 02:23 PM
Q1 2022 153 $262M +$51.3M -$41.6M +$9.67M VUG, IVV, SPTI, ISTB, AGG 13F-HR 5/9/2022, 10:35 AM
Q4 2021 174 $297M +$55.7M -$25.8M +$29.9M VUG, IXUS, IVV, JHMM, AGG 13F-HR 1/18/2022, 03:24 PM
Q3 2021 157 $266M +$114M -$85.8M +$28M IXUS, VUG, JHMM, IVV, HYLB 13F-HR 10/20/2021, 02:24 PM
Q2 2021 127 $231M +$77M -$50.5M +$26.5M RODM, MTUM, JHMM, IUSB, IVV 13F-HR 7/20/2021, 02:59 PM
Q1 2021 114 $200M +$59.6M -$15.9M +$43.7M IUSB, JHMM, VB, IVV, AGG 13F-HR 5/11/2021, 07:04 PM
Q4 2020 74 $151M JHMM, VB, AGG, SPEM, HYLB 13F-HR 2/16/2021, 11:50 AM