0001398344-21-003442.txt : 20210216 0001398344-21-003442.hdr.sgml : 20210216 20210216125010 ACCESSION NUMBER: 0001398344-21-003442 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Onyx Bridge Wealth Group LLC CENTRAL INDEX KEY: 0001819476 IRS NUMBER: 843594348 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20899 FILM NUMBER: 21635137 BUSINESS ADDRESS: STREET 1: 120 WHITE PLAINS ROAD, SUITE 115 CITY: TARRYTOWN STATE: NY ZIP: 10591 BUSINESS PHONE: 914-909-6699 MAIL ADDRESS: STREET 1: 120 WHITE PLAINS ROAD, SUITE 115 CITY: TARRYTOWN STATE: NY ZIP: 10591 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001819476 XXXXXXXX 12-31-2020 12-31-2020 false Onyx Bridge Wealth Group LLC

120 WHITE PLAINS ROAD, SUITE 115 TARRYTOWN NY 10591

13F HOLDINGS REPORT 028-20899 N JARED COHEN 914-909-6699 /s/ JARED COHEN TARRYTOWN NY 02-15-2021 0 76 152679 INFORMATION TABLE 2 fp0062379_13fhr-table.xml 13F INFORMATION TABLE ISHARES TR CORE S&P500 ETF 464287200 11517 30680 SH SOLE 0 0 30680 SPDR S&P 500 ETF TR TR UNIT 78462F103 610 1632 SH SOLE 0 0 1632 AMAZON COM INC COM 023135106 1788 549 SH SOLE 0 0 549 ALTRIA GROUP INC COM 02209S103 219 5349 SH SOLE 0 0 5349 DISNEY WALT CO COM 254687106 706 3897 SH SOLE 0 0 3897 CHEVRON CORP NEW COM 166764100 793 9392 SH SOLE 0 0 9392 MICROSOFT CORP COM 594918104 720 3238 SH SOLE 0 0 3238 AT&T INC COM 00206R102 827 28744 SH SOLE 0 0 28744 INTERNATIONAL BUSINESS MACHS COM 459200101 258 2046 SH SOLE 0 0 2046 VERIZON COMMUNICATIONS INC COM 92343V104 618 10517 SH SOLE 0 0 10517 EXXON MOBIL CORP COM 30231G102 327 7930 SH SOLE 0 0 7930 MERCK & CO. INC COM 58933Y105 200 2447 SH SOLE 0 0 2447 GENERAL ELECTRIC CO COM 369604103 313 29019 SH SOLE 0 0 29019 JPMORGAN CHASE & CO COM 46625H100 612 4816 SH SOLE 0 0 4816 ABERDEEN ASIA-PACIFIC INCOME COM 003009107 76 17017 SH SOLE 0 0 17017 COMCAST CORP NEW CL A 20030N101 278 5305 SH SOLE 0 0 5305 APPLE INC COM 037833100 5852 44103 SH SOLE 0 0 44103 TEKLA HEALTHCARE INVS SH BEN INT 87911J103 290 12159 SH SOLE 0 0 12159 SELECTIVE INS GROUP INC COM 816300107 404 6035 SH SOLE 0 0 6035 EATON VANCE LTD DURATION INC COM 27828H105 556 44348 SH SOLE 0 0 44348 NETFLIX INC COM 64110L106 267 494 SH SOLE 0 0 494 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 126 18302 SH SOLE 0 0 18302 ISHARES TR CORE US AGGBD ET 464287226 13627 115299 SH SOLE 0 0 115299 CONSOLIDATED EDISON INC COM 209115104 355 4917 SH SOLE 0 0 4917 APOLLO INVT CORP COM NEW 03761U502 293 27616 SH SOLE 0 0 27616 NEW YORK CMNTY BANCORP INC COM 649445103 175 16626 SH SOLE 0 0 16626 DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 61 14764 SH SOLE 0 0 14764 SFL CORPORATION LTD SHS G7738W106 77 12270 SH SOLE 0 0 12270 ALPHABET INC CAP STK CL A 02079K305 202 115 SH SOLE 0 0 115 SPDR GOLD TR GOLD SHS 78463V107 681 3819 SH SOLE 0 0 3819 VANGUARD INDEX FDS SMALL CP ETF 922908751 13906 71431 SH SOLE 0 0 71431 VANGUARD INDEX FDS GROWTH ETF 922908736 1194 4712 SH SOLE 0 0 4712 PALATIN TECHNOLOGIES INC COM PAR $ .01 696077403 7 10100 SH SOLE 0 0 10100 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 22 11100 SH SOLE 0 0 11100 GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 75 21400 SH SOLE 0 0 21400 VOYA GLBL EQTY DIV & PREM OP COM 92912T100 54 10300 SH SOLE 0 0 10300 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 98 11063 SH SOLE 0 0 11063 M & T BK CORP COM 55261F104 554 4351 SH SOLE 0 0 4351 NUVEEN NEW YORK AMT QLT MUNI COM 670656107 168 12409 SH SOLE 0 0 12409 BLACKROCK N Y MUN INCOME TRU SH BEN INT 09248L106 282 19300 SH SOLE 0 0 19300 PIMCO NEW YORK MUN FD II COM 72200Y102 128 11819 SH SOLE 0 0 11819 ARES CAPITAL CORP COM 04010L103 378 22352 SH SOLE 0 0 22352 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 1202 5663 SH SOLE 0 0 5663 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 11810 280127 SH SOLE 0 0 280127 ISHARES TR INTL SEL DIV ETF 464288448 264 8959 SH SOLE 0 0 8959 ENERGY FUELS INC COM NEW 292671708 48 11177 SH SOLE 0 0 11177 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 352 5006 SH SOLE 0 0 5006 ISHARES TR ISHS 5-10YR INVT 464288638 615 9954 SH SOLE 0 0 9954 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 211 1958 SH SOLE 0 0 1958 VOYA INTL HIGH DIV EQTY INM COM 92912Y109 109 23725 SH SOLE 0 0 23725 PHILIP MORRIS INTL INC COM 718172109 566 6840 SH SOLE 0 0 6840 SPDR SER TR PORTFLI INTRMDIT 78464A672 929 28109 SH SOLE 0 0 28109 FS KKR CAP CORP COM 302635206 801 48365 SH SOLE 0 0 48365 ISHARES TR CORE LT USDB ETF 464289479 1811 23703 SH SOLE 0 0 23703 TESLA INC COM 88160R101 578 819 SH SOLE 0 0 819 SCHWAB STRATEGIC TR US TIPS ETF 808524870 636 10250 SH SOLE 0 0 10250 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 620 1805 SH SOLE 0 0 1805 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 718 10524 SH SOLE 0 0 10524 VANGUARD STAR FDS VG TL INTL STK F 921909768 454 7546 SH SOLE 0 0 7546 ISHARES TR CORE HIGH DV ETF 46429B663 449 5121 SH SOLE 0 0 5121 FACEBOOK INC CL A 30303M102 243 888 SH SOLE 0 0 888 ISHARES INC CORE MSCI EMKT 46434G103 237 3824 SH SOLE 0 0 3824 ISHARES TR CORE 1 5 YR USD 46432F859 1704 32999 SH SOLE 0 0 32999 ISHARES TR MSCI USA MMENTM 46432F396 4195 26009 SH SOLE 0 0 26009 FIRST TR INTER DUR PFD & IN COM 33718W103 890 36993 SH SOLE 0 0 36993 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 10833 185013 SH SOLE 0 0 185013 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 5204 63234 SH SOLE 0 0 63234 ALPHABET INC CAP STK CL C 02079K107 461 263 SH SOLE 0 0 263 ISHARES TR CORE TOTAL USD 46434V613 3290 60271 SH SOLE 0 0 60271 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 4297 87186 SH SOLE 0 0 87186 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 7010 247615 SH SOLE 0 0 247615 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 16179 359773 SH SOLE 0 0 359773 DBX ETF TR XTRACK USD HIGH 233051432 11767 234915 SH SOLE 0 0 234915 LATTICE STRATEGIES TR HARTFORD US EQTY 518416409 3597 102483 SH SOLE 0 0 102483 BAIN CAP SPECIALTY FIN INC COM STK 05684B107 424 34976 SH SOLE 0 0 34976 OWL ROCK CAPITAL CORPORATION COM 69121K104 481 37956 SH SOLE 0 0 37956