Onyx Bridge Wealth Group LLC buys SPDR Portfolio Intermediate Term Treasury ETF, iShares Core…

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Investment company Onyx Bridge Wealth Group LLC (current portfolio) buys SPDR Portfolio Intermediate Term Treasury ETF, iShares Core S&P 500 ETF, iShares Core US Aggregate Bond ETF, Vanguard Value ETF, PGIM Ultra Short Bond ETF, sells Xtrackers USD High Yield Corporate Bond ETF, SPDR DoubleLine Total Return Tactical ETF, Hartford Multifactor Developed Markets (ex-US) ETF, Vanguard Total International Bond ETF, BTC iShares MSCI USA Momentum Factor ETF during the 3 months ended Q4 2021, according to the most recent filings. latest from investment firm, Onyx Bridge Wealth Group LLC. As of Q4 2021, Onyx Bridge Wealth Group LLC owns 171 shares with a total value of $295 million. These are the details of purchases and sales.

  • New purchases: EWQ, DSI, XLI, VTEB, NULG, BIL, EZU, ABT, BOTZ, SOXX, MA, PEN, NXP, MGC, QTEC, TLT, VWO, EMAN, ACRX, PTE,

  • Positions added: SPTI, IVV, AGG, VTV, VUG, ISTB, PULS, SPEM, VB, VGT, XLY, ESGD, LQD, MSFT, VMBS, VOO, NULV, XLC, TSLA, IEMG, AMZN, AAPL, IEFA, NVDA, XLV, GOOG, XLK, EWI, VFH, ESGE, VHT, GOOGL, QQQ, RDVY, UNH, VXUS, HD, HDV, VCSH, VCIT, SCHP, ITA, DIS, VZ, XLE, JNJ, JPM, MBB, CVX, BMY, IDV, BA, FB, GLD, FDN, BSV, CSCO, AAL, UPS, VTI, XOM, COST, BAC, AMD, VEA, QCLN, MO, CMCSA, ED, IJH, HYG, FXH, IBM, LOW, MCD, MDT, V, PFE, USA, UNP, MHI, GE, NFLX, PEP, VO, IVE, ATAX, BX, ABBV, AOP, MMM, BP, SCHM, ITOT,

  • Reduced positions: HYLB, IXUS, RODM, JHMM, MTUM, ROUS, IUSB, EWU, SPY, NYCB, BCSF, ARCC, CGC, IVW, AINV, IXN, MRNA, FSK, EVV, MRK, AZN, T, IJR, DVY, DHC,

  • Solder: TOTL, BNDX, VWOB, PENN, DKNG, LYG,

For details on purchases and sales of Onyx Bridge Wealth Group LLC stock,
go to https://www.gurufocus.com/guru/onyx+bridge+wealth+group+llc/current-portfolio/portfolio

Here are the top 5 holdings of Onyx Bridge Wealth Group LLC

  1. Vanguard Growth ETF (VUG) – 125,801 shares, 13.76% of total portfolio. Shares added 9.07%

  2. iShares Core MSCI Total International Stock ETF (IXUS) – 460,567 shares, 11.14% of total portfolio. Shares reduced by 17.03%

  3. iShares Core S&P 500 ETF (IVV) – 64,062 shares, 10.41% of total portfolio. Shares added 27.01%

  4. John Hancock Multifactor Mid Cap ETF (JHMM) – 410,642 shares, 7.74% of total portfolio. Shares reduced by 6.46%

  5. iShares Core US Aggregate Bond ETF (AGG) – 158,311 shares, 6.07% of total portfolio. Shares added 46.79%

New purchase: iShares MSCI France ETF (EWQ)

Onyx Bridge Wealth Group LLC has initiated a stake in iShares MSCI France ETF. Purchase prices were between $36.35 and $39.37, with an estimated average price of $37.92. The stock is now trading at around $38.730000. The impact on a portfolio of this purchase is 0.17%. The holding was 12,784 shares as of 12/31/2021.

New purchase: iShares MSCI KLD 400 Social Index Fund (DSI)

Onyx Bridge Wealth Group LLC has initiated a stake in iShares MSCI KLD 400 Social Index Fund. Purchase prices were between $83.16 and $93.49, with an estimated average price of $90.04. The stock is now trading at around $88.140000. The impact on a portfolio of this purchase is 0.13%. The holding was 4,198 shares as of 12/31/2021.

New purchase: Vanguard Tax-Exempt Bond ETF (VTEB)

Onyx Bridge Wealth Group LLC has initiated a stake in Vanguard Tax-Exempt Bond ETF. Purchase prices were between $54.29 and $54.97, with an estimated average price of $54.67. The stock is now trading at around $54.260000. The impact on a portfolio of this purchase is 0.11%. The holding was 6,115 shares as of 12/31/2021.

New Purchase: SPDR Select Industrial Sector (XLI)

Onyx Bridge Wealth Group LLC has initiated a stake in Industrial Select Sector SPDR. Purchase prices were between $98.27 and $106.72, with an estimated average price of $103.61. The stock is now trading at around $104.630000. The impact on a portfolio of this purchase is 0.11%. The holding was 3,105 shares as of 12/31/2021.

New Buy: Nuveen ESG Large Cap Growth ETF (NULG)

Onyx Bridge Wealth Group LLC has initiated a stake in Nuveen ESG Large-Cap Growth ETF. Purchase prices were between $61.67 and $70.5, with an estimated average price of $67.3. The stock is now trading at around $61.550000. The impact on a portfolio of this purchase is 0.1%. The holding was 4,369 shares as of 12/31/2021.

New purchase: Abbott Laboratories (ABT)

Onyx Bridge Wealth Group LLC has initiated a stake in Abbott Laboratories. Purchase prices were between $115.53 and $141.46, with an estimated average price of $128.29. The stock is now trading at around $126.570000. The impact on a portfolio of this purchase is 0.09%. The holding was 1,919 shares as of 12/31/2021.

Added: SPDR Portfolio Intermediate Term Treasury ETF (SPTI)

Onyx Bridge Wealth Group LLC added a stake in SPDR Portfolio Intermediate Term Treasury ETF of 2214.67%. Purchase prices were between $31.82 and $32.31, with an estimated average price of $32.07. The stock is now trading at around $31.410000. The impact on a portfolio of this purchase was 4.76%. The holding was 461,522 shares as of 12/31/2021.

Added: iShares Core S&P 500 ETF (IVV)

Onyx Bridge Wealth Group LLC added a 27.01% iShares Core S&P 500 ETF stake. Purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now trading at around $458.500000. The impact on a portfolio of this purchase is 2.21%. The holding was 64,062 shares as of 12/31/2021.

Added: iShares Core US Aggregate Bond ETF (AGG)

Onyx Bridge Wealth Group LLC increased its stake in iShares Core US Aggregate Bond ETF to 46.79%. Purchase prices were between $113.17 and $115.05, with an estimated average price of $114.13. The stock is now trading at around $111.490000. The impact on a portfolio of this purchase is 1.93%. The holding was 158,311 shares as of 12/31/2021.

Added: Vanguard Value ETF (VTV)

Onyx Bridge Wealth Group LLC added a 170.35% stake in Vanguard Value ETF. Purchase prices were between $135.59 and $147.24, with an estimated average price of $142.08. The stock is now trading at around $147.780000. The impact on a portfolio of this purchase was 1.75%. The holding was 55,617 shares as of 12/31/2021.

Added: ETF PGIM Ultra Short Bond (PULS)

Onyx Bridge Wealth Group LLC added a 365.30% stake in PGIM Ultra Short Bond ETF. Purchase prices were between $49.45 and $49.51, with an estimated average price of $49.49. The stock is now trading at around $49.460000. The impact on a portfolio of this purchase is 0.52%. The holding was 39,690 shares as of 12/31/2021.

Added: SPDR Portfolio Emerging Markets ETF (SPEM)

Onyx Bridge Wealth Group LLC added 29.25% to its position in SPDR Portfolio Emerging Markets ETF. Purchase prices were between $40.07 and $43.49, with an estimated average price of $41.91. The stock is now trading at around $41.930,000. The impact on a portfolio of this purchase was 0.47%. The holding was 147,692 shares as of 12/31/2021.

Sold Out: SPDR DoubleLine Total Return Tactical ETF (TOTL)

Onyx Bridge Wealth Group LLC has sold a stake in SPDR DoubleLine Total Return Tactical ETF. Selling prices were between $47.09 and $47.78, with an estimated average price of $47.42.

Sold out: Vanguard Total International Bond ETF (BNDX)

Onyx Bridge Wealth Group LLC has sold a stake in Vanguard Total International Bond ETF. Selling prices were between $54.87 and $55.81, with an estimated average price of $55.32.

Sold Out: Vanguard Emerging Markets Government Bond ETF (VWOB)

Onyx Bridge Wealth Group LLC has sold a stake in Vanguard Emerging Markets Government Bond ETF. Selling prices were between $75.34 and $78.19, with an estimated average price of $77.1.

Sold out: Penn National Gaming Inc (PENN)

Onyx Bridge Wealth Group LLC sold a stake in Penn National Gaming Inc. Sale prices were between $44.65 and $81.34, with an estimated average price of $60.09.

Sold out: DraftKings Inc (DKNG)

Onyx Bridge Wealth Group LLC sold a stake in DraftKings Inc. Sale prices were between $26.59 and $49.82, with an estimated average price of $38.79.

Sold out: Lloyds Banking Group PLC (LYG)

Onyx Bridge Wealth Group LLC has sold a stake in Lloyds Banking Group PLC. Selling prices ranged between $2.3 and $2.76, with an estimated average price of $2.55.

Reduced: Xtrackers USD High Yield Corporate Bond ETF (HYLB)

Onyx Bridge Wealth Group LLC reduced its stake in Xtrackers USD High Yield Corporate Bond ETF by 89.73%. Selling prices were between $38.9 and $39.95, with an estimated average price of $39.49. The stock is now trading at around $39.290000. The impact on a portfolio of this sale is -4.93%. Onyx Bridge Wealth Group LLC still held 37,513 shares as of 12/31/2021.

Reduced: Hartford Multifactor Developed Markets (ex-US) ETF (RODM)

Onyx Bridge Wealth Group LLC reduced its holding in the Hartford Multifactor Developed Markets (ex-US) ETF by 65.73%. Selling prices were between $28.5 and $30.33, with an estimated average price of $29.7. The stock is now trading at around $29.990,000. The impact on a portfolio of this sale is -0.58%. Onyx Bridge Wealth Group LLC still held 26,359 shares as of 12/31/2021.

Reduced: BTC iShares MSCI USA Momentum Factor ETF (MTUM)

Onyx Bridge Wealth Group LLC reduced its stake in BTC iShares MSCI USA Momentum Factor ETF by 63.73%. Selling prices were between $173.56 and $193.28, with an estimated average price of $184.03. The stock is now trading at around $167.680000. The impact on a portfolio of this sale is -0.56%. Onyx Bridge Wealth Group LLC still held 4,596 shares as of 12/31/2021.

Reduced: Hartford Multifactor U.S. Equity ETF (ROUS)

Onyx Bridge Wealth Group LLC reduced its stake in Hartford Multifactor US Equity ETF by 54.43%. Selling prices were between $39.73 and $44.12, with an estimated average price of $42.11. The stock is now trading at around $42.500000. The impact on a portfolio of this sale is -0.14%. Onyx Bridge Wealth Group LLC still held 7,293 shares as of 12/31/2021.

Reduced: ISHARES TRUST (IUSB)

Onyx Bridge Wealth Group LLC reduced to a 26.02% stake in ISHARES TRUST. Selling prices were between $52.47 and $53.31, with an estimated average price of $52.9. The stock is now trading at around $51.680000. The impact on a portfolio of this sale is -0.08%. Onyx Bridge Wealth Group LLC still held 11,457 shares as of 12/31/2021.

Reduced: iShares MSCI UK ETF (EWU)

Onyx Bridge Wealth Group LLC reduced its stake in iShares MSCI United Kingdom ETF by 43.25%. Selling prices were between $30.97 and $33.32, with an estimated average price of $32.37. The stock is now trading at around $34.400000. The impact on a portfolio of this sale is -0.07%. Onyx Bridge Wealth Group LLC still held 7,260 shares as of 12/31/2021.

Here is the full portfolio of Onyx Bridge Wealth Group LLC. See also:

1. Undervalued shares of Onyx Bridge Wealth Group LLC

2. Onyx Bridge Wealth Group LLC’s Top Growth Companies, and

3. Onyx Bridge Wealth Group LLC High Yield Stocks

4. Stocks Onyx Bridge Wealth Group LLC continues to buy This article first appeared on GuruFocus.

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