StockDriftsStockDriftsTop 50 Onyx Bridge Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.47% | 149.0K | $97.3M | -8.89%(-14.54K) | $488.18(+52.76%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.16% | 50.9K | $29.4M | -0.11%(-58) | $355.39(+101.11%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.82% | 616.7K | $26.2M | +5.79%(+33.76K) | $39.09(+22.29%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.59% | 55.2K | $24.1M | +35.93%(+14.58K) | $65.57(+33.46%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.55% | 93.4K | $23.7M | -3.01%(-2.90K) | $146.17(+104.47%) | 2026-03-31 | |
| WTV | WISDOMTREE TR | 2.08% | 204.3K | $19.4M | -13.62%(-32.20K) | $84.87(+16.83%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.87% | 99.6K | $17.4M | -0.50%(-501) | $89.87(+151.29%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.84% | 79.7K | $17.1M | +0.01%(+6) | $157.69(+45.01%) | 2026-03-31 | |
| FLXR | TCW ETF TRUST | 1.64% | 389.0K | $15.3M | +17.73%(+58.57K) | $39.61(-1.09%) | 2026-03-31 | |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 1.64% | 424.1K | $15.2M | +2.30%(+9.54K) | $32.95(+13.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.29% | +34.14% |
| Top 20 Holdings Unweighted | +9.72% | +32.10% |
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